Invoice Template for Service Providers

Our service invoice template is part of a collection of invoice templates created by Vertex42 for consultants, service providers, and other small businesses. We have two different service invoices available for download. The first is a very general (generic?) template, and the other is specifically for service providers that charge based on hourly rates. If your business sells and ships products, you may be more interested in our sales invoice template.

We recently released a new free invoice template, so unless you want a way to record hours worked, you might be able to get by with just using that version.

For simple time keeping, you may be interested in our timesheet template or timecard template.

Service Invoice Template

Invoice -screenshot- Invoice with Hourly Rate -screenshot-	The download contains two different service invoice templates. View the screenshots to the left or just download right now and take a look. Creating a Custom Template: After you customize the invoice spreadsheet with your company name and address, save it as a template file (.xlt). When you go to create a New file from a template, the invoice template should be included in your list of available templates. Be aware that when you create a .xlt file, the default location is usually a directory that is often hard to find (for example: C:\Documents and Settings\[username]\Application Data\Microsoft\Templates) Sending The Invoice to Your Customer: Save the completed invoice as a PDF file (this may require a separate add-on or PDF creator), and send the invoice via email. Your customer will probably like the convenience, and it is a nice way to make sure they can view the file. "No Installation, No Macros - Just a Simple Spreadsheet"	Download Free Trial Cost: $0.00 License: View Agreement File Type: .zip Size: ~20 KB Required: Microsoft Excel® 2002(XP), 2003, 2007, OpenOffice
The basic service template is also available as a free OpenOffice Calc spreadsheet: Basic Invoice (.ods)
	Purchase the unlocked version of our Service Invoice Template - includes both of the files shown above. You will also be able to download the bonus spreadsheets listed below. 60-Day Money-Back Guarantee Same license agreement and system requirements as listed above apply.	BUY Now Cost: $14.95 Immediate Download Same License Agreement as Above
Bonus #1: Service Invoice Templates with Separate Labor / Parts Sections After your purchase, download 2 additional service invoice templates (modifications of the 2 listed above) that include a separate section for items that are not subject to sales tax like labor. See the screenshots below. Screenshot 1: Showing the variation on the Basic Invoice Screenshot 2: Showing the variation on the Invoice with Hourly Rate Bonus #2: Service Invoice with Customer List This bonus spreadsheet is a variant of the service invoice that includes a worksheet for listing customer names and addresses so that when you select the Customer ID from the drop-down box in the Invoice worksheet, the Bill To section is automatically updated. Both the Basic Invoice and the Hourly Rate invoice are included in the workbook, allowing you to use the same customer list for both styles. View Screenshot

Using the Service Invoice Template

Values within [brackets] are meant to be replaced with your company or customer's information. Below are descriptions of some fields used in service invoices:

• [Company Name]: The main title and address listed at the top of the invoice is for the company that is providing the service (i.e. the Service Provider or Consultant).
• Bill To: The name and address of the customer. This information is usually tied to the a specific Customer ID. A service invoice usually assumes that no products are being shipped. Use a sales invoice if you need to include shipping details.
• Description: The description may be pretty lengthy, particularly for consulting or legal services. In some cases, you may want to provide details about how the total has been calculated or arrived at. You could include a break-down of the charges within the description, or include each charge as a separate row.
• Other Comments: Use this block to describe payment terms such as the method of payment or when the payment is due.
• Make Checks Payable To: You want to make it as easy as possible for your client or customer to pay you. Don't make them hunt around for this information.

Changing the Currency Symbol: You can change the currency format used in the invoice template by changing the cell formatting. Select the cell or cells, then open the cell format dialog box (shortcut: Ctrl+1). In the Number tab, you can select the "Currency" category and then choose the Symbol that you want from the drop-down box.

Sending the Invoice to a Client: The recommended way to send this invoice to a customer, other than by printing and mailing it, is to first convert the invoice worksheet to a PDF file and then email the PDF file. PDF conversion software often allows you to 'Print' to a PDF by selecting the PDF driver as if it were a separate printer (it would be listed along with your other printers in the Print window).

See our Small Business Invoicing article, which explains a method for managing your invoices.

If you have questions about how to use this template, please contact us.