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 a few different service invoices available for download. The first is a very general invoice for listing a description and an amount, 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. If you are running an IT business, check out our new IT Consultant Invoice Template.
Service Invoice TemplateCost: Free ($0.00)
License: View Agreement (Applies to all invoices listed below)
Required: Microsoft Excel® 2002(XP), 2003, 2007, 2010 or OpenOffice
"No Installation, No Macros - Just Simple Spreadsheets"
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.
General Service Invoiceservice-invoice.xls | Version 1.1.0
The general service invoice gives you the flexibility to enter whatever you want in the description, whether that be hourly rates or fixed charges. Included in the template is a second invoice worksheet that has separate sections for items that may or may not require sales tax.
Service Invoice with Hourly Rateservice-invoice-with-hourly-rate.xls | Version 1.1.0
Like the title says, this invoice is for service providers that charge based on an hourly rate. You can break down the charges based on different tasks and either charge the same rate for all items or enter different rates for each line item.
The second worksheet in the file includes a separate section for charging for parts, tools, or materials - items that are typically subject to sales tax. In this section, instead of entering Hours and the Rate, you would enter the Quantity and the Unit Cost.
If you'd like to try a similar template with a newer look, check out our Simple Invoice with Hours and Rate.
Service Invoice with Customer Listservice-invoice_customer-list.xls | Version 1.1.0
This workbook includes all of the above service invoices in one workbook, with each one referencing the same customer list.
First, add the names and addresses of your clients into the customer list. Then, when creating an invoice, you can select the client ID from a drop-down box to have the address information populated automatically.
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.
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)
If you have questions about how to use this template, please contact us.