TRUMBLES T1 SMALL BUSINESS ACCOUNTING MODEL
INVOICE
The
Invoice sheet includes a template containing draft text. You’ll need to tailor
the template by overtyping the text with specific information for your own
business
The
Setup Logo button enables you to change the size of your Company Name header
(row 14) and/or replace the title row with a picture or logo (jpg or png) of your choice
The
Restore Defaults button will put back the original settings if you need to
revert for any reason
After
you’ve tailored the template, you can generate client invoices by selecting the
required invoice number from the drop-down selector (cell E10) and clicking the
Generate Invoice button
When
you click Generate Invoice, a PDF file is created and saved on to your desktop
If
you need to make any changes after you’ve generated the invoice, simply apply
the changes into the template before clicking Generate Invoice again. If you
need to make changes to the overall amount, this will need to be carried out
via Amend Row in the SubRecs sheet
After
you’ve emailed or printed and posted the invoice to your client, move the PDF
file into an appropriately named client invoice folder
Temporary cells are available for
you to enter information on an invoice-by-invoice basis. Any information
entered into these cells will be cleared down after the invoice has been
generated. These fields include:
·
Invoice Date (cell G28) - If this
field is left blank, it will be filled in automatically when the invoice is
generated
·
FAO (cell D22) - This cell can be
used to enter additional address information (i.e. For the attention of)
·
Cost breakdown (cell ranges
D41:D49 & E41:G49) - This range of cells can be used to enter breakdown
descriptions and amounts
You can also change the default
text ‘This invoice is due for payment within 30 days from the date of issue’ in
cells D50:D55 at any time. Whatever you type here becomes the new default. If
you change this text as a one off for a specific client, you must remember to
change it back immediately after you’ve generated the invoice
The invoice template can be
amended at any time as required