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Vendor contact name, company name, address, phone number, email. There are also a number of free templates online.Īn invoice should include the following information: You can simply create one yourself in Word, or Excel. There are a number of ways to create an invoice for your business. Select “Save as PDF” and you will return to the print screen. Select the little “PDF” icon and another drop-down menu will appear. Select “Print” from the drop-down menu, as if you are going to print the invoice.
On a Macintosh computer, the process is a little different: Under the “Save as type” drop-down menu, select “PDF”.
Click on the “Save As” and select “This PC”. Select “Save” from the drop-down menu that will appear. Typically, if changes are needed, the client will need you to adjust the original file, then resave as a PDF, and resend it again. FAKTURAMA REVIEW PDF
Converting your invoice to a PDF makes it very difficult for the recipient to adjust it. PDF stands for “Portable Document Format”.
In the top menu, towards the left, select “Send”. On a Macintosh, you will see the file at the bottom of your email. That icon will show you the type of file you’ve attached (for instance, a PDF) and the name of the file. FAKTURAMA REVIEW PC
On your PC (in Outlook), you will see a new “Attached” section under “Subject”, with a little icon.
Click on “Browse this PC” and then “Desktop” (on a Macintosh, you might see the “Desktop” folder immediately). To attach the email, look for “Attach File” in the email’s menu bar, it will be the one with the paperclip icon. For instance, “Hi Tom, please find attached my invoice (Invoice #4723) for last week’s project. It is also a good practice to include the invoice number here too. In the body of the email, let your client know that you are attaching an invoice. For instance, “Jack Mason, Invoice #4723”. In the subject line, write your name or company name, plus the invoice number.
In the “To” line, put in the email address of the person you wish to send the email to. Select “New Email” (or on a Macintosh, “New Message”). Double-click on your email program, to open it. FAKTURAMA REVIEW HOW TO
Here is the step by step on how to email that invoice: To email your invoice, save it to your desktop (the “desktop” is the first screen you see when you log in to your computer, the one with all the program icons, files and wastebasket). How Do You Create an Invoice? How Do You Email an Invoice?
The printing process is the same whether you are using an Apple computer (also known as a Macintosh or “Mac”) or a PC. You will then be taken to the print screen, where you can choose how many copies you want. Then select “File” from the upper menu bar, then “Print” from the drop- down menu. To print an invoice, first open the program containing the invoice so you can see it fully on your screen.
Printing an Invoice: Step by Step Instruction. Read Printing an Invoice: Step by Step Instruction