The issued invoice serves as the main basis for your partner's accounting department to pay for the services you rendered, the work performed or the goods delivered. In turn, the customer can, if necessary, use this document to confirm the legality of his payment in your favor.
It is necessary
- - a computer;
- - a special program, Excel or Word;
- - details of the customer (or the buyer of the goods);
- - own details;
- - Printer;
- - fountain pen;
- - printing;
- - Internet access.
Instructions
Step 1
Usually, the closing documentation for each payment also includes an act of rendering services (acceptance of works, acceptance and transfer of goods). But sometimes it is possible to do without an act. But without an invoice - no way. In theory, the parties must first sign the act, and on its basis the invoice is issued. In practice, the one to whom the payment is due forms both documents at once. In any case, before printing and signing the act and the invoice, it is better to agree with the customer in correspondence or orally the amount of work accepted and the amount to be paid. If there is no disagreement, you can start preparing the documents. …
Step 2
In the header line of the invoice we write its name (invoice), number, date of issue: “INVOICE №… from…”. It is possible to add below with a small letter “according to the contract No.…. from …. "Further on the left we indicate the city where the invoice is issued (the same where we are located). On a new line, write the word" Recipient "(options: contractor, supplier), then after the colon we write our name, address, full bank details … Then on a new line - "Payer" (or "Customer", if they christened themselves as a performer, this is relevant in the case of a contract for the provision of services for a fee) and after the colon, similar information about him: address and details.
Step 3
The substantive part of the invoice usually looks like a table with six columns: the number in order, the name of the service (product), unit of measure, quantity, price, amount. The number of rows in the table, not counting the top one, corresponds to the number of services rendered. We prescribe the names of services, their units of measurement and prices, as in the contract and additional agreements, annexes to it, if any. We calculate the amount using a calculator, multiplying the number of units of measurement for each item by the price of one unit.
Step 4
Depending on the situation, the units of measurement can be jokes, kilograms, liters, tons, boxes, percent of work done, thousands of characters, etc. It depends on what we sell. Here the circle of fantasy is not limited.
The bottom line of the table indicates the total amount to be paid - "Total". If we pay VAT, under the rightmost column of the table we indicate the amount with the addition of this tax with the clause "including VAT". The rate of value added tax is also indicated. When applying the simplified taxation system, you do not need to pay VAT. In this case, we write: "VAT is not levied, since the Recipient (Contractor) applies a simplified taxation system." Next, we indicate the number of the notification about the possibility of using the simplified taxation system, indicating the number, date of issue, the issuing authority.
Step 5
Under this text, after the word "total:" we indicate the total amount of the payment in rubles and kopecks in figures.
The line below is the text "Total payable … items for the total amount …". The number of names corresponds to the number of positions in the table, the amount corresponds to what we eventually counted. From a new line, the same amount in rubles and kopecks is written in words. Below is a place for the signatures of the head of the organization and the chief accountant. Entrepreneurs who do not have an accountant put their signatures in both columns. The same applies to companies where the functions of director and accountant are combined by one person.
We put a seal. The invoice is ready to be sent.
