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This Excel invoice template will provide a guideline to help you create a sales invoice to keep record of transactions. Use and modify this template to create your own invoice!
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An invoice is used to document the terms and conditions of a transaction. It is sent to a customer to inform them of an obligation to pay for a good or service. An invoice is legally enforceable and acts as a record of a transaction.
An invoice requires several elements. You can find these in our Excel invoice template. These elements consist of the following:
invoice number (reference number)
date of invoice creation/issuance
date that payment is due
address and contact information of the seller
billing address and contact information of the buyer
shipping address and contact information of the buyer
description of the goods or services purchased
number of units, price per unit, and total price of goods or services purchased
total price including any discounts or taxes applied
payment terms including method of payment, banking information, payment due date, and discounts
Depending on the product or service being purchased, a shipping address may not be necessary. For example, this would be the case for any company that primarily offers services, such as a car mechanic. A car mechanic would not be shipping anything to their customer. Thus, the shipping address is not necessary. Additionally, payment terms are often expressed in the format of ‘net 30’ or ‘3/10, net 30’. This is translated to ‘payment due in 30 days’ or ‘3% discount if payment is made within 10 days, otherwise payment is due in 30 days’.
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Below is a break down of subject weightings in the FMVA® financial analyst program. As you can see there is a heavy focus on financial modeling, finance, Excel, business valuation, budgeting/forecasting, PowerPoint presentations, accounting and business strategy.
A well rounded financial analyst possesses all of the above skills!
Additional Questions & Answers
CFI is the global institution behind the financial modeling and valuation analyst FMVA® Designation. CFI is on a mission to enable anyone to be a great financial analyst and have a great career path. In order to help you advance your career, CFI has compiled many resources to assist you along the path.
In order to become a great financial analyst, here are some more questions and answers for you to discover:
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