Results 1 to 15 of 15

Thread: How do i create an invoice for customers?

  1. #1
    Member
    Join Date
    Aug 2006
    Location
    Sengkang
    Posts
    681

    Default How do i create an invoice for customers?

    Any software or something? I have no clue in this,thanks for your help ladies and gentlemen

  2. #2

    Default Re: How do i create an invoice for customers?

    I'm interested to know as well.

    I'm also curious about the phrasing and wording used in contracts and agreements in order to safeguard yourself. Any guidelines on that?

    Sorry to ride on your thread, hope you don't mind (will remove the extra question should you request thatI do so)
    Trust me, I'm not so bad! | TangShooters

  3. #3
    Senior Member Sion's Avatar
    Join Date
    Jan 2004
    Location
    新天地
    Posts
    4,768

    Default Re: How do i create an invoice for customers?

    I use a simple page makeup software for my invoices.

    I guess you could also use Word for it too.

    Just look at an invoice for what to include.

  4. #4
    Member Adiemus's Avatar
    Join Date
    May 2004
    Location
    Small island....
    Posts
    1,673

    Default Re: How do i create an invoice for customers?

    check out the templates in Microsoft Word. They have some that you can download and use for free.

  5. #5

    Default Re: How do i create an invoice for customers?

    I am from the finance sector.
    Use a simple excel will do.

    Assume that the customer wants a receipt to claim, eg. for company event.

    just create running number invoice number, in a worksheet, not to overwrite them.
    Eg. go via month, and your own personal prefix. for me could be -
    BP120701 (B = bwilly, P = period, 1207 = Dec07, first transaction = 01)
    It will also be a good reference if the customer need to refer, and also for yourself too.

    Description, pricing. GST not included, so no need.
    Sub-total, total column for pricing. Includes deposit column, money balance to be paid, all formluated. Easier for you to keep track and lesser of computation error.
    Your own company/personal name with header (scan and paste on the worksheet)
    Customer name.

    Terms and conditions need to be included in the receipt/invoice. Mostly to protect yourself.
    For photographer, your liability and your responsibility. deposit paid, and photos not collected, what is the procedure? Time frame given? Deposit forfeited?
    And very important clause, anything not included in the term and conditon, not included.
    The term and condition, only you will know what to add, depends on your own business portfolio. If too many, include it on the back page of invoice, with a small prefix at the front page of invoice * term and conditon apply, refer to back page.

  6. #6
    vince123123
    Guests

    Default Re: How do i create an invoice for customers?

    I'll just add on to suggest that the "small prefix" shouldn't be too small - after all, you don't want a customer to deny liability by saying that insufficient notice was brought to his attention that there were T&Cs on the reverse side.

    A good legal practice is to put such a statement that the person has read and agree to the conditions overleaf, at the part where he signs for it.

    Typically however, this is more an order sheet than an invoice. By the time an invoice is issued, the transaction would have already been concluded.

    Quote Originally Posted by bwilly View Post
    I am from the finance sector.
    Use a simple excel will do.

    Assume that the customer wants a receipt to claim, eg. for company event.

    just create running number invoice number, in a worksheet, not to overwrite them.
    Eg. go via month, and your own personal prefix. for me could be -
    BP120701 (B = bwilly, P = period, 1207 = Dec07, first transaction = 01)
    It will also be a good reference if the customer need to refer, and also for yourself too.

    Description, pricing. GST not included, so no need.
    Sub-total, total column for pricing. Includes deposit column, money balance to be paid, all formluated. Easier for you to keep track and lesser of computation error.
    Your own company/personal name with header (scan and paste on the worksheet)
    Customer name.

    Terms and conditions need to be included in the receipt/invoice. Mostly to protect yourself.
    For photographer, your liability and your responsibility. deposit paid, and photos not collected, what is the procedure? Time frame given? Deposit forfeited?
    And very important clause, anything not included in the term and conditon, not included.
    The term and condition, only you will know what to add, depends on your own business portfolio. If too many, include it on the back page of invoice, with a small prefix at the front page of invoice * term and conditon apply, refer to back page.

  7. #7
    Moderator catchlights's Avatar
    Join Date
    Sep 2004
    Location
    Punggol, Singapore
    Posts
    21,902

    Default Re: How do i create an invoice for customers?

    business softwares for photographers are not cheap, and no really practical of for low volume usage.

    like other said, you can use word, or excel to do it, just copy the format from some invoice you received, especially those from service providers.
    Shoot to Live, Live to Shoot
    www.benjaminloo.com | iStock portfolio

  8. #8

    Default Re: How do i create an invoice for customers?

    typical of business to put a disclaimer on the front page to ask customer to read.
    Even everywhere when you goes, eg. carpark, swimming pool, hotel, they need to stated and a prominent place of the term and conditions to limit their liability.

    Unless its a million dollar business, nobody bothers to read.
    There will be seperate contract and notes different from the invoice if its a big business.
    Do you read each and every invoice or before you enter the carpark? prior to that already should have stated.

    More like when customer place a deposit, the same invoice format will tell them their rights and yours. What is cover and what is don't. You don't want to confuse yourself with an invoice for a deposit another for service rendered, no consistency and confuse yourself as well as the customer (if he wants to claim expense or tax rebate)

  9. #9

    Default Re: How do i create an invoice for customers?

    is it okie to type the invoice together with the agreement?
    ie wedding photography?

    so when 3parties sign .. bride/groom/photographer .. solve everything at a go

  10. #10
    Moderator catchlights's Avatar
    Join Date
    Sep 2004
    Location
    Punggol, Singapore
    Posts
    21,902

    Default Re: How do i create an invoice for customers?

    Quote Originally Posted by soeypixels View Post
    is it okie to type the invoice together with the agreement?
    ie wedding photography?

    so when 3parties sign .. bride/groom/photographer .. solve everything at a go
    invoice = bill.
    when you issue invoice, the goods or service are already render, isn't it too late to ask the client sign the agreement??
    Shoot to Live, Live to Shoot
    www.benjaminloo.com | iStock portfolio

  11. #11
    vince123123
    Guests

    Default Re: How do i create an invoice for customers?

    Yeap, my point exactly in post #6

  12. #12

    Default Re: How do i create an invoice for customers?

    my bad..
    wat i mean was for ie wedding photography where a deposit is required
    so do we need still need to issue an invoice? or the agreement itself is consider a 'invoice'

    where usually the agreement state that the client need to pay $### as a deposit is due at the signing of blah blah etc ..


  13. #13

    Default Re: How do i create an invoice for customers?

    Quote Originally Posted by soeypixels View Post
    my bad..
    wat i mean was for ie wedding photography where a deposit is required
    so do we need still need to issue an invoice? or the agreement itself is consider a 'invoice'

    where usually the agreement state that the client need to pay $### as a deposit is due at the signing of blah blah etc ..

    The agreement is a 'contract'. After you've done as what was agreed, you bill your client using 'invoice' or a simple receipt.
    Gallery | Facebook Page Spreading the Good photography.

  14. #14
    Moderator catchlights's Avatar
    Join Date
    Sep 2004
    Location
    Punggol, Singapore
    Posts
    21,902

    Default Re: How do i create an invoice for customers?

    Quote Originally Posted by soeypixels View Post
    my bad..
    wat i mean was for ie wedding photography where a deposit is required
    so do we need still need to issue an invoice? or the agreement itself is consider a 'invoice'

    where usually the agreement state that the client need to pay $### as a deposit is due at the signing of blah blah etc ..

    if you like paper work, you can ask couple to issue you a purchase order or job order, than you ask them to sign a contract or agreement, when you go and shoot their wedding, you ask them to sign a service render notice, by the time you deliver the album, you issue them a delivery order, when they sign this and return it to you, you are good to issue them a invoice.

    btw, when you received the payment, you send them a receipt of payment.

    hope this help.
    Shoot to Live, Live to Shoot
    www.benjaminloo.com | iStock portfolio

  15. #15

    Default Re: How do i create an invoice for customers?

    Quote Originally Posted by CYRN View Post
    The agreement is a 'contract'. After you've done as what was agreed, you bill your client using 'invoice' or a simple receipt.
    Quote Originally Posted by catchlights View Post
    if you like paper work, you can ask couple to issue you a purchase order or job order, than you ask them to sign a contract or agreement, when you go and shoot their wedding, you ask them to sign a service render notice, by the time you deliver the album, you issue them a delivery order, when they sign this and return it to you, you are good to issue them a invoice.

    btw, when you received the payment, you send them a receipt of payment.

    hope this help.
    tks

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •