SMB Best Practices: Templates for Creating Estimates, Invoices, and Billing Statements

No business, big or small, will last long if it doesn’t get promptly and properly paid for services rendered and products delivered. These guidelines, written by Mark W. Kaelin for TechRepublic Premium, explain the characteristics that constitute a proper estimate, invoice, and billing statement. The accompanying templates will also serve as practical examples of these vital financial documents.

  • Featured text from the download:

    COMMON CHARACTERISTICS

    Even though the underlying business purpose of estimates, invoices, and billing statements may be different from one document to the next, best practices dictate that all three documents share several common characteristics. These are the features all said documents should include every time they are printed or presented to a customer — no exceptions:

    • Name of the company.

    • Logo, trademark, brand, and/or another graphical identifier.

    • Street address.

    • Current date.

    • Telephone number(s).

    • Email address(es) of accountable personnel.

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Provided by:
TechRepublic Premium
Published:
November 25, 2024
Topic:
Startups
Format:
WORD
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