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 from 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.
From the guide:
In many ways, for SMBs that require them, the estimate is the most important document they produce. The estimate serves as the initial documented point of contact for a customer and establishes the foundation for an ongoing customer relationship. A poorly executed estimate could easily lose a potential customer, job and any future jobs.
The download comprises an eight-page PDF and three Word documents.
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TIME SAVED: It took 20 hours of writing, editing and research to create this content.
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