12/22/2023 0 Comments Simple invoice![]() ![]() Notes: Include any additional info your customer should know, including terms of service and payment terms (for example, payments are due 30 days after the invoice has been issued).Total: Outline the total amount due from the customer, after tax.This is legally required to provide on invoices, and your rate may differ depending on where you run your business. Tax: Indicate the tax rate applied to the subtotal.Subtotal: Add up the subtotal of your goods or services, before tax has been applied.For each line item, include a brief description, quantity, individual unit price, and total price. Line Item: Add individual line items for each unique good or service you provided. ![]() Dates: Include the date when your invoice has been issued and the date when payment is due.For example, if you're sending your very first customer their first invoice, the invoice number could be 001-001. You can format this based on sequence and customer. Invoice Number: Include a unique invoice number to help you track down this invoice in the future.Customer Details: Under "Bill To", add your customer's name, address, and contact information. ![]() Company Details: Add your company name, address, phone number, and logo to the top-right corner.Title and Description: Name the project and briefly describe what type of work your client is being invoiced for.Measurements throughout this tutorial are given in inches. 1Ĭreating the report to use as the datasetĬreating the new document and selecting the datasetįormatting, aligning, and sizing the text fieldĪdding an attribute to the Customer Header sectionĪdding and formatting additional text fields in the Customer Header sectionĪdding a line to the Customer Header sectionĬreating the column headers in the Detail Header sectionĬreating the item detail in the Detail sectionĪdding summary information to the Detail Footer sectionīefore beginning the instructions, review Creating a document using another document as a template to familiarize yourself with the various components of the Document Editor. While each step is self-contained, they are meant to be completed in order. The high-level steps for this procedure are outlined below. It may be helpful to print the document and refer to it as you create your own invoice document. ![]() This sample has been altered to fit within the space limitations of this manual. The completed invoice looks like the following: Purchase date, ID, description, and cost of each item Each invoice will contain the following: Replace them with the first year of data in your Tutorial project.īy following the instructions, you will create a document that provides a separate invoice for each customer. The sample documents and images in this section, as well as the procedures, were created with dates that may no longer be available in the Tutorial project. You can use this section as a tutorial, bringing together the pieces described in the chapters of this book to create a document.ĭates in the MicroStrategy Tutorial project metadata are updated to reflect the current year. Because the Tutorial does not contain the precise type of data needed for an invoice, such as Invoice Date and Due Date, we will use data from similar, related attributes as a replacement. This section contains step-by-step instructions to walk you through creating a simple invoice with data from the MicroStrategy Tutorial. ![]()
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