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Itemized Invoice Template

The Itemized Invoice is a document that is used to provide an itemized statement for the client when goods and/or services are purchased. Each item or service would be listed per line. All items would be calculated and the final amount with tax and any additional charges would be accurately displayed at the bottom of the form.

How to Write

Step 1 – Billing Information –

Bill From –

  • The name of the representative
  • Company name
  • Street address
  • City, State, Zip Code
  • Phone number

Bill to –

  • Client’s name
  • Company name
  • Street address
  • City, State, Zip Code
  • Phone number

Invoice Information –

  • Form Number
  • Date in  mm/dd/yyyy format
  • Due date – mm/dd/yyyy format

Step 2 – Service Information –

  • In the description fields, enter each item or group of items seperately, one item or service per line
  • If services are provided enter each service separatly
  • Submit the amount per item, lot of items or individual services
  • Once all of the items and/or services have been entered individually, add all of the numbers contained in the fields in the “Total” column
  • Enter the total amount of added totals into the “Subtotal” field
  • Submit the sales tax amount
  • In the “other” box, enter any additional charges
  • Calculate the subtotal, sales tax and the “other” fields
  • Submit the final calculation into the “total” field at the end of the column

Step 3 – Terms and Conditions –

  • Read the statement
  • Submit the number of days in which the client has to provide payment
  • Enter a percentage of the total amount that will be added for any late payments

Step 4 – Payment Options –

Credit or Debit Card

  • Check the box next to the the preferred card to be used for payment
  • Enter the cardholder’s name
  • Account or Credit Card Number
  • Enter the expiration date located on the front of the card in mm/yy format
  • Submit the CVV security number that is located on the back of the card (3 or 4 digit code)
  • Enter the Zip Code associated with the billing address connected to the card
  • The client must read the authorization statement and provide signature
  • Date the signature in mm/dd/yyyy

Bank Wire –

  • Name on the Bank Account
  • Street address
  • Bank name
  • Account number
  • Routing number
  • Account type (savings, checking etc)

PayPal Option –

  • If a client would like to pay for the items or services through their PayPal Account, they would only need to provide their verified email address that is directly connected to their PayPal account
  • The client may make payment by logging in to their account, click “send money” and follow the steps displayed to complete payment
  • The merchant or individual may also log in to their account and send a “money request,” for the client to open in email and complete the payment steps

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