What is an invoice? In one word an invoice is a bill containing the sum due for some product or service you have purchased. That leads us to the next question which is ‘What is an estimate invoice?’ It is an expected bill from the seller or service provider to the buyer before the goods are delivered and payment is made.
An estimated invoice should not be confused as a request for payment (actual invoice) as it may include the type, cost of products and other relevant details such as tax and shipping charges incurred, but is an estimate of the same. Here are 5+ Estimate Invoice Examples and Templates.
Every seller is required to provide an invoice. So if you are one and don’t know how to write up an invoice then this template sample will be very useful for you. This is a sample of an estimated invoice of a company that provides services. The project was undertaken by the company for which it is charging the customer his money is listed below the details. As a service provider, you have to remember to add other pertinent details such as sales tax and the tax rate and provide the customer with a bill inclusive of all the costs. Since it is branded at the top as ‘Estimate Invoice’, it shall not be confused as an actual Invoice, but simply a sample one for getting necessary clearances for obtaining confirmation of customer for doing the actual work.
Invoice types vary from company to company, however, there is the basic type that is followed by many. This template consists of a sample roofing estimate invoice of a company. If you have a roofing company then this template is for you. In this sample, the date of the invoice is mentioned along with other important details and facts such as the invoice number, expiry date, details of the customer, etc. As the sample shows, the customer details have been left blank, which makes this an Estimate Invoice and not an actual one, hence payment cannot be claimed against it. This is issued to the customer for the sake of their convenience so they can gauge the projected costs.
If you own a construction company and face issues constantly regarding an invoice or you have just started a company and want to get to learn how to write a Construction Invoice, then this template is your savior. There are many things to consider while making an invoice for a construction company such as the vendor company’s name; here they have given sample names of such a company-LLP Company. Give a description of the products taken from the vendor company, the quantities used of each product from each company, the unit price, delivery date and the total cost of everything. The important point to be noted is that some elements in the invoice should be left incomplete so that it cannot be misused for getting payment. Estimate invoices are issued for customer benefit for getting project approvals from higher management of the customers, and this principle needs to be maintained.
An estimated invoice doesn’t necessarily have to be full of complexities such as terms and conditions etc; it can also be a simple estimated invoice like this sample invoice provided in this template. A simple invoice has the company’s name, address, phone number, email and the customer’s details such as an address, phone number, etc., to indicate the seller and buyer respectively. In the body of the invoice, the products are listed according to their identification number and description followed by the quantity and unit price of each product. Make a subtotal of this and that is the total estimated cost the customer has to bear; the total cost is inclusive of any tax or shipping or handling that has taken place, the cost of which the customer has to bear. As expected, the invoice number and date are to be left blank intentionally, so that it remains as an estimate invoice and does not become an actual invoice, thus being ineligible for the accounting process.
Are you the owner or sales manager of an automobile repair company? If your answer is yes, then follow this template for your assistance. It is a sample of an auto repair company. This company has provided services such as tuning up the car and tire rotation, the cost of each service provided is calculated and the tax is included. In this invoice the customer had required certain auto parts such as the camshaft, distributor, and bearing; the part number of each part is stated along with the quantity and unit price. Mention the mode of payment and other terms and conditions, if any. And as is visible in the template, important details are left blank deliberately to keep it as an estimate invoice only.
This template is an instruction sheet on motor vehicle repair estimate invoices by the Florida Department of Agriculture and Consumer Service: Division of Consumer Service. The instructions clearly show how much customers friendly the laws are so that customers get the best services with full transparency. No possible scenarios are left untouched with all the rules clearly defining the scope of the interaction between customers and vendors, thereby ensuring full peace of mind for the customers.