Professional Documents
Culture Documents
CREATING INVOICES
OPTION 1 (Multiple in
Make a copy of Invoic
#
OPTION 2 (Single invo
Make a copy of the fil
Make a copy of the fil
CREATING RECEIPTS
1. Choose Receipt at t
2. Enter the Paid Date
RECORD KEEPING
1. Print Invoice and/o
2. Export as PDF and s
LIMIT
Supports daily rentals
Accommodates 20 lin
FEATURES
1. Create invoices for your asset rental business
2. Customize it to your need
3. Automatically calculate totals and subtotals
4. Handles tax rates at order level
5. Accommodates products that are not taxable
6. Handles discounts at product and order levels
7. Save time by storing customer and product data
INITIAL SETUP
1. Enter Business Information in Settings sheet
2. Enter Payment Methods in Settings sheet
3. Enter Asset details in Assets sheet
4. Enter Customer details in Customers sheet
5. Change Logo in Invoice sheet
6. Update Currency
7. Customize columns in invoice detail
CREATING INVOICES
OPTION 1 (Multiple invoices in one file)
Make a copy of Invoice sheet & Rename it with Invoice
#
OPTION 2 (Single invoice in each file)
Make a copy of the file and rename with Invoice #
Make a copy of the file and rename with Invoice #
CREATING RECEIPTS
1. Choose Receipt at the top in INVOICE sheet.
2. Enter the Paid Date and Payment Method
RECORD KEEPING
1. Print Invoice and/or Receipt
2. Export as PDF and save each invoice and receipt
LIMIT
Supports daily rentals not hourly rentals
Accommodates 20 line items per invoice (or) receipt.
ASSETS START ENTERING DATA FROM ROW 4
Rental Price per Unit of
Unique Asset ID Unique Asset Name Asset Description day measurement
ID NAME DESCRIPTION PRICE UNIT
1 fjfcyu l;hv 2546
Choose NO if not taxable. Rename & Use this field to store any
Leave Blank if taxable information you would need Add a new column by typing in cell J3
TAXABLE PR CUST FIELD
yping in cell J3
CUSTOMERS
Unique customer START ENTERING DATA FROM ROW 4
Customer ID name Billing Address Email Address Phone Number Contact person
ID NAME BILLING ADDRESS EMAIL PHONE CONTACT
1 gfjuk
Rename & Use this field to store any
information you would need about Customer. Add a new column by typing in cell H3
CUSTOM FIELD
Choose Invoice or
Receipt INVOICE
INVOICE PAID
INDZARA INVOICE # 1
123 ABC Street, DATE
Peace City, Earth.