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Jacob C. Myers - 2012
Introduction To Form Documents
This guide contains form and example documents essential to any web design business. The available documents are listed below. To Complete the Form: 1. Follow the instructions included in this pack. 2. Replace the bracketed placeholders ( [PLACEHOLDER] ) with your information. 3. Follow any instructions ( -- INSTRUCTION: included instruction. -- ) included in the form. 4. Use the example documents as a reference for creating your own document. 5. Print and Enjoy!
List of Available Form Documents
1. Invoice: You can't get paid unless you send a bill. Send an invoice and get paid.
Invoicing, its how you get paid. Knowing that clients can fall behind on payment quickly, it is important that you invoice quickly and regularly. Ideally, your invoicing and payment schedule is clearly outlined in your design contract with the client. Even the smallest jobs can use some payment schedule. At a minimum, get an advance payment for some percentage of the total bill before you start work. Instructions on using an Invoice Fill in the invoice by providing a short description of the work done and the total amount due for that work. There is no need to itemize every dollar due. Provide separate line items for reimbursable expenses. The easies way to write the invoice description is to use the milestone description from your Project Proposal or Letter of Agreement, assuming your schedule of payment is tied to milestones (which it should be). You should include a "Terms" section that restates the payment terms from your Project Proposal or Letter of Agreement. "Upon Receipt", "Net 30 Days", or "Net 15 Days" are typical payment terms. Included Documents: 1. Invoice Template Form (1 page) 2. Example Invoice (1 page)
Invoice Template Form
[YOUR NAME] [YOUR ADDRESS] [YOUR TELEPHONE] [YOUR FAX] [YOUR EMAIL] [DATE] [CLIENT NAME] [CLIENT TITLE] [CLIENT COMPANY NAME] [CLIENT COMPANY ADDRESS] Re: [PROJECT TITLE], [JOB NUMBER / CHANGE ORDER NUMBER] -- INSTRUCTION: Use the Project Title from your Project Proposal or your Letter of Agreement. Reference the job number from your Project Proposal or your Letter of Agreement, or the Change Order number if you used a change order. -Invoice: [INVOICE NUMBER], [INVOICE DESCRIPTION] -- INSTRUCTION: Number your invoices to keep track of them for billing purposes. The invoice description should be the milestone description from your Project Proposal or Letter of Agreement, assuming your schedule of payment is tied to milestones. -Description Amount
Subtotal: Tax: Total:
Terms: [PAYMENT TERMS]
Print Designer Name
Samus Samuelson 512 Main St. Brea, CA 99999 Tel: 555-123-7890 Fax: 555-123-7891 firstname.lastname@example.org June 2, 2012 Beaufort Brimley Owner Fancy Meats Co. 123 Fake St. Orange, CA 99999 Re: Meat Packing Business Website, Job No. 00009 Invoice: #00001, Preliminary Design Description Preliminary Design Subtotal: Tax: Total: Amount $1,250 $1,250 $0 $1,250
Terms: Payment due Net Thirty (30) days from date of this invoice.
Print Designer Name
Thank You! Jacob C. Myers Web Design Lawyer Tel: 714-706-1337 email@example.com http://webdesignlaw.com/
Copyright 2012 - Jacob C. Myers