[pianotech] Service call invoice forms

[David Love]

I created a template in Word the I use for invoicing and all invoices are
emailed as PDF files.  That allows me to store them in my computer in
chronological order which is much easier.   They are number by the year and
date so January 1, 2010 would be 20100101.   That keeps them in
chronological order.  If I have more than one on a given date then they get
an a,b,c,d added.  If I have a taxable sale I print it out and put it in my
taxable receipts file for SBOE.  I have a few leftover carbonless duplicate
invoices that I use when I can't email them one for some reason-rarely use
them.  The invoice format is simple.  My name and address as the header.
Place for date, customer name, piano, make, serial number.  Description of
services and amount for totals.  I've attached one.   Bottom cells above the
total are for things like sales tax and shipping where applicable.  

 

David Love

www.davidlovepianos.com

 

From: pianotech-bounces at ptg.org [mailto:pianotech-bounces at ptg.org] On Behalf
Of Michael Staples
Sent: Saturday, November 27, 2010 12:58 PM
To: pianotech at ptg.org
Subject: [pianotech] Service call invoice forms

 

Would anyone care to share what type of 2+ part paper invoice forms you use
for service calls?

 

Do you use an online vendor, local print shop or do you create your own
forms?

 

What are the important terms of service to include on the form? Do you put
them on the back or bottom of the form?

 

I'd love to avoid duplicate data entry (on the form onsite, then into the
computer later) but the advantage of leaving the client a paper copy of the
invoice (or quote for future work) seems to trump other methods.  Your
method other than paper?

 

Thanks,

 

Michael Staples

PTG Associate Member

Lexington, KY

 

 

 

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://ptg.org/pipermail/pianotech.php/attachments/20101127/4ac0c6e5/attachment-0001.htm>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: Blank Invoice.doc
Type: application/msword
Size: 47616 bytes
Desc: not available
URL: <http://ptg.org/pipermail/pianotech.php/attachments/20101127/4ac0c6e5/attachment-0001.doc>