Learning and training services are usually offered by educational institutions and skill development program firms. This can be job related learning and training programs or may be schools and college related. Usually businesses which are starting out in this domain, don’t go for billing software implementation. In that case, Excel, Spreadsheet can be a good tool to optimize invoicing process.
You can use this template for invoicing your customer for your services in the field of learning programs, training programs and other related fields. Furthermore, your service can be online or offline. Usually online classes and educational program sales are much easier. You can create a template for invoices and share with your client. This template in excel will give you an idea on what to include in your template. When you are operating offline for classes, educational programs and trainings – you will need receipt template and business invoice templates.
Sometimes, professionals work as a freelancer and offer various trainings and learning programs to corporates and institutions. In such case, professionals or educators can use this invoice template to bill clients for their services.
This template will help you with pre-built fields like;
- Name of the company
- Invoice date and invoice number
- Name, address of client
- Credits Redeemed
- Description of class
- Class code, if any and start date
- Attendees information – if sold to multiple customers
- Expenses or Out of pocket amount
- Net charges
- Invoice instructions and address of the educator
Now, you might use credits in your platform for students and clients taking classes, you can include credit redeem feature in this invoice template. Since, this template is 100% customizable, you can add more fields, columns and rows (even delete them) as per your requirement.