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Professional Supply Invoice Template

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Professional Service Supply Invoice format in Excel. Consultancy Invoice format in Excel.




You can invoice your clients and customers for your professional services, consultancy services or advisory services with the help of this Excel Invoice Template. Download now and start creating your personalized invoice format.
Features of Professional Supply Invoice

Just like the supply of products, there is another aspect of businesses wherein they supply services or professional advisory services. In this case usually – professionals work in a firm or LLC or they work as a freelancer. The range of services can be from legal advisory, management services, financial advisory to IT development and blockchain advisory etc. Thus, you will need a invoice format to ensure that your services are timely invoiced – once they are delivered. This template in excel for professional supply invoice is helpful for professionals and firms.

This template will help you capture the following information related to professional supply;

  • Name of your company or firm along with address and other information
  • Bill to – Name of customer, address and other information
  • Ship to – if the delivery is at different location
  • Description of service, quantity, unit price agreed and total price
  • Discounts, if any
  • Tax rate and tax amount
  • Shipping and handling charges, if any. Else, you can include out of pocket expenses.
  • Total invoice value

Now, in the above format, we have mentioned that OPE (Out of pocket expenses) can be included in the last section. However, depending upon the tax regime in various geography – it can also be taxable. Hence, if it is taxable – it should be included with the service details in the main section and subjected to tax rate. For example, in India – OPE is subject to GST.

Explore other similar consultancy invoice format by formatworks.

Download Instructions

Follow the download instructions below, if you need any assistance. You can download this template for free and start customizing or using it. All the templates, resources, formats and designs are free of cost. However, By downloading this template, you also accept our terms of use policy and privacy policy.

Once you download this template, by default, the file/ folder extension will be compressed (zip). You will require decompressing software to get all the template files. You can use 7ZIP, WINRAR etc. Also, ensure that you have the appropriate software installed on your system for the file type you are downloading (e.g., Microsoft Office for DOCX, PPTX and XLSX files, a PDF reader for PDF files). Now, Right-click on the template file you’ve downloaded and Select “Open With” from the context menu.

You can choose the relevant software/application to open the file. For DOCX files, use a word processing application (e.g., Microsoft Word or any other document reader). For XLSX files, use a spreadsheet application (e.g., Microsoft Excel or Google Sheets or Spreadsheet or Apple Numbers). For PDF files, use a PDF reader (e.g., Adobe Acrobat). For PPTX files, use a presentation software like Microsoft PowerPoint, Google Slides or Prezi or even upload it to Canva and use it. Alternatively, you can double-click on the template file, and it will open in the default application associated with that file type on your system.

If you encounter any issues, ensure your software is up-to-date or consider using an alternative application that supports the file type.

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FormatWorks Inc. offers free designs, templates, formats and layouts for various personal and business use cases. Our aim is to deliver resources free of cost. You can get templates for presentation, spreadsheet, CV/ Resume, agreements and more.

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