The F1 Analytics Invoice Tool has a simple and intuitive interface for creating professional invoices for your clients on the Order Form worksheet. The only requirements are including a customer name and at least one product or service. Below is an overview of the key components of the order form.
Invoice Numbers #
Invoice numbers are automatically assigned to each order sequentially (i.e., 1, 2, 3, etc.).
Set Type of Invoice #
Users select the type of invoice from a drop down menu located below the company contact information in the upper left corner and the customer information on the left side. The default value is “Invoice”, however users can select from the options as needed.
Set Invoice and Due Dates #
Both the invoice date and due date will default to the current date when a new invoice is added. To change either date, click on the cell with the date, and a calendar widget will appear. Use the left and right arrows at the top of the calendar to change the month, and select the date desired.
The calendar widget color can be changed by selecting from the colors at the bottom of the widget.
Select the Client #
Users can select a client for the invoice by clicking on the blue-shaded cell to the right of “Customer:”. When clicked, a drop down menu with a list alphabetized by last name/company name will appear.
When a client is selected, their name and contact information from the Client List worksheet will be populated in the Order Form, and the blue shading will turn white to match the background.
Include Products and Quantities #
To add a product or service to the invoice, click on the blue-shaded cell below the Product Name header. A drop down list will appear with product alphabetized by product name. Click on the product or service to add, and the line item will auto-populate with the name, description, default quantity, unit price, and item total (i.e., quantity x price).
Users may change the quantity from the default value as needed and the Item Total will recalculate automatically.
Two (2) types of discounts can be applied on the Order Form worksheet:
- Item Discounts: apply to the individual line item on the invoice. One (1) item discount per line item may be entered.
- Other Discount: applies to the entire order. One (1) other discount may be applied to the order as a whole.
Item Discounts #
Item discounts are applied by entering the dollar amount to discount the Item Total by under the Item Discount header. Below, $10.00 is discounted from the golf shirt line item.
Item discounts will automatically be summed in the Item Discount cell under Subtotal at the bottom of the Order Form worksheet.
Other Discounts #
To apply a discount to the entire order, enter the dollar amount to discount the order in the cell next to “Other Discount” at the bottom of the invoice.
Here, 10% of the subtotal ($9.55) is discounted from the order. Notice that both item discounts and other discounts can be applied at the same time to better customize your client experience.
Users can enter notes about the order in the grey-shaded cell next to “Notes:” under the customer information.