Sales invoice template

Invoice for Products sold, Product shipping, Gift wrapping.

Templates by industry

  • Products sold
  • Product shipping
  • Gift wrapping

Preparation guide

Distinguish goods quantities from transport, storage and handling units, linking delivery locations to receipt records.

Deliverables and line items
Products sold, Product shipping, Gift wrapping: record the quantities actually supplied and the service period.
Goods and volume
Record item codes, counts, weight or volume, packing units and handling conditions.
Route and period
Define origin and destination, storage or transport period, loading responsibilities and proof of delivery.
Scope to agree
Record product codes and quantities, with shipping and gift wrapping as separate services.
  • Check extra-charge conditions for waiting, redelivery, returns and special handling.
  • Reconcile dispatch, arrival and received quantities and explain discrepancies.
  • Match completed work to the order or approval record, and confirm the payment due date and amounts already received.

  1. Confirm scope and quantities

    Example: reconcile the approval and work record for "Products sold" to establish the quantity for this invoice.

  2. Record delivery and acceptance

    Check completion for every line, including "Gift wrapping". Deliver dispatch details, delivery or storage records and the quantities confirmed by the customer.

  3. Send the billing record

    Send the final charges, delivery reference and due date to the customer, then reconcile payment against the invoice number.