INVOICE - 5 line items

5-line INVOICE

Request Form
Today's Date

MonthDayYear
YOUR DETAILS
Company Name
This will show on the invoice as the business name.
Company Email
example@example.com. This is where this form receipt will be sent to, along with an invoice number.
Company Phone
Format: (000) 000-0000.
JOB CUSTOMER DETAILS
Customer Display Name
QuickBook required, leave as is.
First Name
Last Name
Email
example@example.com
Phone
Customer phone numberFormat: (000) 000-0000.
Country
JOB DETAILS
PROJECT DETAILS
This area is for any relevant job details. This will appear on the invoice.
Contractor Services
Quickbooks requirement, ignore & leave here.
ITEMIZED CHARGES

List all services/products to be invoiced. NOTE: Every item needs a Yes or No answer on whether tax is to be applied.
Line Item #1
1a. Service / Item Description
1b. Should this item be taxed?
1c. Price
1d. Quantity
1e. Line Total $
Line Item #2
2a. Service / Item Description
2b. Should this item be taxed?
2c. Price
2d. Quantity
2e. Line Total $
Line Item #3
3a. Service / Item Description
3b. Should this item be taxed?
3c. Price
3d. Quantity
3e. Line Total $
Line Item #4
4a. Service / Item Description
4b. Should this item be taxed?
4c. Price
4d. Quantity
4e. Line Total $
Line Item #5
5a. Service / Item Description
5b. Should this item be taxed?
5c. Price
5d. Quantity
5e. Line Total $
SUBTOTAL
SUBTOTAL
DISCOUNTS / CREDIT - Enter either option below (NOT BOTH):

Discounts are applied to the subtotal before taxes and allocated proportionally between taxable and non-taxable amounts to keep taxes accurate.
A. Enter dollar amount
Do NOT include the "$" sign.
B. Percentage amount
Do NOT include the "%" sign.
C. Percentage Amt Adjust
209: Converts to a $ amount off based on the subtotal. Total*(%/100)
TOTALS
Taxable Subtotal before discounts
173 (173-211: FIGURES TAX AMT that is proportionally discounted) This field: Add all line totals(x0 for no tax)(1x for taxed)
Non-tax subtotal before discounts
210. Subtotal of all line items minus Taxed Subtotal (the difference = non-taxed items subtotal)
Taxable % discount
195: [calculate the 2 above fields] Taxable subtotal / subtotal = percentage that makes up the taxed
Dollar disc amt applied to taxable subtotal
207. Changes above field into a dollar value (not a %) Math: Discount A * field 195
Percent discount amt applied to taxable subtotal
214: Changes above field into a dollar value (not a %) Math: Discount C * field 195
Dollar non-tax disc amt
215: This field is to subtract the rest of the $ discount that is for non-tax portion of the total
Percentage non-tax disc amt
216: This field is to subtract the rest of the % discount that is for non-tax portion of the total
Taxable SUBTOTAL after discounts
211: (Taxable subtotal before disc field 173) minus (taxable disc field 214). This number x 0.06% = below field.
TAX
TOTAL
CUSTOMER PAYMENT TERMS
Customer Payment Terms:

Other: ______
*For progress invoicing, send invoice requests to info@jrbilling.com as project milestones are reached. Always include the estimate or invoice number.
If terms are "100% due upon completion", the payment terms are:

Other: Net __
APPROVAL
PICK ONE:
Provide any additional comments or instructions for Jackrabbit Billing.
If needed, I can also be reached at info@jrbilling.com; always include the estimate number.
ATTACHMENTS
Take photo
Attach files

Cancelof
Should be Empty:

5-line INVOICE

YOUR DETAILS

JOB CUSTOMER DETAILS

JOB DETAILS

ITEMIZED CHARGES

Line Item #1

Line Item #2

Line Item #3

Line Item #4

Line Item #5

SUBTOTAL

DISCOUNTS / CREDIT - Enter either option below (NOT BOTH):

TOTALS

CUSTOMER PAYMENT TERMS

APPROVAL

ATTACHMENTS