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See an example of a customer agreement below:
This free example was downloaded from SignWell.
1. Header and contact information: These features make it easier for your customers to identify the invoice's origin. Include a business logo in the header's top left or top right corner if you have a business logo.
Contact information should include the legal name of your business/company, a physical address if you have one, an email address, and a contact number.
2. Invoice number: This is needed especially for taxes purposes so the authorities can know which payment belongs to which invoice and to help you keep track of sales made.
Be consistent with the sequence you use and use a running number to discourage the authorities from thinking there are gaps in your numbering because of leaving an invoice. You do not need that trouble. You may use a numbering system of 4 or 5 digits or more, especially when you have countless clients.
3. Invoice date and billing period: Every invoice needs to be dated as it also helps with keeping track of things. In some cases, even adding the billing period may be mandatory. In other cases, you may outline the date the invoice was created and sent to the customer and the date the payment is due.
4. Services/products rendered: A list of services/products rendered helps customers see clearly what they purchased, and the cost accrued. To be very detailed you can describe the type of goods or services, the quantity, the date (in the event of services; when the service was carried out), and other aspects such as the total amount due and the conversion rate you wish to use.
5. Calculation of subtotals, taxes, and totals: This gives the customer a visual breakdown of the total amount due.
6. Other additional information: You may opt to add other details such as ‘thank you’ notes and legal statements.
7. Keep copies: Always keep copies either physically or in soft copies. If you decide to do both or only the latter, make multiple copies and store them in multiple locations for safekeeping.
See an example of a quotation template below:
This template was retrieved from Jotform.
Having accurate and professionally drawn customer contracts and quotations goes a long way to attracting and keeping your clients/customers and ensuring you are in good standing legally. For that reason, carefully consider these documents to be in tip-top shape so they can pass any scrutiny test.