Job: A description of the issue or job with enough details to complete the job.You should indicate on your work order form that all correspondence should include the WO #. W.O.#: A unique Work Order number used to identify the job.Ship To: The name and address where the finished products will be shipped to.This information is usually tied to a specific Customer ID, while the Ship To field may be different. Bill To: The name and address of the customer that will be billed for this work.: Enter your company name and/or insert an image for your logo.Below are descriptions of some fields used in work orders: There are only a few cells that contain formulas that you should be careful not to mess up (such as the line totals, subtotals, tax calculation, and grand total). Everything in the work order is fully customizable. Using the Work Order FormsĪny value within is meant to be replaced with your company or customer's information. It is modeled after our service invoice template. It includes a place for pre-approval and separate areas for labor and materials that can be taxed separately. The advanced work order form shown on the right is great for larger, more detailed jobs. It is modeled after our free quote template. The basic work order form template shown above is great for smaller jobs or putting together a work estimate or quote. See our purchase order form if you'd like to create a sales order. And this goes to all four documents from quote, to invoice, to receipt, and delivery slip.Each work order is fully customizable and geared mainly towards service, repair and maintenance work. Even then, it is the obligation to always provide the buyer with an invoice, regardless if the buyer needs it or not. Some buyers may not look for the invoice in every transaction, which could mean they are only after the receipt. It is because invoice, like receipt, is a registered document. When doing an accounting or bookkeeping, it is the invoice that the provider always goes to. An invoice is an official document, but not a quote. But that is not the case with an invoice. After all, it could just be a scratch paper with a list of items and its proposed prices. And some people may interchange the use of the two.Ī transaction may skip with using a quote. There is also a term called bill of lading. All it has to do is to inform the seller that the items being sent has been received by the recipient. This is the last paper in the whole process of transaction. It is sometimes called OR,or Official Receipt because this is the documentation that is usually honored among the four.ĭELIVERY SLIP. The receipt is the documentation that the buyer has paid the item that was arranged in the invoice. This is where the items are presented, where the buyer is told how much he has to pay, and for the seller, the items that needed to be shipped or delivered. The invoice is the documentation slip prior to the release of the receipt. The prices may not be final always and can be negotiated. Sort of an invoice but is less formal, ad not necessarily be part of the documentation. That being said, the document processing in a business transaction can be in this order: The quote works as a draft and the invoice, the finished document. Since a quote can be easily edited and changed, the concern for unnecessary corrections can be avoided. This is now the final agreement with prices fixed. Once both parties – provider and seller, agree on the prices, the former may now make the invoice. And it can be written on to any paper available. Here, the document may not be as formal as an invoice. It lays down all the items, the quantities, the price of each item, and the total in a one document after both the buyer and seller made an agreement.īut before an invoice is made, there is in business term called, quote. It is a much simpler form of receipt, having nothing to do with an actual payment, and having nothing to track whether the item has been received or not.
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