Wile E. Invoice

This invoice template is for businesses or contractors who need to request payments from customers or clients. It features a clean simple layout with a company name at the top, then a section for the recipient’s contact information, then a section for invoice information, then the invoice items, then a terms and conditions and amount due section and finally a sender’s contact information section. The invoice is created using a series of custom commands that make populating all the information very easy. All invoice numbers for subtotals, gross, tax and net are calculated automatically using a provided tax rate and item quantities and rates.

Description

Preview

Authorship

This template was created by Peter Morrison-Whittle and Vel.

Current Version

v1.0 (August 17, 2018)

License

This template is licensed under a CC BY-NC-SA 3.0 license. Click here to see what this license means for your use of the template.

Usage Guide

General Comments

Invoices are specialized documents where the information shown varies widely based on application. For example, an invoice for hourly work will differ from an invoice for goods to be delivered. The template is extensively commented to allow you to modify it to suit your application. All logic for the layout is housed in structure.tex and should be modified there. Once you have modified structure.tex to your liking, you can simply duplicate main.tex for each new invoice while keeping structure.tex the same.

Compilation

This template should be compiled with standard pdflatex.

Custom Environments

The invoice environment should span the entire invoice and outputs the invoice sections in correct order to either side of the invoice items with a defined spacing between them. Invoice items are housed in a invoicetable environment which creates the table of invoice items and automatically calculates the gross, tax and net totals.

Custom Commands

The invoice content is entirely specified using custom commands in main.tex. Commands are self explanatory, e.g. \payeename houses the name of the payee/recipient and its value is automatically placed in the correct location in the invoice. Generally, all commands must have content as the invoice outputs them with defined headings and/or locations. If you find that you don’t need one or more of them, you will need to go into structure.tex and modify the invoice layout to remove the unneeded information.

The only command that is used multiple times (exclusively within the invoicetable environment) is the \invoiceitem command. This command takes 3 mandatory arguments for: \invoiceitem{Description}{Quantity (number)}{Rate (number)}. Both the item quantity and rate can be numbers with decimals, e.g. quantity of 1.5 (hours) at a rate of 125.50 (dollars per hour).

The \taxrate command should contain a number between 0 and 1 for the tax rate to use for the invoice. For example, a goods and services tax of 12.5% would be specified as \taxrate{0.125}. If no tax is to be applied, use a value of 0. The template includes some commented code for how to automatically display the specified tax rate on each invoice as a whole percentage (e.g. “Tax (12.5%)”).