Invoicing ·
How to Number Invoices: Formats, Gaps and Credit Notes
How to number invoices: sequential numbers, prefixes, yearly series, gaps, voided invoices, credit notes, and what HMRC, the ATO and the EU say.
9 min read
Who it's for / Party & event rentals
Party and event rental companies price each item per event or per day: tents, tables, chairs, linens, bounce houses, lighting, photo booths. Delivery, setup and pickup are billed on top, often by distance, and many add a damage waiver as a share of the rental. A booking deposit holds the items for the date, and some companies ask for a refundable security deposit as well. Tell Clodou what the customer is renting and at what price: it writes the quote, turns it into the invoice and keeps track of the deposit and the balance.
"Quote the Ortiz party: a 20x30 tent at $650, 8 tables at $12 and 60 chairs at $3" writes three lines, $926. Clodou uses your prices; it never picks an item or a price for you.
Write your booking deposit terms in the quote's note. When the customer books, turn the quote into a draft invoice and record the deposit; if the counts change, change them on the draft, and Clodou keeps the balance.
Give delivery, setup and pickup as their own line, and the damage waiver as an amount, such as 10% of $926, $92.60. Clodou never adds a fee or a waiver by itself.
Most rentals are priced per item for an event, usually a day or a weekend, with a higher price for longer rentals. Clodou takes each item with its quantity and price, such as 60 chairs at $3, $180; for a rental over several days, give the days in the line, such as staging, 2 days at $400, $800. Clodou does not check what is available on a date or reserve items: keep that in your booking tool.
Delivery, setup and pickup are often billed by distance or as a flat fee, and many companies add a damage waiver as a share of the rental. Give each as its own line with the amount you work out, such as damage waiver, 10% of $926, $92.60. Whether the waiver and delivery are taxed where you work is for you to check with your accountant; Clodou applies the rate you set, per line if needed.
A booking deposit holds the items for the date and counts toward the total: write the terms in the quote's note, turn the quote into the invoice when the customer books and record the deposit as a partial payment. A refundable security deposit is different, because you hand it back after the event: Clodou does not hold or refund it, so write its terms in the note and keep track of it outside the invoice.
Step 1
Quote the Ortiz family for July 18: a 20x30 tent at $650, 8 tables at $12, 60 chairs at $3, delivery, setup and pickup at $175, and the damage waiver, 10% of $926, $92.60. Note: $300 deposit to book, balance due July 11.
Adds the Ortiz family as a client and creates quote DEV-0057 with five lines: tent, 20x30, $650.00; tables, 8 at $12, $96.00; chairs, 60 at $3, $180.00; delivery, setup and pickup, $175.00; damage waiver, 10% of $926, $92.60. No tax is set on this workspace, so the total is $1,193.60, and the terms print in the note.
Step 2
They booked and paid the $300 deposit. Turn DEV-0057 into an invoice and record the deposit on it.
Creates draft invoice INV-0161 for $1,193.60 with the same lines and note, plus a reference to DEV-0057, and shows an approval card to record $300 received. Once you approve it, $893.60 is still owed and the invoice stays a draft.
Step 3
They need 80 chairs now. Update INV-0161, with the damage waiver at 10% of $986, $98.60.
Changes draft INV-0161 to 80 chairs at $3, $240.00, and the damage waiver to 10% of $986, $98.60. The total is now $1,259.60, with $959.60 still owed after the deposit.
Step 4
I sent INV-0161, and they paid the $959.60 balance on July 11.
Marks INV-0161 as sent and shows an approval card to record $959.60 received. Once you approve it, the invoice is marked paid.
Quote the Ortiz family for July 18: a 20x30 tent at $650, 8 tables at $12 and 60 chairs at $3
Add delivery, setup and pickup at $175, and the damage waiver, 10% of $926, $92.60
The Ortizes now need 80 chairs: update the draft invoice
Invoicing ·
How to number invoices: sequential numbers, prefixes, yearly series, gaps, voided invoices, credit notes, and what HMRC, the ATO and the EU say.
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