What Information Do You Include on a Payment Form?


Quick Answer

Information on a payment form or invoice includes the date the form became valid, information about what was charged and a total payment that includes all items or services and taxes. Many payment forms also include the name of the vendor and any contact information related to the business or service.

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Full Answer

Find invoice templates in most word processing programs and fill in the necessary information, or build a template for your business or service by opening a blank document. Format a header that has your name or the name of the business or service. If you want to, include the logo of the business. Under this, write the word "Invoice" in bold type. Under the header section, create a section for the date and the invoice number.

Add the contact information for the business, such as the address, phone number and website. Depending on the type of business or service, include a section for the name and contact information for the client or customer. The next section is a table of rows and columns that contains the information about the goods or services purchased. One column has the name of the product or service, the rate or cost for one unit, the number purchased and the cost of each unit purchased. The last rows of the table include a subtotal, added tax and a final total.

Some payment forms include a signature line for the business and customer. Some also include a small text section describing the payment terms or types of payment accepted. Some include a blank notes section for the cashier or business to keep notes on the customer or the interaction.

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