An invoice register form is used in a portable device called a register or a form holder. The business form could be any type of document like an invoice, sales receipt, service order, repair order etc. What makes it a register form is that fact that it placed within this portable device that can be carried out in the field to different job sites. There are two holes punched at the top of the paper so that be securely paced in the holder. It has somewhat of a continuous format in that once one form is written up and removed, a new one will be in place for use.
Invoice Register forms are used by technicians and professionals every day. These are auto repair shops, HVAC Techs, plumbers, field workers, and more. They are mostly manual paper forms that have to be written up by hand. They are made from carbonless paper that produces multiple copies from and an original copy. You can have Duplicate (2 parts), Triplicate (3 parts), Quadruplicate (4 parts), or Quintuplicate (5 parts).
The information that is imprinted on a register form takes the format of whatever profession it is related to. For example, Building Materials Register form would be laid out similar to that of a work order. The same goes for florists, jewelers, road service or towing service, bakeries etc. Some of the general information would include:
1. Add your logo, business name, and contact information
It is a smart business decision to customize your register form. This will help to build the business brand name and promote your business. It will also save time because you will not have to write in that information everytime you use a form. It will already be printed on each paper.
2. Visit the job site if you are providing a service like HVAC
It is always good practice to visit the job site before you make an estimate or price quote. This way you can gather all the pertinent information to make accurate judgments in your pricing and time needed to complete the work.
3. Fill out the necessary information on the form
Write up the form clearly so that you can effectively communicate with the client all your intentions pertaining to the job. These include prices, materials, hours, rates etc.
4. Present the form to the client for acceptance
One the form is completed you can now give the client a copy and obtain an agreement to start the job.
5. Keep a copy
You can keep a copy of the register form for yourself as a means of record-keeping or double-check items sold or services rendered.
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