Weekly Customized Invoice Template for Trunking Business

Here’s a customized weekly invoice template for your trunking business. This template will track all your weekly services, payments, and totals, allowing you to organize your invoices by week and client.

Weekly Customized Invoice Template for Trunking Business

1. Open a New Excel Workbook:

   • Create a new workbook for your invoices.

2. Name the Sheet:

   • Label the sheet for the specific week (e.g., “Week 1” or “01/01/2025 – 01/07/2025”).

Template Layout:

Here’s a description of each section, followed by a layout you can replicate in Excel.

A. Header Section:

• Business Information (Company Name, Address, Contact Info)

• Invoice Title (“Weekly Invoice”)

• Invoice Date (The week of the invoice)

• Invoice Number (Auto-generated)

• Payment Terms (e.g., Due within 30 days)

B. Customer Information:

• Customer Name

• Customer Address

• Customer Contact Info

C. Weekly Service Breakdown:

This section will track all individual jobs or trips performed throughout the week.

D. Additional Charges (If applicable):

If you charge for additional services like fuel surcharges, driver hours, or tolls, add them here.

E. Subtotal, Taxes, and Total:

Calculate the subtotal, apply taxes (if applicable), and then sum everything to show the final amount due.

Step-by-Step Formulas:

1. Total for Each Job (Line Total):

   • For each line item (e.g., “Miles Traveled” x “Unit Price”), use the formula:

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     =Miles_Traveled_Cell * Unit_Price_Cell


   • For example: =C2*F2 where C2 is miles traveled and F2 is the unit price.

2. Weekly Total Miles:

   • Use the SUM function to total up the miles for the week:

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     =SUM(C2:C4)


3. Additional Charges Subtotal:

   • For additional charges (e.g., fuel surcharge, driver hours), use the SUM function:

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     =SUM(Total_Charges_Cell_Range)


4. Subtotal (Total Service Charges):

   • Add up the total charges from the service section:

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     =SUM(Line_Totals_Cell_Range)


5. Taxes:

   • If you apply a tax rate (e.g., 7%), use:

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     =Subtotal_Cell * 0.07


   • For example: =B10*0.07 where B10 is the subtotal.

6. Total Due:

   • Add the subtotal and taxes to get the total amount due:

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     =Subtotal_Cell + Taxes_Cell


Final Template Example:

Here is an example of how your template might look in Excel:

3. Save and Update Regularly:

• After creating the template, save the Excel file with the appropriate week number or date range in the filename (e.g., Invoice_Week_1_01_01_2025.xlsx).

• You can use this template for each week, changing the dates, job descriptions, and totals for the respective week.