Manufacturing Invoice Template

To create an invoice, open the Invoice sheet and enter the customer name, their PO number, your internal job or work order number, the invoice date, and the ship-to address. Add line items for each billable component: production units (part number, quantity, unit price from the price list), setup fees if applicable, any outside processing charges passed through from subcontractors, and material surcharges if your contract includes commodity price adjustments. The net amount due, early payment discount, and freight charges calculate automatically. When done, export to PDF and log the invoice in the Invoice Log.

Every manufacturing invoice should tie back to a customer purchase order. This isn't just good practice — most manufacturing customers will not pay an invoice that doesn't reference their PO number, and many require the PO number to match exactly. The ship-to address matters just as much as the bill-to address, particularly for distributors and OEM customers who receive goods at a different location than their accounts payable department. Material surcharges and freight terms (FOB origin vs. FOB destination) need to be explicit on the invoice to avoid disputes. Tooling fees deserve their own line item, not just because they're large, but because they often have different billing timing than production runs — sometimes invoiced upfront, sometimes amortized, sometimes billed on first production ship.