Invoice agreement for the supply of goods: sample, purpose and procedure for drawing up

Sample invoice for payment

This is a document for making payments. It may also be a preliminary agreement in which the seller specifies a list of goods or services with an agreed price and quantity for the buyer. As a rule, an invoice for payment is issued after the conclusion of an agreement between the parties, as an addition to it, but sometimes it can be an independent document.

Cases when it is required:

there is no contract, then after payment he confirms the transaction;
when the exposure is specified in the contract.

Issued in one copy in paper or electronic form.

Who issues

The invoice is usually issued by an accountant. Next, it is handed over to the head of the organization, who certifies it with his signature.

If any errors were made during registration, it is better not to correct them, but to form them again.

Invoice form for payment

It is not a primary accounting document, therefore the form of the invoice for payment is not unified and no strict requirements have been established for it. An organization can develop its own sample, an invoice for a contract for the supply of goods, for example. The easiest option is to use an accounting program that keeps records.

Download

Is it possible to register without a contract?

It is possible, but in this case it must contain all the conditions that should be in the agreement. These include:

procedure and terms of payments;
name and quantity of goods/services.

In this case, it is an offer and has legal force.

Invoice offer

An invoice, in simple terms, is a commercial proposal with which a potential client agrees and pays, or refuses. It is advisable to make a refusal in writing. There is no unified form for an offer; when drawing up, a budget organization most often uses an independently developed form.

An invoice is an offer if it contains the following details:

destination,
essential terms of the agreement;
the intention of the sender (offeror) to consider himself as having entered into a contract.

In order for it to have legal force, the recipient must and sufficiently pay (accept) it, as stated in Art. 438 Civil Code of the Russian Federation.

Let's look at what offers there are:

Irrevocable - concluded with everyone, not limited in terms of time.
Free - most often done for certain organizations that may show interest in a product or service.
Firm - done individually for a specific organization, where the terms during which acceptance is possible are clearly stated.
Public - an offer that is made publicly.

Invoice agreement

This is essentially an invoice for payment and an agreement in one document; the necessary conditions of cooperation are immediately prescribed in it. It is often concluded when the supply is small. It’s easier and faster to create a document on one sheet of paper rather than printing a full-fledged agreement and wasting time on its approval.

Article 441 of the Civil Code of the Russian Federation states that before concluding an agreement, an offer can be provided.

Basic moments:

It can be signed unilaterally. The main thing is to write down a clause that if the customer pays, the contract is considered concluded, and the customer agrees with all the specified conditions.
Done in two copies for each party. Both have the same legal force.

Sample invoice agreement

As an example, here is a sample invoice agreement for the provision of services.

Download

Required details

You must specify:

name and details of the compiling organization;
name of the document (the name is obvious);
his number;
Date of preparation;
provider,
recipient,
list of goods, works or services and cost;
VAT (rate and amount) or information why it is not subject to VAT.

Instructions for filling

Step 1. Provide the details of the supplier organization (name, legal and actual address, contacts, other information).

Step 2. Complete the recipient section. Please provide TIN, KPP and bank details.

https://youtu.be/Stgkl6ve7BU

Step 3. Enter the document number and date.

Step 4. Provide the details of the recipient organization.

Step 5. Specify the obligation (contract, additional agreement, etc.) on the basis of which the bill is issued.

Step 6. Fill out the table with information about the goods, works or services that are purchased.

The quantity, volume, unit of measurement, unit cost and final amount are indicated.

Remember that you must allocate part of the VAT. It is necessary to provide VAT information even if the sales transaction is not taxable. Step 7. Provide the names of the positions of the responsible persons and their signatures.

You can put a seal, but remember that it is not a mandatory requirement if such a condition is not contained in the organization’s charter.

Completed sample invoice for payment

Download

Source: https://gosuchetnik.ru/shablony-i-formy/obrazets-scheta-na-oplatu

What should be indicated in the document?

What should be indicated in the document?
There is no unified sample invoice agreement for the supply of goods (performance of work). Therefore, the parties have the right to determine its content independently.

The document form should include the following information:

names of the parties;
TIN, legal address, bank details of the supplier;
subject of the agreement;
composition of supplied goods (works, services), their cost;

duration of the agreement;
delivery order;
bill payment procedure;
dispute resolution procedure;
other conditions (at the discretion of the parties).

If necessary, you can add other information to the document that is included in a regular contract (clause on containers and packaging of goods, force majeure, the procedure for paying fines, etc.).

How to correctly prepare an invoice offer (sample) for the provision of services, types and conditions

Business lawyer > Civil law > Contract law > Invoice offer (sample) for the provision of services: features and judicial practice

The first thing I would like to say is: what is an offer? This is a so-called commercial offer, which includes the cost of the product (service), terms and conditions of delivery. It is sent by organizations to their potential clients. In case of payment according to it, the client 100% agrees with the offer, this is acceptance. The parties to such transactions are called the offeror and the acceptor.

Conditions and types of offer

There are four types of offer:

document

non-public
public
hard
free

Let's take a closer look at each type.

The non-public account of the offer indicates the name of the product (service), which is intended for a clearly defined buyer or a specific group of consumers.

For example, this is an invoice issued to a person for payment for a service provided or for a product.

non-public agreement:

organization data
unit cost
quantity, name of the presented product (service)
total cost for the entire volume
Bank details for making payment

The text of the public account does not indicate the specific person to whom it is intended.

The document reflects: a detailed description of the subject of the transaction, the name of the service, product, work; delivery conditions.

One of the popular examples of a public offer in our time is an online store. The site, as a rule, reflects in detail all the specified terms of the contract in full.

In order to scan the market need for any product (service), a free offer is used. This type of account is offered to several persons at once. The main thing is not to issue a lot of such documents, so as not to create a feeling of excess goods and a desire to get rid of them quickly.

If an invoice is issued to a specific potential buyer, where the exact date of payment for it is indicated, this method of agreement is called a firm offer. In case of payment before the expiration of the invoice, the agreement is considered completed. If demand for a product increases, the invoice payment period may be reduced.

The buyer's consent to all the seller's conditions may be reflected in a written response (counteroffer), where he can propose his own execution date and change the proposed conditions. Consent to the proposal is immediately accepted. In case of complete disagreement, the buyer may consider himself completely free from obligation without any explanation.

Acceptance

Acceptance is payment of an invoice for a service to be provided. In other words, by paying, the client automatically agrees to the terms and conditions specified in it. If the acceptor has any questions, the other party expresses them in a response notice. An agreement can only take place if both parties are satisfied with the terms.

https://youtu.be/H0wj8dtCfeo

An agreement of this kind is regulated by civil law.

Competent preparation of the offer

A convenient and more simplified way of concluding transactions in a business environment is an offer. The parties do not sign anything. This is a kind of offer of your product. Purchasing a product in a store is also an offer. Unconditional compliance with all terms of the agreement, after acceptance, is one of the most important components of such an agreement.

offer invoice [17.72 KB]

Basic provisions for the competent preparation of an invoice for an offer for the provision of services:

In order for a potential client to clearly understand the proposal, the document must be drawn up clearly, in simple language, and the terms of the transaction must be clearly stated.
The subject of the agreement must be reflected correctly so that unnecessary questions do not arise.

Consequences of the offer

The conclusion of any agreement always bears a certain responsibility on the parties. Main consequences of the agreement (offer):

In case of failure to fulfill these promises, after the acceptor pays the invoice, the first party bears “Responsibility for breach of obligations”, Chapter 25 of the Code. In accordance with Art. 395 of the Civil Code of the Russian Federation, a penalty is paid as a percentage for the use of other people's funds.
Organization or individual the person who sends the invoice must be ready to fulfill the promise specified in the document in the event of acceptance by the other party. Since the offeror, from the moment of payment by the other party, will be legally responsible for the obligations reflected in the document.

According to the Civil Code of the Russian Federation (Article 154), an agreement is considered concluded if both parties give consent. The invoice offer is valid only after acceptance.

Application of the offer account, controversial situations

Agreement

Sending commercial offers via the Internet greatly simplifies the process. But there is one peculiarity: if the invoice contains an error or there are shortcomings, it cannot be withdrawn until the end of the acceptance period. It is especially important to indicate the correct price for the service (product), otherwise the offeror suffers serious losses; the law is on the side of the acceptor.

This type of agreement is also convenient for companies to carry out price promotions. In this case, it is necessary to pay special attention to the expiration dates of discount prices.

These types of agreements are very commercially interesting for businesses that work with a large number of buyers or customers. The time spent on drawing up, agreeing, signing and concluding a regular contract is not justified. Especially if the parties are located in different cities.

Another reason for sending out such offers is to expand the customer base and attract more buyers to new companies.

Arbitrage practice

I would like to consider in more detail the issue of paying a penalty for the use by the offeror of the acceptor’s funds for a service (good) not provided. If the offer agreement did not stipulate a penalty, then you can forget about payment (Article 331 of the Civil Code of the Russian Federation). To be able to claim a penalty, you must enter into an additional agreement that clearly stipulates this.

In a court

If the issue concerns the provision of communication services, then the acceptor, having once paid, must continue to pay for its provision.

According to practice, a large company, which received the opportunity to make long-distance calls under a public offer agreement, first paid for communication services, and later, continuing to make calls, refused to pay due to poor quality of communication.

As a result, the acceptor company owed 2,000,000 rubles for providing the service. Having received the details of the calls, the offeror went to court and proved his case.

Another point that needs to be paid attention to is that if the offering company publishes a public offer, then all specified conditions must be met.

For example, a cargo delivery company published an offer that stated that the delivery of goods would be notified via SMS. In this case, she is obliged to use only this method of notifying the client.

If the offeror decides to inform about the delivery of the goods in another way and the client does not find out about this in time and suffers losses, then the parties cannot avoid litigation in court.

https://youtu.be/r8H8cHBEDBw

As for advertising... I would like to note that if the text of the advertisement includes the essential terms of the transaction and it is intended for an indefinite number of people, then in any case this is a public offer. Even despite the note denying it.

To summarize, I would like to note that it is always necessary to carefully approach the drafting and execution of the terms of any legal document in order to avoid litigation.

Select it and press Ctrl+Enter to let us know.

Source: https://PravoDeneg.net/civil/contract/schet-oferta-obrazets-na-okazanie-uslug.html

https://youtu.be/T4ksFvvAI5M

Registration procedure

As a rule, an invoice agreement is drawn up on one A4 sheet - this is its specificity and advantage.

It has its own number and date of preparation, which, after signing the document or otherwise confirming agreement with it, is recognized as the date of conclusion of the contractual relationship. Unless, of course, otherwise indicated in the text of the document itself.

In addition, the name of the document itself sounds like an invoice agreement, and not an agreement or just an invoice. This is important to remember when paying for a document or making other references to it!

The invoice agreement can be signed

one party to the transaction (i.e. the contractor) and act as an offer, or is signed by both parties - both the customer and the contractor - acting as a full-fledged contract.

The invoice agreement consists of two parts

from the contract, which reflects its essential and mandatory terms, in particular:
the subject of the transaction and the timing of its implementation;
terms and conditions of payment;
registration of basic documents –, etc.
from an invoice, which reflects in tabular form a detailed description of the subject of the transaction, its quantitative expression, price per unit (if it is possible to determine it), total cost, amount (if the contractor is its payer).

At the very bottom, after the tabular part of the invoice, the full details of both parties to the transaction are indicated, the signatures of the heads of the companies between which the agreement is concluded, and the seals of the parties are affixed.

In case of signing an invoice agreement between a legal entity and an entrepreneur

, then on the part of the entrepreneur, the document is signed either by himself or by the director appointed to the position of the head of his enterprise, for example, a commercial director. Then it will be necessary to put in the contract, next to the signature of this person, the details of the document giving him the authority to act on behalf of the entrepreneur. This is usually certified by a notary.

If the invoice agreement is an offer, then it is signed only by the executing party - and only its details are indicated in the document.

It is worth noting that the form of the invoice agreement is not unified

. Moreover, it is not required to comply with the requirements of the Law “On Accounting” No. 402-FZ, because this document regulates contractual relations and is not primary. However, the requirements for its execution (written form, essential conditions, mandatory conditions, signing, etc.) are strictly defined by the Civil Code of the Russian Federation in a number of its chapters regulating the procedure for formalizing contractual relations and, above all, Chapters 27-29.

Invoice offer: sample – Enterprise Info

Why do you need an invoice?

The word “offer” translated from Latin means a proposal, that is, by entering into a relationship according to an offer agreement, a person agrees to such an offer.

Concept and purpose of an invoice offer

Essentially, an offer is an invoice issued by a company to pay for services or products. In order for such a document to have a legally issued status, it must be accepted, that is, paid to the recipient.

The need for this document appears in case of cooperation with a large number of clients or partners located at a distance; proposals can be sent to them:

Letters;
Media;
By courier;
By email.

Typically, such an account is used by companies when sending offers to their customers in the case of using a public offer; it can also be simple, when the offer can be refused in writing, or firm - in the case of an offer to a specific consumer.

What is an offer in simple words and what are its features - read in this article.

Important: the features of the offer are urgency - an indication of the period of its validity and irrevocability until the end of the specified validity period.

You will learn what an invoice offer is in practice in this video:

Who draws up and signs the document

The document is drawn up by the company distributing the offer at the time of existence, for example, of a promotional product. It must be signed by an authorized person and stamped by the organization. Can an individual entrepreneur work without a seal and sign documents? Find out the answer using the link.

Upon acceptance of the offer, the document is signed by the consumer, then this will be a full-fledged contract.

Such a document can only be signed by the contractor or supplier and act as an offer.

Main characteristics of the invoice offer

The standard structure of the document must contain essential conditions and additional:

Full name and details of the company making the offer;
Full name of the head;
Contract number in the header of the document;
Complete list of products or services;
List of prices with breakdown for each product item;
Delivery and delivery times. Here you will learn how to draw up a commercial proposal for the supply of goods;
Obligations of the parties;
Details for making payment for products;
Signatures and date of preparation, which should be the date of signing the document, not its formation

Sample of filling out an invoice offer.

The document must be drawn up briefly and succinctly; you should not include a large amount of unnecessary information; of course, if there is an offer for a product, you can add a small description of it, but without any special decorations.

Important: simplicity of registration and accessibility to studying the proposal increases the chances of success.

When drawing up a document, you can create your own sample, but you must use the organization’s letterhead with its logo.

To achieve 100% success in its proposal, the company must be guided by the following principles when preparing an invoice:

Compose the paper in simple and accessible language;
The subject of the agreement must be described in a specific and clear form without any deviations, so that the client does not have any questions;
After acceptance, the terms of the agreement must be strictly followed.

Moreover, such an invoice is aimed at performing certain actions and must contain deadlines for their implementation, which cannot be significant, but enable the customer to demand their compliance.

https://youtu.be/VEgs5GyRWWo

Upon delivery of goods, the following must be included in the invoice:

Name of product;
Its quality;
Quantity;
Delivery time.

What is a specification for a supply contract and how to draw it up - find out here.

Errors in compilation

Such a document does not have a unified form and is not required to correspond to accounting documentation, but it must contain:

Written form;
Essential conditions;
Terms of a transaction;
Signatures of one or both parties.

At the same time, if a trusted person is involved in signing the agreement, then next to his signature it is necessary to indicate the document data on the basis for his actions.

The following points should also be considered:

If this form is unacceptable to the customer, it is enough to duplicate the existing contract, calling it “agreement” and indicating all the necessary clauses of the classic contract, but it is impossible to simply separate the invoice from the document;
The conditions for the fulfillment of obligations must be spelled out, with a clause regarding the fulfillment of payment obligations, since they can be changed if the customer violates the deadline and payment options.

Invoice form with details.

The contract may provide for payment:

With deferment after completion of delivery;
In installments - prepayment 50% and payment after receiving the products 50%;
Full advance payment;
Payments are made immediately upon receipt of the goods to the customer.

The very acceptance of the contract is the fact of payment for the offer.

The transfer or transfer of funds must be carried out to the specified method or to the current account specified in the agreement.

Conclusion

This document cannot be called only an invoice or only an agreement, since it is an invoice-agreement that contains all the basic information regarding the agreement between the parties.

Its use is more convenient, since in its two components it contains complete information about the main points of cooperation, while being placed only on one side of an A4 sheet.

How to conclude an offer agreement - see here:

Source:

Invoice offer: what it is, what it looks like, form, sample

The invoice offer is useful to know for everyone who in one way or another enters into contracts regarding payment for goods and services. In general terms, this is an invoice that contains the characteristics of a contract. Legal force is given to such an agreement by acceptance, that is, payment to those to whom this invoice is addressed.

What it is?

First of all, we need to define the concept of an offer. This is an open offer to conclude a transaction, an agreement. It is sent by one organization to another, possibly to an individual. It must be done in writing.

An offer invoice is an invoice in which, along with standard data, there are terms and conditions of delivery, payment periods, return options and other points specific to the agreement.

This document is used if the company has many buyers and customers. To reduce document flow, a standard invoice offer is drawn up, which does not require additional approval and signing by the second party. Very often, this type of account is used when sending a commercial offer to potential partners.

This agreement is irrevocable and fixed-term, that is, it has a certain validity period. That is why those companies that send out invoices need to do this very carefully, because if the goods offered are not enough for everyone who responds to the offer, fines and legal liability are possible.

The person to whom the invoice is sent may or may not respond. The answer will be considered:

Refusal in writing.
Paying the bill.

Moreover, the absence of any reaction is not considered consent or refusal.

Use Cases

Often, offer invoices are used by companies when a new product or service appears in their range that may be of interest to current partners. Sending such a targeted offer is an excellent option for making a profit with minimal costs.

https://youtu.be/f93ZnY9bbF0

A similar tool is also used if there is a need to quickly sell a product. It is indicated that this offer is promotional and has a limited validity period. The invoice must indicate the expiration date of the offer.

Another case is the need to develop a client base and attract new clients for the company. In this case, invoices are sent not at random, but based on recommendations from existing clients.

Structure and content of the document

In order to correctly draw up an invoice, you need to know about the main features of this document. Although at the moment there is no unified form, certain office work standards still need to be observed. In addition, there are certain requirements - data that must be contained in the invoice.

A cap

The first part of the invoice, which should include the following important data:

The name of the seller organization, that is, the sender.
Contact information: phone number and legal address.
Bank details for transferring funds to pay the invoice.
Invoice number and date of preparation.
Below is information about the buyer.

Business offer

This next section is actually the key one. It indicates the products offered; it is most convenient to format it in the form of a table in which you enter the following data:

Number in order.
The name of the offered product, according to the company's nomenclature.
Unit of measurement.
Quantity.
Price for one.
Total cost.

Such a list can be supplemented, for example, with the type of packaging, additional properties of the product, a discount for further cooperation, and so on.

Agreement conditions

The next section of the offer invoice is the terms of the agreement under which the goods/services will be provided. Among the required items:

Delivery conditions. Be sure to indicate the method of transportation and its duration.
Features of acceptance of the goods, if any.
Actions of the buyer if defects, malfunctions, violations of the integrity of the packaging or completeness are detected.

Other Important Points

In order for a transaction to be considered completed, the following requirements must be met:

The invoice offer must be written in accessible language, the conditions are clearly stated and not ambiguous, so that the client can immediately understand what is being offered to him and under what conditions.
If the other party has paid the invoice, the seller must strictly fulfill the terms without violating them at any point.
An invoice does not become a legal document until payment has been made on it.
The invoice must clearly indicate the addressee, even though such mailing concerns a large number of addressees.

Registration procedure

The invoice offer is issued on company letterhead, but this is not a mandatory requirement. It is compiled as on a computer and then printed or written by hand. The only mandatory rule is the presence of the signature of the manager, his responsible representative. Moreover, printing in this case is not required. The only exception is the provision of this clause in the company’s statute.

The letter is sent by mail, through couriers, proxies, and can be sent by fax.

Conclusion

Offer invoices are very common today, making it much easier for a company to conduct business not only with regular customers, but also with new ones. Of course, in order for bills to be paid, the company’s image must be positive and the quality of the goods high.

Source:

What is an invoice - how to draw it up + samples | Legal support at IDdeiforbiz.ru

Hello. In this article we will tell you what an invoice is in simple words and why it is needed.

Today you will learn:

What is an invoice offer and what information is provided in it;
When is it appropriate to use an invoice offer;
What does invoice acceptance mean?

What is an offer
What does the invoice include?
Sample invoices
Basic conditions for the invoice offer
When to use
Acceptance of the offer

What is an offer

Many have heard this mysterious word “offer” but still do not know what this “beast” is and what it is eaten with. In fact, every entrepreneur should know what an offer is and clearly understand all the nuances.

As a rule, companies make such invoices to clients to attract attention. This is a kind of commercial offer that customers either agree to and pay or refuse. In the second case, it is recommended to give a written refusal, without specifying a reason.

You can send an offer-invoice in any convenient way:

By email, which is the most popular option in the age of global technology;
By registered mail by regular mail;
By courier.

Many citizens are sure that the offer can only be public. This opinion exists because in the media we often hear the phrase “not a public offer.”

In fact, there are several main types of invoice offer:

Irrevocable . The essence of this proposal is that it is concluded with everyone. As a rule, it is not limited in time and cannot be withdrawn. In practice, such a proposal can be found in issuing companies.
Free . This type is intended for some buyers. In practice, this offer is formed by specific companies that may show interest in the product or service.
Solid . In this case, it is done exclusively individually. This can be called a vip offer, where the terms within which acceptance is possible are clearly stated.
Public . Well, the last view is familiar to everyone. This is an offer that is made publicly. The media may be involved here.

Source: https://gyroscooter-72.ru/drugoe/schet-oferta-obrazets.html

In what cases is this type of contract used?

Since this document does not contain a cumbersome statement, like a regular contract, and immediately includes details and all the necessary data for making a payment, it is most popular among small and medium-sized businesses:

it reduces the volume of document circulation and the cost of its maintenance;
is clear, simple and does not require any additional approvals or changes;
allows you to make payments quickly and easily;
is clear - it contains only the essential terms of the transaction, the parties and the conditions for its conclusion.

However, it is most convenient to use an invoice agreement for one-time purchases that do not imply the building of long-term relationships and which are made repeatedly, without requiring special conditions for payment, terms, quality, etc. For example, if a company buys two chairs for its office, it is most advisable to issue an invoice agreement for it. But if she plans to make regular purchases of these chairs throughout the year and under special conditions, she will need a more global document that will spell out all the nuances of the relationship between the supplier and the buyer for the whole year.

If you have not yet registered an organization,
the easiest way
to do this is to use online services that will help you generate all the necessary documents for free:

for individual entrepreneur registration
LLC registration

If you already have an organization and you are thinking about how to simplify and automate accounting and reporting, then the following online services will come to the rescue, which will completely replace an accountant in your company and save a lot of money and time. All reporting is generated automatically, signed electronically and sent automatically online.

Accounting for individual entrepreneurs
Bookkeeping for LLC

It is ideal for individual entrepreneurs or LLCs on the simplified tax system, UTII, PSN, TS, OSNO. Everything happens in a few clicks, without queues and stress. Try it and you will be surprised
how easy it has become!

Invoice agreement sample

It may also be a preliminary agreement in which the seller specifies a list of goods or services with an agreed price and quantity for the buyer. As a rule, an invoice for payment is issued after the conclusion of an agreement between the parties, as an addition to it, but sometimes it can be an independent document.

Cases when it is required:

there is no contract, then after payment he confirms the transaction;

when the exposure is specified in the contract.

Issued in one copy in paper or electronic form.

Sample invoice for payment

The convenience of its preparation lies in the fact that the compiler spends less time on design, and the actions are interconnected with each other.

Agreement-invoice

distributed everywhere today, and becomes an indispensable assistant in trade legal relations of subjects.

A sample paper can be downloaded for free via a direct link on the page you are viewing, and you can apply it in your own practice.

The practice of drawing up an invoice agreement is inextricably linked with the simplicity of legal relations in trade. The minimum number of rights and obligations, the obligation to pay and deliver the goods, form a unique written pact called an invoice agreement.

The unity of the document allows the parties to consolidate powers and obligations in one sheet. Competent execution of the invoice agreement and proper performance of obligations under it forms a full-fledged transaction between the entities.

The example provided by the free resource can be supplemented with your own points, at the discretion of the parties.