I have been asked to provide a schedule for 12 monthly payments from a
client. The client will be paying the same amount each month. They have
requested that the schedule be on headed paper (which is no problem). Do I
need to show invoices no.s
You could easily set this up in Excel without using a template, for example:
Col A | Col B | | Col C
Date | Invoice # | Invoice amount
5/1/2007 | 1 | $1000
6/1/2007 | 2 | $1000
7/1/2007 | 3 | $1000
Etc.
As for whether you have to include an invoice number--ask your client.
Perhaps ask them for an example they have used with other clients. There's
probably no standard answer to your question; it depends on meeting your
client's needs.