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Staffing Invoice Templates

StaffingInvFPSwk50_120708-121308.xls

StaffingInvFPSwk51_121408-122008.xls

StaffingInvFPSwk52_122108-122708.xls

StaffingInvFPSwk53_122808-010309.xls

StaffingInvFPSwk01_010409-011009.xls

StaffingInvFPSwk02_011109-011709.xls

StaffingInvFPSwk03_011809-012409.xls

StaffingInvFPSwk04_012509-013109.xls

  • If upon opening the file, a warning about "macros" appears, then choose "disable macros" option (I don't know why I'm getting this).
  • Enter any expense receipt values on the appropriate event day.  Make plenty of notes, if need be.  You can fax, snail mail, or scan to me any receipts for the week.  
  • Once completed, go to "FILE>SAVE AS and choose a location in your "My documents" on your PC.  Adjust the name of the file to replace "3LetterInitials" with your initials.  When you go to change the name, left-click to the front of the name, then press "delete" key until Keep the " _StaffingInvFPSwk30_072008-072608.xls" part of the filename because it helps us track the invoices better.  Example of a good filename is "JKB_StaffingInvFPSwkXX_072008-072608.xls"
  • Once saved, find, then attach the file to an email and send to Pay@FlexibleRX.com
  • Excel users need only send me the Excel ".xls" file and nothing else.  Quattro users will need to convert to .xls for me before sending.
  • When a month ends, the last days of one month may safely intermingle with the first days of the next month. 
For non-Excel users, keep sending in your time, albeit preferably at least once a week via the following routes:
  • Email (just type it out in words in an email at the end of each day)
  • Print calendar, mark up adjustments for actual time worked, then fax, scan / email or snail mail to me.

Consultant Invoice Templates           

ConsultingInvFPSwk50_120708-121308.xls

ConsultingInvFPSwk51_121408-122008.xls

ConsultingInvFPSwk52_122108-122708.xls

ConsultingInvFPSwk53_122808-010309.xls

ConsultingInvFPSwk01_010409-011009.xls

ConsultingInvFPSwk02_011109-011709.xls

ConsultingInvFPSwk03_011809-012409.xls

ConsultingInvFPSwk04_012509-013109.xls

 

  • If upon opening the file, a warning about "macros" appears, then choose "disable macros" option (I don't know why I'm getting this).
  • Fill out the "LOG" portion first.  Most consulting events have three parts 1) drive there 2)consult 3) drive home.  Use actual odometer values for mileage, if possible.  Otherwise you will have to create values to provide the number of miles you think you traveled (which is fine by me, but less convincing as a mileage log to IRS). 
  • If you do work at home, which involves no travel, then plug in your consulting start time twice on the first line, to show zero travel time.  Same for "trip" home.  Work past midnight will have to be shown like two separate days.
  • The time and miles you enter in the LOG, carries over properly to the INVOICE section below.
  • Enter any expense receipt values on the appropriate event day.  You can fax, snail mail, or scan to me any receipts for the week.  
  • Once completed, go to "FILE>SAVE AS and choose a location in your "My documents" on your PC.  Adjust the name of the file to replace "3LetterInitials" with your initials.  When you go to change the name, left-click to the front of the name, then press "delete" key to delete "3LetterInitials" and replace with yours.  The "_ConsultingInvFPSwk30_072008-072608.xls" part of the filename helps us track the invoices better.  Example of a good filename is "JKB_ConsultingInvFPSwk30_072008-072608.xls"
  • Once saved, find, then attach the file to an email and send to Pay@FlexibleRX.com
  • Excel users need only send me the Excel ".xls" file and nothing else.  Quattro users will need to convert to .xls for me before sending.
  • When a month ends, the last days of one month may safely intermingle with the first days of the next month.  Note in work in following month to "wrap up" previous month's services.
For non-Excel users, keep sending in your time, albeit preferably at least once a week via the following routes:
  • Email (just type it out in words in an email)
  • Fax or snail mail (if your own form)

General HINTS and TIPS: 

  • Right-click and  "Save Target As" to save to your PC, update the file, then email to pay@FlexibleRx.com as an attachment!

  • Don't have Microsoft Excel?  You might have Quattro Pro (an often "included" on your PC competitor) or try downloading an alternative to Microsoft Office (PC or MAC), at www.OpenOffice.org


Help Me!

Assistant / Scheduling:  Alison Schureck

 

Send mail to Jason.Baker@FlexibleRX.com with questions or comments about this web site.
Copyright © 2008 Flexible Pharmacy Services, PLLC
Last modified: 12/03/08

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