Blank Carbonless Paper – Make your own Client Forms

My Detailing Guys

My Detailing Guys

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After long searches on the web for a preprinted carbonless invoice book that would accommodate my needs was not available (not that I could find). I’m sure I could have a printer make them, but I’m not ready to buy or need at this time large quantities which most printers would require to make it cost effective. I felt my only option was to make two copies of the same invoice on “nice copy paper” and use carbon paper sheets which was a hassle, and to me looked hokey. I decided to do a search for “Blank Carbonless” paper, and found several places to choose from that sold them (who knew…I didn’t!). They all seem to be about the same, so since I live in Ohio I chose a company in Ohio. You can order from 2 to 4 parts. For me 2 pages worked the best. The company I used is: NCR Carbonless Form Printing | NCR Carbonless Paper I rec’d my order, and was very pleased with the quality. I have no affiliation with this company, just a customer.

What I Ordered: 118 Blank-Carbonless-Paper > 8.5 x 11 Form Type: 2 Qty: 500 (makes 250 forms) Style: Forward. $25.00 plus shipping.

I went to Microsoft Templates, found an invoice style that I liked and tweaked it to meet my needs. Here my process:

• Downloaded Invoice Style,
• Tweaked - worked on one page to layout everything I
wanted/needed,
• Once completed, I saved it in two separate files, one as:
“Estimate”, the second as:” Invoice”. This way they
would match perfectly when I go to print.
• I did make minor changes to each i.e. bottom left corner
(estimate) page has “Office Copy”, second (invoice)page has
“Clients Copy” (in small red font).
• Printing: Note - check how your printer prints i.e. face up or
face down. Also I recommend you do one test copy to
confirm when you write on the white page (top) it transfers
to the yellow page (bottom).
• Both the Estimate & Invoice Word files have matching
sequence numbers (in red font). Example: Estimate No.
12345, Invoice No. 12345 in the upper right corner. I change
the sequence number before printing the next set of two
pages pack.
• I also printed my terms & conditions on the backside of the
“Invoice” page.
• Currently I’ve made three carbonless forms: 1) Estimate/
Invoice, 2) a separate “Term & Conditions” form. Even
though I have terms & conditions on the back of the invoice
page (gives a professional look IMO), the separate set is
for the customer to read and sign. Did the same with the
“office and client copy” in the bottom corner, 3) I have one
for the VIF that Mike sent us. Again the Office and Client
Copy.

I’m using a standard no big deal Lexmark Pro715 Printer. Put the set on your clip board and you’re ready to do business. I feel whatever invoice style you choose, the carbonless paper gives a more professional look.

Hope this helps!

Greg
 
My Detailing Guys said:
After long searches on the web for a preprinted carbonless invoice book that would accommodate my needs was not available (not that I could find). I’m sure I could have a printer make them, but I’m not ready to buy or need at this time large quantities which most printers would require to make it cost effective. I felt my only option was to make two copies of the same invoice on “nice copy paper” and use carbon paper sheets which was a hassle, and to me looked hokey. I decided to do a search for “Blank Carbonless” paper, and found several places to choose from that sold them (who knew…I didn’t!). They all seem to be about the same, so since I live in Ohio I chose a company in Ohio. You can order from 2 to 4 parts. For me 2 pages worked the best. The company I used is: NCR Carbonless Form Printing | NCR Carbonless Paper I rec’d my order, and was very pleased with the quality. I have no affiliation with this company, just a customer.

What I Ordered: 118 Blank-Carbonless-Paper > 8.5 x 11 Form Type: 2 Qty: 500 (makes 250 forms) Style: Forward. $25.00 plus shipping.

I went to Microsoft Templates, found an invoice style that I liked and tweaked it to meet my needs. Here my process:

• Downloaded Invoice Style,
• Tweaked - worked on one page to layout everything I
wanted/needed,
• Once completed, I saved it in two separate files, one as:
“Estimate”, the second as:” Invoice”. This way they
would match perfectly when I go to print.
• I did make minor changes to each i.e. bottom left corner
(estimate) page has “Office Copy”, second (invoice)page has
“Clients Copy” (in small red font).
• Printing: Note - check how your printer prints i.e. face up or
face down. Also I recommend you do one test copy to
confirm when you write on the white page (top) it transfers
to the yellow page (bottom).
• Both the Estimate & Invoice Word files have matching
sequence numbers (in red font). Example: Estimate No.
12345, Invoice No. 12345 in the upper right corner. I change
the sequence number before printing the next set of two
pages pack.
• I also printed my terms & conditions on the backside of the
“Invoice” page.
• Currently I’ve made three carbonless forms: 1) Estimate/
Invoice, 2) a separate “Term & Conditions” form. Even
though I have terms & conditions on the back of the invoice
page (gives a professional look IMO), the separate set is
for the customer to read and sign. Did the same with the
“office and client copy” in the bottom corner, 3) I have one
for the VIF that Mike sent us. Again the Office and Client
Copy.

I’m using a standard no big deal Lexmark Pro715 Printer. Put the set on your clip board and you’re ready to do business. I feel whatever invoice style you choose, the carbonless paper gives a more professional look.

Hope this helps!

Greg
Click to expand...

Thanks for posting this I've been trying to figure out how I want to make my receipts, Plus its nice to use an Ohio company :xyxthumbs:
 
Thanks for the info. This is perfect.
 
All big cities have paper stores. I used Kelly Paper when we lived in Orange County. Your process is exactly what I recommended several months back when I responded to someone's post. I have used that myself in my business forms business.
The back of the white paper and the front of the yellow copy is where the coating is placed which does the transfer when a pen or pencil makes a mark(signature, date, name, etc.).
 
4AudiQ said:
All big cities have paper stores. I used Kelly Paper when we lived in Orange County. Your process is exactly what I recommended several months back when I responded to someone's post. I have used that myself in my business forms business.
The back of the white paper and the front of the yellow copy is where the coating is placed which does the transfer when a pen or pencil makes a mark(signature, date, name, etc.).
Click to expand...

Wow, wish I would have seen your post sooner, would have saved some time. After reading your post, I figured great minds think alike! :dblthumb2:

Greg
 
Major Thanks, Greg.

I've been hand-writing 2 copies, but hate the time-wasting. Just bookmarked their link for use tomorrow.

Super idea!
 
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