How to Create an Invoice in Excel Using a Template Envato Tuts+
If ever you find yourself stuck assembling invoices, come back to this guide for answers instead of having to Google through the sea of unhelpful Internet articles. But if efficiency is your priority, implementing Method is the way to go. The first step is to open a blank document on Excel. I’m Bill Whitman, the founder of LearnExcel.io, where I combine my passion for education with my deep expertise in technology. With a background in technology writing, I excel at breaking down complex topics into understandable and engaging content.
Free Microsoft Excel Invoice Templates
Also, save as a PDF document when you want to send the invoices to the customers so that they cannot be edited by another person. After you have made a choice, preview the free Excel invoice template and click on Create to open the blank invoice template or download invoices. Let’s walk through a step-by-step detailed guide on using an Excel invoice template to quickly generate polished invoices. Consider this light blue Excel commercial invoice template as a solution.
- Excel itself is an accessible software that your team can easily learn.
- For more advanced needs, such as including the date or having a non-linear numbering system, you might consider using a VBA macro to generate invoice numbers automatically.
- There are countless great invoice templates available free online, including some that are included in the Microsoft Office suite.
- At the bottom of the invoice, include your payment terms with a short “thank you” note.
- Invoicing in Excel is a skill that both beginners and advanced users can benefit from.
- To customize your invoice, you can use the formatting tools in Excel.
Step 3 – Combine VLOOKUP and IFERROR Functions to Display Data
When you’ve added all the necessary information to your existing invoice template, save the completed spreadsheet to your computer. Save it as a .xlxs format document so you can edit it later if needed. You should also save it as a PDF and send that version to your client, so it can’t be altered. Once you’re in the gallery, use the search bar to type “invoice.” A list of invoice templates should then appear for you to choose from. As mentioned, Excel has a series of invoice templates to choose from that serve as a great starting point for your invoicing process.
Posts from: Excel Invoice
- This helps you quickly see how much money you’re owed and what you’ve already been paid.
- Method provides complete control of how you invoice your customers, but makes the process much simpler — a best case scenario.
- Choose a table style that fits your branding and needs.
- So, you can use purchase order generators to create POs, and record them before creating your invoices.
Microsoft Excel is a widely used spreadsheet program among 30 Million users. If you are a small business owner or individual looking for a cost-effective and hassle-free approach to invoicing, Excel is for you. The easiest way to create this list is by adding in a table, with a column and row for every element. Fill in the entire invoice with the corresponding details of the purchase you’re billing, and you’re done! We want to make sure we have a table big enough to list all of our items. In the first highlighted cell, type “DESCRIPTION” and align the text in the center.
Excel also makes it easy to keep track of all your invoices. You can create a separate sheet for each customer and keep a https://www.bookstime.com/ record of all their invoices. This helps you quickly see how much money you’re owed and what you’ve already been paid.
- For small businesses, invoicing is one of the most common ways to use Excel.
- Right click on the logo and go to Change Picture and select your own logo from your device.
- When saving an invoice for your own use (i.e., a template), it’s best to use an editable format like .doc/.docx (for Word) or .xlxs (for Excel).
- All of this information should be at the top and in bold or noticeable print for your customer to identify immediately.
- Vertex42’s sales invoice template was designed with the small business owner in mind.
- So, as an important element of bookkeeping, we will summarize the main steps to make professional invoices.
- Whether you’re a freelancer doing work for multiple companies, or a business that plans on extending a credit line to its customers, you’re going to need an invoice.
Step 2 – Utilize the Data Validation Feature to Import Data from Table Array
In the screencast below, I’m going to walk you through using an Excel template to create an attractive invoice quickly. We’ll use a template from Envato Elements to create an invoice in Excel, and then save it as a PDF for sales invoice delivery to clients. Another benefit of Excel is its abundance of formulas that make setting up automatic calculations possible. When learning how to create an invoice in Excel, the SUM function is your best friend.
- Put simply, it’s exactly what it sounds like — an invoice made in Excel format.
- Browse our full selection of invoice templates to get started.
- Similar to the time-based invoice, this Excel invoice template is made for businesses offering hourly services, such as consulting.
- Feel free to add or remove sections from the fields as needed to make them fit your specific requirements.
- You can create a separate sheet for each customer and keep a record of all their invoices.
- As you can see, there’s already a placeholder logo in place.