Once you’ve selected a template and double-checked that it has all of the elements you need, it’s time to start customizing the invoice appearance. Whether you want to start using Excel for invoicing, or want to make sure that Excel is truly benefiting your invoicing process, you’ve come to the right place. sales invoice This article covers the instructions for how to create an invoice in Excel on PC and Mac; you’ll also discover some invoicing tips for success. Once you’ve completed your invoice, save your workbook by clicking on “File” and then “Save As”. Choose a name and location for your workbook and click “Save”.
Step 7: Use the SUM Function to Calculate the Total
If you are in a hurry, simply download the Excel file. In this comprehensive guide, we will walk you through the step-by-step process of how to create an Invoice in Excel. Below is an example of an invoice for web development. Thus, you can clearly see the main elements as well as web-development related services invoiced in project or hourly-based.
Chapter 2: Setting Up Your Invoice Template in Excel
You can also unlock the full potential of your business with our Free Invoice Generator. It’s perfect for freelancers and small businesses to elevate the invoicing process effortlessly. To begin creating a new invoice in Excel, open Microsoft Excel on your computer and then click Open a Blank Workbook. Once you’ve found an Excel template to suit your business needs, click on the template to open a preview page. Then, click the “Create” button to open it as a new spreadsheet.
Free Microsoft Excel Invoice Templates
Here’s how we recommend setting your rows and columns to have an optimized setup. Browse through the available templates to find one you like. Add your payment terms to the bottom of the invoice, including the payment methods accepted and the details of your late fee policy. Send the completed invoice to your client, either by email or by mail. Include a short invoice letter that highlights the important details, like the invoice due date and the total amount owing. Searches B6 in the Product table and shows the output from the 2nd column of the table.
You can send your invoice directly by printing it and sending a hard copy, or sending it electronically via email or online payment services. To send electronically from Excel, select “File” and then “Save & Send” in the “Backstage” view, and then follow the prompted instructions. Additionally, you can add a section for payment information by creating a new row or column. Here, you can specify your payment terms, payment methods, and any other relevant information. Next, add your business name and any other relevant information to the merged cell using the “Font” and “Alignment” groups on the “Home” tab.
Why Use Excel for Invoicing?
Send invoices to your customers via electronic mail or print the invoices hard copies and send free invoices through the post. Do not forget to add friendly notes that will make the client impressed. To create a free Excel invoice template for the purchase orders, you will have to open the Excel program on your PC.
Download Excel File
Save the completed invoice as a PDF file, by following the steps we previously explained. Repeat this process to automatically add up your tax and the ending total amount as well. On the right side of the header, make three lines detailing the billing date, payment due date, and unique invoice number. We recommend saving the invoice in PDF, to avoid any document compatibility issues and make sure the client receives an uneditable, and clear invoice.
In this blog post, we will guide you step-by-step on how to create an invoice in Excel. If you don’t find what you’re looking for among the invoice templates available online, you can create your own fairly easily. Make a blank template in Excel and add in your company details. Leave space to add in all other data (client information, invoice number, date, project and pricing details, etc.), and save it as an editable .xlxs file for future use. For a more detailed explanation and free templates, refer to our guide on How to Write an Invoice for Payment.
Step 1- Enter Invoice Number and Date
- You don’t have to pay for expensive invoicing software or specialized online services.
- Excel is a valuable tool used by many businesses for a range of purposes, including budgeting and data analysis.
- It also offers you to save the templates according to your requirements so that you don’t have to waste your time on unnecessary tasks.
- When you’ve filled out all the project specifics on your invoice, save the spreadsheet to your computer in both .xlxs and PDF format.
This will give us extra room for some of the lengthier information like item descriptions. 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. You’ll be ready to submit your invoice https://www.bookstime.com/ and receive payments in no time. To filter the template results, click on the search bar in the upper right-hand corner of the page, type “invoice” and hit enter to search. Whether you’re a beginner or an advanced Excel user, the next step involves adding the necessary details to your invoice.