4 Ways to Make an Invoice on Excel

how to create a sales invoice in excel

The Green Version is a great choice, so let’s double-click to open it in Microsoft Excel. When you know how to make an invoice in Excel, you’ll be able to streamline your billing workflow. We hope you enjoyed our guide to invoicing in Excel. Access the software anywhere, phone, tablet, or desktop by downloading the Deskera mobile app. For example, let’s say you want to find out the subtotal of the line totals shown in the image below. Enter all of these details on the sheet, with the color, font, and font size you prefer, like the example below.

And it’s compatible for both a Windows and Mac computer or laptop. Learn more about all the features QuickBooks offers to make invoicing simple. QuickBooks Online has a free online invoice template generator that’s quick and simple to use. You can choose between four contemporary styles of invoices and change the colours within those styles.

Free Sales Invoices & Receipts Excel Templates & Examples

Once your invoice is done, you want to save it as a PDF. Never send an invoice in an unlocked Excel format, as you may risk formatting issues or your customer editing it. For small businesses, invoicing is one of the most common ways to use Excel. However, to take full advantage of this Microsoft tool, it’s important https://www.bookstime.com/ to know how to use Excel efficiently for compiling and organizing invoices. An advantage of preparing invoices with the Excel program is that the program’s features itself can help you with mathematical tasks. With the SUM function of the Excel program, you can add up every due in the billing cycle.

To open a blank workbook on Excel, press on File and then New Workbook. Skip this step, if when you enter Excel, it automatically opens up a blank spreadsheet. Fill in the entire invoice with the corresponding details of the purchase you’re billing, and you’re done! As you can see in the image below, the invoice template already has instructions on what information to include in each section. Getting paid back fully and in time, starts with issuing clear and accurate invoices to your clients.

Creating a Simple Invoice in Excel from Scratch

With the emergence of technology and with the evolution of man’s capacity to think creatively, there are could be many ways on how we can create an invoice. However, you need to remember the basic and standard procedures on how an invoice is made. Writing an invoice ranges from basic to complex ones.

With our free invoice templates, you can access a wide range of industry-specific templates no matter what sector your business operates in. After browsing through several Excel invoice templates, you should have one that’s useful for you. There’s a range of templates for invoices in the Microsoft Excel program.

Saving and exporting your file as a PDF file

Then, you’ll want to extract the contents of the .zip file. Elements is a powerful creative resource with a compelling offer. For a flat monthly rate, you can download and use as many premium Microsoft Excel invoice templates as you want.

  • Google Spreadsheets, Google Docs, Microsoft Excel, and Microsoft Word, everything is good.
  • If you insert a row below the last item in the list, then the subtotal won’t be updated correctly (you’d need to manually modify the formula).
  • Microsoft and Google both provide templates through Excel, Word, Google Docs, and Google Spreadsheets that can justify your invoicing requirements in the easiest way possible.
  • Extra details might need to be included in an invoice, depending on the type of industry, client, and products you’re selling.
  • You have accurate, helpful payment documents that serve both you and your clients.
  • But if you want to save even more time, composing your invoices through automation with Method is the solution.

Read on to find out more about best practices for invoicing and the tools you can use to save time. They help you calculate precise amounts owed and present it in a way that’s easy to understand. Excel and invoicing are a natural fit for this reason. In today’s digitized world you can automate your invoicing with cloud-based accounting software. The template design is bright, with big, colorful headers that you can personalize depending on your preference.

Simply fill out the template and email it to your customer as a PDF. The details of the client you’re sending the invoice to have to be on the invoice. Small businesses should ensure that you have the company name, logo, and address of the contact person or the organization you’re invoicing, email, and phone number. The simple invoice template must have the necessary invoice details to show the client what they are supposed to see to make a payment on time.

Just make sure that whatever you create using Word or Excel looks professional and fulfills your branding image. With Word and Excel, you can have entirely professional invoices that help you maintain your brand image. 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. 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. To create a free Excel invoice template for the purchase orders, you will have to open the Excel program on your PC.

What Is the Purpose of an Invoice?

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. The first thing to add to your blank workbook is headers. The first step is to open a blank document on Excel. It is preferable to save it as an Xls document, so it can be edited at other times if there’s a need. Explore our collection of customizable account templates for Microsoft Excel and Smartsheet, including balance sheets, expense reports, and more.

Highlight cell C31 and give it borders around the entire cell. You may also give it a shade of color so that it stands out. Be sure to label it with “TOTAL” in the cell next to it. Go to the bottom of where your table will be and give the first two cells in the row a bottom border.

Press Enter and a collection of invoice templates will appear. Excel also provides its own library of invoice templates you can use. To access these templates, open Excel and click the “File” tab. Whether you’re a freelancer what is a sales invoice 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 and receive payments in no time.

  • Now that you know how to make an invoice in Excel, your billing process is streamlined.
  • You’re given the main structure of the invoice, meaning you only need to insert your data.
  • Now if you enter a number such as 12/26 in any of those cells, it will automatically reformat it to the short date version.
  • Click on it and type the keyword “invoice”, then press enter to search.
  • For example, let’s say you want to find out the subtotal of the line totals shown in the image below.
  • However, to take full advantage of this Microsoft tool, it’s important to know how to use Excel efficiently for compiling and organizing invoices.
  • The invoice describes the terms of a deal and can sometimes be used to expedite the customs and shipping processes.

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