How to Create an Invoice Template in Excel: A Step-by-Step Guide

Creating an invoice template in Microsoft Excel can seem daunting, but with a little guidance, it's easy to get started. In this article, we'll walk you through the process of creating an invoice template in Excel, including what information to include and how to format your document.

Before You Start

Before you begin creating your invoice template, do a print preview so you can see how it will look if you or your client prints the invoice. Pay special attention to the layout and formatting.

Creating Your Invoice Template

Once you have all of that information, create sections in your Microsoft Excel spreadsheet software to enter the data. You'll want to include the following sections:

* Terms: This section should include official language regarding how to pay, how late payments are handled, and anything else of an official nature.

* Amount due: This section should include the total amount owed, minus deposits, minus payments.

* Payments: If applicable, this section should list any payments made by the client.

* Deposits: If applicable, this section should list any deposits made by the client.

* Total: This section should include the subtotal, minus discounts, plus taxes.

* Discounts: If applicable, this section should list any discounts given to the client.

* Subtotal: This section should include the total amount of all items.

* Line total: This section should include the item cost multiplied by the quantity.

* Item cost: This section should include the cost and quantities of the goods and services provided.

* Item description: This section should include a description of the goods and services provided.

* Item name: This section should include the name of the goods and services provided.

* Reference number: If applicable, this section should include a reference number for easy referencing.

* Due date: This section should include the due date to let the client know when they need to pay the invoice.

* Date sent: This section should include the date you sent the invoice.

* Invoice number: This section should include an invoice number so you can easily refer to the invoice.

* Client information: This section should include your client's name or company name, address, and phone number.

* Sender's information: This section should include your name or company name, address, and phone number.

Creating Your Excel Invoice Template

There are three ways to create an Excel invoice template:

1. From scratch (hard): Create one from scratch using Microsoft Excel.

2. Using a template (easier): Use a pre-made template as a starting point.

3. Using an invoice generator (easiest): Use an online tool to generate your invoice template.

How Does an Excel Invoice Template Work?

An Excel invoice template works by providing an official document of goods and services purchased from one party to another.

Who is an Excel Invoice Template For?

Excel invoice templates are for people or businesses who need to invoice a client for goods or services and only need a basic invoice to send. If you're looking for a simple way to create professional-looking invoices, an Excel invoice template is the way to go.

By following these steps, you'll be able to create a comprehensive and professional-looking invoice template in Microsoft Excel. Remember to include all of the necessary sections and information, and don't forget to format your document for easy reading. With practice, creating an Excel invoice template will become second nature.

Invoice template excel free