Sending your clients precise and lucid bills is the first step towards getting paid in whole and on schedule. Microsoft Excel is a useful, Free invoice generator that may assist you in streamlining the process of creating invoices.

We’ll walk you through the process of creating an invoice in Excel using both a template and a blank sheet in this tutorial.

How to Make an Invoice from an Excel Template

The detailed instructions for creating an invoice using an Excel template are as follows:

Step:1 Choose an invoice template

Once Microsoft Excel has been installed and opened on your computer, locate the File menu in the upper left corner of the screen. Click New from Template from there to see the Excel Workbook Gallery. Enter the term “invoice” into the gallery’s search box located in the upper right corner of the page.

Step2: Modify and Tailor the Excel Billing Template

Be sure the template meets your needs and has all the necessary invoice components before you begin altering and customizing it.

  • The term “invoice” should always appear in the header of an invoice template.
  • Name and contact information of the company;
  • Name and contact information of the client;
  • Date of invoice issue and payment deadlines;
  • Unique invoice number; and
  • An itemized list of goods and services with a brief description
  • The subtotal of each product or service; the conditions of payment; any applicable taxes or discounts; and the total amount owed

It’s time to begin customizing the template after you’ve gone over each part again and inserted any missing elements. Utilizing the Home menu formatting options at the top of the page, begin by creating the template using your company’s colors, logo, and favorite font.

Step 3: Save and Email the Bill

After completing your invoice, select File > Save As to save it.

You will be prompted to pick the format and name the invoice in a popup window that appears. To prevent any document compatibility problems and guarantee that the customer receives an uneditable, clear invoice, we advise saving the invoice as a PDF.

How to Create Your Invoice Template in Excel

If you’d want to take it a step further and create your own Excel invoice template by hand, follow these steps:

Step:1 Start a new blank workbook

In Excel, select File, then the new file to open a blank file. If Excel opens a blank spreadsheet immediately when you enter it, skip this step.

Step 2: Get Rid of Gridlines

You can work with a cleaner sheet if you remove the gridlines, although this step is optional. Once you’ve finished producing the invoice, you may either maintain the format exactly as it is or delete the gridlines.  To accomplish this, choose the Layout menu and uncheck the Gridlines box in the View section.

Step: 3 Make the header of the invoice

An invoice header’s components include:

  • The term “billing”
  • Name of the company and contact details, including phone number, email, fax number, and street address.
  • Your company’s logo, if applicable

Fill up the form with all this info in your preferred font, color, and size.

Step 4: Include the invoice number and the due date for payment

Make three lines on the right side of the header that contains the invoice number, billing date, and payment deadline.

Step 5: Provide your contact details with the client

Name, phone number, city, and street address are the client’s contact details. Put “invoice to” or simply “to” at the beginning of this area, and then provide all the information.

Step 6: Make an Enumerated Catalogue of Goods and Services

  • The service or product’s name and description are included in an itemized list.
  • Unit cost; quantity bought; tax and discount; subtotal for each product line; and total amount owed

The simplest method to construct this list is to include a table with a row and column for each member.

To accomplish this, navigate to Tables and choose New.

Next, using the Table Styles function located in the upper left section of the same Table menu, you may customize the table colors to match your preferred color scheme.

Step 7: To determine the total, using the SUM function

Adding an SUM function to your spreadsheet will automatically sum up your totals, making math computations easier. All you need to do is enter the SUM formula into the formula builder, which is found at the top of the page, just next to the fx symbol.

Step 8: Add the conditions of payment and any other relevant information

A brief “thank you” letter and your payment conditions should be included at the bottom of the invoice.

Step 9: Send Your Completed Invoice and Save It

Using the methods we previously outlined, save the final invoice as a PDF file. After that, ship it to your client using your chosen delivery option, and be paid at last!

That concludes the matter! We hope you found our Excel invoice tutorial useful.

Wrapping It Up

You may create a variety of invoices for your small company bookkeeping using the collection of editable invoice templates that Excel offers. If creating your invoice from scratch is more your style, the program also lets you create invoices from scratch.

FAQs

Can I make a template for my invoice?

Of course! You may easily make your invoice template if you can’t find what you’re seeking among the internet templates. Create a blank Excel template and enter the information about your business.

Which Free invoice generator is the best?

Many excellent invoice templates, some of which are part of the Microsoft Office suite, are readily available for free online.

Which format works best for an invoice?

The ideal format to use for storing an invoice for your personal use (i.e., a template) can be edited, such as Word’s.doc/.docx or Excel’s.xlxs. This will make it easier for you to edit and add to your invoices.

Which software works best for creating invoices?

The finest software for creating invoices include QuickBooks, FreshBooks, Microsoft Word, and Excel.