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How to Create a Simple Invoice with Excel



Whether you work as a freelancer for multiple companies or a company that intends to extend credit to its clients, you need an invoice. Creating a custom invoice in Excel is not difficult. You are ready to submit your invoice and receive payments in the shortest possible time.

Using an Invoice Template

Creating a simple invoice in Excel is relatively straightforward. Create a few tables, set some rules, add some information, and get started. Alternatively, there are many websites that offer free invoice templates created by actual accountants. Instead, you can use or even download them to use as inspiration for your own creations.

Excel also has its own library of invoice templates that you can use. To access these templates, open Excel and click the File tab.

tab Select "New" and enter "Invoice" in the search bar.

 New - Invoice Search

When you press Enter, a collection of Invoice templates appears.

<img class = "alignnone size-full wp-image-399932" data-pagespeed-lazy-src = "https://www.howtogeek.com/wp-content/uploads/2018/12/xInvoice-templates .png.pagespeed.gp + jp + jw + pj + ws + js + rj + rp + rw + ri + cp + md.ic.k7Zxw7XAsI.png "alt =" Invoice templates "width =" 648 "height =" 483 " src = "/pagespeed_static/1.JiBnMqyl6S.gif" onload = "pagespeed.lazyLoadImages.loadIfVisibleAndMaybeBeacon (this);" onerror = "this.onerror = null; pagespeed.lazyLoadImages.loadIfVisibleAndMaybeBeacon (this); Find one that you like .

Creating a simple invoice in Excel from scratch

In order to create a simple invoice in Excel, we first need to understand what information is required.To keep it simple, we will create an invoice just with the information which are required for payment What we need:

  • Seller information
  • Name
  • Address
  • Telephone number
  • Customer information
  • Invoice date
  • Invoice number
  • Item description (of the service or product sold)
  • Item price (of the individual product or service)
  • Total amount due
  • Payment method
  • Let's go.

    First, open an empty Excel spreadsheet. The first thing we want to do is get rid of the gridlines so we can get a clean Excel spreadsheet to work on. To do so, go to the "View" tab and uncheck "Gridlines" in the "Show" section.

     Hide the gridlines

    Now we're resizing some columns and rows, which gives us additional space for some of the longer information, such as article descriptions. To resize a row or column, click and drag.

     Resize the Gif

    By default, rows are set to a height of 20 We recommend that you set the rows and columns to have an optimized setup.

    Lines:

    Columns:

    • Column A: 385 pixels
    • Columns B: 175 pixels
    • Column C: 125 pixels [19659024] Line 1 contains your name and the word "Invoice." We want this information to be immediately visible to the recipient, so we'll give you a little more room to write the S Increase the size of this information to ensure it attracts the attention of the recipient.

      Column A contains the most important (and possibly lengthy) information in the bill. This includes information about buyers and sellers, product descriptions and payment methods. Column B contains the specific data of the listed elements. Therefore, not so much space is required. Finally, column C contains the invoice number, the invoice date, the unit price of each item listed and the total amount due. This information is also short and therefore does not require much space.

      Customize your lines and cells to the suggested specifications and start adding our information!

      In column A, line 1, continue and enter your name. Give it a larger font size (around 18pt) and make the text stand out.

       Enter the name in the invoice

      In column B, line 1, enter "Invoice" It is immediately clear what the document is. We recommend a 28pt font with all capital letters. If you want, you can give it a lighter color.

       Enter invoice on invoice

      In column A, lines 4, 5 and 6, we enter our address and telephone number

       Enter address in bill

      Type In column B, lines 4 and 5, "DATE:" and "INVOICE:" with bold text and align the text to the right. In column C, lines 4 and 5, enter the actual date and invoice number.

       Enter the date and invoice number

      Finally, we will specify the last part of the basic information Enter the text "Bill to:" (in bold) in column A, line 8. Below this, enter the recipient information in lines 9, 10 and 11.

       Enter the recipient information "width =" 239 "height =" 290 "src =" /pagespeed_static/1.JiBnMqyl6S.gif "onload =" pagespeed.lazyLoadImages.loadIfVisibleAndMaybeBeacon (this); "onerror =" this.onerror.load;

      Now we need to create a spreadsheet to list our articles, fulfillment dates, and specific amounts. Here's how we'll set it up:

      First, we'll merge column A and B into row 14. This will be the header for our listed items (column A, lines 15-30) and for our fulfillment data (column B, lines 15-30). After merging columns A and B into row 14, give the cell a frame. You can do this by going to the Font section on the Home tab, selecting the border icon, and selecting the border type you want. At the moment we use "All Borders".

       Give the cell frame 1 "width =" 351 "height =" 277 "src =" /pagespeed_static/1.JiBnMqyl6S.gif "onload =" pagespeed. lazyLoadImages.loadIfVisibleAndMaybeBeacon (this); "onerror =" this.onerror = null; pagespeed.lazyLoadImages.loadIfVisibleAndMaybeBeacon (this);

      Do the same for cell C14. Feel free to shade your cells if you want. We make a light gray. To fill your cells with a color, select the cells, select the arrow next to the Fill Color icon in the Font section of the Home tab, and choose your color from the drop-down menu.

       Fill the cells with the color "width =" 340 "height =" 306 "src =" /pagespeed_static/1.JiBnMqyl6S.gif "onload =" pagespeed.lazyLoadImages.loadIfVisibleAndMaybeBeacon (this); "onerror =" this.onerror = "pagespeed.lazyLoadImages.loadIfVisibleAndMaybeBeacon (this);

      In the first highlighted cell, type" DESCRIPTION "and align the text in the middle. For C14, type" AMOUNT "with centered alignment on. Grease for both. Now you have your table head.

       Enter the table header

      We want to make sure we have a table big enough to handle to list all of our elements, in this example we'll use sixteen lines, give or take as many as you need.

      Go to the bottom of your table and put a lower bound on the first two cells in the line.

      19659004]  Indicate bottom cells in the bottom row.

      Now mark cells C15-29 and give them all left and right boundaries.

       Left Right Borders

      Select n and cell C30 and enter the left, right and bottom limits. Finally, we add a section "Total" to our table. Select cell C31 and give it a frame around the entire cell. You can also give it a shade to make it stand out. Make sure you mark it "TOTAL" in the cell next to it.

       finished table

      This completes the frame of our table. Now let's set some rules and add a formula to finish them.

      We know that our fulfillment data will be in column B, lines 15-30. Go ahead and select these cells. When you have selected all, click the Format Number box in the Number section of the Home tab.

      <img class = "alignnone size-full wp-image-399946" data-pagespeed-lazy-src = "https://www.howtogeek.com/wp-content/uploads/2018/12/xformat-number -box.png.pagespeed.gp + jp + jw + pj + ws + js + rj + rp + rw + ri + cp + md.ic.j9SXoHH1J2.png "alt =" formatnumberfield "width =" 508 "height =" 131 "src =" /pagespeed_static/1.JiBnMqyl6S.gif "onload =" pagespeed.lazyLoadImages.loadIfVisibleAndMaybeBeacon (aaa); "onerror =" this.onerror = "; Dropdown menu is displayed. Select the "Short date" option. If you now have a number such as. For example, if you enter 12/26 in one of these cells, it is automatically reformatted to the short date version.

      <img class = "alignnone size-full wp-image-399947" data-pagespeed-lazy-src = "https://www.howtogeek.com/wp-content/uploads/2018/12/date-gif .gif.pagespeed.ce.owVCRRkh2v.gif "alt =" dategif "width =" 540 "height =" 294 "src =" /pagespeed_static/1.JiBnMqyl6S.gif "onload =" pagespeed.lazyLoadImages.loadIfVisibleAndMaybeBeacon (this); "onerror =" this.onerror = null; pagespeed Select cells C15-30 where the item amount will be and select "Currency" then enter an amount in these cells and it will be reformatted to reflect this amount.

       Currency gif "width" = "256" height = "260" src = "/pagespeed_static/1.JiBnMqyl6S.gif" onload = "pagespeed.lazyLoadImages.loadIfVisibleAndMaybeBeacon (this);" onerror = "this.onerror.load;

      To automatically add all totals and display "Sum" in the cell we created, select the cell (C31 in this example) and enter the following formula:

        = SUM (C15: C30) 

        Formula sum

      If you now enter (or remove) a number in the individual number cells, it will be automatically reflected in the total cell.

       SUM-gif "width =" 256 "height =" 414 "src =" /pagespeed_static/1.JiBnMqyl6S.gif "onload =" pagespeed.lazyLoadImages.loadIfVisibleAndMaybeBeacon (this) "onerror =" this.onerror = zero; pagespeed.lazyLoadImages.loadIfVisibleAndMaybeBeacon (this);

      This makes things more efficient in the long run.

      Enter the text "Payment Method": "In A34.

       Payment method

      The information you enter here is between you and the addressee. The most common payment methods are cash, check and bank transfer. Sometimes you may be asked to accept a money order. Some companies even prefer to make a direct deposit or use PayPal.

      Do not forget to thank your customer or customer! Thank you “/>

      Start by sending out your bill and collecting your payment!




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