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How to Create an Invoice in Excel: Invoicing Solutions for Minor Business

March 28, 2019

How to Create an Invoice in Excel: Invoicing Solutions for Small Business

Small businesses can create their own invoices in Microsoft Excel to start billing clients for their services. Y'all can either employ a customizable Excel invoice template or create your ain professional invoice from scratch.

Learn how to create an invoice in Excel with these invoicing topics:

How to Make an Invoice from an Excel Template (Windows)

How to Brand an Invoice from an Excel Template (Mac)

How to Create an Invoice in Excel from Scratch

Gratuitous Microsoft Excel Invoice Templates

How to Make an Invoice from an Excel Template (Windows)

Businesses can use customizable Excel templates to invoice their customers. To create an invoice from an Excel template on a Windows PC, follow these steps:

1. Open up Microsoft Excel

To begin making an invoice from an Excel template, y'all'll outset need to launch Microsoft Excel on your PC.

2. Search for an Invoice Template

One time Excel is open on your computer, employ the search bar that's located at the top of the window and enter "invoice" to find invoice templates. Brand certain you're connected to the internet to perform the search.

3. Cull Your Template

Ringlet through the different invoice template options to find one that works for your business organisation. Excel offers a range of invoice templates, from sales invoices to service invoices and shipping invoices. Choose a template that fits your needs and has a design that fits with your company branding.

four. Open up the Invoice Template

One time you've chosen a template that works for you, click on the template to preview it and so striking the "Create" button to open the Excel template in a new window.

5. Customize the Invoice

Once you've opened a new spreadsheet using your selected template, y'all'll need to edit the invoice to reflect the details of your projection. Be sure to include the following information:

Your logo, if yous have one
Your concern contact data, including your proper noun, address, telephone number and e-mail
Your customer's contact details
The invoice engagement
A unique invoice number
The payment due date
An itemized list of your services with cursory descriptions, the hours worked or quantity and the charge per unit
A subtotal for each service
The payment terms, including payment methods and late fee details
The full amount due for the invoice, including applicable taxes

Read this invoicing guide to learn all the information businesses should include on their invoices.

six. Save the Invoice

When yous've added all the necessary information to your invoice, save the completed spreadsheet to your computer. Save it as a .xlxs format document so you can edit information technology later if needed. Y'all should also salvage it every bit a PDF and transport that version to your client, so it can't be altered.

7. Transport the Invoice

Send the completed invoice to your customer, either by electronic mail or past mail. Include a short encompass note that highlights the important details, like the invoice due date and the full amount owing.

How to Make an Invoice from an Excel Template (Mac)

To make an invoice using an Excel template on a Mac computer, follow these invoicing steps:

one. Open Microsoft Excel

Kickoff, open Microsoft Excel. Click File on the carte bar and so click New from Template. A folio will launch with a pick of available templates.

2. Search for an Invoice Template

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.

3. Cull Your Invoice Template

There are a diverseness of Excel invoice templates to choose from, including business invoice templates and templates that employ formulas to automatically calculate taxes. Select one that provides all the information you need and features a blueprint that works with your company branding.

4. Download the Template

One time you've establish an Excel template to suit your business needs, click on the template to open a preview page. And then, click the "Create" button to open it as a new spreadsheet.

v. Customize Your Invoice

Edit the invoice template to include the specific project details. Remember to include the following information:

Your logo, if you lot have i
Your business contact details, including your proper noun, address, telephone number and e-mail
Your customer'due south contact information
A unique invoice number
The invoice date
An itemized listing of the services you lot provided the client, including the quantity or hours worked and the rate of pay
A subtotal for each of your services
Your payment terms, including accepted payment methods and late fee terms
The payment due date
The total amount due, including whatsoever applicative tax

half dozen. Salve the Invoice

When you've filled out all the project specifics on your invoice, save the spreadsheet to your estimator in both .xlxs and PDF format. When sending the invoice to your client, use the PDF version so it can't be edited after y'all send it.

7. Send the Invoice

Send the invoice to your client by electronic mail or mail service. Include a brief note that calls out the important invoice details, such as the deadline for payment and the total amount due.

How to Create an Invoice in Excel from Scratch

Larn how to create an invoice in Excel from scratch by following these easy steps:

1. Open a Blank Excel Workbook

To begin creating a new invoice in Excel, open Microsoft Excel on your figurer and then click Open up a Blank Workbook. A new bare spreadsheet will open.

Add a header to your invoice. Include important billing details in the header, including:

Your logo
Your business contact data
The invoice engagement
A unique invoice number

three. Add the Client's Information

Include your client's contact information, including the relevant contact person'due south proper noun, address, email and phone number.

4. List the Payment Due Appointment

Include the payment due appointment on your invoice. Write out the full due date, i.e. "Payment Due December 31, 2018" instead of more than vague terms, such every bit "Payment Due in thirty Days" which can lead to confusion and missed payments.

5. Add an Itemized List of Services

Create an itemized listing of the services y'all provided. Create a column for a clarification of each service, a cavalcade for the quantity or hours worked and a column for your rate. So include a terminal cavalcade with a subtotal for each service listed.

half dozen. Add together the Total Corporeality Attributable

Ane benefit of creating invoices in Excel is that the spreadsheet can practise the math for you. Employ Excel's SUM role to calculate the total due and add it to the bottom of the invoice. For case, if y'all need to add upwardly the subtotals in Column C from cell four through 8 to summate the total due, just enter the post-obit formula in cell C9:

=SUM(C4:C8)

seven. Include Your Payment Terms

Add your payment terms to the lesser of the invoice, including the payment methods accepted and the details of your belatedly fee policy.

Free Microsoft Excel Invoice Templates

Yous can download a wide range of customizable Excel invoice templates online. FreshBooks offers a selection of free invoice templates available to download in Excel, Word and PDF formats. The templates are tailored to different industries and business models.