Learn how to create an invoice in excel from scratch, using excel template (windows) and using excel template (Mac).
Microsoft Excel allows small businesses to easily produce their own invoices or use other platforms like wave accounting to begin charging customers for their services. Use an Excel invoice template that you may modify, or start from scratch and make your own tailored invoice.
How to Make an Invoice from Scratch in Excel
Follow these simple steps to learn how to construct an invoice from scratch in Excel:
1. Start a blank Excel workbook.
Open Microsoft Excel on your computer, choose Open a Blank Workbook, and then start a new invoice. It will launch a fresh, empty spreadsheet.
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2. Design a header for an invoice
Your invoice should have a header. Include essential billing information in the header, such as:
- your logo
- Your company’s contact details
- Date of the invoice
- A distinct invoice number
3. Include Client Data
Include your client’s contact information, including the name, address, phone number, and email of the appropriate contact person.
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4. Indicate the payment deadline.
On your invoice, include the date that payments are due. Instead of using ambiguous language like “Payment Due in 30 Days,” which can cause misunderstanding and missing payments, write out the complete due date, such as “Payment Due July 31, 2022.”
5. Include a List of Items for the Services
Make a list of the services you rendered, item by item. Establish columns for the description of each service, the number of hours completed, and your rate.
Add a final column with a subtotal for each of the listed services.
6. Add the Total Amount Due.
Excel’s ability to perform calculations for you is one advantage of using the spreadsheet to create invoices. Calculate the total amount payable using Excel’s SUM function, then add it at the bottom of the invoice.
For instance, to determine the total amount payable, add the subtotals in Column C from cells 4 through 8 by entering the formula shown below in cell C9:
=SUM(C4:C8)
7. Add Your Payment Terms
At the bottom of the invoice, provide your payment terms, the methods of payment that you accept, and information about any late payment penalties.
Making an Invoice Using an Excel Template (Windows)
Excel invoice templates that can be customized are available for usage by businesses.
On a Windows PC, perform the following actions to create an invoice using an Excel template:
1. Activate Microsoft Excel.
You must first open Microsoft Excel on your computer before you can start creating an invoice using an Excel template.
2. Look for a template for an invoice
To access invoice templates, open Excel on your computer and type “invoice” into the search bar at the top of the window. To do the search, make sure your computer is linked to the internet.
3. Select a Template
Find a suitable invoice template for your company by scrolling through the available choices. Excel provides a selection of invoice templates, including those for sales, services, and shipping.
Select a template that is functional for you and matches the branding of your business.
4. Access the Invoice Template
Once you’ve found a template that fits your requirements, click it to view a preview before selecting “Create” to launch the Excel template in a new window.
5. Easily customize the Invoice
You must modify the invoice after starting a new spreadsheet using your chosen template to include information specific to your project. Include the following details, if possible:
- If you have one, your logo
- Your company’s name, address, phone number, and email
- Your Client’s Contact information
- the date of the invoice
- a special invoice number
- the deadline for payment
- An itemized list of your services with brief descriptions, the number of hours spent or the amount, and the price
- a total for each service.
- The conditions for payment, including information on means of payment and late fees
- The total amount due on the invoice, including any relevant taxes
6. Save the Invoice
Save the finished spreadsheet to your computer once you’ve added all the necessary details to your invoice. You can change it later if necessary if you save it as a document in the. xlxs format.
To ensure that it cannot be manipulated, you should also save it as a PDF and give that version to your client.
7. Send out the Invoice
Send your client the finished invoice by email or regular mail. Include a brief cover note that emphasizes the crucial information, such as the invoice due date and the overall amount owed.
How to Create an Invoice through an Excel Template (Mac)
Use the instructions below to create an invoice on a Mac using an Excel template:
1. Activate Microsoft Excel.
Open Microsoft Excel first. On the menu bar, select File, followed by New from Template. A page with a list of possible templates will load.
2. Look for an invoice template
Use the search box in the top right corner of the page to filter the results for the template by entering “invoice” and pressing the enter key.
3. Select Your Invoice Template
There are numerous Excel invoice templates available, including ones for businesses and those that automatically calculate taxes using formulae.
Choose one that has all the details you require and a layout that complements the branding of your business.
4. Save the Template.
Once you’ve located an Excel template that will work for your company’s needs, click it to get a preview page. After that, click the “Create” button to start a fresh spreadsheet with it.
5. Personalize Your Invoice
Edit the invoice template to add the particular project information. Include the following details, if possible:
- If you have one, your logo
- Your company’s name, address, phone number, and email
- Your Client’s Contact information
- the date of the invoice
- a special invoice number
- the deadline for payment
- An itemized list of your services with brief descriptions, the number of hours spent or the amount, and the price
- a total for each service.
- The conditions for payment, including information on means of payment and late fees
- The total amount due on the invoice, including any relevant taxes
6. Save the Invoice
Save the finished spreadsheet to your computer once you’ve added all the necessary details to your invoice. You can change it later if necessary if you save it as a document in the .xlxs format.
To ensure that it cannot be manipulated, you should also save it as a PDF and give that version to your client.
8. Send out the Invoice
Send your client the finished invoice by email or regular mail. Include a brief cover note that emphasizes the crucial information, such as the invoice due date and the overall amount owed.
Conclusion
That’s a wrap on how to create an invoice with Excel Template for both Windows PC and Mac and from scratch. You can explore these methods out and see the results.
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