How to Create a Simple Invoice Using Excel

Whether you’re a freelancer doing work for multiple companies, or a business that plans on extending a credit line to its customers, you’re going to need an invoice. Creating a custom invoice in Excel isn’t difficult. You’ll be ready to submit your invoice and receive payments in no time.

Using an Invoice Template

Creating a simple invoice in Excel is relatively straightforward. Create a few tables, set a few rules, add a bit of information, and you’re good to go. Alternatively, there are many websites out there that provide free invoice templates created by actual accountants. You can use these instead, or even download one to use as inspiration for when you’re making your own.

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

File tab

Here, select “New” and type “Invoice” into the search bar.

New - Invoice search

Press Enter and a collection of invoice templates will appear.

Invoice templates

Read the remaining 57 paragraphs

Comments

Post a Comment

Popular posts from this blog

What is Microsoft Flow?

Image
As part of Microsoft’s push towards cloud and mobile apps, they’ve invested in several cloud-only additions to the old familiar Office apps. One of these is Flow, a trigger-based system for creating automated workflows. What Does Flow Do? If you’re the kind of person who reads How-To Geek regularly, you’re probably aware of the drive for personal productivity that’s been raging for pretty much the whole millennium. Flow is Microsoft’s attempt at giving you the kind of automation for notifications, alerts, data gathering, and communication that will help you spend less time on boring but necessary admin work and more time on interesting (and productive) things. Think of Flow as IFTTT , but with a slant towards the office rather than IoT or hardware. Flow allows you to create “flows” (short for “workflows”) that are based on trigger events. For example, you could create a flow that would download the responses to a Microsoft Forms questionnaire to Dropbox regularly, or post a messa...
Read more