You can learn how to create a business invoice in Microsoft excel.You can either manually create an invoice or select a template.
Step 1: It's possible to open Microsoft excel.
There is a white "X" on the green icon.The microsoft excel home page will open
Step 2: You can find an invoice template.
The invoice should be typed into the search bar at the top of the page.You need to be connected to the internet in order to look for templates.
Step 3: You can choose a template.
You can use a template to open a window.
Step 4: Click to create.
The button is to the right of the preview.The template can be opened in Microsoft excel.
Step 5: You can modify the template to fit your needs.
If your company's name is written across the top of the template, you would replace the heading with it.To remove a text item, double-click it, then replace it with your own.
Step 6: The invoice needs to be filled out.
To make sure the final total matches what you're owed, enter any information required by your invoice template.Some invoice templates will require you to enter hourly or fixed charges.Most invoice templates use formulas to combine hourly and hours worked in the "Final Total" box.
Step 7: Save the invoice.
Click in the upper- left side of the page, double-click a save location, and enter your invoice's name.The invoice will be saved in your saved location.Your invoice is ready to be sent.
Step 8: It's possible to open Microsoft excel.
There is a white "X" on a green box.It will open.
Step 9: Click on the file.
There is a menu item on the page.A menu will be below it.
Step 10: Click to download the template.
It's an option in the menu.You can open a new page with template options.
Step 11: You can find an invoice template.
The invoice should be typed into the search bar in the top-right corner of the page.You need to be connected to the internet in order to look for templates.
Step 12: Pick a template.
To open a preview window, click on a template.
Step 13: Click Continue.
The preview window has it.The invoice template will be opened as a new document.
Step 14: You can change the template to fit your needs.
You would replace the heading with your company's name in most templates.To remove a text item, double-click it, then replace it with your own.
Step 15: The invoice should be filled out.
The final total matches what you're owed if you enter any information required by your invoice template.Some invoice templates will require you to enter hourly or fixed charges.The number of hours worked in the "Final Total" box is combined by formulas in most invoice templates.
Step 16: Save the invoice.
Click the menu item if you want to enter a name for your invoice.Your invoice is ready to be sent.
Step 17: It's possible to open Microsoft excel.
There is a white "X" on a green box.The microsoft excel home page will open
Step 18: Click the blank one.
The option is on the left side of the page.A blank spreadsheet will open.If it opens to a blank document, skip this step.
Step 19: The invoice heading should be created.
The name of the company that the invoice funds will be allocated should be included in your heading.If you quote a price for your services to a client instead of billing them, it's known as a "Price Quote."You're writing the invoice on that date.There is an invoice number.You can use a global numbering system or individual numbering for each client.You can include the client name or a form of it in the invoice number if you choose to number for each client.
Step 20: The sender and recipient addresses will be entered.
Your information is above the client's, so it should appear near the top of the invoice.Your contact information should include your name, address, phone number, and email.The company name, the name of the accounts payable person and the client address should be included in your client's information.You can include the client's phone and email address.
Step 21: You can enter your billing information.
A column can be devoted to a short description of the product or service, a column to quantity, and a calculated column for the total price for that item.
Step 22: The amount of the bill should be displayed.
The SUM function can be used to generate this below the calculated column of individual charges.You could put the formula in the cell to show the amount of work in it.If you used an hourly rate and a number of hours, you would write in cell.
Step 23: The terms of payment need to be included.
Above or below the billing information, this can appear.Payments can be due on receipt, due within 14 days, or due in 30 days.You might want to include a memo at the bottom of the invoice to thank your customer for shopping with you.
Step 24: Save the invoice.
If necessary, use a name that distinguishes the invoice from other ones.Click in the upper- left side of the page, double-click a save location, and enter your invoice's name.Click the menu item if you want to enter a name for the invoice.