Recipient Details – client’s company name, address and contact details.

Heading – contains the date, invoice number, company name, address and contact details.

Although this method will improve our skills in editing and formatting, it will certainly take time because we will be making it from scratch. We can also opt to create an invoice manually. Output: Make invoice using a templateĬlick File > Save As or press Ctrl + S to save the invoice. We can now start editing the invoice by entering the pertinent information such as company name, address and contact details, as well as the list of items and corresponding quantity, unit price and tax rates.įigure 5.

When we have decided on which template to use, click Create to download it.Įxcel will open the template on a new workbook, with the same file name as the template.

To preview an invoice, click on it.įigure 2.

The results will display some invoice templates.

All we need to do is download, edit and save. The templates contain the relevant information and are filled with the necessary formulas. These templates are very useful especially when we are in a rush. There are several free invoice templates from the database that we can readily use.

Final result: How to create an invoice Make invoice using a template

This article will guide us on how to create an invoice by using a pre-set template or by making it manually in Excel.įigure 1. It is issued to a client prior to payment and keeps a record of the sale. An invoice is a bill or statement of charges that includes a list of goods or services and the corresponding amount.

How to do an invoice on excel