How to Make an Invoice Form in Excel?
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Making an invoice in Excel is very simple. Businesses and individuals can make custom templates to suit their needs. Follow the steps below to create your template. These instructions are applicable for both Mac and Windows PC.
Start Microsoft excelSample Invoices Download
To start the process of making an Excel invoice template, your first step is to launch Microsoft Excel on your Windows PC/ Mac.
Look for an invoice templateOnce you have successfully launched Excel, the next step is to search for a suitable invoice template. Go to the search bar located on the top and type in ‘invoice’ to get all the templates. You need to be online to get a wide range of templates.
Excel Invoice Template Free Download For Mac Computers
Choose a templateYou can sift through all the choices available to find a template that works best for you. Excel has a great selection of templates that cover a wide range of requirements, from sales, services to shipping invoices. Your job is to choose a template that best suits your business needs and requirements.
- Open the invoice template
- The business logo or your company’s/individual name
- Contact information, including name, address, phone number, and email id
- The client's contact information
- The date of the invoice
- The number of the invoice
- The due date for the payment
- An organised itemised list of what you have provided the client- a brief description of the work, the time spent on work and the rate.
- The subtotal of the service provided
- The terms of the payment, payment method, bank details, and late fee details
- The total amount due, including taxes
Once you have chosen your desired template, click on the template to get a preview. If you are satisfied with the design you have chosen, you can go ahead and click on the create button to start working on the invoice. You can now start working on a new excel sheet.
Make it your ownNow is the time to customize the free Excel Invoice Template and design it the way you want. The new excel spreadsheet should have the following details:
Once you have made all the necessary additions to your invoice, it is time to save the spreadsheet on your computer. We suggest you save the spreadsheet in a .xlxs format; it makes it easy to edit and send it to others. However, it is essential you send the final copy of the invoice to the client in a PDF format so that it cannot be tampered with.
How to Send an Excel Invoice?
Once the invoice is ready and all the details checked, it is time to send the invoice. It is the final step to this whole process. The most common way to send an invoice is via email or post. Be sure to include a small note including all the crucial details about the invoice.
While Excel invoices have a wide range of templates, we encourage you to try other free online templates like the one from WeInvoice. WeInvoice has a wide array of excel templates as well as invoice generators, making the process much simpler. With templates from WeInvoice, you save time and energy in designing a whole new invoice.