How To Do An Invoice On Excel In 2021

Introduction

Creating an invoice in Microsoft Excel is a simple process. With the right instructions and a few clicks of the mouse, anyone can create an invoice that can be used for a variety of purposes. Whether you are a business owner or an individual freelancer, an invoice can help you keep track of your financial transactions. In this article, we’ll discuss how to create an invoice in Excel and provide three sample invoices.

Steps To Create An Invoice In Excel

Creating an invoice in Excel is easy, but there are a few steps you need to follow. Here’s how to do it:

• Step 1: Open Excel and select the “File” tab.
• Step 2: Click on the “New” button and select the “Invoice” template.
• Step 3: Enter the company information, such as the company name, address, phone number, and logo. This will be displayed at the top of the invoice.
• Step 4: Enter the customer information, including the name, address, phone number, and email address.
• Step 5: Enter the invoice date, invoice number, and payment due date.
• Step 6: Enter the item description, quantity, unit price, and total price.
• Step 7: Enter the subtotal, taxes, shipping costs, and any other fees.
• Step 8: Enter the total amount due.
• Step 9: Save the invoice.

Sample Invoice 1

The first sample invoice is for a business that sells products. This invoice includes the company logo, customer information, item description, quantity, unit price, total price, subtotal, taxes, shipping costs, and total amount due. This invoice also includes a “Notes” section for any additional information.

Sample Invoice 2

The second sample invoice is for a business that provides services. This invoice includes the company logo, customer information, description of services, hourly rate, total hours, total amount due, and a “Terms and Conditions” section. This invoice also includes a “Notes” section for any additional information.

Sample Invoice 3

The third sample invoice is for a business that sells products and provides services. This invoice includes the company logo, customer information, item description, quantity, unit price, total price, description of services, hourly rate, total hours, subtotal, taxes, shipping costs, and total amount due. This invoice also includes a “Notes” section for any additional information.

Conclusion

Creating an invoice in Excel is a simple process. With the right instructions and a few clicks of the mouse, anyone can create an invoice that can be used for a variety of purposes. Whether you are a business owner or an individual freelancer, an invoice can help you keep track of your financial transactions. We hope this article has been helpful in teaching you how to create an invoice in Excel.

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