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#INVOICE TEMPLATES FOR MICROSOFT EXCEL HOW TO#

Then, we need to enter a save location and the name of the invoice to be saved.

It can be accessed from the quick access toolbar or by pressing F12 and choosing "save as," or CTRL + S, which opens the save as dialogue box to save the file.

After all the changes have been made in the selected blank invoice template as per the user’s requirements, we must save it by clicking on “File” -> “ Save As in Excel Save As In Excel Save as is located in the worksheet's file tab.

Finally, the total amount is automatically calculated in the “Total” cell.

We can enter that amount in the “Other” column if any other amount is charged.

Here, we can see that the sales tax is automatically calculated.

It is also mentioned if there is any due amount (referred to at the top of some of the invoices).

Finally, the total of all the items or services purchased and any applicable taxes.

Two dresses (1 Gown and 1 Long Maxi Dress) are purchased.

For instance, in our “Trendy Diva” invoice, a merchandise store.

If there is a discount, it is usually entered in a separate column or mentioned along with the total and subtracted afterward.

After that, there is a line-by-line description of the money owed and the price and quantity of items or rate and number of services.

Along with the client’s contact information, there is an “Invoice Number” and “Invoice Date” on the right, as illustrated below.

The business firm or store follows that, and then the contact information of the client/customer. In the upper left, along with the company name, we can add a personalized company logo by pasting the logo there.

We have changed the “Company Name” to “Trendy Diva” in the invoice.For example, we create the invoice for a merchandise sales store named ‘Trendy Diva.’ We can replace this with the company’s actual name by double-clicking on the cell text and replacing it as below. As we can see in the above screenshot, most templates have “Company/Company Name” written on the top.Now, we can edit the template as per our needs:.Then click on the ‘Create’ button to the right of the template’s preview. After deciding which template to use, we can click on that template.Also, these templates are completely customizable, i.e., we can change them as per our requirements. Instead, if we click on a template, its preview appears, which will give us an idea of how the template looks in terms of layout and formatting in Excel. We need not open each template before selection. We can see in the above screenshot that there are some ready-to-use templates for an invoice.

In doing this, we can see some templates for invoices below:.We must open “Microsoft Excel,” then click on the “File” tab, and click on “New”:.This section contains the number of items or services purchased and their amount and description. Client/Customer Information: This contains the name and contact number of the client/customer in the header section.Billing Company Information: This contains the name and contact number of the business/store in the header section.Payment Terms: This contains the mode of payment and states if the payment is due (with the amount owing) on some other date.Invoice date: The invoice date is when the invoice is generated.It is present in the header section (on top of the page). Invoice Number: An invoice number is a unique number that the seller assigns to distinguish an invoice from the invoice that another seller sends.

#INVOICE TEMPLATES FOR MICROSOFT EXCEL HOW TO#

How to Create a Blank Invoice Excel Template?Ĭomponents of Blank Invoice Template #1 – Header.