On a Windows PC, perform the following actions to create an invoice using an Excel template: 1. Making an Invoice Using an Excel Template (Windows)Įxcel invoice templates that can be customized are available for usage by businesses. Calculate the total amount payable using Excel’s SUM function, then add it at the bottom of the invoice.įor instance, to determine the total amount payable, add the subtotals in Column C from cells 4 through 8 by entering the formula shown below in cell C9:Īt the bottom of the invoice, provide your payment terms, the methods of payment that you accept, and information about any late payment penalties. Add the Total Amount Due.Įxcel’s ability to perform calculations for you is one advantage of using the spreadsheet to create invoices. Establish columns for the description of each service, the number of hours completed, and your rate.Īdd a final column with a subtotal for each of the listed services. Make a list of the services you rendered, item by item.

Instead of using ambiguous language like “Payment Due in 30 Days,” which can cause misunderstanding and missing payments, write out the complete due date, such as “Payment Due July 31, 2022.” 5. On your invoice, include the date that payments are due. Read- Value Added Tax- What Startups Should Know About VAT. Include your client’s contact information, including the name, address, phone number, and email of the appropriate contact person. Include essential billing information in the header, such as: Read- Financial Reporting: What Startups Should Know. It will launch a fresh, empty spreadsheet. Open Microsoft Excel on your computer, choose Open a Blank Workbook, and then start a new invoice. How to Make an Invoice from Scratch in Excelįollow these simple steps to learn how to construct an invoice from scratch in Excel: 1. Use an Excel invoice template that you may modify, or start from scratch and make your own tailored invoice.

Microsoft Excel allows small businesses to easily produce their own invoices or use other platforms like wave accounting to begin charging customers for their services.

Learn how to create an invoice in excel from scratch, using excel template (windows) and using excel template (Mac).

Ms excel invoice templates