How to Create an Invoice in Excel: Invoicing Solutions for Small Business

Updated on July 20, 2022

 

Customers can be billed for services provided by small enterprises by using Microsoft Excel.

Start from scratch and create a professional invoice from scratch or use an Excel invoice template that can be customized.

Learn how to create an invoice in Excel with these invoicing topics:

How to Make an Invoice from an Excel Template (Windows)

How to Make an Invoice from an Excel Template (Mac)

How to Create an Invoice in Excel from Scratch

Free Microsoft Excel Invoice Templates

How to Make an Invoice from an Excel Template (Windows)

Customizable Excel invoice templates can be used by businesses to invoice their clients.

If you’re using a Windows PC, follow these steps to create an invoice from an Excel template:

1. Open Microsoft Excel

Open Microsoft Excel on your computer before you can begin creating an invoice from an Excel template.

2. Search for an Invoice Template

The search bar at the top of Excel is where you’ll uncover invoice templates, so type “invoice” in there. When searching, make sure that you have an internet connection available.

3. Choose Your Template

Find an invoice template that works best for your business by browsing through the various alternatives.

From sales invoices to service invoices to shipping invoices, Excel has a template for anything.

The template you choose should be compatible with your company’s branding and needs.

4. Open the Invoice Template

Then click the “Create” button to open the template in a new window after you’ve selected a template that suits your needs.

5. Customize the Invoice

Using the template you chose, create a new spreadsheet and make any necessary adjustments to fit your project’s needs.

Make certain that the following details are included:

If you have one, please include it in the space provided here.

Thanks.
All of your business contact information, including your name, address, phone number, and e-mail address.
Which phone numbers do you have for your clients?
The invoice’s creation date.
Bill number that is one of a kind
It’s time to make the payment!
Listed here are the services you offer, their descriptions, the number of hours/quantity worked, and the rate.
A distinct subtotal is calculated for each service.
Information about how to make a purchase, such as approved payment methods and any late fees that may occur
Including all fees and charges on the bill
Use this tutorial to learn everything you need to know about invoicing.

6. Save the Invoice

Save your invoice spreadsheet once you’ve finished filling it up with all the relevant details.

Make a copy in.xlxs format so you can change it at a later time. Make a PDF copy and give it to your client so they can’t change it.

7. Send the Invoice

You can either email or mail the invoice to your customer once it’s completed.

The invoice due date and the entire amount owed should be highlighted in a brief cover letter.

How to Make an Invoice from an Excel Template (Mac)

In order to create an invoice on a Mac using an Excel template, follow these steps:

1. Open Microsoft Excel

Open Microsoft Excel first. In the File menu, select New from Template and then click OK. Pages of available templates will appear on the page when it loads.

2. Search for an Invoice Template

To narrow down the results, type “invoice” into the search bar at the top of the page and press enter.

3. Choose Your Invoice Template

Many Excel invoice templates are available, including company invoice templates and templates that use formulae to automatically determine tax amounts.

Choose one that has all the information you require and a design that fits in with your company’s overall identity.

4. Download the Template

To see a preview of an Excel template, first locate one that is appropriate for your company’s needs and then click on it.

Open it as a new spreadsheet by clicking the “Create” button at the top of the window.

5. Customize Your Invoice

To customize the invoice for a given project, you can edit the invoice template. Ensure that you include all of the following:

If you’ve got one, upload it here.
Name, address, phone number and email address for your company.
The information you need to get in touch with your client
An invoice number that can only be used once.
The date of the bill
The number of hours worked and the rate of remuneration you received for the services you supplied to the client, broken down each service.
Each of your services has a subtotal.
Acceptable payment methods and late fees are included in your payment conditions.
In the event of overdue debt
a sum which includes any applicable tax as well as the original amount

6. Save the Invoice

When you’ve added all the necessary information to your invoice, save the completed spreadsheet to your computer.

Save it as a .xlxs format document so you can edit it later if needed.

You should also save it as a PDF and send that version to your client, so it can’t be altered.

7. Send the Invoice

Send the completed invoice to your client, either by email or by mail. Include a short cover note that highlights the important details, like the invoice due date and the total amount owing.

How to Create an Invoice in Excel from Scratch

Here are the simple steps you need to take to produce an invoice in Excel from the ground up.

1. Open a Blank Excel Workbook

Microsoft Excel may be used to create a new invoice by clicking Open a Blank Workbook. It will open up a new spreadsheet with no data.

2. Create an Invoice Header

Add an invoice header. In the header, provide vital billing information, such as:

Your company’s logo
Your company’s phone number and e-mail address.
The date of the invoice.
A one-of-a-kind bill number

3. Add the Client’s Information

Be sure to include the name, address, email, and phone number of the appropriate contact person for your client.

4. List the Payment Due Date

Invoices should include the due date. “Payment Due December 31, 2018” should be written down instead of “Payment Due in 30 Days,” which might lead to confusion and missing payments.

5. Add an Itemized List of Services

The services you performed should be listed in detail. The number of hours you work and your rate should be listed in separate columns, as should the description of each service. For each service, add a final column with a total sum.

6. Add the Total Amount Owing

Excel’s ability to handle the math for you is one of the advantages of making invoices in the spreadsheet. Add the total owed to the bottom of the invoice using Excel’s SUM function. Enter the following formula in column C9 to add the subtotals from cells 4 through 8 in Column C in order to determine the total amount payable, for example:

=SUM(C4:C8)

7. Include Your Payment Terms

Include payment terms at the bottom of the invoice, such as accepted payment methods and any late fees.

Free Microsoft Excel Invoice Templates

Excel invoice templates can be downloaded from a variety of sources online.

Invoice templates for Excel, Word, and PDF can be downloaded free of charge from FreshBooks. Different industries and business types have their own specific templates.