Send the completed invoice to your client via email or regular mail. You should also save it as a PDF and send it to your client so that it cannot be changed. xlxs file so you can edit it later if necessary. Save the completed spreadsheet to your computer once you’ve added all the necessary information to your invoice. The total amount owed on the invoice, including any applicable taxes.Payment terms, including payment methods and late fees, are outlined.An itemized list of your services, including brief descriptions, the number of hours worked, or the quantity worked, and the rate.Your company’s contact information, such as your name, address, phone number, and email address.Make sure to include the following details: Customize the InvoiceĪfter you’ve created a new spreadsheet with your chosen template, you’ll need to modify the invoice to reflect the specifics of your project. When you’ve found a template that works for you, click it to preview it, then click the “Create” button to open the Excel template in a new window. Excel has a variety of invoice templates, including sales invoices, service invoices, and shipping invoices.Ĭhoose a template that meets your requirements and has a design that complements your company’s branding. Choose your Templateīrowse the various invoice template options to find one that works for your company. To conduct the search, ensure that you are connected to the internet. Once Excel is open on your computer, enter “invoice” in the search bar at the top of the window to find invoice templates. To begin creating an invoice from an Excel template, open Microsoft Excel on your computer. Follow these steps on a Windows PC to create an invoice from an Excel template: Open Microsoft Excel How to Make an Invoice from an Excel Template (Windows)?Ĭustomers can be invoiced using Excel templates that can be customized. How to Make an Invoice from an Excel Template (Mac)?.How to Make an Invoice from an Excel Template (Windows)?.In this article, we’ll cover the following topics: You can either use an Excel invoice template that you can customize or create your own professional invoice from scratch. To begin billing clients for their services, small businesses can use Microsoft Excel to create their own invoices.
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