Microsoft Office has basic free invoice templates that you can download for Excel from the Office website. For example, for Invoice #1234, Let’s name the sheet 1234.How to Customize the Basic Invoice Template in Excel First, let’s make a copy of the Invoice sheet. With our initial setup complete, it’s time to create our first invoice. Currency Format Applied to Invoice fieldsĬreating an invoice with Sales Invoice Template Choose preferred Currency Symbol to use In InvoiceĪfter selecting and pressing OK, the invoice will have currency format applied. This will select all the cells that need to be formatted as currency. Changing Invoice Currency – Press Ctrl+G and select CURRĬhoose CURR and click OK. The template comes with no currency formatting by default as I would like the template to be useful in all countries. It’s easy to apply your currency. You can change this later for each invoice if needed. Invoice Template – Customize Customer Info FieldsĮnter Tax Rate in cell I50. Customer Information – Rearrange fields as neededħ fields can be customized. The list of information available in the drop down is based on columns in the Customers sheet. It’s easy to customize the appearance by selecting which field should appear. If you don’t need a logo, just select the logo image and press the Delete key.Ĭustomize Customer Information on Invoice Select an image from your computer to replace. Right Click on the logo image and choose ‘Change Picture. You can add columns or rename existing columns as you need. You can add more customers anytime. You can add more products anytime.Įnter Customers in Customers sheet Invoice Builder – Enter Customers in Customer table with contact information You can add columns or rename existing columns as you need. If you are new to Excel Tables, please read the article on how to use Excel Tables for data entry. Microsoft Excel for Mac (2011 and above)Įnter Business Information in Settings sheet Enter Business Information to appear on Invoice.Microsoft Excel for Windows (2010 and above).The template is designed to accommodate 20 line items per invoice. Save time by storing customer and product data.Handles discounts at product and order levels.Accommodates products that are not taxable.Automatically calculate totals and subtotals.Currency can be set easily to suit your business need.Logo and other formats like colors or fonts can be changed as preferred.Change columns (2 columns are flexible) in invoice.Customize customer data that appears on the invoice.Create professional sales invoices for your small business instantly. Sales Invoice Excel Template Features of Invoice Template You can save time by storing your products and customers once and re-using them for invoices whenever needed. You can create unlimited invoices and manage them all in one file. If you run a small business selling products, download this Free Sales Invoice Template and create invoices easily in Excel. Premium Attendance Report (Google Sheet)Ģ023 Invoice Template – Invoices for Small Businesses.Group Shared Expense Calculator (Excel).Google Sheets Calendar Template – Google Sheets Calendar 2023 or any year.Excel Calendar Template – Excel Calendar 2023 or any year.Fitness & Weight Loss Tracker Excel Template.RSI Relative Strength Index (Google Sheet).Exponential Moving Average Crossover (Excel).India Stock Market Tracker (Google Sheet).Kanban Board Task Tracker (Google Sheet).Resource Capacity Planner (Google Sheet).Rental Inventory Tracker (Google Sheet).Manufacturing Inventory Tracker (Google Sheet)).Manufacturing Inventory Tracker (Excel).Inventory and Sales Manager (Google Sheet).Retail Inventory Tracker (Google Sheet).Retail Business Manager Pro (Google Sheets).Manufacturing Business Manager (Google Sheet).Small Business Finance Manager (Google Sheet).Free Employee Annual Bonus Planner (Power BI).Free Employee Annual Bonus Planner (Google Sheet).Free Employee Annual Bonus Planner (Excel).Salary Structure Calculator (Google Sheet).PTO Balance for Salaried (Google Sheet).Learning & Development Dashboard (Google Sheet).Learning & Development Dashboard (Excel).Compliance Training Dashboard (Google Sheet).Free Recruitment Tracker (Google Sheet).
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