Step 5: Enter the Client’s Contact InformationĬlient contact details include the client’s name, street address, city, and phone number. On the right side of the header, make three lines detailing the billing date, payment due date, and unique invoice number. Step 4: Add Invoice Payment Due Date & Invoice Number Business name and contact information, such as the street address, city, phone number, fax, and email.Įnter all of these details on the sheet, with the color, font, and font size you prefer, like the example below.The elements of an invoice header include: To do so, go to the Layout menu, and on the View section uncheck the Gridlines box. You can keep the format as it is, or remove gridlines in the end once you’re done creating the invoice. Removing gridlines gives you a cleaner sheet to work with, however, this step is optional. Skip this step, if when you enter Excel, it automatically opens up a blank spreadsheet. To open a blank workbook on Excel, press on File and then New Workbook. If you want to go the extra mile and manually make your own invoice template in Excel, follow this step-by-step guide: Step 1: Open a New Blank Workbook How to Create Your Own Invoice Template in Excel Read our guide on how to send an invoice, to learn the best way to send an invoice that saves your business time and money. There are three main ways to send out an invoice: physically by fax or in person, via email, or through invoicing software. We recommend saving the invoice in PDF, to avoid any document compatibility issues and make sure the client receives an uneditable, and clear invoice.Īfter you’ve saved the document, it’s time to send it out and get paid! To save your finished invoice, click on Fileand then Save As.Ī popup will appear, prompting you to name the invoice and to choose the type of format to save it in. Start by designing the template with your business colors, logo, and preferred font, by using the Home menu formatting features at the top of the page.Īs you can see in the image below, the invoice template already has instructions on what information to include in each section.įill in the entire invoice with the corresponding details of the purchase you’re billing, and you’re done! You’ve created an invoice from an Excel template. To learn more about all of the information you need to include in your invoice, head over to our guide on how to make an invoice.Īfter you’ve double-checked all of the sections, and added any missing pieces, it’s time to start personalizing the template. Itemized list of products and services with a brief description.Step 2: Edit and Customize the Excel Invoice Templateīefore you start editing and customizing the template, make sure it fits your needs and involves all of the appropriate elements of an invoice. To pick the template, either double-click on it or click on it once and press the Choose button at the bottom of the page. Check out their preview, and scroll down the list until you’ve found the right template for your business. A list of invoice templates should appear. In the gallery, use the search bar at the top right of the page to type the word “invoice”. From there, click on New from Template to find the Excel Workbook Gallery.

Here’s the step-by-step guide on how to make an invoice from an Excel template: Step 1: Search and Select an Invoice TemplateĪfter you’ve launched and opened Microsoft Excel on your PC, look for the File menu at the top left of the page.

Also, the design can be easily personalized with your brand colors, logo, and preferred font. Templates usually come with premade instructions that guide you through what each section of the document needs to include. How to Make an Invoice from an Excel TemplateĬreating an invoice in Excel from a template is a pretty simple and straightforward process. Automate Invoicing with Invoice Management Software.Blank Excel Invoice Templates for Business.How to Create Your Own Invoice Template in Excel.How to Make an Invoice from an Excel Template.In this guide, we will show you exactly how to create an invoice in Excel, both from a template and from a blank sheet. The software also allows you to make your own invoice from scratch, in case templates aren’t what you prefer. Now, you may be thinking: isn’t Excel used for complicated spreadsheets and graphs? Yes, but it’s only one of the many functions of the program.Įxcel also comes with a gallery of customizable invoice templates you can use to generate different types of invoices for your small business accounting. Getting paid back fully and in time, starts with issuing clear and accurate invoices to your clients.Ī helpful, free program that can help you streamline this invoice creation process is Microsoft Excel.

Microsoft simple invoice template page