How to Create an Invoice in Excel

Launch Microsoft Excel. The program features a green icon with a white "X" on it. The Microsoft Excel homepage will open.

Search for an invoice template. Type invoice into the search bar at the top, then press ↵ Enter to locate invoice templates.

• Your computer must be connected to the internet to find templates.

Select a template. Click on the template you wish to use, and it will open in a new window.

Click the Create button located to the right of the template preview. The template will open in Microsoft Excel.

Customize the template to suit your needs. For instance, most templates include a "Company" field at the top; replace this with your company's name.

• To edit text in an Excel document, double-click the text field and delete or replace the content as needed.

Fill out the invoice. Enter any required information in the invoice template to ensure the final total matches the actual amount.

• For example, some payment templates may require you to input hourly rates or fixed fees.
• Most payment templates use formulas to multiply hourly rates by hours worked and display the result in the "Final Total" field.

Save the invoice. Click on the File tab at the top-left corner of the page, select Save As, double-click the desired save location, enter the invoice name, and then click Save. Your customized invoice will be saved to the chosen location and ready for distribution.

Open Microsoft Excel. The program features a green icon with a white "X" on it. The Microsoft Excel homepage will appear.

Click the File menu at the top-left corner of the page. A dropdown menu will appear below it.

Click on New from Template. This option is located within the File dropdown menu. A new page with template options will open.

Search for an invoice template. Type invoice into the search bar at the top-right corner of the page, then press ⏎ Return.

• Your computer must be connected to the internet to locate templates.

Choose a template. Click on the template to open a window displaying a preview of the selected template.

Click the Open button located on the preview window. The invoice template will open as a new document.

Customize the template to fit your needs. For example, most templates include a "Company" field at the top; replace this with your company's name.

• To edit text in an Excel document, double-click the text field and delete or replace the content as needed.

Fill out the invoice. Enter any required information in the invoice template to ensure the final total matches the actual amount.

• For instance, some payment templates may require you to input hourly rates or fixed fees.
• Most payment templates use formulas to multiply hourly rates by hours worked and display the result in the "Final Total" field.

Save the invoice. Click on the File tab at the top-left corner of the page, select Save As, double-click the desired save location, enter the invoice name, and then click Save. Your customized invoice will be saved to the chosen location and ready for distribution.

Open Microsoft Excel. The program features a green icon with a white "X" on it. The Microsoft Excel homepage will appear.

Click on Blank Workbook. This option is located at the top-left corner of the Excel homepage. A blank spreadsheet will open.

• On Mac, skip this step if Excel opens a blank document automatically.

Create the invoice header. The header should include the following details:

• Company Name - The name of the company issuing the invoice.
• Description - The word "Invoice" or a description of the invoice type, such as "Price Quote" if you are providing a service estimate to a customer instead of a payment invoice.
• Date - The date the invoice is created.
• Number - The invoice number. You can use a global numbering system for all customers or assign unique numbers per customer. If numbering per customer, you may include the customer's name or identifier in the invoice number, such as "Westwood1."

Enter the sender and recipient addresses. This information will appear near the top of the invoice, alongside your details above and the customer's information below.

• The sender's contact information includes your name, company address, phone number, and email address.
• The customer's information consists of the company name, payer's account name, and customer address. You may also include the customer's phone number and email address.

Input billing details. You can allocate a column for a brief description of the product or service, a column for quantity, a column for unit price or cost, and a column to calculate the total amount for the purchased items.

Display the total invoice amount. This figure can be calculated using Excel's SUM function and placed below the calculation column for each expense.

• For example, if cell B3 contains 130,000 for a product and B4 has 270,000, you can enter the formula =SUM(B3,B4) into cell B5, and the result 400,000 will appear in this cell.
• If you have hourly wages (e.g., 30,000) in cell B3 and hours worked (e.g., 3) in cell B4, you can input =SUM(B3*B4) into cell B5.

Include payment terms. This section can be displayed above or below the billing information. Common payment terms include: "Due upon receipt," "Due within 14 days," "Due within 30 days," or "Due within 60 days."

• Below the invoice, you may also include a note mentioning accepted payment methods, a summary, or a thank-you message to the customer for their purchase.

Save the invoice. Use a name that distinguishes this invoice from other documents you may need to send to the customer if necessary. To save the invoice:

• On Windows - Click File at the top left of the page, select Save As, double-click the save location, enter the invoice name, and click Save.
• On Mac - Click the File menu, choose Save As, enter the invoice name, and click Save.

• You can save the invoice as a template for future use.

• When creating an invoice, it's essential to provide as much detailed information as possible.