free basic microsoft excel invoice template

#Free basic microsoft excel invoice template how to#
#Free basic microsoft excel invoice template generator#

Triple check your calculations to make sure you are charging them the correct amount and have applied taxes, discounts, and deposits correctly. Do a print preview so you can see how it will look if you or your client prints the invoice. Pay special attention to the layout and formatting. Once you have all of that information, create sections in your Microsoft Excel spreadsheet software to enter the data.

#Free basic microsoft excel invoice template how to#

How to format and style your Excel invoice template You can say things like, 'Thanks for your business.'

Terms: for official language like how to pay, how late payments are handled, and anything else of an official nature.

Amount due: Total, minus deposits, minus payments.

Payments: any payments (if applicable).Deposits: any deposits (if applicable).Total: the subtotal, minus discounts, plus taxes.Discounts: Any discounts (if applicable).Subtotal: the total amount of all items.Line total: the item cost multiplied by the quantity.Item cost: the cost and quantities of the goods and service provided.Item description: a description of the goods and services provided.Item name: the name of the goods and services provided.Reference number: a reference number if applicable.Due date: a due date to let the client know when they need to pay the invoice.Date sent: the date you sent the invoice.Invoice number: An invoice number so you can easily refer to the invoice.Client information: your client's name or company name, address, and phone number.Sender's information: your name or company name, address, and phone number.Include the following sections and information in your Excel invoice template: What to include in your Excel invoice template The most complicated way to create an Excel invoice template is to create one from scratch using Microsoft Excel.

#Free basic microsoft excel invoice template generator#

You can create an Excel invoice template in three ways: From scratch (Hard), Using a template (Easier), and using an invoice generator (Easiest). The sending party fills in the Excel invoice template with all of the details regarding the transaction: including their contact info and their client's contact info, good and services provided, cost of items, taxes, discounts, deposits, terms, due date, invoice number, and anything else pertinent. How does an Excel invoice template work?Īn Excel invoice template works by providing an official document of goods and services purchased from one party to another. Who is an Excel invoice template for?Įxcel invoice templates are for people or businesses who need to invoice a client for goods or services and only need a basic invoice to send.

Who they are for, how they work, what to put in them, and most importantly, how to create an Excel invoice template. Here is everything you need to know about Excel invoice templates.