Creating a Blank Invoice Template on Excel
Posted on May 26, 2011 | No Comments
Pinky Savika asked:
Invoices are basically the records of your sales transactions. Creating a blank invoice template on excel is very easy.
1. In a blank Excel document, type ‘Invoice’ in caps across the top of the worksheet in Column B and Row 1 (B1).
2. Click ‘Enter’ and in cell B2, type your company name, mailing address, telephone and fax numbers, email address and website link.
3. Tab to cell E1 and type ‘Date’.
4. In cell E2, just below the date field, type the ‘Invoice No’.
5. In cell A6, type ‘Bill To’. Populate the customer’s name and mailing address.
6. Tab to cell E6 and type ‘Ship To’. Populate the address to which the customer wants the item(s) to be shipped.
7. Create Product and Pricing Fields. Type ‘Item Number’ in cell A12.
8. In cell B12, type ‘Description’. Populate the identification number and product type the customer who has made the purchase.
9. In cell C12, type ‘Unit Price’. Populate the cost of each item.
10. In cell E12, type ‘Line Total’. Calculate and show the total cost of the item(s).
11. If you require to broaden the column width, highlight columns A through E. Click ‘Format’, ‘Columns’ and then, ‘Auto Fit Selection’.
12. To bold or underline the headings, highlight the column heading labels; then click ‘Format’, ‘Cells’, ‘Font’ and select ‘Bold’ and ‘Underline’.
13. At the bottom of the invoice in cell A35, type ‘Notes’.
14. Tab to cell D30 and type ‘Subtotal’. Type ‘Tax’ in Row 31 just below ‘Subtotal’. Type ‘Shipping & Handling charges’ in Row 32. Type ‘Total’ in Row 33. Type ‘Total Due’ in Row 34. This creates your blank invoice template form.
The next step in the blank invoice template form would be to carry out the final calculation after necessary additions and deductions.
Caffeinated Content – Members-Only Content for WordPress
Invoices are basically the records of your sales transactions. Creating a blank invoice template on excel is very easy.
1. In a blank Excel document, type ‘Invoice’ in caps across the top of the worksheet in Column B and Row 1 (B1).
2. Click ‘Enter’ and in cell B2, type your company name, mailing address, telephone and fax numbers, email address and website link.
3. Tab to cell E1 and type ‘Date’.
4. In cell E2, just below the date field, type the ‘Invoice No’.
5. In cell A6, type ‘Bill To’. Populate the customer’s name and mailing address.
6. Tab to cell E6 and type ‘Ship To’. Populate the address to which the customer wants the item(s) to be shipped.
7. Create Product and Pricing Fields. Type ‘Item Number’ in cell A12.
8. In cell B12, type ‘Description’. Populate the identification number and product type the customer who has made the purchase.
9. In cell C12, type ‘Unit Price’. Populate the cost of each item.
10. In cell E12, type ‘Line Total’. Calculate and show the total cost of the item(s).
11. If you require to broaden the column width, highlight columns A through E. Click ‘Format’, ‘Columns’ and then, ‘Auto Fit Selection’.
12. To bold or underline the headings, highlight the column heading labels; then click ‘Format’, ‘Cells’, ‘Font’ and select ‘Bold’ and ‘Underline’.
13. At the bottom of the invoice in cell A35, type ‘Notes’.
14. Tab to cell D30 and type ‘Subtotal’. Type ‘Tax’ in Row 31 just below ‘Subtotal’. Type ‘Shipping & Handling charges’ in Row 32. Type ‘Total’ in Row 33. Type ‘Total Due’ in Row 34. This creates your blank invoice template form.
The next step in the blank invoice template form would be to carry out the final calculation after necessary additions and deductions.
Caffeinated Content – Members-Only Content for WordPress