Contact information, including name, address, phone number, and email id.

The business logo or your company’s/individual name.

The new excel spreadsheet should have the following details: Now is the time to customize the free Excel Invoice Template and design it the way you want. You can now start working on a new excel sheet. If you are satisfied with the design you have chosen, you can go ahead and click on the create button to start working on the invoice. Once you have chosen your desired template, click on the template to get a preview. Your job is to choose a template that best suits your business needs and requirements. Excel has a great selection of templates that cover a wide range of requirements, from sales, services to shipping invoices. You can sift through all the choices available to find a template that works best for you. You need to be online to get a wide range of templates. Go to the search bar located on the top and type in ‘invoice’ to get all the templates. Once you have successfully launched Excel, the next step is to search for a suitable invoice template. To start the process of making an Excel invoice template, your first step is to launch Microsoft Excel on your Windows PC/ Mac. These instructions are applicable for both Mac and Windows PC. Follow the steps below to create your template. Businesses and individuals can make custom templates to suit their needs. Use the Format Painter to restore the formatting.Making an invoice in Excel is very simple. To copy the formulas to the other cells, select the range B13:E13 and drag it down to row 31. If not, it returns the product of Price and Quantity.ġ1. Select cell E13 and enter the formula shown below.Įxplanation: If cell A13 is empty, the formula returns an empty string. This time it returns the value in the same row from the third column (col_index_num is set to 3).ġ0. Select cell C13 and enter the formula shown below.Įxplanation: This formula is almost the same as the previous formula. If not, the VLOOKUP function looks for the Product nr (1001) in the leftmost column of the range $A:$C (columns A to C) on the Products sheet, and returns the value in the same row from the second column (col_index_num is set to 2).ĩ.

Select cell B13 and enter the formula shown below.Įxplanation: If cell A13 is empty, the formula returns an empty string. Now you can add as many new products as you want.Ĩ. Manually change the 5 to 1048576 (or any other large number) to include more cells. Click in the Source box and select the range A2:A5 on the Products sheet.Ħ. On the Data tab, in the Data Tools group, click Data Validation.ĥ. On the Invoice sheet, select cells A13 through A31.ģ.

On the Products sheet, type the product information.Ģ. The same tricks have been used for the client information.ġ. Below we'll explain how we automated the entry of the product information.

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