Choose from a variety of designs.
Or, use Invoicer to easily create an invoice.
Easy and intuitive invoice generator.
Clear and simple process for your clients to pay.
Easily customize with your brand and colors.
Here is everything you need to know about Excel invoice templates. Who they are for, how they work, what to put in them, and most importantly, how to create an Excel invoice template.
Excel 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.
An Excel invoice template works by providing an official document of goods and services purchased from one party to another. 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.
You can create an Excel invoice template in three ways: From scratch (Hard), Using a template (Easier), and using an invoice generator (Easiest).
The most complicated way to create an Excel invoice template is to create one from scratch using Microsoft Excel.
Include the following sections and information in your Excel invoice template:
Once you have all of that information, create sections in your Microsoft Excel spreadsheet software to enter the data. Pay special attention to the layout and formatting. Do a print preview so you can see how it will look if you or your client prints the invoice. Triple check your calculations to make sure you are charging them the correct amount and have applied taxes, discounts, and deposits correctly. Style it with your choice of font, colors, and logo.
Once you are satisfied with your Excel invoice template, save it so you can use it again.
We also recommend saving your completed Excel invoice as a PDF file for easy sending.
Now you can send it to your client by email, text message, or print and mail it. We recommend email or text since it is the fastest way to get the invoice to your client. Getting it in their hands faster means you should get paid faster.
When in doubt, you can always pick up the phone and call them to make sure they received the invoice.
ℹ Did you know, you can automatically track your sent invoices and estimates with Invoicer? That way you don't need to ask your client if they received an invoice. Try it now.
Pros: you have complete control of the look and layout, and it doesn't cost you anything.
Cons: time-consuming, you need Microsoft Excel processing or spreadsheet software, harder to stay organized, keep track of invoices, you need to perform calculations manually, you need to format an invoice manually, and it is difficult to know the invoice status.
An easier way to create a, Excel invoice is to use a premade Excel invoice template like the ones on this page. This way, all sections and calculations are already on it, and all you need to do is enter information.
The nice thing with Excel invoice templates is the formulas should be in place, so you only need to enter the information, and the amounts are calculated for you. It is still good to double-check to make sure you are invoicing your client the correct amounts.
Enter the following information in your Excel invoice template sections:
Once you are happy with your Excel invoice, save it and send it so you can get paid for your hard work.
Pros: you only need to enter the information. Calculations. You can style the template within the confines of Excel. It is free.
Cons: still time-consuming, you need spreadsheet software, harder to stay organized and keep track of invoices, you may need to enter the correct calculations, and it is difficult to know the invoice status.
By far the easiest way to create an invoice is by using an invoice generator. An invoice generator guides you through the invoice creation process, performs calculations automatically, and makes it very easy to send and manage invoices. You can even track your invoices, send late payment reminders, manage items, and receive online payments!
To create an invoice using Invoicer.ai, watch the video above and follow the steps below.
Note, the information you enter is automatically saved for you so you do not need to enter it again. This is useful when you create new invoices for the same client and items.
If you haven't signed up yet you will need to create a free account to download a PDF and send your invoices. Once you are signed up you can access your invoices from any device.
Once you are happy with your invoice you can click View Stub to see what the stub view looks like. The stub view is a summary of the invoice and it is what the client sees when they view the invoice from email.
You can also click the PDF button to download and view a PDF version of the invoice.
If everything looks good, click the Send button to send your invoice to your client or email or text the PDF version.
The pros of using an invoice generator far outweigh the cons. The time savings alone are worth every penny with an affordable invoice generator like Invoicer.ai.
Creating an invoice using an Excel invoice template can get complicated, prone to errors, and come off as unprofessional!
It doesn't have to be. Use an invoice generator to save time, look professional, and get paid fast.