How to Create Invoice Templates in MS Excel

Written by mercedes t. green
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A polished invoice will set your business apart from the rest. It lends a professional quality which speaks to your level of commitment to providing an excellent product or service. Microsoft Excel offers a variety of prepared templates from which to choose. These templates are stored on your computer with more available for download from Microsoft's website. You may also create your own based on your particular business needs. This gives you the option of using your own logos, colour schemes, layouts and formulas.

Skill level:
Moderate

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Instructions

  1. 1

    Open Excel. Click on the "Office" button. Select "New." Choose "Blank and recent" from the "Templates" pane. Click "Blank Workbook" in the middle pane. Click "Create" Button.

  2. 2

    Select column A by clicking at the top of the column with the mouse. Hold the "Shift" key while clicking the mouse on column F. Right-click on the selection. Set "Column Width" to 15.

  3. 3

    Click in cell A1. Select "Home" from the menu bar. Choose "Cell" and "Format" from the toolbar. Set the "Row Height" to 58.

  4. 4

    Choose "Insert" from menu bar. Select "Picture" or "Clip Art" from toolbar. Choose and insert picture or clip art.

  5. 5

    Right-click on the picture with the mouse. Select "Size and Properties." Set "Height" for the picture in the "Size" tab under "Size and Rotate." Check "Lock Aspect Ratio" under "Scale." Click "Close" button.

  6. 6

    Highlight columns B, C and D. Select "Merge and Center" from "Alignment" group on the "Home" tab. Type your company motto.

  7. 7

    Highlight columns E and F. Select "Merge and Center" from "Alignment" group on the "Home" tab. Type your company motto. Type "Invoice" in cell E1.

  8. 8

    Type your company name, address, city, state, Postcode and contact numbers in cells A3 to A6. Type: "Invoice:" in cell D3; "Date:" in cell D4; and "To:" in cell A9.

  9. 9

    Type "Payment Terms" in cell A15 and "Due Date" in cell B15. Select and highlight these cells. Right click on selection. Select "Format Cells." Choose a light grey colour from "Background Color" area under "Fill" tab. Click "OK" button.

  10. 10

    Type: "Quantity" in cell A18; "Description" in cell B18; "Unit Price" in cell C18; and "Line Total" in cell D18. Select and highlight these cells. Right-click on the selection. Select "Format Cells." Choose a light grey colour from the "Background Color" area in the "Fill" tab. Click the "OK" button.

  11. 11

    Select and highlight from cells A18 to F38. Right-click on the selection. Choose "Format Cells." Under the "Border" tab, set "Color" to "Automatic." Click on "Outline" and "Inside" boxes under "Presets." Click the "OK" button.

  12. 12

    Type: "Subtotal" in cell E39; "Sales Tax" in cell E40; and "Total" in cell E41.

  13. 13

    Select and highlight from cells E38 to F40. Right-click on the selection. Choose "Format Cells." Under "Border" tab, set "Color" to "Automatic." Click on "Outline" and "Inside" boxes under "Presets." Click "OK" button.

  14. 14

    Highlight and select cells E19 to F40. Right-click on the selection. Choose "Format Cells." Select "Currency" from "Category" pane under "Number" tab. Click the "OK" button.

  15. 15

    Type "=A19*E19" in cell F19. Copy and paste formula from F19 to cells F20 through F37.

  16. 16

    Type "=SUM(F19:F39)" in cell F40. Save file as an Excel Template (*.xltx).

Tips and warnings

  • You can also modify templates provided by Microsoft and save them under new template name for your future use.

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