That includes your company name and address, logo, customer ID number (if applicable), payment terms and official payee name to receive check payments.Ĭlick 'File' then 'Save' to save your new custom invoice template to a folder on your computer. Click one and select 'Download' to display it in your Excel spreadsheet file.įill out each field in the invoice that requires a custom entry. Sort through the invoices available-you have basic product invoices as well as forms for specific types of services to choose from.

Make sure you're connected to the Internet. Click 'Invoices' to locate a variety of invoices that you can use for your small business needs. You can unlock the other fields by using the 'Protect and Share Workbook' tool under the 'Review' tab.Scroll down to the 'Microsoft Office Online' or similarly named section, which is located on the left-hand side of the dialog box.

Most of the columns are locked to avoid breaking the invoice template when using it, however all the fields that need to be revised are open.

Archive your invoices in folders that you name according to customers, month or year.

Save each invoice as a copy of the invoice template and name it according to the invoice numbering.

Print or save the invoice as a PDF-file and send it to your customer either by mail or e-mail.

Based on the number of pieces (Column H), the duty-free unit price (Column J) and VAT-percentage (Column K), the total sum of the row (Column L) and the VAT-specification in the bottom of the invoice template is calculated.

Fill in all information needed in the invoice rows.

If you want to fill in a description of your invoice add it in field C17.Also fill in all the other basic elements for each invoice, such as term of payment, delivery date etc.Give every invoice a running invoice number (field L6) and add a reference number from the list of reference numbers that you have got from your bank (in field F54).Fill in your company information in the fields E3, E4 and E5 and replace the Isolta logo with your own logo, or just remove it.Save the invoice template on your computer and open it with Excel.

Instructions for the Excel invoice template

Ms excel invoice templates