Excel Invoice Template

Version 1.2

This free invoice template provides a Fill In The Blank invoice form and is capable of creating and calculating invoices. You can easily create invoice using its true what-you-see-is-what-you-get form.

If you are running a small business and all you need is a quick way or utility to fill up invoices, this one may be the right billing tool for you.

Overview of the Invoice Template

The template shows quantity, description, price, taxable status, and amount per line. Sub-total, tax and total amount are computed from the line items automatically. It offers a true What You See Is What You Get invoice form. If you know how to use Microsoft Excel, you know how to use Excel Invoice Template. Click the following image to see a sample form.

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As an Excel workbook, all Microsoft Excel features are available to you, from simple formatting, such as replacing default fonts and colors, to more advanced moving and merging cells. For example, if you want to change the number format, text alignment, style, font, border and pattern of a certain cell, just right click the cell and choose Format Cells from the menu. Click the figure below to see how many options Microsoft Excel provides!

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Note: In this workbook all cells are identified by names, so you can move a cell inside the worksheet without breaking formulas. To move a cell, just click the cell in question to select it, and then hover your mouse on the border of the cell, drag and drop it to its new location.

Note: The template is designed in a printable way. To print, simply click Excel menu File->Print. To adjust various print options, such as paper size, paper margins and print quality, just click Excel menu File -> Page Setup.

What's New in the Latest Version (1.2)

In previous versions, some cell names are hidden to simplify the lengthy name list. However, this causes inconvenience when customizing the formulas. In this new release, all cell names are visible.

Things to Do Before Using

For new users of the template, before creating invoices, here are some important options you should check.

Note: By default, the main worksheet is protected to avoid overwriting formulas accidentally. To unprotect it, click Excel menu Tools -> Protection -> Unprotect Sheet.

• Company information
  Enter your company information in the worksheet, such as your company name, address, and contact information.
• Logo image
  There is a logo image on the main worksheet where you can place your company logo. Please replace the default image with your own image.

After customizing the worksheet, please protect it again to avoid overwriting formulas accidentally.

The detailed steps for customizing the LOGO image are:

1. Click the Design Mode button on the Control Toolbox toolbar. (If the Control Toolbox toolbar is not displayed, click Excel menu View -> Toolbars -> Control Toolbox).

   

2. Right click the Logo image, and select Properties.

   
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3. Click the Picture property, and then click the ... button.

   
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4. Browse to the folder containing your icon file. Select and open the icon file.
5. Close the Properties window.
6. Click the Design Mode button again to exit design mode.

If you don't want to include the logo image in your invoices, just delete the image.

Customizing the Tax System

By default, this template has two taxes. If you need to customize the tax system, please download Excel Invoice Manager. Excel Invoice Manager can help you customize invoice templates. For example, setting tax system is just one click job.

Click here to learn more about the template included in Excel Invoice Manager.

See Also

Microsoft provides a directory of free invoice templates on its own web site. They offer various free templates in Word, PowerPoint, Publisher, and of course Excel. Click the link to look for invoice template on Microsoft's free templates library.