Print the filled invoice to mail to your customer or convert it to PDF format using PDF conversion software (See Resources for a free option) and email it to your customer. For instance, 'ABC_Invoice101.xls' for the first invoice number 101 and 'ABC_Invoice102.xls' for the second invoice number 102. Each time you fill out the template for a new invoice to the company, you can add the new invoice number to the new file name and save it to your computer folder.

Name the template by customer-for instance, if one of your customers is ABC Company, you can name the file 'ABC_InvoiceTemplate.xls'.įill out the various details in your invoice template, including a description of the products you delivered, new invoice number, updated terms (if applicable), due date and the customer's mailing address. 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. After opening excel, go with further process to create invoices for purchase. Sort through the invoices available-you have basic product invoices as well as forms for specific types of services to choose from. For creating the customized Excel invoice you have to open the excel program. 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. Scroll down to the 'Microsoft Office Online' or similarly named section, which is located on the left-hand side of the dialog box.

How to do an invoice on excel