![]() ![]() It is still good to double-check to make sure you are invoicing your client the correct amounts. 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. This way, all sections and calculations are already on it, and all you need to do is enter information. Create an Invoice with Invoicer.aiĪn easier way to create a, Excel invoice is to use a premade Excel invoice template like the ones on this page. Pros: you have complete control of the look and layout, and it doesn't cost you anything.Ĭons: 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. The pros and cons of manually creating your Excel invoice template 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. When in doubt, you can always pick up the phone and call them to make sure they received the invoice. Getting it in their hands faster means you should get paid faster. We recommend email or text since it is the fastest way to get the invoice to your client. Now you can send it to your client by email, text message, or print and mail it. We also recommend saving your completed Excel invoice as a PDF file for easy sending. Once you are satisfied with your Excel invoice template, save it so you can use it again. Style it with your choice of font, colors, and logo. Triple check your calculations to make sure you are charging them the correct amount and have applied taxes, discounts, and deposits correctly. Do a print preview so you can see how it will look if you or your client prints the invoice. Pay special attention to the layout and formatting. Once you have all of that information, create sections in your Microsoft Excel spreadsheet software to enter the data. How to format and style your Excel invoice template You can say things like, "Thanks for your business."
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