Microsoft excel invoice template 20108/24/2023 ![]() Simple Invoicing - This article explains how you can organize your invoice files and store copies of the invoice for billing repeat customers.In this template, all you need to do is select "RECEIPT" from the drop down box in cell H1 and a note will appear below the total that says "Paid in full. We designed it specifically for freelancers, accountants, consultants, and other small businesses that are looking for something easy to use with a design that is easy. This new billing invoice template provides a very simple and professional way to bill your clients. You could change the label to QUOTE # to refer to a previous quote, or you could just delete the label and leave the field blank.Ĭreating a Receipt: If you need to give a client a receipt after they pay the invoice amount, you can just change the label at the top in cell H1 from "INVOICE" to "RECEIPT" and add a note below the Total saying something like "Paid in full." Download a billing invoice template for Microsoft Excel - Updated. ![]() If you think your client may not understand that, you could change the label to DUE DATE and enter a date.Ĭustomer ID: If you are only billing a few clients, you may not need a Customer ID field. Microsoft Excel is a digital, low-cost software that requires minimal technical knowledge to use its basic features, and has been extensively used and respected worldwide for more than 30 years. Date Due: Including the phrase "Net 30 Days" in the TERMS field means that the invoice is due 30 days after the goods are received or the services have been performed. Creating Invoice Templates in Microsoft Excel Pros and Cons When considering the above factors, creating invoice templates in Excel is a great option. It is extremely easy with Excel 2010 or later to create a PDF - Just go to File > Save As and choose PDF. It is not as professional to send an invoice in an editable format like an Excel or Word document. Mail it or send a PDF: When sending an invoice to a client, either print and mail a paper copy, or send a PDF. You probably don't want your client to know that this is the first time you have ever billed anybody. Tip: To see more templates, under BROWSE BY. Choose from an assortment of templates like calendars, invoices, and budget planning. If this is your first invoice, start with an invoice number of 1042. You don’t have to start from scratch if you start with a free template Microsoft Create.
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