Invoice Builder (Basic) - Excel Template

This is a simple template that helps in creating invoices for businesses. If you are running a small business, you will have the need to create invoices. However, you don’t need a sophisticated and expensive software. If your requirements are specific and simple, this template may help. 

Features

• Creates a basic invoice instantly
• Calculates total amounts automatically
• Enter product information once and avoid repeated data entry
• Enter customer information once and avoid repeated data entry
• Allows taxes to be added to the invoice
• Can use for products and/or services
• Up to 20 items in an invoice
• Print or save as PDF and e-mail
• Can be used to create multiple invoices and store them
• Use with any currency

Download

Invoice Builder (Basic) - Excel Template

Invoice Builder (Basic) - Excel Template - Invoice copy

Videos

Preparation

1. Complete the Your Information section in the Settings worksheet 

   

   Invoice Builder (Basic) - Excel Template

2. Enter information about Products in the Settings worksheet. 

   

   Invoice Builder (Basic) - Excel Template
   

   
   

   Delete the sample data in the template by selecting all the rows, Right Click and Choose Delete Table Rows. 

   

   Invoice Builder (Basic) - Deleting Rows

3. Enter information about Customers in the Settings worksheet. Delete the sample data in the template.



Invoice Builder (Basic) - Excel Template

4. Change Logo in the Invoice worksheet: Click on the picture and right click on your mouse. Select Change Picture. You can choose any of the images in your computer to use as logo. You can also resize the image however you like.  



Invoice Builder (Basic) - Excel Template

• You can also just click Delete if you don't need a logo

Steps to create an invoice (Invoice Worksheet)

1. Delete the sample invoice items (Product, Qty) in the template before you begin. 
2. Enter Date 
3. Enter Invoice #
4. Choose Customer from drop down menu
5. Choose Product Name
6. Enter Quantity
7. Repeat steps 4 and 5 for each product
8. Enter Other Charges if needed
9. Enter Comments if needed
10. Review the invoice
11. Print or Save as PDF

Invoice Builder (Basic) - Excel Template - Date, Invoice Number

Invoice Builder (Basic) - Excel Template - Choose Customer

Invoice Builder (Basic) - Excel Template - Totals

Tips:

• Changing currency
• In the Settings worksheet, choose the cells in the Unit Price column and change Number format (Currency). 

Invoice Builder (Basic) - Excel Template - Changing Currency

• In the Invoice worksheet, choose the cells in the Unit Price and the Amount column and change Number format (Currency). Also, change the Number format for the Total, Tax, Other Charges and Grand Total. 
• Using the Template for services 
• You can also use this template for services that you may charge hourly. In such cases, you will enter the number of hours in the Qty column in the invoice. In the Products table, you will enter the Service name and provide the hourly rate as the Unit Price. Please see the image below for how I have entered labour cost as a Product. 

  

  Invoice Builder (Basic) - Excel Template - Entering Services

• Using the Template for Projects
• You can also use this template if you don't sell products but work on consulting projects. You can enter your Project ID in the Product ID field and enter Project description in the Product Name field. You can enter the project's cost in the Unit Price field. If the Product Name is long, it may appear incomplete in the Invoice sheet. Please adjust the row heights to make sure you can see the entire text.  
• Storing invoices in the Excel Workbook
• After you finish the Preparation steps (outlined above), make a copy of the invoice worksheet. You can create any number of copies of the worksheet. When you are ready to create an invoice, rename that specific worksheet with a unique name. I recommend using invoice numbers if you use invoice numbers. By this method, you will be creating invoices instantly from this template, and also storing copies of each invoice all in one Excel workbook. 
  
  
  
  
• How to sort data in Product list
• When you have a lot of products, it might become challenging to choose from the drop down menu in the invoice worksheet, especially if the product names are not sorted. By default, the order in which you entered the products in the Products table will be used as it is in the drop down menu. That means you could sort the products in the Products table and this would automatically give you sorted products in the drop down menu. This should help you in easier selection of products in the invoice. 
• Choose the cells in the Products table, Right Click --> Sort.

  

  Invoice Builder (Basic) - Excel Template - Sorting Products

• You can also sort Customers using the same method in the Customers table.
  
• How to Delete data in invoice and start over
• Delete rows in Products Table. Use the method explained above in this post. 
• Delete rows in Customers Table. Use the method explained above in this post. 
• Delete Date and Invoice # information in the invoice.
• Delete Product and Qty information in the invoice. 
• Delete any Comments entered in the Comments box.

I hope you find this basic Invoice Builder template useful. I look forward to your feedback. I would also love to hear how you use this template, if you find this useful.