Example of Invoice
Invoices vary according to the type of business. Include general information such as name of the business, mailing address, phone and fax numbers, date of invoice and an invoice number. Itemized bills should have a total before and after tax and may need to have subtotals according to type of item. Excel allows the flexibility to change invoices as needed. Create an individualized invoice or choose a template available online.
Instructions
Making an Invoice in Excel
1. Open a new Excel file. Type the company name in the first cell. Type the company address in the second cell. Type the city, state and zip code in the third cell. Skip 3 lines.
2. Type the name of the person to be billed in the next row. Follow the previous pattern to enter the business name and complete mailing address of the business to be billed in lines one below each other, column A. Go to column F in the same row as the contact persons' name and type the header: Invoice Number. Type the header: Due Date directly below the Invoice number header.
3. Skip three rows. In column A type the header: Item. In column B type the header: Date. In column C type the header: Description. Skip to column G and type in the header: Total. If additional information is required used cells D through F and type the appropriate header. This completes the basic outline of the invoice.
4. Change the font type and size of the columns or rows as desired. The headers should be at least a 14-point font and in bold to make them more visible to the customer. Add color to the lines by highlighting the cells and choosing a color. Verify the print is still easy to read.
5. Go to line 35 column F and type in the header: Subtotal. Type in the header: Tax on line 36 column F and the header: Total on line 37, column F. If additional headers specific to the business are needed insert them as desired. These might include deposit paid or per-visit charges. To make the invoice easier to read these headers should be right justified.
6. Go three lines below the balance due header and type any additional information needed such as: "Please make checks payable to XXX" or "payment due in 7 days."
7. Save the document. This is the invoice template. Type in the correct information next to each header as appropriate.
Tags: column type, column type header, line column, type header, according type, additional information