Free Excel Invoice Template
An Excel invoice template is a pre-formatted spreadsheet designed to help individuals or businesses generate invoices. The template includes designated spaces for all essential details, such as the business name, customer information, list of products or services provided, prices, taxes, and totals. The key advantage of using an Excel invoice template is its flexibility: you can easily modify the template to suit your specific needs, add or remove fields, change the layout, or adjust the design.
- PDF, Email or Print
- Convert to a Receipt
- See when your invoice has been opened
- Keep track of due dates and payments
Docelf designers have created a range of Excel invoice templates tailored to meet your needs. We crafted these templates with user-friendliness in mind, and combined Excel's computational capabilities with professional designs suitable for diverse industries and purposes.
Other Invoice Template File Formats
Explore a suite of invoice templates tailored for various platforms: Word, Google Sheets, and Google Docs. Microsoft Word stands out for its refined text customization, ideal for crafting detailed documents. Google Sheets excels in real-time collaboration and data-driven computations, making number crunching and collaboration seamless. Lastly, Google Docs offers the perfect blend of cloud-based accessibility with intuitive text editing. Whether you prioritize detailed design, dynamic calculations, or collaborative ease, these templates provide a solution to meet every estimation requirement.
- Word Invoice Template
- Google Docs Invoice Template
- Excel Invoice Template
- Google Sheets Invoice Template
- PDF, Email or Print
- Convert to a Receipt
- See when your invoice has been opened
- Keep track of due dates and payments
Filling Out Your Excel Invoice Template
Ready to tackle that invoice? Great! Here's a straightforward guide to get your Excel invoice from Docelf looking top-notch.
1. Open Your Template:
Launch Excel and open the Docelf invoice template.
2. Inserting Your Contact Details:
- Look for a section at the top that says "From".
- Enter your business name, address, phone number, and email.
3. Customer's Contact Details:
- Right beneath or adjacent to your details, there's a section for "To" or "Bill To".
- Fill in their name, address, and other pertinent contact information.
4. Logo Time:
- You'll find a placeholder at the top right corner for your business logo.
- Click on the placeholder, and from the top menu, choose 'Insert', then 'Picture'. Browse and select your logo. Adjust its size as needed.
5. The All-Important Invoice Number:
- Every invoice needs a unique number for easy tracking.
- Find the "Invoice Number" field and enter a unique number.
6. Date and Due Date:
- Locate the "Invoice Date" field and enter today's date.
- Next, find the "Due Date" field. Depending on your payment terms, enter an appropriate due date.
7. Listing out the Details with Invoice Lines:
- For each product or service you're billing, enter the description, quantity, unit price, and any other necessary details in the respective columns.
- Excel will do the math for you! The total for each line will be auto-calculated.
8. Terms and Conditions:
- Scroll to the section meant for T&Cs.
- Input your payment and service terms.
9. Taxes and Discounts:
- Find the relevant fields or columns for taxes and discounts.
- Input the rates or amounts, and Excel will factor these into the total invoice amount for you.
10. Final Glance and Save:
- Once you've filled in everything, take a moment to review for accuracy.
- Save your filled-out invoice with a recognizable name. Perhaps something like "Invoice_[Number]_[CustomerName]".
And there you have it! Your invoice is ready to make its way to your customer. Cheers to smooth business operations and timely payments!
- PDF, Email or Print
- Convert to a Receipt
- See when your invoice has been opened
- Keep track of due dates and payments
Customizing Your Excel Invoice
Want your invoice to stand out and reflect your brand's unique style? Here's the good news: you can easily customize your Excel invoice from Docelf! Here's how:
Fonts & Colors:
- Highlight the text you want to modify.
- Use the font options in Excel's toolbar to change the font style, size, and color to match your brand's aesthetics.
Adding New Invoice Lines:
- If you need more lines for your products or services, simply right-click on a row number and select 'Insert' to add a new row.
- Copy the format from the previous rows if needed, and start filling in your additional details!
Remember, a customized invoice not only looks professional, but it also gives a touch of your brand's personality to every transaction. Go ahead and make it your own!
- PDF, Email or Print
- Convert to a Receipt
- See when your invoice has been opened
- Keep track of due dates and payments
