PROFESSIONAL EXCEL INVOICE TEMPLATE PDF
PROFESSIONAL EXCEL INVOICE TEMPLATE PROFESSIONAL

Request for payment sent from a vendor to a client Here are just a few of the professionals who may need one: Freelancers, businesses, and service providers of all shapes and sizes use invoice templates or specialized apps to collect client payments. You should send an invoice to get paid for goods or services. How the payment should be made (i.e., check or money order).When the payment is due (i.e., 30 days from the invoice date or before a certain day).Where items should be delivered or service performed.What item or service is being purchased, including a description.The seller can issue the buyer a receipt once payment has been received and/or processed.Ī properly sent invoice will address the following basic questions: No proof of who provided goods or services.

Time spent reminding customer to pay instead of working.The seller can send one to the buyer once a transaction is completed or within 14 days of the transaction.Īn invoice can be sent to the buyer immediately or within 14 days of the business transaction. Invoices are used to track inventory, accounts receivables, and expenses.

Purchase Order Number: a unique identifier used to keep track of ordersĪs a commercial document, an invoice is needed whenever a business transaction involves paying for goods or services.Payment: whether the buyer should pay by check, money order, or other means.Due Date: when payment is expected, either in 30 days or by a specific date.Description: detail of each item sold or service provided.Buyer: person or company purchasing the goods or services.Seller: person or company offering goods or services.Invoices are used by a person or company (offering goods or services) to tell a buyer that payment is now due.Ī basic invoice should include the following details: More Excel templates for youĬheck out these templates to save precious time and kick some serious ass.An invoice is a request for payment for itemized goods and services sent from a seller to a buyer. What about you? Do you use Excel templates to manage invoices, quotations etc.? What is your experience like? Please share your thoughts & techniques in the comments. Just like millions of small businesses around the world, we at too use Excel for making invoices, quotations and tracking data. Print areas: to print (or save as PDF) only the invoice portion.VLOOKUP formula to fetch price of selected item.to show $ amounts only if quantity & product name is specified.to show zebra lines (alternative rows in different color) in the invoice items list.to prevent duplicate product names in the invoice.Data validation: to select one of the products from list.Tables: to keep the products & services data.

PROFESSIONAL EXCEL INVOICE TEMPLATE PDF

Save this worksheet as PDF (only invoice will be saved)Īs a curious reader, you may want to know what Excel techniques are involved in constructing this template.

Print this sheet (only invoice will be printed).

Add other details like invoice #, receivers details and your details.

Delete extra lines or add lines as needed.

Apply any discount per line item as needed.

Select items & specify quantities to see prices.

Go to Products & Services tab and specify your details.

All you have to do is enter the data and go. This template is optimized to print or save as PDF. This way you can select them on the invoice to generate prices quickly, as shown below:

A table where you can list all your products and services.

A ready to use or print invoice template.

Today I want to share one such template with you all. By using an invoice template, you can quickly create and send invoices.

PROFESSIONAL EXCEL INVOICE TEMPLATE PROFESSIONAL

While creating an invoice is an easy task, if you want something that is professional looking, easy to manage and works well, then you are stuck. Anyone running a small business knows the oozing bits of joy when you hear a customer saying, “Can you send me an invoice?”

Professional excel invoice template