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We recommend saving the invoice in PDF, to avoid any document compatibility issues and make sure the client receives an uneditable, and clear invoice.Īfter you’ve saved the document, it’s time to send it out and get paid! To save your finished invoice, click on Fileand then Save As.Ī popup will appear, prompting you to name the invoice and to choose the type of format to save it in. Start by designing the template with your business colors, logo, and preferred font, by using the Home menu formatting features at the top of the page.Īs you can see in the image below, the invoice template already has instructions on what information to include in each section.įill in the entire invoice with the corresponding details of the purchase you’re billing, and you’re done! You’ve created an invoice from an Excel template. To learn more about all of the information you need to include in your invoice, head over to our guide on how to make an invoice.Īfter you’ve double-checked all of the sections, and added any missing pieces, it’s time to start personalizing the template.
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The software also allows you to make your own invoice from scratch, in case templates aren’t what you prefer. Now, you may be thinking: isn’t Excel used for complicated spreadsheets and graphs? Yes, but it’s only one of the many functions of the program.Įxcel also comes with a gallery of customizable invoice templates you can use to generate different types of invoices for your small business accounting. Getting paid back fully and in time, starts with issuing clear and accurate invoices to your clients.Ī helpful, free program that can help you streamline this invoice creation process is Microsoft Excel.