![]() The elements of an invoice header include: To do so, go to the Layout menu, and on the View section uncheck the Gridlines box. You can keep the format as it is, or remove gridlines in the end once you’re done creating the invoice. Removing gridlines gives you a cleaner sheet to work with, however, this step is optional. Skip this step, if when you enter Excel, it automatically opens up a blank spreadsheet. To open a blank workbook on Excel, press on File and then New Workbook. If you want to go the extra mile and manually make your own invoice template in Excel, follow this step-by-step guide: Step 1: Open a New Blank Workbook How to Create Your Own Invoice Template in Excel Read our guide on how to send an invoice, to learn the best way to send an invoice that saves your business time and money. There are three main ways to send out an invoice: physically by fax or in person, via email, or through invoicing software. 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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