Every entrepreneur knows the struggle of manually creating invoices, double-checking calculations, and ensuring all the necessary details are included. This tedious process can take up precious time that could be better spent growing a business.
Next time you need an invoice, try an Excel invoice template instead. Whether you’re a first-time user or a spreadsheet pro, Excel can help you create professional invoices quickly and efficiently.
With a wide array of customizable templates, you can produce invoices tailored to your brand and specific needs with just a few clicks. The best part? Once you customize an Excel invoice template for your business, you can easily generate subsequent invoices that follow a consistent, professional format.
Creating an invoice from an Excel template is simple. Here's a quick step-by-step breakdown:
Start by creating an invoice using our invoice template generator. Then customize your template following the instructions below.
No matter the type of business, every Excel invoice should include the same basic information, including:
Tip: With PayPal Invoicing, we’ll automatically help you calculate the due date. And if you’re sending internationally, we’ll automatically display the invoice date in the proper format for your customer.
Supplying as much information about the products or services provided helps avoid any potential delays in getting paid. You also want to be as transparent as possible when sending a bill, specifying not only your rates but also the terms for payments. Make sure to break down the total amount due by stating the subtotal as well as any taxes or fees.
In addition to your company information listed above, your simple invoice template for Excel should generally include the following:
Give your completed template a quick read through before you send it. Keep an eye out for typos, and make sure you didn’t miss anything.
Excel invoice templates are great for business owners looking for a professional, downloadable invoicing solution. Easy to build, save, and reuse, these invoice templates are also suitable for those that use automatic formulas when billing. However, keep in mind that Excel invoicing may require a more manual and potentially error-prone process compared to automatic invoicing services.
Besides Excel invoices, you can create an invoice using our invoice generator. Pay only when you get paid.
Note: Some industries may require mentioning specific terms and conditions on your Microsoft Excel invoice, so be sure to check the special requirements for your business.
In partnership with three expert business owners, the PayPal Bootcamp includes practical checklists and a short video loaded with tips to help take your business to the next level.
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