Microsoft Excel is a program intended to make automatic
calculations. By putting simple coding, which is called functions, you could
program Excel to quickly multiply, add, and subtract data. This makes Microsoft
Excel the ideal tool for making invoices. As the data alters, the results will
automatically be revised.
Instructions:
Step #1
Make headings. In the 1st row, enter headings for
every element to your invoice. Other headings might include Product, Date,
Quantity, Price, Product Subtotal and Discounts.
Step #2
Arrange the cells. The cells that contain texts
must be formatted; but, you must format the cells that contain dates and
currency. To arrange the cell, click on the cell and choose "Format
Cells." For the date sections, choose "Date" from the Category
box. And then, choose the desired kind. For currency cells, choose
"Currency" from the Category box.
Step #3
Enter the info. Put the data for every item bought.
If you don’t currently have info, you might want to put a few rows of info so
that you could see how the invoice will appear.
Step #4
Put the formula of product subtotal. To know each
product's subtotal, choose the cell that has the subtotal. In formula bar, type
"=sum(" and choose the cells that make up the subtotal, like price,
discounts and quantity. Then, press button "Enter" to shut the
formula.
Step #5
Make the total cells. In the row where you like the
invoice subtotal, choose all of the cells in that row that head the subtotal
cell. Click and choose "Format Cells." Choose the
"Alignment" tab and Select "Merge Cells" from "Text
control." Choose "Right" from the "Horizontal
Alignment" box. Enter "Subtotal" in the cell. Go over this step
to make a cell for total and taxes.
Step #6
Put the invoice formulas. Choose the Invoice
Subtotal section. Type "=sum(" and choose all of the sections in the
product subtotal section; press the button "Enter" to shut the
formula. Choose the Taxes section. Type "=[invoice subtotal cell] * [tax
percentage]." Press the button "Enter" to shut the formula.
Choose the Total cell. Type "=sum(" and choose the "Taxes” and
"Subtotal" cells. Press "Enter" button to shut the
formula.
