How to Create an Invoice Using Excel

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:

1. 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.

    

2. 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.

    

3. 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.

    

4. 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.

    

5. 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.

    

6. 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.