Invoice Created With Excel

Index

Template To Create Invoices In Excel

I didn't have an accounting program to create invoices. Some people use Word to create their invoices. In Word, a calculator is needed to do the calculations, or Excel and then the amounts have to be transferred to the Word document, the invoice. That is why I developed a user-friendly invoice system in Excel: the Excel Billing System.

Fill In Billing Information 

On the 2021 Invoices tab, the invoice numbers are in column A. These are in the order required by the tax authorities. The list can be expanded to more than 30 invoices by copying the numbers in Column A. Also don't forget to create and copy the tabs for invoice 31 and higher. 

• Column B contains the name of the customer

• Column C the person to whom the invoice should be sent, 

• Column D the address of the company, 

• In column E the zip code 

• And column F the city name of the company 

• Column G contains the invoice date. Often the date on which the invoice was created and sent 

• Column H contains the amount excluding VAT

• Column I provides a description of the product or service. 

• Column J and K calculate the amount when H is filled in. These amounts are automatically calculated with 21 percent VAT. 

• If a different VAT rate is used, the formula in column J must be adjusted to invoice with a different VAT percentage. So at 6 percent VAT, the 21 in the formula is replaced by 6 and at 0 percent VAT, the cell remains empty

• In column L I keep track whether the invoice has been paid 

• And in column M, I make notes about reminders or other important information concerning the invoice. 

Each line (row) is a different invoice. The data is automatically transferred to the tab with the same invoice number.

The Invoice Itself 

Each invoice has its own tab, where the data is automatically filled in, when filled in the tab 2021 Invoices in the row with the corresponding invoice number. In the Invoice 202101 tab at the top right I fill in my companies own Address, Postal code and city. This also applies to A22 in which I fill in my companies bank account, company name and place of residence of my company. I also fill in my own details in A32-A38. Once I have filled in these cells, the data in these cells are automatically filled in in all other invoice tabs.

Send Invoice 

The complete Excel file with all the invoices can't be sent to the customers, because it contains all my invoices. Therefore, a PDF is created of each invoice and the PDF is sent. To send the invoice, select 'Save as copy' in the 'files' menu. In the opened sheet, select the folder where the invoice should be saved. The invoice is given a name. The most useful name is the invoice number, the customer name and the assignment name. When saving as PDF, choose 'PDF' and then click 'Save'. I now have an invoice in PDF that I can send to my customer.

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