Как сделать инвойс в excel
These step by step instructions will show you how to create an invoice that includes all the standard elements of a professional invoice. Below, we’ll dive into how you can customize your invoice to be unique to your business.
The first time you create an invoice, you'll need to add some information to the blank invoice template.
- Add your company details in the From section, including the name, phone number, and address
- Fill out your client’s details in the For section, including name, email, and address
- Add each line item, along with a description, rate, and quantity
- If applicable, enter the tax rate, type of currency, and discount amount
- Write payment instructions and terms in Notes section
- Customize your invoice by adding a logo and selecting your brand color
How to send an invoice
Once your first invoice is complete, you’ll need to learn how to send it to your client. Our invoice generator gives you two easy options to send an invoice.
First, compose an email to your client. You can include a link to your invoice in the email or send them a PDF of the invoice as an attachment. The client simply clicks on the link or the attachment to see the invoice.
Then, check in on the status of your sent invoice. If you email your invoice directly from Invoice Simple, you will receive a notification when your customer views the invoice. The notification is useful for following up with clients to confirm payment.
Essential elements of an invoice
There are 9 main elements of an invoice. Some of theses elements are necessary, while others are extra or used only for customization.
Header
Headers should clearly state the purpose of a document. Our software allows you to generate estimates, invoices, and receipts. Including a header allows you and the client to tell them apart quickly. This will save you time when reviewing your records or completing taxes.
Note the image marked “Company Logo” to the right of the header. Here, you can add in your own logo for more professional estimates, invoices, and receipts. If your business does not have a logo, you can leave this section blank as long as the rest of the invoice is laid out properly.
Company name and details
When creating an invoice, you should include the legal name and contact details of your business. This should include your address, phone number, and email address. Usually, company information is written near the top of the invoice to create a clear differentiation between the company providing the goods or services and the company receiving them.
Name and Details of Client
Clearly state the name and contact details of your client. These contact details should include an address, phone number, and email address.
Invoice Number
Each invoice has a unique identifier called an invoice number. Invoice numbers can help keep track of multiple invoices. Invoice numbers can be formatted in various ways. These formats can include file numbers (INV0001), unique billing codes, or date-based purchase order numbers.
If you use Invoice Simple invoicing software to automatically manage your invoice number, the software will create a unique invoice number for each document. If you wish to use your own custom format for your invoice number, you can update each invoice number yourself each time you use the invoice generator.
It’s important to include the date that each invoice is issued. This can clear up confusion when the same customer receives multiple invoices. Because payment is usually due a specified number of days after receipt of the invoice, including the date is an important part of showing when payment is due.
Description of Goods or Services Rendered
- Name of the goods or service provided.
- Unit price or hourly rate.
- Quantity or number of hours worked.
Itemized fees
Next, add any tax, shipping and handling, or extra fees that apply to the goods or services provided. We recommend listing these taxes and fees as separate line items, as some companies use different internal budgets to cover these fees.
Balance Due
The invoice generator will calculate the total balance due from the line items you entered in boxes six and seven.
Terms, Conditions and Payment Instructions
The terms and conditions of payment on an invoice is the part most frequently overlooked. The standard payment terms can vary by industry, your company’s policy, or previous history with the customer.
It’s important to clearly state the consequences of either party breaking this agreement. These penalties can include late fees or additional charges.
You can also add your preferred payment method here, whether it’s cheque, cash, bank transfer, Paypal, or credit card. Then, add in the payment instructions. For example, write your account number and bank name if clients are supposed to pay via a direct transfer.
Alternatives to Using an Invoice Generator
You may start out using a simple invoice template on Microsoft Excel or Word, but once you’ve made a few invoices you'll realize that you're wasting a lot of time on repetitive tasks. For example:
- You need to duplicate and rename your original file every time you want to make a new Invoice.
- You end up copying or re-typing client and item details despite sending the same client an invoice in the past.
- It's a hassle to organize and find old Invoices.
- If you want to know how much you've invoiced over a certain period you'll have to open up every single file and manually add up the totals.
Each extra minute you spend doing this administrative work is time and money lost.
Benefits of Using an Invoice Generator
Saving you from retyping information
The first time you use the Invoice Simple invoice generator, you’ll see a blank invoice template.
The next time you create an invoice, the invoice template will automatically fill in all of your relevant business information, items, and client information. The invoice generator will even use predictive text to autofill client information such as phone number, email address, and mailing address as you type the client’s name.
The next time you want to create an invoice, the invoice template will automatically be filled with all of your relevant information. The same applies to your clients and items. We'll fill out your entire client information (phone, email, address) as you start typing the client name.
Get Shareable and Printable Online Invoice In One Go
You can share or download a PDF of your invoice with the click of a button. This saves a lot of time compared to Excel and Word invoice templates, for which you need to complete several steps to export a document as a PDF or be sure that your client can open files of a specific format.
- Your invoice will be suitable for mobile and desktop viewing.
- You'll be notified when your client receives and views the invoice.
- If your client hasn't viewed your invoice after a couple days, Invoice Simple will automatically send them a polite reminder.
There are a few additional benefits to emailing your invoice through Invoice Generator. One is that your invoice will be suitable for mobile and desktop viewing. Second is that you'll be notified when your client receives and views the invoice. And thirdly if your client hasn't viewed you invoice after a couple days, Invoice Simple will automatically send them a polite reminder.
Instead of working hard, we should work smart! The smart thing is to use the right tool for the job, an invoice generator.
Our Free Invoice Generator Saves You Time
When you use Invoice Simple's invoice generator you save yourself a lot of time and effort. Here are some of the reasons why:
- Automatically save your clients and items so they’re available the next time you're writing an invoice
- Organize your invoices in seconds
- Use a professionally designed template that's compatible with printers and mobile devices
- See a full overview of your business effortlessly and in moments
- Know when your invoice is viewed by a customer
- Process credit cards online or on location
- And access many more amazing benefits
See our guide to invoicing software for small businesses for more detail on all your options.
Online invoice generator Frequently Asked Questions
Q: Can I see a sample invoice?
A: You can easily preview what your invoice will look like by clicking on “preview” at the top left of the page. We've also put together a sample invoice for you, so you can see what a finished invoice would look like. Find more sample invoices here
Q: Can I put my own logo on the invoice template?
A: Yes. Select the logo box in the top right corner. Then, you can upload your logo or drag and drop it into place. Both JPEG and PNG images are supported.
Q: How do I send my Invoice?
A: The Invoice Simple invoice generator allows you to email your invoice, download a PDF copy, or send a link to your invoice. If you email your Invoice directly from Invoice Simple, we’ll notify you when your customer views it. This can be useful for following up with them later. If you send a link to your customer, they can download or print the invoice from the link.
Q: Will my clients see 'Invoice Simple' on my invoices?
A: Never. Regardless of whether you have a registered account or not, your generated invoices are always 100% unbranded.
Q: Can I generate a PDF invoice?
A: Absolutely. The PDF button at the top of the invoice page lets you instantly download a PDF file of your invoice that you can save for your records or send to your customer.
Q: Can I change the currency?
A: Yes. Our invoice generator should detect your currency automatically. However, if you want to make an invoice in a different currency, you can easily change the selected currency using the Settings panel on the right.
Q: Can I save my invoice and customer details?
A: Yes. Your invoices are automatically saved to your invoices list. There is also a clients list That automatically saves customer information.
Q: As a freelancer, how do I make an invoice for time?
A: We’ve found that what works well is to enter the number of hours worked into the quantity field and your hourly rate into the price field. The invoice generator will then calculate the total amount due.
Q: How do I charge taxes using the invoice generator?
A: If you'd like your invoice to include taxes on top of your prices, use the Settings panel on the right to enable a tax setting. Then, you can enter a tax rate and label.
Q: What about line items that already have tax applied?
A: If your prices already include tax, and you'd like your invoice to show the amount of tax included, then select the “Inclusive?” checkbox when enabling taxes.
Q: What is an invoice?
A: Looking to find out what an invoice really is? Here's a complete explanation of what an invoice is . If that isn't enough of an explanation, then see what Wikipedia has to say about it. Essentially, an invoice is a document that details what you did for a customer and what they owe you for that service or product.
Q: How can I process credit cards for my business?
A: We use payment processing services, Stripe and PayPal, depending on location. Simply sign up for Invoice Simple via our mobile apps or online, and go to the settings section to integrate payments.
Преимущества использования хорошего бланка счёта на оплату
Знаете ли вы, что вы можете использовать свой счёт, чтобы построить более прочные отношения со своими клиентами?
Ваши бланки - это больше чем уведомление о вашем счете. Ниже перечислены некоторые действенные способы, позволяющие вашим клиентам почувствовать себя особенными и с большим энтузиазмом воcпользоваться вашими услугами.
При выборе бланка счета на оплату мы рекомендуем вам придерживаться наших рекомендаций, которые непременно позитивно скажутся на продажах и имидже вашей фирмы.
Оставьте клиенту хорошее впечатление о вашем бренде
Новые клиенты могут вновь воспользоваться вашими услугами, если вы произведете на них хорошее впечатление. В этом вам помогут бланки счёта на оплату.
Вы должны использовать бланк, позволяющий вам оставить на нём персональную заметку для вашего клиента. Не забывайте написать «Спасибо» и слова благодарности за покупку.
Включите выставление счетов в стратегию вашего брендинга
Хороший бланк должен дать вам возможность создавать красивые и индивидуальные счета, которые отражают визуальный образ вашего бренда. Это помогает еще больше запечатлеть ваш бренд в сознании ваших клиентов и увеличивает шансы на повторную покупку.
Хорошие бланки счёта на оплату удобны
Очень трудно предсказать, где будет находиться ваш клиент, когда он получит и попытается просмотреть ваш счет. Чтобы сделать просмотр простым и удобным, вы должны использовать бланк, который можно просматривать на любых мобильных устройствах, планшетах или компьютерах без каких-либо проблем.
Продвигайте свои услуги с помощью бланка
Вы можете творчески продвигать другие услуги, которые вы предоставляете, с помощью счета. Апсейл - это информирование ваших клиентов о других услугах, которые им могут быть интересны. Хороший бланк счёта на оплату позволяет вам выполнять эту маркетинговую деятельность, чтобы увеличить свой доход.
Счета также могут использоваться, чтобы предлогать скидки на повторные покупки.
Вы упускали эти преимущества? Не беспокойтесь, вы можете нагнать тренды.
Во-первых, вам нужно переключиться и начать использовать интуитивно понятный бланк счёта на оплату, способный произвести впечатление на ваших клиентов. У нас имеется широкий выбор бланков, который удовлетворит любые потребности вашего бизнеса:
Our Excel invoice templates are a simple and easy way to send a professional-looking invoices to clients. Before we dive in, check out our online invoice generator for an easy way to create an invoice for your projects that will look fantastic.
Our Excel invoice templates are a simple and easy way to send a professional-looking invoices to clients. Before we dive in, check out our online invoice generator for an easy way to create an invoice for your projects that will look fantastic.
Downloadable Excel Invoice Templates
Here’s our compilation of Excel invoice templates. Feel free to download, modify and use any you like. For more templates refer to our main page here. Click on a template image to download the respective Excel file.
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Didn’t find a style you were looking for? Let us know and we’ll add it in. You can send us a message using the button on the bottom right.
Didn’t find a color or configuration you were looking for? Try out our app for more options and customizations!
Simply download the file and fill out the customizable fields. Then you’re ready to email or print and mail the invoice.
These printable Excel invoice templates work perfectly for standard 8.5″ x 11″ printer paper.
Excel Invoice Template Highlights
- Completely free Excel invoice template ready to send to clients
- Template automatically calculates subtotal and grand total amounts
- Fully customizable
- Professional format with all essential invoice elements
- Printable invoice
You should also check out our invoice templates page to try some of our other template formats.
For more information on which fields are required for an invoice, check out our how to make an invoice guide
Alternatives to using Excel invoice template
Microsoft designed Excel for working and representing large tables of data. It supports simple to complex formulas and is very flexible. However, it’s not known for being pretty. One of the reasons that it’s usually used internally within a company.
Invoices however are documents that you send out to your clients. A representation of you and your company.
You don’t want to use a shabby and unprofessional invoice design, for the same reason that you don’t greet your customers wearing tattered clothing.
Some recommend using Word instead, because of it’s built in templates and layout management. Word makes it quite easy to create a professional invoice.
However Word falls short in terms or practicality and usability. It’s very hard to add in a table of line items, calculate totals or taxes.
The best option is to use tools and software designed for making invoices. You can use these tools to gain the best of both worlds! Great convenience as well as amazing style.
That’s where we come in. We’ve built our online invoice generator to be a great alternative to Word and Excel. Here are some of the added benefits of using Invoice Simple:
- Professional layout
- Fully customizable
- Clients and items saved automatically
- Simple book keeping for tax season
- Online and in person credit card processing
If you’re invoicing more than once or twice a month it makes a lot of sense to switch to an invoicing software.
Vertex42's free invoice template for Excel is a perfect budget-friendly solution for service companies, consultants, and freelancers. You need an invoice that will make your business look professional and is easy to use. That is our specialty. We have many invoices to choose from, so if the download on this page isn't what you need, browse our other invoice templates or tell us what you need.
We designed our free invoice template to be compatible with nearly every spreadsheet program. It works with Google Spreadsheets, OpenOffice, and all versions of Excel. The Service Invoice form for Google Sheets, based on our original Excel invoice, is one of the most popular templates in the entire Google Templates gallery.
Free Invoice Template
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Over 1.8 million downloads!
Other Versions
License: Private Use (not for distribution or resale)
"No installation, no macros, just a simple spreadsheet" by Jon Wittwer
Description
This spreadsheet can be used as a very simple small business invoice system. You can bill for specific items or by the hour. The "Taxed" column lets you easily mark whether sales tax should be applied to a line item. This means that you can include charges for parts and other physical goods. (See your local and state laws to check on rules for taxation of labor and goods sold.)
If you need to provides quotes to your customer, you can use our quote template, which is based on the same design as this invoice.
4/10/2014 Update: The latest update for Excel 2007+ includes a second worksheet tab with an invoice design that lets you add unit cost and quantity to calculate the amount for each item.
Older 2003 Version
The Excel 2003 version contains multiple sample invoices on separate worksheet tabs. They all include the same basic features and layout, except that three of them allow you to enter a Unit Cost and Quantity for each item. The variations are mostly just different formatting (fonts and colors). The formats include our original classic design and a couple more ink-friendly forms (two of these are shown in the preview images to the left).
This invoice spreadsheet uses conditional formatting to highlight every other row in the table. That helps make the table easier to read.
If you need more rows, just insert the rows below the first item or above the last item. If you do that, you should probably check the Subtotal and Taxable formulas to make sure that the totals reference the correct rows.
More Invoice Templates for Excel
Managing Your Invoices
If you need help with invoice management (keeping track of your invoices), read our Small Business Invoicing article. Unless you create and send a large number of invoices each month, you may not need expensive or complicated invoice software. Our article outlines some basic file management techniques that you can use to manage invoices created using Excel.
New! Invoice Manager
- Manage and track your invoices using Excel.
- Create aging and open balance reports.
- Customize multiple invoices or insert your own.
Preprinted Invoice Forms on Carbonless Paper
If you are looking for pre-printed invoice forms because you want to use the white-yellow-pink carbonless forms, you don't have to settle for what you find at an office supply store.
You can use a template like the one above and customize your own invoice form with your own logo, company information, and terms and conditions, etc. Then, you can have the customized form printed by a professional printing company.
Invoice Templates for Word
A note about using an invoice template for Word: Invoices include calculations, and that is why you should use a spreadsheet. If you use an invoice form created in Word, you have to use your own calculator to figure out the totals. Of course, if all you are doing is designing a blank invoice form to be printed, Word may be fine.
Download a free professional invoice template in Microsoft Excel. Then receive fee-free payments from all over the world, with Wise Business.
Create an invoice and send it to your client.
Create your invoice in Excel
Get your free Excel invoice template, to make it simple to calculate subtotals, totals, tax and more. Excel invoices make even the most complex invoice easy - and look smart, too.
Send your invoice
Send your completed invoice online to make it easier for your customers to pay, and quicker for you to get your money.
Get paid with Wise
Open a Wise Business account online - and start invoicing your clients in no time. It’s free to receive money from around the world.
Wise is the cheaper, faster way to receive payments from abroad.
Sending invoices to customers based abroad? You need a smart account which lets you get paid quickly - and won’t cost the earth.
With the Wise Business account you can receive payments for free in US, Australian and New Zealand dollars, euros and British pounds.
And you’ll win when it comes to paying suppliers and staff, too. Using Wise to make cross-border payments can be 19x cheaper than using PayPal - and much cheaper than your regular bank too.
Accounts come with batch payment facilities, Xero integration and automation with our powerful open API - saving you time as well as money.
Download MS Excel invoice template.
Bill template in Excel
A simple template that you can fill in and calculate totals. Give your customers all they need, to get paid quicker.
Blank invoice template in Excel
Add your company logo, and switch up the colors easily in Excel to fit your brand. A professional invoice which reflects your company image.
Sample invoice template in Excel
Give a better client experience, with a smart and sleek invoice template to customize, print or send online.
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