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Download excel invoice template in Microsoft Excel format.
Record Keeping Made Easy with the Excel Invoice Template
Have you been searching the Internet, looking for the perfect invoice template you can use for your business? Have you considered using an excel invoice template—a template constructed using the world’s most popular and efficient spreadsheet program? Finding the perfect invoice template may seem like a daunting task, but you may be surprised by how many of these samples are available online, some for little or no cost. In this article we will give a brief definition of the invoice template and its uses, and introduce you to the excel invoice template which is becoming ever so popular for many different types of businesses.
About the Invoice Template
As you know, the invoice is the very life blood of your company—a document that explains and breaks down what a customer owes—but filling out these invoices by hand can be a tedious and time-wasting chore. This is where an invoice template can help. With an invoice template, most of the static information on the invoice is already filled out beforehand—information such as company name, address, etc—so all you have to do is type in the product being purchased or the service being rendered. Depending on the type of the company you operate, each product or service can be given a key within the template, and the price of each product or service will automatically come up when that key is entered. The template will then make the calculations for you, including adding in the tax and shipping costs and produce an ending balance indicating the exact dollar amount the customer owes. These types of templates can help save your company a significant amount of time and money and make your record keeping almost effortless.
The Excel Invoice Template
Recognizing that all invoices are not exactly the same, Excel offers a few different types of templates to meet your company’s needs. For example, there is a basic itemized invoice template, which is perfect for small product-based companies; a more expanded product-based template for larger companies that carry a wide selection of products; and a service-oriented template for those businesses that perform a service rather than sell products. For the purpose of this article, however, and for the sake of brevity, let’s take a look at what should be included on a basic itemized invoice template:
• Invoice Number. The invoice number should always appear at the top of the invoice. This number is important, as it will help not only with record and bookkeeping, but will help you compare invoices should a customer decide to ask for a refund or exchange.
• Company Name. The name of your company, including the primary address where you conduct business, city, state, telephone number, email address and website should also appear towards the top of the invoice template.
• Customer Information. Any time you issue an invoice, the customer’s name and contact information should always be clearly printed on the invoice.
• Product Description and Unit Price. On the left side of the template the name of the product, including product number, and the number of units sold should be listed. On the same line, on the right side of the template, the price for each product should be displayed.
• Subtotal. The subtotal is the dollar amount owed before tax and other fees are applied.
• Tax and Fees. A good invoice template will usually calculate the tax owed and any other fees such as shipping and handling.
• Grand Total. The grand total is the total dollar amount owed by the customer.
Using an excel invoice template will allow you to quickly issue and print a customer’s invoice, and for each invoice you create, you can save it directly to your computer for easy access and record keeping expediency.