The next section is where you enter your products and services.įirst you have Quantity and Number of Units which you can change with a drop down. You’ll notice that the cell references auto populate everything from the customer info sheet so there’s nothing more you’ll need to enter. Once they are listed click this button or return to page 1 with the tabs at the bottom and select the customer using the drop down menu just like this. The customer information is self-explanatory so just add and delete customers OR copy and paste them from another spreadsheet. You can also get there by clicking down here at the bottom under the excel sheets tabs.

So if I come back up to this purple button, and click it takes me to this page which is a simple list of customers. They’re standard date fieldsĬome over to the select your customers cell and the first line is a drop down box and these are referenced from page 2. You can type in the Date and Due date here. The total of the invoice in red, auto populates so you can leave it as is. The Invoice number is listed here and this header is fixed so that when you scroll down the top stays fixed and so does this button which I’ll come back to in just a minute. So you can start with the basics of changing out your logo, by just right clicking and selecting change picture.įind the image logo on your desktop and upload it to the document.Ĭome to the INSERT tab and insert a new image and resize it accordingly. This is how it will come to you when you download the template for free. There are pre-coded form fields that make it easy for you to fill out text fields and have excel to all the hard work cell references and calculations! This is a template that has more than just basic functionality. I have two templates to go over with you and the functionality is similar, but they are a slightly different layout and format so you can choose the one that you like best. That link function will give your customer the ability to just click on your invoice once you’ve saved it to PDF or they can click on a link in your email copy and pay your invoice through a secure hosted payment page, so again stay tuned to the end to get that access.Īgain, I’ll show you how to set it all up. The download link will also give you access to the hosted payment link tool called SIMPLYPAY.ME and I’ll show you how to use in the video because there’s a special payment link function in these templates. Once you download the templates, you won’t actually have to do much work to create your own, you can just customize one of these to fit your needs.

Free invoice download excel