What about you? Do you use Excel templates to manage invoices, quotations etc.? What is your experience like? Please share your thoughts & techniques in the comments. Just like millions of small businesses around the world, we at too use Excel for making invoices, quotations and tracking data.

Print areas: to print (or save as PDF) only the invoice portion.

VLOOKUP formula to fetch price of selected item.

to show $ amounts only if quantity & product name is specified.

to show zebra lines (alternative rows in different color) in the invoice items list.

to prevent duplicate product names in the invoice.

Data validation: to select one of the products from list.

Tables: to keep the products & services data.

Save this worksheet as PDF (only invoice will be saved)Īs a curious reader, you may want to know what Excel techniques are involved in constructing this template.

Print this sheet (only invoice will be printed).

Add other details like invoice #, receivers details and your details.

Delete extra lines or add lines as needed.

Apply any discount per line item as needed.

Select items & specify quantities to see prices.

Go to Products & Services tab and specify your details.All you have to do is enter the data and go. This template is optimized to print or save as PDF. This way you can select them on the invoice to generate prices quickly, as shown below: A table where you can list all your products and services.A ready to use or print invoice template.Today I want to share one such template with you all. By using an invoice template, you can quickly create and send invoices. While creating an invoice is an easy task, if you want something that is professional looking, easy to manage and works well, then you are stuck. Anyone running a small business knows the oozing bits of joy when you hear a customer saying, “Can you send me an invoice?”

Invoice format in excel download