Description
SMEs Excel Invoice Template that Calculates Total, Discount and Tax and Includes a Customer List Section
This Excel Invoice Template is a professional automated Invoice template for Excel that once downloaded, you can edit, print, and send to your clients! It comes with a customer list section (sheet) that allows you to keep adding new customers. The Bill To section has a drop-down menu that displays client names and when one is selected, it populates the customer details (Address, Location, Phone number, and Email address).
You can modify and customize this invoice template to match your brand by replacing and adding your logo, cell colors, and other company details.
Template Features
Template Features
00:00 Introduction
00:53 It automatically updates the invoice date and the due date to be in 30 days
01:12 Different sheet for customer list and new customers can be added to the list
01:38 Bill To – has a drop-down menu that points to the customer list
01:51 Calculates quantity + unit price total
02:18 Calculates discount in percentages (%)
02:25 Calculates TAX in percentages (%)
02:32 Calculates Grand Total
Invoice Customization
Steps Covered
00:00 Introduction
00:35 Logo Replacement
01:18 Template Color Change
03:37 Changing Due Date to be in 60 Days
04:03 Adding Sample Items
05:42 Adding New Customers to Client List
06:38 Saving the invoice as PDF
07:59 Saving the invoice as a Template (.xlsx)