hey guys and welcome to the invoice template this is going to be a super fast one and it's
super easy to use i promise you now we've all written an invoice at some point in our lives
and i want to show you how you can easily do this with excel and also automate it to a very large
extent so let's have a look at the data now we're using three support sheets this time and just one
analysis sheet which is going to be our invoice so let's start off with the first sheet which is the
own company data in here we track all relevant information about our company what's our name
where are we located what's our phone number and email address and what is the vat that we charge
this is very important for the calculation later we can also bring in some payment details now
this is of course again very dependent on your geography in europe we would be using the iban
but in the us this is not so common right so make some adjustments here as you see fit
then at the same time what you may have are discounts that you grant to your customers
you can essentially maintain them right here but if you do not have any discounts don't
worry about it just leave them as they are so next sheet is going to be the product portfolio
in here we have some generic products that we charge that we sell and we have the net price
excluding v80 make sure you maintain this information every single time because this
will later translate into drop down lists and the net price will of course also come automatically
to the invoice later on step will be the customer data here consider this as a customer database you
bring in the customer name if you have any contact person whether located city state zip code country
phone email address basically everything you need to know about your customers right just bring
them in here and you will see later on that these also translate into the different drop-down lists
so now that we have looked at the three support sheets let's look at the actual analysis
it's right here in the invoice so our company is called invoice design
and we're sending an invoice to customer c yeah lauren fisher
our company details essentially stay the same the date right here is set to today but of course you
can change this as you see fit and then what you can do is you change the quantity of a product
and you basically just define how many times you've sold it the price per unit this is going
to be the net price excluding vt will adjust automatically because it's just a formula
a vlookup referring to the product that you've defined it's going to give you the total price if
i change the quantity here the price is of course going to change and in the end i'm left with a
subtotal right here i have v80 coming on top 12 percent again this is what we've defined in the
support sheet own company data and we have the possibility to apply a discount if we wanted to
then in the end we have our grand total that we are actually asking our customer to pay this again
is just the formula so we're first deducting the discounts and then we're putting the vat on top
down here we've specified the payment details now they're coming from us
right this is again just all on their own company data and you have a selection for the payment
due in now this is not so much a selection because i know that this varies every single time
i can suggest you one thing either you change it manually every time you do it or alternatively
you bring in an additional column on your customer data right here let's say you bring
that in right here say payment terms let's say 60 30 40. i'm also gonna make this a bit nicer
instead of saying just the numbers it should show me days afterwards so now what i can do
is i can bring in a formula saying vlookup look up for this customer
on my customer data sheet ninth column false
and then this is going to bring me of course now i need to change this guy as well
this is going to bring me the payment terms for that particular customer now if i were to change
the customer right here with the drop down list this will adjust you can decide as you wish right
i mean you can use a formula you can leave it manually because i know that sometimes
depending on the business you you're in those payment terms may also change
so this is entirely up to you but i've shown you how you can easily change it
and i hope that with that you can easily create your invoices by the way if you decide to print
this this is going to be print be printed out in the perfect format because i've set the print area
such that it only copies the selected part right here so go ahead and write out these invoices