This wikiHow teaches you how to create an invoice with the Windows or Mac version of Microsoft Excel. You can create invoices manually, or use the available billing templates.
Step
Method 1 of 3: Using Templates on Windows
Step 1. Double-click the green icon with a white "X" to open the Microsoft Excel home screen
Step 2. Search for invoice templates by entering the keyword invoice in the search bar at the top of the page
After that, press Enter.
To search for templates, your computer must be connected to the internet
Step 3. Select the template you want to use
The template will open in a new window.
Step 4. Click the Create button on the right of the template preview to open the template in Microsoft Excel
Step 5. Edit the template as needed
For example, replace the "Company" text at the top of the template with your company name.
To edit text in a template, double-click on the text you want to edit, then delete or overwrite the text
Step 6. Fill in the bill
Enter the information requested by the template to ensure that the template displays the correct billing amount.
- For example, some billing templates require you to enter an hourly rate or a flat rate.
- Most billing templates have formulas for calculating the hourly rate and number of hours worked. The results of these calculations will appear in the "Final Total" column.
Step 7. Save the invoice by clicking File in the right corner of the page
After that, click Save As, and select a location to save the file. Enter the file name, then click Save. Now, your billing file is saved and ready to be sent.
Method 2 of 3: Using Templates on Mac
Step 1. Double-click the green icon with a white "X" to open the Microsoft Excel home screen
Step 2. Click the File menu at the top left corner of the page to open the menu
Step 3. From the menu that appears, click New from Template
A new window with template options will appear.
Step 4. Search for invoice templates by entering the keyword invoice in the search bar at the top of the page
After that, press Enter.
To search for templates, your computer must be connected to the internet
Step 5. Select the template you want to use
The template will open in a new window.
Step 6. Click the Create button on the right of the template preview to open the template in Microsoft Excel
Step 7. Edit the template as needed
For example, replace the "Company" text at the top of the template with your company name.
To edit text in a template, double-click on the text you want to edit, then delete or overwrite the text
Step 8. Fill in the bill
Enter the information requested by the template to ensure that the template displays the correct billing amount.
- For example, some billing templates require you to enter an hourly rate or a flat rate.
- Most billing templates have formulas for calculating the hourly rate and number of hours worked. The results of these calculations will appear in the "Final Total" column.
Step 9. Save the bill by clicking on the File menu
After that, click Save As, and select a location to save the file. Enter the file name, then click Save. Now, your billing file is saved and ready to be sent.
Method 3 of 3: Manually Billing
Step 1. Double-click the green icon with a white "X" to open the Microsoft Excel home screen
Step 2. Click the Blank Workbook option in the upper left corner of the Excel start page to create a new document
If you're using a Mac, skip this step if Excel immediately displays a new document
Step 3. Make the head of the bill
Your billing header must have the following information:
- Company name - The name of the company that issued the bill.
- Information - General description (eg "Bill") or type of bill. For example, if you want to offer a particular service, instead of charging for work, write "Price Offer".
- Date - The date the bill was written.
- Number - Billing number. You can use a global numbering system for all clients, or a custom numbering for each client. If using a specific number for each client, you can include part or all of the client's name on the billing number, for example "JupeFriedChicken-01".
Step 4. Enter the address of the sender and recipient at the top of the bill
Put your company information above client information.
- Include your name, company name, phone number, and company email address on the bill.
- Also include the name of the client's company, the name of the billing recipient, and the client's address. If needed, you can also include the client's phone number and email address.
Step 5. Enter billing information
You can create a column containing a brief description of the service or product, a service/product quantity column, a rate/price column, and a total price column for a service/product.
Step 6. Display the total bill under the price/rate column
You can calculate the total bill with Excel's built-in SUM function.
- For example, if you put $200 in the cell B3 and IDR 300,000 in the column B4, enter the formula =SUM(B3, B4) in cell B5 to display $500 in cell B5.
- If you charge an hourly service rate (e.g. IDR 100,000) on cell B3 and the number of hours worked on the cell B4, enter the formula =SUM(B3*B4) in cell B5.
Step 7. Include the due date at the top or bottom of the payment information
Generally, you can make an invoice due when the bill is sent, 14 days after the bill is sent, 30 days after the bill is sent, or 60 days after the bill is sent.
You can also include a note at the bottom of the bill. In this note, you can include payment methods, general information, or thank you customers
Step 8. Save the bill
If necessary, use a different name from the other invoices for the client. To save a bill:
- Windows - Click File in the right corner of the page. After that, click Save As, and select a location to save the file. Enter the file name, then click Save.
- Mac - Click menu File. After that, click Save As, and select a location to save the file. Enter the file name, then click Save.
