How To Create a Professional Invoice in Excel in just 10 minute
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🎬𝗧𝗮𝗯𝗹𝗲 𝗼𝗳 𝗰𝗼𝗻𝘁𝗲𝗻𝘁𝘀
0:00 Intro
0:44 Choose an invoice design
1:35 Edit the content of your invoice
6:30 Save the invoice to your computer
7:40 Print your invoice
8:28 Share invoice with your customer
📌 𝗙𝗼𝗹𝗹𝗼𝘄 𝘁𝗵𝗲𝘀𝗲 𝘀𝗶𝗺𝗽𝗹𝗲 𝘀𝘁𝗲𝗽𝘀
Step 1: Choose an invoice design
Go to your Excel sheet ► New ► Search for invoice template
Now select the design you like & then click ‘Create’
Step 2: Edit the content of your invoice
To make changes to any details, just double-click on the text & enter your text.
Make changes to your company details, billing details, product details
To delete any details just right click on it, and select delete,
To change the tax percentage just double-click on it, enter tax %
To change the currency, just select it, go to ‘Accounting number format’
And choose the currency you want.
Step 3: Save the invoice to your computer
Once the invoice is saved, it can be edited any time
Go to file ►Save as ► Browse, and save it to any folder
To print your invoice
Just open your invoice press ctrl P keys on your keyboard
Now click ‘printer’ and select your printing device & click ‘Print’
To share your invoice with your customer,
Go to share ► email ► select ‘send as pdf ‘
It will take you to outlook page, click ‘Next’ twice
Add your email account in ‘outlook’
Now you will get the window, where you can share invoice to your customer
To create another invoice, just open your saved invoice and edit it
This is how you can create an invoice in Excel
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