Small business owners and anyone who wants to sell something can learn how to create an invoice in Excel for their customers instantly. Creating invoices in Excel is also better for the environment as no actual paper is involved in the process.
Nonetheless, not everyone knows how to create an invoice in Excel, which is where this brief guide comes into play. In this article, you will learn how to set up Excel to create an invoice. We will also share some invoice templates that you can customize according to your needs.
Preparation for Creating an Invoice
When it comes to how to create an invoice in Excel, you will want to include the following information in your invoice:
Date
Name/ Address/ Phone Number/ Email of Your Company
Name/ Address/ Phone Number/ Email of Your Client
Unique Invoice Number/ Identifier
Terms of Payment
List of Items including quantity, quality, and complete price for every item.
Total invoice value
How to Create an Invoice?
When it comes to how to create an invoice in Excel, you have several options to choose from, including templates that you can download and customize to suit your needs. You can also create an invoice in Excel manually.
Let us have a look at the two basic options:
Create an Invoice in Excel by Using Templates Directly
You can save time and effort by directly using invoicing templates, such as the following WPS templates for invoices.
Apart from the above-mentioned templates, you can avail of thousands of free and paid versions of Excel templates with WPS Office. Download whatever suits the occasion and start to customize it according to your needs.
Benefits of Using Templates
When it comes to answering the question of how to create an invoice in Excel, you will find templates as a time and cost-effective solution. Essentially, the Excel invoice templates enable an easy and simple way to send professional-looking invoices to your clients.
You can download as many invoice templates as you want to modify them as you like.
Now, let us have a look at the manual method of creating invoice templates in Excel.
How to Create an Invoice in Excel Manually
When it comes to how to create an invoice in Excel, you will want to follow the steps below:
Step 1: Open a sheet in Excel and name it as “invoice.”
Step 2: Navigate to the “View” tab and click on “Page Layout.”
Step 3: Merge cells to add your company logo.
Step 4: Merge cells and write “Invoice.”
Step 5: Proceed to write your company’s name, address, and phone number.
Step 6: Continue to the next cell and write “Bill To.”
Step 7: Continue to write your customer's company name, address, and phone number.
Step 8: Click on the adjacent cells to write the following details:
Invoice number
Date
Due Date
Step 9: Now, you can proceed to write the following main headings:
S/N
Product Description
Quantity
Unit Price
Total
Step 10: Adjust the last two columns.
Step 11: Select the cells and add any color of your choice. Also, adjust the font.
Step 12: Select the area underneath headings to add borders.
Step 13: Merge the cells for product description.
Step 14: Select the area one more time without the headings and navigate to “Conditional Formatting.” Select the option of “New Rule.”
Step 15: Choose the last option of “Use a Formula to determine which cells to format.”
Step 16: Write the formula and click on “Format.”
Step 17: Go to “Fill” and select any color of your choice.
Step 18: Select “Ok.”
Step 19: Underneath the area where you changed the format, write the following options:
Subtotal
VAT
Discount
Grand Total
Add bottom orders to these cells.
Step 20: Scroll down and write “Terms & Conditions” in the cells. Also, make sections for “Prepared by,” “Checked by,” and “Received by.”
Step 21: Add “Date” and “Time” sections in the footer.
Step 22: Populate the cells according to your needs.
Best Free Alternative to Microsoft Excel - WPS Office
When it comes to how to create an invoice in Excel, you know that the manual way will take your time and effort, which is where you can immensely benefit from the free alternative to Microsoft Office Suite – WPS Office.
WPS Office offers the same basic applications as Microsoft Office, including Word, PPT, and Excel. The primary reason to create an invoice with WPS Office comes down to the fact that it is a free option that comprises some advanced features for free that you can’t use in Microsoft Office.
WPS Office is easy to use, especially for people who are not familiar with complex software. The file can also be shared with your family so they can edit it.
Let us find out more about WPS Office.
What is the WPS Office Suite?
Essentially, WPS Office is an all-in-one Office Suite with the basic functions needed to streamline your workforce, including creating invoices with free templates. You can access the best features and tools of WPS Office without ads and registration.
Let us have a look at the best functions of WPS Office.
WPS AI – This tool is quite similar to Microsoft Copilot and can help you boost work efficiency by becoming your ultimate work assistant.
Premium Features – You can immensely benefit from the premium features of WPS Office, including resume assistance, smart forms, file repair, and screen recording.
Supports Multi-Platforms – The WPS Office Suite supports various platforms, including the following:
Collaboration Made Easy – WPS Office makes collaboration easier than ever before as it allows for seamless collaboration from any time and anywhere.
Loads of Free & Paid Templates – WPS is a rich template store for PPT, Word, and Excel, making it easier to create, customize, download, and edit templates, including invoice templates.
WPS Spreadsheet – The Best Data Analysis Tool for Your Professional and Personal Needs
If you are looking for how to create an invoice in Excel, you wouldn’t want to look further than WPS Office. WPS is enriched with amazing templates, including different styles of invoice templates that you can customize according to your needs.
Compared to the manual method of creating an invoice in Excel, you can immensely benefit from the free and paid versions of Excel templates. WPS Spreadsheet is an amazing data management and analysis tool that helps you assess and process your business and personal finances.
Using the WPS Office Spreadsheet, you can also track budgets, create invoices, and manage charts.
What are the Benefits of Using WPS Spreadsheet?
Here are some of the best benefits of using WPS Spreadsheet, which is a great alternative to Microsoft Excel:
Make the Most of Free Templates
If you are looking for how to create an invoice in Excel, you can avail of the best templates available for free and buy them too. Using the templates you can download and customize the templates for your personal and official use.
You have countless templates to choose from, including templates for the following categories:
Calendar
Project Planning
Balance Sheet
Personal Budget
Customer Invoice
Spreadsheet Compatibility
WPS Office ensures compatibility, as does the WPS Spreadsheet, which means that you don’t have to worry about editing Excel files. You can use the WPS spreadsheet with Microsoft Office, OpenOffice Calc, and Google Sheets.
FAQs about Creating an Invoice in Excel
Is it possible to create invoices in different languages?
Answer: You can create invoices in different languages with the right invoicing software provider. The right software will allow you to customize your invoices according to your needs, including creating them in your preferred language.
Can I automate invoice generation in Excel?
Answer: If you are not using a template and you have manually created an invoice in Excel, you can automate it with formulas and functions that will help you with calculations based on the provided information.
WPS Office is Your Best Alternative to Microsoft Office
If you are searching for how to create an invoice in Excel, then you might want to consider the free WPS templates to download and customize your invoices. WPS Office is a great alternative to Microsoft Office.
Its user-friendly interface is compatible with all MS Office formats. If you are looking for an Office Suite to streamline your workflow, then WPS Office is the ultimate answer to all your problems. This Office Suite supports various languages and enables cloud storage integration.
So, what are you waiting for? Download WPS Office now!
