How to create an invoice Spreadsheet in Excel for your business

Microsoft Excel has become an indispensible part for any company. Be it a home office or a large business enterprise. MS Excel can bring all professional solutions and can help you to manage data efficiently.

One of the major problems in offices is to keep track or invoices. It is almost impossible to manage paper invoices or even if you get invoice in your emails, it gets very hectic to remember all the invoice number and information for future references.

Microsoft Excel can help you solve this problem. You can create an excel file to manage and track all the invoices which have send or received. It is the most efficient way to keep track of all types of invoices. All you need to do is to create a format with some columns and start entering data in it as and when you receive or send any invoice.

Here are some of the simple steps to make an invoice spreadsheet in MS Excel.

Step1:

Load Microsoft Office from the Start Menu Application list and select Microsoft Excel. It will launch a blank spreadsheet with rows and columns.

Step2:

You just enter a title for each spreadsheet to organize the files in future as well. The title should also match the content and purpose of the excel sheet so type the title in the A1 cell on the spreadsheet.  You can have separate sheets for the incoming of outgoing invoices.  Now make the Title bold and select the large font size from the formatting toolbar.

Step3:

Now you need to set the column heading. You have to skip 2-3 rows from the title and then start entering the column heading from the Column A. Column heading completely depends on the format of the invoices used in your offices and some of the common content can be the Invoice date, amount, Invoice number, company name, received date, date paid, etc. You can use these names as your column heading.

Step4:

Make all the entire columns heading bold and keep it center aligned. You can use the tools on the top toolbar to make any formatting in your spreadsheet. It is very important to keep a similar formatting for similar data.

Step5:

Now start updating the data in the excel file and make sure that you enter data in the correct column. If some of the information is missing from the original invoice then you should also leave the cell blank in the spreadsheet or simply type N/A.

Step6:

All the cells which contain the numbers should be formatted into “Number” so that all the columns look same and the fields which contain data related to money should be formatted to “Currency” format.  To do that, highlight the desired cells in the spreadsheet and ‘Right Click’. Now click on ‘Format Cells’ option from the pop-up menu.  This will open new windows where you can select the desired format type under the “Number” Tab.

Step7:

You can also add totals in the spreadsheet by using the sigma symbol. Use this function where ever you have data related to number of money.

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