How to Create an Invoice Template in Excel

In this video tutorial, I will show you how to create a custom invoice template using Microsoft Excel.

What you will learn in this video tutorial:

00:00 Introduction
01:10 Create a blank Excel invoice template
02:50 Update Excel spreadsheet margins
06:00 Add company logo
09:20 Add company address
12:00 Add invoice number and invoice date
18:10 Add billing and delivery address
22:10 Add billing line item cells
30:20 Add Total cost, Total VAT and Total Charge cells
32:40 Add sample data
36:20 Change Unit and Net price cells to Currency Value
36:30 Add formulas for calculating Net cost
39:10 Add formulas for calculating Total Cost, Total VAT and Total Charge
44:20 Add content for payment bank account details
47:20 Add payment terms
49:30 Add additional notes
51:10 Add company registered office address, company number and VAT number
01:00:30 Convert Excel to PDF invoice
01:01:10 Fix Errors

Tutorial Goals

The goal of this tutorial is to show you how to create a custom invoice using Microsoft Excel. If you are a small start-up business and need to save money, then creating your own internal bookkeeping system can help save that vital cash.

In this tutorial, we focus on designing an invoice template, above you can find links to my free bookkeeping training course.

The goal of bookkeeping is to keep track of money coming into your business and going out. It does not matter if you are running an online WooCommerce shop or an offline consultancy business. Ultimately we need to have a good understanding of our business cash flow so we can budget for current and future expenditures.

You can find and download free invoice templates for Excel, but I think it is worth the investment to learn how to create the invoice yourself so you can adapt it easily for your business.

It may be worth looking at third-party software solutions for bookkeeping such as Xero or Quick Books if you have a growing or larger organisation. Quick Books or Xero and other accountancy software can be easily integrated into e-commerce solutions like wooCommerce or Shopify. In the long run, this should save you time so you can focus on your you’re my main goal which is to sell products.

Other useful Excel tutorials:

Bookkeeping for Small Business – Excel Tutorial – Part 1 – Invoice Tracking: https://youtu.be/XDnBV-Tlb2g

Bookkeeping for Small Business – Excel Tutorial – Part 2 – Invoice Template: https://youtu.be/Ap4QyvMPuV4

Bookkeeping for Small Business – Excel Tutorial – Part 3 – Expenditure Tracking: https://youtu.be/BS7hs4Isx5I

Bookkeeping for Small Business – Excel Tutorial – Part 4 – VAT Calculations – https://youtu.be/pBTXRNr3qaE