Simply head over to "File" from the top left corner, and you will see the option of "Export", click on it and there you will get the option to export your Excel invoice template in PDF format.Į. To convert the Excel invoice template to PDF format, you can either use any online Excel to PDF converter tool or you can directly convert the Excel invoice template within the Excel app. So you must always send the PDF format of the invoice. You should never send the invoice template in Excel to the client, that gives a bad impression on the client. Save Excel Invoice Template - Once you have filled in the details and are satisfied with your customization, the first thing you should do is save that Excel invoice template so that you can re-use the invoice template in the future. Right from choosing the color that reflects your brand identity, adding custom fields and columns, adding custom formulas, and adding your company logo to mobile accessibility, almost everything is possible in an Excel invoice template.ĭ. One of the major benefits of using Excel invoice templates is that you can customize them according to your needs. Once you have added all these details, it's time to customize the invoice. Here is the list of the details that are needed when creating an invoice. But you have to add all the basic details that are required for any invoice. Edit and Customize the Invoice Template - Once the template is opened in edit mode, you can start editing and customizing according to your requirements. Once you get the invoice template that meets your needs, simply click on it and the Excel invoice template will open up in edit mode.Ĭ. (You will be able to search the templates only if you are connected to the internet or Wi-Fi). Search for invoice templates, and you will get loads of invoice templates in Excel format. Search for Invoice Template - Once the Excel app is open, you will again get an option of a search bar where you can search for online templates available in Excel. If you have a Mac, then simply click on "command" + "space bar" on the keyboard, and a search bar will appear on your screen, simply search for Excel and open the app.ī. If you don’t have a search bar at the bottom, simply click on the "Windows" key on your keyboard, a modal will open up and there you can search for MS Excel and can open the app. You can type "MS Excel" and can open the app. Open MS Excel - If you have a Windows OS installed, then either at the taskbar, you will get an option to search. You are ready to create your first invoice using the Excel invoice template. Here you either need a desktop or laptop that has pre-installed MS Excel, internet or Wi-Fi connectivity and that’s it. But all of them have their own pros and cons and I will discuss that as well, please read the article till the end.
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