Excel 2013 Invoice Template: A Comprehensive Guide

An invoice template is a pre-designed document that can be used to create professional-looking invoices. Invoices are essential for businesses to track income and expenses. A well-designed invoice template can help your business look more professional and increase customer satisfaction.

This guide will show you how to create a professional Excel 2013 invoice template.

Design Elements

The design of your invoice template is important. It should be clean, professional, and easy to read. Here are some design elements to consider:

Font: Use a clear and legible font. Arial, Calibri, and Times New Roman are all good choices.

Font Size: Use a font size that is easy to read. 10-12 point is a good range.

Color Scheme: Use a color scheme that is easy on the eyes and looks professional. Black and white is always a safe choice.

Alignment: Align all text to the left. This will make your invoice easier to read.

Spacing: Use consistent spacing throughout your invoice. This will make it look more professional.

Logo: If you have a logo, include it at the top of your invoice. This will help your business stand out.

Contact Information: Include your business name, address, phone number, and email address at the top of your invoice.

Invoice Number: Assign a unique invoice number to each invoice. This will help you track your invoices.

Invoice Date: Include the date the invoice was issued.

Due Date: Include the due date for the invoice.

Customer Information: Include the customer’s name, address, and contact information.

Itemized List: Create an itemized list of all the items or services that were purchased.

Quantity: Include the quantity of each item or service.

Unit Price: Include the unit price of each item or service.

Total Price: Calculate the total price for each item or service.

Subtotal: Calculate the subtotal of the invoice.

Tax: If applicable, calculate the tax on the invoice.

Total: Calculate the total amount due on the invoice.

Payment Terms: Include the payment terms for the invoice.

Additional Notes: If necessary, include any additional notes or information at the bottom of the invoice.

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Creating Your Invoice Template

Once you have chosen the design elements for your invoice template, you can start creating it in Excel. Here are the steps:

1. Open a New Excel Workbook.
2. Create a New Worksheet.
3. Add Headers and Footers.
4. Add Text Boxes.
5. Format the Text.
6. Add Borders and Shading.
7. Add Formulas.
8. Save Your Template.

Adding Headers and Footers

Headers and footers are a good way to add information to your invoice template. To add a header, go to the Insert tab and click on Header. To add a footer, go to the Insert tab and click on Footer.

In the header, you can add your business name, logo, and contact information. In the footer, you can add the invoice number, date, and due date.

Adding Text Boxes

Text boxes are a good way to add text to your invoice template. To add a text box, go to the Insert tab and click on Text Box.

You can use text boxes to add the customer’s information, the itemized list, the subtotal, the tax, and the total.

Formatting the Text

You can format the text in your invoice template to make it look more professional. To format the text, select the text and then go to the Home tab.

You can change the font, font size, color, and alignment of the text.

Adding Borders and Shading

You can add borders and shading to your invoice template to make it more visually appealing. To add borders, select the cells that you want to add borders to and then go to the Home tab.

You can add borders to the top, bottom, left, right, or all sides of the cells.

To add shading, select the cells that you want to add shading to and then go to the Home tab.

You can choose a color for the shading.

Adding Formulas

You can add formulas to your invoice template to automatically calculate the subtotal, tax, and total. To add a formula, select the cell where you want to add the formula and then type the formula into the formula bar.

For example, to calculate the subtotal, you would use the following formula:

=SUM(B2:B10)

This formula would add up the values in cells B2 through B10.

Saving Your Template

Once you have finished creating your invoice template, you can save it. To save the template, go to the File tab and click on Save As.

In the Save As dialog box, choose a location to save the template and then give it a name.

By following these steps, you can create a professional Excel 2013 invoice template that will help your business look more professional and increase customer satisfaction.