How to Create a Professional Invoice in Excel From Scratch? – Free Templates (Example)


In the commercial world, companies have always developed tools that make things easier when it comes to do business. Having records that support your financial activities is very important and that is why the merchants created the invoices.

If you are an enterprising person and you own a business, making invoices can help you a lot to provide a better service. In addition, your company will have a more professional character since these business records can help you keep track of what you sell.

The most popular program to create these invoices from your PC has always been Excel since it offers you very good tools. Using this program would be the ideal but there are people who do not know how to do it, if that is your case then you are in the right place.

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We have created a guide to show you the steps to follow so that you can create custom invoices for your business. In addition, you will see that it is not difficult, you do not have to be a computer expert to use Excel because its interface is very intuitive.

How to create professional invoices?

The first thing you need is to have the excel program on your computer, it is essential since it is with it that we will create the invoices. In case you still do not have it and you want to install Microsoft Office Online in Windows 10, follow the steps in this link where we will explain how to do it, you can also do it from the official Microsoft page.

Professional invoices

After you have downloaded it, search among your applications for the program or use the search magnifying glass and open it to start the guide.

Step 1

After having opened the excel program, you will proceed to create the invoice using the default templates that this program brings with it. But for them to appear you must go to the option «log in» which is at the top or in configuration.

Once you have entered your account information, go to the «new» option and in the search box type the word «invoice».

Step 2

After doing this Excel will show you various templates that you can use depending on the needs of your business. After choosing the one you like the most, you must click it and then press the option «create» and wait for it to load.

Step 3

Finally, you must enter your business data on the invoice, usually the option to do so is in the final part. You can also add a logo by right clicking on the option «Replace Logo» and in the picture box give it replace.

Then a box will appear with the files on your pc so that you can look for your logo among your files.

Step 4

Another option to take into account is that you can change the type of currency in the numbers section at the top. There you can change the default currency that will surely be the dollar for your local currency or any currency you choose from the options.

And voila, you have all the information you need to make your own professional invoices in Excel, we hope this guide has helped you.

A tip, when you go to do your invoices always copy the original template and in the copy proceed to make your invoice. This way you will always have the original document and you will not have to add all the data of your business again and you will save time.

If you want to download professional templates, we also leave you the official Microsoft website so that you can choose the ones you like the most. In addition, there are not only templates for excel but also for all Office documents for free. So if you don’t know anything about this quiet program, we will show you how to use it in an easy and simple way.

How to download and activate Microsoft Office?

The programs that Microsoft has always been very useful, since they are not only used to create invoices as in this case. Office offers you many tools that you can take advantage of, from making documents with Word to presentations with slides in Powerpoint.

Having these tools on your pc will help you a lot for any project you need to do in the future. But if you don’t have these programs in your Pc or you have them, but you don’t know how to activate them. We leave you an article that will help you activate Microsoft Office easily.

Continue learning about this great tool and discover how to use the database BASE function in Excel and what it is for.

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