Blank Invoice Excel Template

A blank invoice is a billing document containing details like purchased items, amount, and mode of payment. Invoices are source documents for accounting used to record sales transactions. Excel blank invoice templates are useful as they have inbuilt Excel formulas. Hence, it helps perform the calculations easily, saving time and effort.

Components of Blank Invoice Template

#1 – Header

  • Invoice Number: An invoice number is a unique number that the seller assigns to distinguish an invoice from the invoice that another seller sends. It is in the header section (on top of the page).Invoice date: The invoice date is when the invoice is generated.Payment Terms: This contains the mode of payment and states if the payment is due (with the amount owing) on some other date.Billing Company Information: This contains the name and contact number of the business/store in the header section.Client/Customer Information: This contains the name and contact number of the client/customer in the header section.

#2 – Body

This section contains the number of items or services purchased, their amount, and their description.

#3 – Footer

  • Total charges of items/services: This consists of a summary of charges for or services billed.Taxes or other costs due, if applicable: Includes applicable taxes and shipping charges listed below the total expenses.Total due: This is the full amount or totals the customer owns.Payment Instructions: This includes a description of the mode of payment.Additional comments: This includes instructions for return or exchange and any discount information. The discount information is sometimes present in some invoices in the body section. It can also have an additional line stating the store or organization’s opening and closing hours and days.

Like a simple invoice template, a blank Excel template offers the basics of an invoice without any complicated functions.

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How to Create a Blank Invoice Excel Template?

Let us say we wish to create or generate a blank invoice template. Now, we can use the following steps to develop (in Excel 2013 and 2016):

Things to Remember

  • In business, an invoice is a standard part. However, there is no single standardized form for the use of the invoice.We can also create our invoice template in MS Excel.Blank invoice templatesBlank Invoice TemplatesA blank invoice template enables the users to quickly describe the products or services they have provided to their customers and includes all the costs and payment information that the client has the right to know. Then, an entity or an individual can generate it to collect the dues pending against the products or services offered to the clients. read more are generally used by services that need to provide an on-site bill to customers.Some organizations or stores also use custom invoicing software packages, business applications, and online cloud-based services to create invoice templates.The invoice templates available in Microsoft Excel are customizable in layout, formatting, etc., and can be edited per the user’s requirements.The Excel invoice templates can easily be converted to PDF format and sent to the client via mail.Some of the Excel invoice templates that we can download for free in versions: Excel 2003, 2007, 2010, and 2013 are:Billing Invoice TemplateBilling Invoice TemplateAny sales transaction between a buyer and a seller necessitates the use of a billing invoice template. The buyer receives it from the seller and it includes all of the information about the seller and buyer companies, as well as the date and invoice number.read moreSimple Invoice TemplateService Invoice templateService Invoice TemplateService invoice templates are a great option for companies that are engaged in providing professional or/and nonprofessional services. It is one of the most simple, user-friendly, and efficient ways for service provider companies to invoice their clients. read moreBlue Invoice TemplatePackaging Slip Template, etc.

This article is a guide to Blank Invoice Excel Template. We discuss creating a blank invoice template to perform invoice calculations along with examples. You may learn more about Excel from the following articles: –

  • We must open “Microsoft Excel,” then click on the “File” tab, and click on “New”: In doing this, we can see some templates for invoices below: We can see in the above screenshot that there are some ready-to-use templates for an invoice. We need not open each template before selection. Instead, if we click on a template, its preview appears, which will give us an idea of how the template looks in terms of layout and formatting in Excel. Also, these templates are completely customizable, i.e., we can change them as per our requirements. After deciding which template to use, we can click on that template. Then click on the ‘Create’ button to the right of the template’s preview. Now, we can edit the template as per our needs: As we can see in the above screenshot, most templates have “Company/Company Name” written on the top. We can replace this with the company’s actual name by double-clicking on the cell text and replacing it as below. For example, we create the invoice for a merchandise sales store named ‘Trendy Diva.’ We have changed the “Company Name” to “Trendy Diva” in the invoice. In the upper left, along with the company name, we can add a personalized company logo by pasting the logo there. The business firm or store follows that, and then the contact information of the client/customer. Along with the client’s contact information, there is an “Invoice Number” and “Invoice Date” on the right, as illustrated below. After that, there is a line-by-line description of the money owed and the price and quantity of items or rate and number of services. If there is a discount, it is usually entered in a separate column or mentioned along with the total and subtracted afterward. For instance, in our “Trendy Diva” invoice, a merchandise store. Two dresses (1 Gown and 1 Long Maxi Dress) are purchased. Finally, the total of all the items or services purchased and any applicable taxes. It is also mentioned if there is any due amount (referred to at the top of some of the invoices). We can apply the tax rate. Here, we can see that the sales tax is automatically calculated. We can enter that amount in the “Other” column if any other amount is charged. Finally, the total amount is automatically calculated in the “Total” cell. After all the changes have been made in the selected blank invoice template as per the user’s requirements, we must save it by clicking on “File” -> “Save As in ExcelSave As In ExcelSave as is located in the worksheet’s file tab. It can be accessed from the quick access toolbar or by pressing F12 and choosing “save as,” or CTRL + S, which opens the save as dialogue box to save the file.read more.” Then, we need to enter a save location and the name of the invoice to be saved. Then, click on “Save.” It will save the customized invoice template in the mentioned save location.

We can see in the above screenshot that there are some ready-to-use templates for an invoice. We need not open each template before selection. Instead, if we click on a template, its preview appears, which will give us an idea of how the template looks in terms of layout and formatting in Excel. Also, these templates are completely customizable, i.e., we can change them as per our requirements.

  • Billing Invoice TemplateBilling Invoice TemplateAny sales transaction between a buyer and a seller necessitates the use of a billing invoice template. The buyer receives it from the seller and it includes all of the information about the seller and buyer companies, as well as the date and invoice number.read more

  • Simple Invoice TemplateService Invoice templateService Invoice TemplateService invoice templates are a great option for companies that are engaged in providing professional or/and nonprofessional services. It is one of the most simple, user-friendly, and efficient ways for service provider companies to invoice their clients. read moreBlue Invoice TemplatePackaging Slip Template, etc.

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