How To Create An Invoice Template In Excel The 10 Steps Needed For Putting How To Create An Invoice Template In Excel Into Action

November 26, 2018

An accounts payable spreadsheet is as basic to your business as your acquirement sources. It specifies who you owe money to, how abundant you owe and back payments are due. One appearance of creating an accounts payable spreadsheet involves inserting cavalcade headings that analyze an invoice’s source, and the dates and amounts associated with the invoice. A formatting appearance makes the accounts payable account accessible to apprehend and add new abstracts to. The best important appearance consists of entering anniversary invoice’s data. Use Microsoft Excel 2010 to abetment you in assuming these tasks quickly.



Create a new workbook, and again blazon or adhesive the afterward cavalcade headings into the spreadsheet. Press “Tab” afterwards entering anniversary heading:

Invoice Source, Account Number, Expense Category, Memo, Date on Invoice, Date Received, Date Due, Date Paid, Amount Due, Amount Paid, Past Due

Select about 10 rows beneath all four Date headings, and again bang the Home tab’s “Number Format” ascendancy to affectation a account of numeric formats. Bang the “Short date” account so that Excel displays your date entries in the abridged architecture of MM/DD/YY.



Select about 10 rows beneath the two Amount headings and the Past Due heading, and again bang the dollar attribute on the Home tab. This activity applies bill formatting to numeric entries in the called cells.

Click the aboriginal corpuscle beneath the Past Due heading, and again access the afterward formula:

= –

Type over the “<>” placeholders with the addresses of the accepted row’s Amount Paid and Amount Due cells. For example, if the aboriginal Past Due corpuscle has the abode N6, your blueprint for that abode is “=L6-M6”.

Select all cavalcade headings, and about 10 rows beneath those headings. Bang the Home tab’s “Format as Table” button to affectation a arcade of table styles. Bang a appearance you want, and again analysis the “Has headers” analysis box in the Architecture chat box that appears. Bang “OK” to administer the appearance you called to the accounts payable cells. The alternating blush arrangement of the appearance enables you to calmly analyze a row from adjacent rows.

Type the abstracts for anniversary of your invoices in the adapted cavalcade of the completed accounts payable table. For example, if the printed date on one of your invoices is “Jan 1, 2013,” Access “1/1/2013” beneath the Date on Balance heading. Blazon the name of the aggregation that beatific the balance beneath the Balance Antecedent heading. Access a class like “Office Equipment” or “Computer Maintenance” beneath the Expense Class heading. Blazon annihilation you appetite to agenda about the accepted balance beneath the Memo branch — for example, access a buzz cardinal or added acquaintance advice printed on the invoice.

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