You can also insert some excel formulas to auto-populate the cells when creating invoices. Step:9 – At the bottom of the page, provide your bank details and other payment modes like UPI bar code, UPI ID, or UPI phone number. Step:8 – Right below the ‘Invoice To’ section, create the ‘Goods or services ’ section to enter data, including name of the product/service, quantity, tax rate, discount, unit, total amount, etc., as per your business requirement. Step:7 – To the right of the ‘Invoice To’ section, create fields like Invoice No., Date, Due Date, Terms, etc. Step:6 – In the next cell, create an ‘ Invoice To ’ field to enter customer details like name, company name, address, email ID and GSTIN/UN. Step:5 – In the next cell, enter your company details, including company name, address, email ID and GSTIN.

Step:4 – Click on the ‘ Header & Footer ’ tab and give the header for the sheet as ‘ Tax Invoice ’.

Step:3 – Upload the company logo in the blank sheet by clicking on ‘ Insert > Picture ’. Step:2 – Remove the gridlines by clicking on the ‘ View’ tab and then unchecking ‘ Gridlines ’ in the ‘ Show ’ section. To create PDFs in earlier versions of Microsoft® Excel you will however need to have a software like Adobe Acrobat® or similar.Steps to Create Invoice Template in MS-Excel If you are using latest version of Microsoft® Excel®, which has built in PDF converter, then you do not need any additional software.

The best way to deal with this task is to convert your invoices to PDF, which you could then send via email to your clients rather than sending paper copies by postal service. You can then upload your own logo in the usual way that you do for the particular version of Microsoft® Excel® that you have in your computer. Just remember to delete the place-holder image which we have inserted into the templates first. Of course, you can also insert your own logo. Some of the settings are optional and some are not, but the important part is that all four invoice templates within the spreadsheet will reflect the changes you select on the settings tab. You can even change the color scheme of your invoice template. For example, you can show or hide your company name or slogan, enter your company details or select the currency symbol relevant to your country out of 4 preset symbols. This is where you can change most of the functionalities of the template. Once you download either of our invoices, you should look for the settings tab. Once you learn how to use one, all other ones become really easy to familiarize with. Before going ahead with the details of how this template works, it is useful to have in mind that the general design is the same as on other invoice templates that you can download from Spreadsheet123.

Microsoft excel bill format