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How to Create an Invoice Template in Excel!

3530 ratings | 795067 views
In this session, we’ve explained in easy STEP by STEP details about how to create an Invoice Template by just using some basic sum function and lookup feature without VBA in just few minutes. After this video, not only it will be easier for you to create such basic templates, but also you can get the print outs of this template at a single click. This template is very useful for beginners, startups businesses and individuals as it helps in managing and organizing all your finances into one place. We’ve used the following features to create this tutorial. 1. Border Alignments & Formatting 2. SUM function 3. VLOOKUP with IFERROR function 4. Cross Across Selection 5. Page Setup & Print Preview 6. Excel to PDF 7. CONCATENATE function to combine normal text and text from cell reference Visit us for daily dose of Excel Tips & Tricks at http://www.exceltip.com/ In case of any simple or complicated "Excel" query, you can ask to our experts for instant solution at http://www.excelforum.com/
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Text Comments (204)
Chitra Sharma (11 days ago)
Sir ye blank sheet kaise laye ho is m.excel me
prashant patel (1 month ago)
Very Nice Video. It is good to have excel based Invoicing but I have found the best billing software which can make the task of making the beautiful invoice in very short time https://www.softwaresuggest.com/billing-invoicing-software
Slonisko Me (1 month ago)
Thanks. However I prefer an e-invoising. The service I use now has everything I need, and it is Free! Have a look: https://bilderlings.com/invoicing.html
Ali Shahbaz (2 months ago)
Thanks man this video help me to make a excel template....
Div Jangid (2 months ago)
Nice video. But I am thinking that there are lot of invoice software available in the market so, why can't we use them. I am using a invoicing software which handle all these stuff easily without giving stress. You can try at https://bit.ly/2lPIjEP
webb wesley (2 months ago)
Great job explaining, thank you for doing this tutorial and taking the time to give us this information for free. Cheers
Shubham Kumar (3 months ago)
Can you provide this source xls file? IT will be a great help.
kalpesh varchand (3 months ago)
May I get download link of this template?
Aman Pannu (3 months ago)
You saved my life with this video!!!!! I can’t thank you enough for how helpful this was. My excel class is so much easier now!
Karim Mahmoud (4 months ago)
very helpful , Thank you!
Amitaz Ram (5 months ago)
Thanks it really working for me keep the good work going
Rashmi Rash (5 months ago)
Thank you so so much sir...your video helped me a lot👍👍👍👍👍👍 ...I need your rest of upcoming video so done with subscrib....😊
Miguel Bruguera (6 months ago)
fake
Elnos Gomez (6 months ago)
Hello,For this Invoice template, is there a way to make the invoice number continues. Meaning that every time you open the template the program assigns an invoice number continuing from the last time you created an invoice. Thanks,
Abzal Mohammed Harihar (6 months ago)
It's awesome
Can I print this invoice?
Jaskirat Singh (6 months ago)
You did amazing job in this video.. keep up the good work
Nicolas Bandong (6 months ago)
thanks very much i learned a lot
Joseph Ghory (7 months ago)
Kindly sir invoice mai kis trah hum edit krenge suppose humne 1,2,3,4,5 alag alag invoice generate kia hai lekin mujhe 2 no. invoice mai changes krni hai ya modify krna hai vo kese krenge please vo video daal dijiye ya aapke pass aisa koi video hai to uska link bata dijiye aur hum sale invoice ka stock automatic less ho jaye ye bhi video bana dijye
JUNAID AAMIR KHAN (7 months ago)
Thank you so much for this lesson, i have to ask something that in product description, how to search the product as we have almost 2000 products. i made the invoice and working perfectly but i have to select the product so its taking time , if you can give me idea how to search will be great help
Bhagya lakshmi (8 months ago)
Thank you.
Wendy Regis (8 months ago)
you have a new subscriber, thanks!
jpbida (8 months ago)
Nice tutorial! I like sending invoices through my bank account at www.azlo.com. It's free, easy, and the money just goes right into my bank.
beeo jalore (8 months ago)
lajavab vidio
Sherrie V (8 months ago)
I just want to say a BIG BIG BIGTHANK YOU to you Sir! You literally saved me so much stress and hassle. You made everything so simple and the only thing you forgot to mention were to add the necessary brackets or comas but other than that This video is BRILLIANT, especially for new business owners who want to use excel for their invoicing. Truly recommend this video. Great breakdown on the formulas too, thank you a tonne!
Jason Thompson (8 months ago)
This is an excellent tutorial. I will subscribe to you even though I don't often need these. Thank you!
Phantom Sed (9 months ago)
thank you very much that was very informative plz if you could do explanation about filling export papers
J Wiz (9 months ago)
How do you get it blank?
Kishore Rao (9 months ago)
Hi if I want have daily report how much I have sell and all that ...
majda hadifi (9 months ago)
Hey, Aliphia invoicing offers several types of reports showing sales made during a specified period. The reports also include the percentage of sales from different clients. You can know at any time the effectiveness of a new product and the number of sales. https://aliphia.com/en/features/reports/
Samir agarwal (10 months ago)
Thank you for such a knowledgeable video Teenagers can learn a lot from your videos
Kaylene Tangiora (10 months ago)
Thanks so much! my excel is old and I got lost in how to have my products automatically saved so I can use the drop down bar and it selects my products for me. I don't have the same layout in my excel as you but I love my invoice template and will copy and paste my products from my product details. Thanks for sharing these tips guys!
LUKHO TLOKOTSI Poopedi (10 months ago)
if your getting the "#VALUE!" try this: =Vlookup( click on cell C20 then click the comma button on your keyboard. go to the products sheet and select cells from top left to bottom right like he is doing on the video then press the F4 key on your keyboard (to make absolute reference) press 2 on your keyboard and press comma and 0 on your keyboard and close the vlookup by pressing ) on your keyboard then press enter
James Samplawski (10 months ago)
This was a great video. Thank you!
Activate Electrical (10 months ago)
Hi, really great video. Im attempting to utilise your lesson to design a purchase order form, to help me calculate the cost of materials required for each electrical job. I have just over 600 material items to choose, depending on whats required, eg cable too differing light fittings. (sorry to ramble). what I would also like to do is to be able to type / search into each dropdown box so as to speed up selecting the required material description. Can you help? Kind Regards James
Boetta Sparx (10 months ago)
Halo sir, i am using excel 2016. 1. getting to the Data Validation box is a problem. 2. the Vlookup to get the code results in "#Value!" What should i do? I need help!!! Anyone??
Boetta Sparx (10 months ago)
Hi Lukho, i exactly did that that and still having the same results. will look for other ways to get pass that. Thanks!!
LUKHO TLOKOTSI Poopedi (10 months ago)
Hi Ivan let me try to help you: 1. first look on the address bar for Data tab press it and look for Data Validation( it should be on the right hand side) then click the drop down arrow 2. do this: =Vlookup( click on cell C20 then click the comma button on your keyboard. go to the products sheet and select cells from top left to bottom right like he is doing on the video then press the F4 key on your keyboard (to make absolute reference) press 2 on your keyboard and press comma and 0 on your keyboard and close the vlookup by pressing ) on your keyboard then press enter
Suzita (10 months ago)
I worked for a Company called Computacentre as a Switchboard Operator. And had to use excel spreadsheet . I also worked for three International Companies
Samir Khan (10 months ago)
Hi, Can you make a business quotation to different client
Werewolffy (10 months ago)
Hi can you give me an answer please ?? I’m trying to make the same invoice as you are doing on my excel 2013 but I’m missing some features like the product diteails and I have al the lines and squared is not blank as yours
majda hadifi (9 months ago)
hello, may i recommend using Aliphia invoicing software with ready-to-use templates instead of making it with Excel. the online software offers a free permanent plan https://aliphia.com/en/
abhinav chhabra (10 months ago)
How to create qr code for this invoice in excel
majda hadifi (9 months ago)
You can use Aliphia software which allows you to generate QR codes for each of your products. You can easily download and print them. The software offers a free permanent plan for small businesses and freelancers. https://aliphia.com/en/features/stock-management/
Island_Kermode (11 months ago)
looks like shit... make us a good one.
Pankaj Verma (11 months ago)
this was awesome ...thank you very much sir !
SHAMIL SAFETY (1 year ago)
sir , i need your help . how i contact u? this is my my email id [email protected]
Life Success (1 year ago)
Download and use my software https://drive.google.com/open?id=0BxidlwVsKHnCM25CNElENnlZd2M
Mohd Salman (1 year ago)
sir i am new to use excel for my business is it easy sir compare to quickbooks?
Zeeshan Yasin (1 year ago)
Many thanks
Ankit Kumar (9 months ago)
Hello Everyone, Thanks for your kind words, Please subscribe our brand new Excel tip channel. Where you will get many more new Excel Tips and Tricks. https://www.youtube.com/channel/UCT0uGNH5koT5UpjZAgsjouA
Tori Das (1 year ago)
Thanks for this video.Please visit my gig http://www.fiverr.com/s/aae1h6
SUNIL KALE (1 year ago)
THANKS SIR , YOU EXPLAINED IN A GOOD WAY BUT I THINK THAT DATA VALIDATION FUNCTION NOT BETTER TO USE IN THAT INVOICE CREATION , INSTEAD THAT COPY AND PASTE WAS SIMPLE METHOD ....
ashish kukde (1 year ago)
please explain the item code coloum use the vlookup formula
Payel Samanta (1 year ago)
Excellent video..very clearly and simply explained...
Simmi Anand (1 year ago)
i want to put details from invoice yo excel. kindly show that.
Rasika Asanka (1 year ago)
pls ,send me how to crate save butte .
Inox Guru (1 year ago)
In 2007 how to get first blank page???
pathum fonseka (1 year ago)
sir can you give a link to download your invoice templete please.
Travel Team (1 year ago)
please send your email address to contact you.. THANK YOU
G4SHIE (1 year ago)
fucked up accent
RAJESH DODIA (1 year ago)
how did u get the excel sheet blank??
Jeanette Spencer (1 year ago)
Hello, this was really helpful. Thank you.
prasath m (1 year ago)
very useful information
Mangesh Khanapure (1 year ago)
hi sir nice vdo. can u update how to change bill no automatically and if I use this bill formate how to maintain stock.
Pierre-Henri OUTTIER (1 year ago)
You can also use apps, which will make your life so much easier. I am personally using the Albert invoicing app, and it literally takes me 2 mins to send my invoices, and it is free :-)
sahin Sarker (8 days ago)
Sir can you tell me such kind of app names by use I can make easily shipping documents.
Sneh Patel (1 year ago)
Pierre-Henri OUTTIER thank you for this wonderful suggestion. it's an amazing app.
UKIETECH MANAGEMENT (1 year ago)
man, you are best, Thank you.
Suraj Gond (1 year ago)
Hallo here i can see all the exell sheet are not shown like marge and center. kindly explain how can do it???
Sri Murugan Printers (1 year ago)
sir i need help
Dhruv Kapoor (1 year ago)
can you give me this excel template
Akshat Agarwal (1 year ago)
can u please attach this excel file in here. it will be easy then..all I'll have to do is just to download and use..
Prince Ali (1 year ago)
Sir you are very good sir. Very goodx
Mayur Jariwala (1 year ago)
Thanks for sharing this with us. Well explained.
Sudipta Ghosh (1 year ago)
sir, if my item nos exceeds one page and have to take print of 2 pages, in that case how I will manage???
mary sharlin (1 year ago)
Hi sir, great vedio and easy to understand sir. tnxs a lots sir.
Heather Roy (1 year ago)
Thank you, this was very well demonstrated.
GOD_KRAKEN (1 year ago)
YOU SHOULD save and share this template so it can be diownloaded
Aravindh Chandrasekar (1 year ago)
When the list has a lot of names. It is hard to search for every name by scrolling down the list. Any suggestions to search the list easier.?
Wasim Bari (1 year ago)
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viswa12100 (1 year ago)
Very Nice explanation with clear, Thank u
fdfd (1 year ago)
What is the code of product? How can I get it?
Trishi Sahani (1 year ago)
nice
Muhammad Rauf (1 year ago)
very nice
soo good man thanks
Kim Melicor (1 year ago)
complicated
Kim Melicor (1 year ago)
( 5:10 ) whenever I try to indent it to the right,, excel will automatically put it to left. So confffuuse
Rohit Sharma (11 months ago)
you can create online invoice for FREE without sign in. https://www.youtube.com/watch?v=wQO0Dgc19dM www.fasterinvoice.com
Bibas Sapkota (1 year ago)
why the same function is done in my laptop ??? why only shown #N/A ????
AR YAN (1 year ago)
NOT BAD (y)
Shankar Koorella (1 year ago)
Thank you
mathson enterprises (1 year ago)
how do you make invoice template blank
Neeraj Bang (1 year ago)
quite helpful
Jaipdehtam Jaipdehtam (1 year ago)
How to enter the same code item or item in all row with different quantity? i've tried to entered only one item in every row, but the price come only in the first row the rest didn't come..
Md Mamun Miah (1 year ago)
Thank you so much for this lesson
mahesh karthi (1 year ago)
i am unable to do the data validation as you did in excel 2007
Tracy Ben (1 year ago)
do u make them for people
افریدی Afridi (1 year ago)
Very helpfull tutorial. Thanks Mr. Excel Tip
Sandhya Shetty (1 year ago)
Thank you, Sir for explaining it so systematically
Rijil Varghese (1 year ago)
Hello!! I am using Excel 2007 And If I create Data Validation In SHEET 1 , by select the required area Then I go to Sheet2 To select My product It's not Going Out. can you explain how can i get Steet 2 in Source column?
Deen-e-Muhammad PBUH (6 months ago)
I've tried.
GK Satya (1 year ago)
Write manually in Source Column like this =Sheet2 !$B3:B9
Owais Ahmad (1 year ago)
Bro same problem facing
Tanya Tautuaa (1 year ago)
I cant zoom out
Subramaniam M (1 year ago)
The size seems to exceed an A4 sheet, if followed as mentioned in the video
mohit gupta (1 year ago)
how to remove rows/columns lines??? i mean to get blank sheet?
Jason Golembeski (1 year ago)
Thank you Sir for your great tutorial. I need to create invoices where some products require a tax calculation but others do not. I think to do that I would need to create a separate cell with a total taxable amount and then apply the tax rate to that cell. Is there a way to create a "taxable amount cell" using vlookup or other function?
shashnarayan sunkari (1 year ago)
halo sir video is good but my issue is i unable to do data validation one sheet to another one so please kindly help me to resolve this issue , me waiting for your reply.
Deepak Sharma (1 year ago)
SIR DATA VALIDATE NAHI HO RAHA PLS. HELP
like age (1 year ago)
ITS NOT ALOWING TO INVOICE SHEET TO PRODUCT SHEET PLEASE ANY ONE TELL ME HOW TO DO.
like age (1 year ago)
hi any one tell me please i unable to move invoice to product details so please help me ,
Belal Uddin (1 year ago)
Helpfull tutorial. Thanks to creator.

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