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
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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
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,
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
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
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!
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.
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!
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
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
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
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
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.
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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?
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?
Tax Deposit Information For the date range, provides taxable earnings totals, Federal 941, 940 and State tax deposit information.
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The level of manual tasks, duplication and non-value added activities in the payroll process often prevent staff from providing the reports that management require on a timely basis.
The best practice for providing management information that is timely, useful and relevant is automating, simplifying and standardising as many processes and tasks as possible, to eliminate unnecessary complexity and inconsistencies. This will reduce opportunities for error or fraud and make it easier to track the quantity and quality of information flowing to payroll.
A holistic approach that considers factors across all business dimensions, including strategy, structure, people, process and technology, creates reporting that is highly sustainable and scalable.
If you do not feel confident in your reporting capabilities or would like to improve your reports, technology could be a valuable ally providing master data that is clean, up to date and which can be relied upon.
Employee Advance Summary For the date range lists Advances paid and repaid with beginning and ending balances, one line per employee.
Employee Payroll Summary Lists for the date range Gross Pay, Total Withholdings, Credits, Reimbursements, Advances and Checks Total, one employee per line.
Payroll Journal Summary.
Payroll Journal Summary For the date range selected provides posting debit and credit totals for the Accounting sections Assets, Liabilities, Revenue and Expenses, with totals by General Ledger account number within each section.
Tax Liability Summary.
Form 941 Information For the date range selected, provides total Federal and State taxable wages, EIC credits, and other tax deposit information relevant to the 941 report.