How to Create an Invoice from an Excel Template in Windows

Let us look at how to generate an invoice online using the professional invoice format in Excel on Windows.

1. Launch MS Excel

Firstly, open Microsoft Excel on your Windows platform in order to generate a professional invoice.

2. Get Invoice Templates

Opening an MS Excel, now you can type ‘invoice’ in the search bar and it will give you a list of available invoice templates. To download the Excel invoice template, you need to ensure a stable internet connection.

3. Customize it & Save

Since you can now explore a wide range of invoice templates, pick the one that caters to your business requirements. You can look for sales invoices, service-based invoices, or delivery invoices.

Upon finalizing your pick, you can enter the required details like invoice number, date, due date, outstanding amount, and payment terms.

To save an invoice, follow the steps below:

• Select “File” and then click “Save As.”
• Choose a location where you want to save the File.
• Give your invoice a meaningful name that includes the date, client name, and invoice number.
• Choose the file format for your invoice, such as a PDF file, DOCX, or XPS.

4. Share an Invoice

Now, review an invoice and share it with your clients digitally via online platforms rather than arranging personal meetings.

How to Make an Invoice from an Excel Template on a Mac

Invoicing & billing in Excel sheets on Mac is no different from creating a sample invoice in Excel on Windows. Let’s check it out.

1. Start MS Excel

Unlock your MacBook and start Microsoft Excel, so that you can create a nice-looking invoice without relying on pen and paper.

2. Look for Templates

In the next step, type ‘invoice’ to get invoice templates on your screen. You can pick any one of them that meets your business requirements. Invoice templates need no extra effort as they are pre-designed for businesses and freelancers.

3. Download & Customize

Thereafter, download an invoice template and start customizing it. You can highlight your business logo and fill in the necessary details. Then, add invoice number, due date, and amount along with the payment terms. Plus, describe to whom the invoice belongs. /Once done, save changes right away.

4. Send an Invoice

Verify if everything entered is exactly what you wanted, and then send it to your clients via Email. Also, you can take a printout if required to add a business stamp before sharing the invoice with the client. This will help clients know their financial obligations and encourage them to pay invoices in less time.

How to Create an Invoice in Excel from Scratch?

Since the introduction of an online invoice maker, you barely need a few minutes whenever you want to make a bill in Excel from scratch.

1. Use Online Invoice Maker

Adopt an online invoice maker like Moon Invoice, where you can quickly create an invoice using free invoice templates. You can explore a variety of invoice templates in MS Excel, MS Word, PDF, or Google Docs.

2. Download Ready-made Template in Excel

Now, look for an invoice template in Excel and download it on your device before you start entering the required details. You neither need to format an Excel Sheet nor waste time on manual entries. Once downloaded, you can proceed with the next steps.

3. Fill in Business & Client Information

Next, type your business information such as business name, office address, email address, and phone number. If needed, you can also upload a business logo to enhance your brand visibility. Also, describe the client’s details, such as their full name, contact information, shipping address, and email.

4. Type Invoicing Details

Specify invoice number, the due date, and the outstanding amount, along with taxes or discounts. You can select any one from over 100 currencies. Notably, it calculates the total amount from the moment you enter it, eliminating the need for manual calculations.

5. Add Payment Method

Include online payment methods that your clients prefer. Either you can add a payment link or eWallets to let the client pay conveniently from their home comfort. Moon Invoice currently provides 20+ payment integrations to boost your payment collection process.

6. Save & Share Instantly

Review the details you entered in the invoice template and save your changes. As soon as you save, you can use WhatsApp or Email to share an invoice with your client. The entire process could hardly take a minute or less.

Automate Invoice Management with Moon Invoice

Whether you create an invoice in Excel, Word, or Google Docs, managing and tracking invoices isn’t easy unless you have robust invoicing software. You may take hours discovering an invoice if you still rely on a manual process. But times have changed; now you can get an invoice, estimate, or even a PO in a fraction of a second when using the right automation software.

Designed specifically for growth-oriented businesses, Moon Invoice is your one-stop invoicing solution to manage unlimited invoices & amplify your payment collection. You can check the list of paid and unpaid invoices in the blink of an eye.

Plus, you can turn on automatic payment reminders for some delinquent clients, so you can request payment without losing your focus on other major tasks.

Here are some Moon Invoice features worth trying for your business:

👉Effortless invoice tracking
👉Ready-to-use templates
👉Expense tracker
👉Credit notes
👉Receipt maker
👉Cashless payments
👉Data-driven reports
👉Project management

Conclusion

Creating an invoice in Microsoft Excel is easy, but what’s even easier is getting a ready-to-use template in Excel, where you only need to fill in the details. By doing so, you can save many hours that could be used for other productive tasks. Plus, you don’t require maintaining spreadsheets and a manual bill format.

With cutting-edge invoicing software like Moon Invoice, you can save unlimited invoices on the cloud and track them within seconds. On top of that, you get a free online invoice generator to make accurate invoices in Excel, Word, Google Docs, or PDF format. Grab a 7-day free trial now.

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