
#Free invoice template microsoft how to
To learn more about all of the information you need to include in your invoice, head over to our guide on how to make an invoice.Īfter you’ve double-checked all of the sections, and added any missing pieces, it’s time to start personalizing the template. Itemized list of products and services with a brief description.Step 2: Edit and Customize the Excel Invoice Templateīefore you start editing and customizing the template, make sure it fits your needs and involves all of the appropriate elements of an invoice. To pick the template, either double-click on it or click on it once and press the Choose button at the bottom of the page. Check out their preview, and scroll down the list until you’ve found the right template for your business. A list of invoice templates should appear. In the gallery, use the search bar at the top right of the page to type the word “invoice”. From there, click on New from Template to find the Excel Workbook Gallery. Here’s the step-by-step guide on how to make an invoice from an Excel template: Step 1: Search and Select an Invoice TemplateĪfter you’ve launched and opened Microsoft Excel on your PC, look for the File menu at the top left of the page.

Also, the design can be easily personalized with your brand colors, logo, and preferred font.

Templates usually come with premade instructions that guide you through what each section of the document needs to include. How to Make an Invoice from an Excel TemplateĬreating an invoice in Excel from a template is a pretty simple and straightforward process.
#Free invoice template microsoft software
