It is now common knowledge that Excel is the easiest to use of all the word-processing programs. In this article we will discuss some basic tips on how to use an Editable Invoice Template in Excel.
Invoices need to be properly formatted so that they are easy to read well. The easiest way to do this is to get a paper template from the internet and print it out for use in Excel. You can also make your own if you like but it is usually easier to get one from the internet.
When you do this, you are going to want to go to the sheet named “Invoice”. This is where you will input your work order information. Just make sure to include your name, number, date, and a good description about what your order is for. You should also include any other info you may think is necessary to make sure your customer sees everything that you need them to know.
After you input all the necessary information you will want to press the “Insert” button and choose “Make Entry” for the first field and “Edit Order” for the second field. When you have done this you will then want to press the “OK” button.
When you are finished entering your information, you will want to click the “Submit” button. If you can see the tab of “Editable” then you are ready to save your invoice as an E-mail attachment. If you do not see this you should press the “Ctrl” button on your keyboard. This should bring up the tab for “Editable Invoice”.
Next you will want to paste the template into your document. You will want to use a template editor to make sure that you have the perfect formatting before you save it. If you don’t do this then you will probably wind up with a lot of mistakes because it will be difficult to copy paste the template.
If you want to make sure that you have all of the information included when the customer does their order, then you will want to add the item to the “Quantity” field. You will want to make sure to adjust the amount that is entered so that it is large enough for the item you are sending.
Finally you will want to save the invoice with the “OK” button. This will go back to the main spreadsheet that you were editing and allow you to continue editing your invoice as many times as you want until you are satisfied with the information.