You must be connected to the Internet in order to search for templates.

To edit text on the Excel document, double-click the text item, then remove the text item or replace it with your own.

For example, some invoice templates will require you to enter an hourly rate or a fixed charge. Most invoice templates use formulas to combine your entered hourly and the number of hours worked in the “Final Total” box.

You must be connected to the Internet in order to search for templates.

To edit text on the Excel document, double-click the text item, then remove the text item or replace it with your own.

For example, some invoice templates will require you to enter an hourly rate or a fixed charge. Most invoice templates use formulas to combine your entered hourly and the number of hours worked in the “Final Total” box.

On Mac, skip this step if Excel opens to a blank document.

Company name - The name of the company to whom the invoice funds will be allocated. Descriptor - The word “Invoice” or a description of the type of invoice it is, such as “Price Quote” if you’re quoting a price for your services to a client instead of billing for them. Date - The date on which you’re writing the invoice. Number - The invoice number. You can either use a global numbering system for all your clients or individual numbering for each client. If you choose to number for each client, you can include the client name or a form of it in the invoice number, such as “Westwood1. "

Your contact information should include your name, your company’s address, a phone number, and an email address. Your client’s information should include the company name, the name of the accounts payable person, and the client address. You can also include the client’s phone and email address.

For example: if you have $13 of work in cell B3 and $27 of work in B4, you might put the formula =SUM(B3,B4) in cell B5 to display $40 in that cell. If you used an hourly rate (e. g. , $30) in cell B3 and a number of hours (e. g. , 3) in B4, you would instead write =SUM(B3*B4) in cell B5.

You may also want to include a memo at the bottom of the invoice covering accepted methods of payment, general information, or a thank-you to your customer for shopping with you.

Windows - Click File in the upper-left side of the page, click Save As, double-click a save location, enter your invoice’s name, and click Save. Mac - Click the File menu item, click Save As, enter a name for your invoice, and click Save.