Create a Billing Statement in Excel for Engineering with Ease

Billing statement in excel for Engineering

okay in this video I'm going to show how to create a billing statement using the templates that are available in Microsoft Excel 2007 and later by to do so I'm going to go to menu new on the left of the new workbook window you have installed templates select that click billing statements and then create now we have a lot of generic information on here and it's very simple to modify all we have to do on your company name let's just type in your company name type in a street address I'm gonna delete address 2 under city and say I'm going to move that up to line 3 and I'm just gonna put city Texas and that's just to a throwing a zip code there the top again is your information so you would want to change this to your own phone number same thing as fax and your email address and you're all set up for your building statement template now I'm not gonna modify anything down here yet because this information will be information that you'll be changing and entering in data as you revisit and reenter your building statement template so I'm gonna go on and say this to my harddrive menu save and I actually already have a folder setup for this Alex documents and I put building statement and I had a file here already earlier the only same a template I'm gonna let's just pretend that that wasn't there would be of your folder is empty I'm gonna name it building statement template and for I'm just gonna rename the file to Alex's company and in parentheses clean that way to know that this is the clean file and it's gonna be completely blank so I'm gonna close this out because I want to show you so if you were to go to menu new and you selected to templates and sled to the billing statement you wouldn't get the same template that you just created because this is just a blank generic template that's installed within Microsoft Excel so since we saved it to the computer all that to do is go to menu open or if you have recent documents enabled it would be here currently mine is disabled so we go to menu open and in the folder Alex documents billing statement we have the file right here and we can hit enter so that concludes this portion of the video in the next video I'm going to show how we can open this up enter in some data and then create some invoices right here I will also be showing in the next video how we can modify this table to change the format because looking at this table right here you can put in a date a service type and the invoice number a description and amount payment and balances now I would like to show how we can modify this so that you can put it in a mountain right here a quantity right here and a grand total right here that way you could modify this to your I guess if you wanted to create a billing statement or some kind of invoice history thank you for watching this video