Create the Perfect Estimate Bill Format in Excel for Operations to Streamline Your Process

Estimate bill format in excel for Operations

hello and thank you for taking the time to view this video my name is Travis and this is what I sell on eBay which is a invoicing and estimate template for small businesses you can use this for all of your small business invoicing however it does not record an actual copy of the invoice just an invoice number so if you want to retain the copies of the invoices you must print them but here is my ebay user name TJ underscore the corner and there it is right there TJ underscore corner and you'll be able to find this product at that user name and under here the home screen we have five different tabs or buttons that refer to these different tabs down here there's five of them but the one for estimates and invoices there's no button it's just a number tab for generating invoice and estimate numbers for you so well if we could click on each of these it'll take you to the different tabs products and services see the products and services tab highlighted returned home the same with customers customer tab highlighted returned home an estimate same thing and an invoice within here we will set up our company information call us a sample company and our street address can be 102 3 I'm sorry 1 2 3 example and then let's say we use Atlanta Georgia and then right here I'm sorry let's go ahead and enter a zip code not trip that's Atlanta zip code or not I doubt it I just guess I did it and we can say thank you for your business this message in this box will will appear at the bottom of all estimates and invoices and let's say you wanted to start with a number 1000 on each of these four digit numbers are pretty good to go with go back to the home screen and go to our products and services let's say we got a product and we'll call a nice product and our description could be a really good product let's say we sell that for $75 a piece 25 enter go to return home down here under your customers tab will say loyal customer as our example the billing address 4 5 6 Washington Avenue and we'll say Seattle a wiki just stick with Georgia Sun says swab it's just generally have business in the same towns of the ring one two three four five shipping addresses a different 179 Washington Avenue and let's say I know what the sales tax and Atlanta is would say if it was seven percent seven enter this would be the sales tax that you charge this customer that you find up forwarding to your state return home now we're going to go ahead and give an estimate to that one customer we created and here is a sample company that we created on the company information to have my setup company in and the company information to having that little message here and then we can go to Bill to there should be a drop down loyal customer all this fills and I loved you to type it in here because sometimes it can be it can vary the name can vary and your shipping address for your bill to customer all the time so I left you to type it in and then you can just change it on the record if you wanted to print in here the address - along with the name and then we will go to our items a nice product and then the description automatically populates and we could I say rush delivery add additional description down here let's say they want two of them to the unit price an excited price both populate 75 per unit times two was hundred fifty dollars sales tax we want to say hey let me show you something first down here sales tax is zero but when we say yes come down here now adds the 7% of one hundred fifty dollars which is $10.50 and then you can go over to here and override the unit price let's say you give a customer a special discount right here might be 65 or 75 dollars rather but let's say you wanted to charge them only 65 per unit so here's the override unit price $65 entering now they make them 65 a piece over here and here's the extended price for 65 times 2 is honor $30 and it should reduce our sales tax down here and over here it will always show your highest last estimate number recorded because we selected thousand to begin with which is why it showed a negative one what before we entered any number on the estimate number tab so here we go I should have entered the date but let's say we use today's date that I created this 831 of fifteen let's say they got a pl number of five four three two one and in case you ever forget the enter the sales tax for a customer you can always use this down here even if he never entered it on the company and from a customer information to have let's say if it was only five percent right well enter we'll go back down it decreased it from from nine dollars and ten cents to six hours of fifty cents but let's say we entered it correctly so we'll go ahead and delete that takes it back up to nine ten and our estimate total back up to $139.90 now make this a little smaller here to retain a copy you must print or save as a PDF prior to clearing save as a PDF or print go to file save as a PDF and go to save as select your appropriate folder or folders we go down here you want to save as a PDF type in your file name but we're gonna cancel on that for this purpose and then or you can just print a copy when you print it it will not display this override to column this column does that print it replaces the unit price in column D so the sales tax override column does not sell does that print as well so if you click record it will remain up there as it is but it will go to the next number so be careful you don't know do not click this two times otherwise you'd be going to the estimate an invoice number tab and deleting the last number so we can go to record and see this next number generate this is the last number recorded so you will want to print your invoice before you it record or I'm sorry your estimate before you get record and then to clear it up this estimate number will stay the same we can go to make this smaller here so we can see it all in one shot clear there we go it's there we go now we've got a blank one just our company information up here and you're ready to start your next estimate but if we go back to our home screen go to create invoice it's the same process say we got a date today Zeta Guinea 31 2015 look I gotta lock this protective sheet pío number six four four six five four bill it to loyal customer our item a nice product let me say rush delivery quantity of two we gave an override a $65 that was yes on the sales tax I go to record invoice and a way to know you recorded these estimates and invoices is that this number will appear blank up here after you click record so before you click record you might want to print this and then or if you click clear you could I'm sorry if you click record invoice you can go you can go back and re enter the date but if you go back to print this is a preview of what will print just one page you down here and it ends at the sales tax column it does not have that any of that override or those buttons or any of that other stuff from over here in the printing area we can go to clear our invoice it's clearing it's clear not ok back to our home screen that wraps up the estimate and invoicing tool this does not retain any copy whatsoever of the estimates and invoices it's just read a bit better print off and sending your customer so you might want to print two copies up to to be able to send one of the mail to your customer as well as retain a copy for yourself and here we go again once again under the name TJ corner on eBay is where this item can be found thank you for taking the time to view this and if you find this hope you find it uh helpful product that you're using thank you