Collaborate on Invoice Generator Excel for Finance with Ease Using airSlate SignNow

Invoice generator excel for Finance

hey guys and welcome to the invoice template  this is going to be a super fast one and it's   super easy to use i promise you now we've all  written an invoice at some point in our lives   and i want to show you how you can easily do this  with excel and also automate it to a very large   extent so let's have a look at the data now we're  using three support sheets this time and just one   analysis sheet which is going to be our invoice so  let's start off with the first sheet which is the   own company data in here we track all relevant  information about our company what's our name   where are we located what's our phone number and  email address and what is the vat that we charge   this is very important for the calculation later  we can also bring in some payment details now   this is of course again very dependent on your  geography in europe we would be using the iban   but in the us this is not so common right  so make some adjustments here as you see fit   then at the same time what you may have are  discounts that you grant to your customers   you can essentially maintain them right here  but if you do not have any discounts don't   worry about it just leave them as they are so  next sheet is going to be the product portfolio   in here we have some generic products that we  charge that we sell and we have the net price   excluding v80 make sure you maintain this  information every single time because this   will later translate into drop down lists and the  net price will of course also come automatically   to the invoice later on step will be the customer  data here consider this as a customer database you   bring in the customer name if you have any contact  person whether located city state zip code country   phone email address basically everything you need  to know about your customers right just bring   them in here and you will see later on that these  also translate into the different drop-down lists   so now that we have looked at the three support  sheets let's look at the actual analysis   it's right here in the invoice so  our company is called invoice design   and we're sending an invoice to  customer c yeah lauren fisher   our company details essentially stay the same the  date right here is set to today but of course you   can change this as you see fit and then what you  can do is you change the quantity of a product   and you basically just define how many times  you've sold it the price per unit this is going   to be the net price excluding vt will adjust  automatically because it's just a formula   a vlookup referring to the product that you've  defined it's going to give you the total price if   i change the quantity here the price is of course  going to change and in the end i'm left with a   subtotal right here i have v80 coming on top 12  percent again this is what we've defined in the   support sheet own company data and we have the  possibility to apply a discount if we wanted to   then in the end we have our grand total that we  are actually asking our customer to pay this again   is just the formula so we're first deducting the  discounts and then we're putting the vat on top   down here we've specified the payment  details now they're coming from us   right this is again just all on their own company  data and you have a selection for the payment   due in now this is not so much a selection  because i know that this varies every single time   i can suggest you one thing either you change it  manually every time you do it or alternatively   you bring in an additional column on your  customer data right here let's say you bring   that in right here say payment terms let's say  60 30 40. i'm also gonna make this a bit nicer   instead of saying just the numbers it should  show me days afterwards so now what i can do   is i can bring in a formula saying  vlookup look up for this customer on my customer data sheet ninth column false   and then this is going to bring me of  course now i need to change this guy as well this is going to bring me the payment terms for  that particular customer now if i were to change   the customer right here with the drop down list  this will adjust you can decide as you wish right   i mean you can use a formula you can leave  it manually because i know that sometimes   depending on the business you you're  in those payment terms may also change   so this is entirely up to you but i've  shown you how you can easily change it   and i hope that with that you can easily create  your invoices by the way if you decide to print   this this is going to be print be printed out in  the perfect format because i've set the print area   such that it only copies the selected part right  here so go ahead and write out these invoices