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Make invoice in excel for Marketing

[Music] welcome to this video I'm going to show you how to make an invoice template using Microsoft Excel to start off with let's go to file print and then go back to your homepage and you'll get these lines appear that show the outline array for paper makes it a bit easier when creating a template first of all we're going to put the address on our template go to R 9 B to D we merge those squares those cells then drag down to row 12 if we put an address in here it will fit perfectly in a window envelope if you're not using window envelopes then it's a good placement address anyway you'll notice the address is coming out in the middle at the moment if we just align that by clicking align text left and we can fill out the rest of the address this is just a address I'm put it in so put in your address you have four lines there we go so next up we're going to put a logo on if you have headed paper you won't need to do this bit but if you don't use headed paper go to insert picture and find your logo okay so I've added the logo use the corners to resize the image and place it where you want tradition normally to have the the logo in the top right corner like so and there's a good preview of the invo voice so far so let's put some information on this template the date is a good place to start so I'm just put in date you also can put in account number if you have account numbers or account references for customers next up we're going to put in what the document is which is an invoice and we're going to make it stand out a bit make it nice and clear so we can put it in bold so put invoice obviously if you're going to do a credit note just use the same template but change the invoice to credit notes I put it in bold and underlined it then over here we can put the the value of the services or products we're providing if we put bold and underline we can put a pound sign in and we can align that to show in the middle and you'll see I've made it symmetrical to the invoice title we have a column either side of our page down the bottom here we could put a total so total of the invoice right click format sales takes a little while to load up on my computer you go to border click the Border you want and we create a nice box for our total to go in now next to this box we can write total we'll merge those two boxes together just make things look a bit smarter and more presentable so you can put total or total due that might be more appropriate it's up to you I make it bold so once again it stands out you may want to make the actual numerical total in Bol to so all this space is for the details of the invoices the products or Services we're providing so if we just merge that row there and we can drag down to the bottom gives us a number of lines in which we can write the services or products we are providing don't forget to align everything to the left so this is an example of what could go in these lines here so bookkeeping services March 2013 V8 return quarter end April 2013 and then perhaps some sort of miscellaneous charge these are just an example of what you could put on this invoice now this total du we might well have it add up automatically so equals sum suum Open Bracket then drag all the boxes the values could go in close the bracket enter and that total add up automatically now for us each time we create a new invoice so 25 $25 what whatever vat return £3 35 you'll see the total is adding up automatically for us because of that equation £5 now to make these show as monetary values right click format sales number go to a counting two decimal places let's click none for the pound sign to show cuz we have that as the title above so there we go so Pence shows now you may want to show the pound sign if you do just change the symbol like so but you may just want to have it as none it's up to you let's take that sign off that symbol off so it's looking good you want to put an invoice number in let's put that here you can put it anywhere you want obviously make your invoice as you like so let's merge and let's align to the right this time so it's symmetrical to the date and account number opposite so invoice number you could put it down here if you like under the account reference now down the bottom here we might want to put out a terms in um I always like putting this in thank you for your custom putting some sort of message in there you could put follow us on Twitter or whatever you want let's make that bold so it stands out thank you for your custom and then down the bottom we can put in our payment terms if you have headed paper this might already be on there so just leave it blank um I can imagine the majority of you smaller businesses don't have headed paper so let's put payment terms or 30 days from date of invoice let's change that to 14 days put in your let's underline that make it stand out a bit or make it bold okay so account number put your bank details in put in a sort code then you just random number and put it in could put it in an address for checkt to be sent to posted to once again if you have headed paper your address may already be on there so you won't have to put this in very good just put in a post code so the templates really coming together now looks like an invoice you can move that to the side if you want to instead of the center down the bottom here we could put in some membership body logos let's bring that up a bit so insert picture find the logos so like a sage logo you may want to put in a Facebook logo follow us on Facebook or or whatever so there we have it there's your template save it and then just use it over and over again for your customers obviously each time you're going to need to change these boxes here for each new invoice but the template is there makes life a lot easier for you if you're using headed paper obviously you won't need the logo you probably won't need these and then maybe some other items on here you need to take off thank you for watching if you need any help at all with creating an invoice get in touch if you have any questions please get in touch thank you