Download the Proforma Invoice Format in Excel for Operations Effortlessly

Proforma invoice format in excel download for Operations

I'll be teaching you how to create your own simple invoice in Excel let's get started now when you open up your Excel this is your blank sheet you click it and you have this workspace you now come here where you have this page layout here you click it and it to change to this now let's pick three columns and five rows three 5 1 2 3 4 five rows then let's match this together now this place we're going to put in our logo now we can match this also let's match this and then we write Pro from invoice okay so let's do some editing here pick up a font let's increase the font size Stick it to the middle all right that's fine we can even give it the color let's change this to White to pop it out properly all right then let's select let's insert and a logo let's just pick any random image from our downloads just pick something random okay we can go with this let's go with this part lock all right let's reduce this so that we can view it and then reduce the size of this reduce it properly bring it in here reduce it again to fit in okay I think that's fine so we can add up our page yeah this is good all right so let's give this a border it all border this two let's give it all border so let's leave one space then let's type company name name Street sorry street address let say phone then let's ifate email address and let's say website if you have any okay and let's come to this other site and then we say date let's say invoice number and let's say du date okay so this we can match this this way let's match it this two let's match can match this match this two match this even these two all right image all right so now select everything here and then let's use our justification here align left that's fine this two we select align left so this we can just Bolden this then italicize it and then let's give it from here let's give it a line this one to line all right that's beautiful so let's go down give it another line here and then we say Bill two then we type in recipient recipient name okay and we say company name let's create a space here then we say state address then we say phone then email email all right so then let's come back here too then we can see shop let's say Shop number let's go down and say second name is almost the same information that we have here so we can just pick this copy this then bring it here and paste now this we can match everything here all right these two we can match this we can also match this we can match this match everything here let's match this two can match this this two let's match this you can match this let's MCH this and let's do the same left Al line left Al line these two give it the same color with the other one can change font a big deal that's fine give it a white text color that's beautiful all right so these two you can give it the same concept and let's give it some lines too let's border it all right that's good so now with this we can now start creating something very unique a serial number say description so with our description we can match this we have quantity all right so here we have quantity we have unit sorry and then we have amount all right so this let's give it a different color can give it a red color then the white description that's good let's reduce this a bit so that we can create more room for other information here all right that's beautiful so now we go down let's reduce this page size properly we see what we are doing now we can create something like this down this part let's give it a border all right so we can match this together let's match this MCH now the part you are Ming is that part of the description so I have enough space to write what you want to write inside or even to type in there so let's create let's match all these CS together smch them now don't forget you can do a lot of things using Exel now let's match MCH all these stops together now you see it's looking more unique all right Merch this also we match this we mer this that's beautiful let's take it down you can view what we're into now we have room for our total so we say sub total and we have price unit we have V that is your taxes then we have uh no sorry let's call this discount we have V then we have grand total let's use G then total all right so this we bold in this to bold in this create outline for it so let's match two CES here then we can now write thank you for your business an exclamation so let's align this also change this we need something B old and thick they can easily see no let's not use a field let's use a red color for it Bolding it a bit now here you can write prepared by and let's come down here and say authorized bar all right so this you can match together match this smch this take it down all right this here you can create where name can be written voila this is a beautiful piece now you are done designing your invoice so let's select everything and then try to print and then see what we have achieved so let's select it all the way from here select it down contr p now this is it this is your performa invoice thank you guys for watching see you again in the next class thank you