Create a Sales Invoice Template Excel for Teams that Simplifies Your Workflow
Move your business forward with the airSlate SignNow eSignature solution
Add your legally binding signature
Integrate via API
Send conditional documents
Share documents via an invite link
Save time with reusable templates
Improve team collaboration
See airSlate SignNow eSignatures in action
airSlate SignNow solutions for better efficiency
Our user reviews speak for themselves
Why choose airSlate SignNow
-
Free 7-day trial. Choose the plan you need and try it risk-free.
-
Honest pricing for full-featured plans. airSlate SignNow offers subscription plans with no overages or hidden fees at renewal.
-
Enterprise-grade security. airSlate SignNow helps you comply with global security standards.
Sales invoice template excel for teams
If you're looking for a seamless way to handle document signing and approvals, airSlate SignNow offers a powerful solution. With features designed for teams, you can streamline your workflow and enhance productivity by utilizing sales invoice templates in Excel. This guide will walk you through the steps to effectively use airSlate SignNow for your document management needs.
Using sales invoice template excel for teams
- Open your web browser and navigate to the airSlate SignNow homepage.
- Create a new account for a free trial or log in to your existing account.
- Select the document you need to sign or wish to share for signing.
- Transform your document into a reusable template if you plan to use it frequently.
- Access your file and make any necessary edits by adding fillable fields and inputting required information.
- Sign the document and include signature fields for any other recipients.
- Click on 'Continue' to configure and send an invitation for eSignature.
airSlate SignNow is designed to empower businesses with a reliable and user-friendly solution for eSigning documents. By providing a rich feature set with a strong return on investment, it stands out as an ideal choice for small and medium-sized businesses as well as mid-market companies.
With transparent pricing and no hidden fees, airSlate SignNow ensures that users can access superior support 24/7. Start transforming your document processes today!
How it works
airSlate SignNow features that users love
Get legally-binding signatures now!
FAQs
-
What is a sales invoice template excel for teams?
A sales invoice template excel for teams is a pre-designed Excel file that allows multiple users to create, customize, and manage invoices efficiently. This template is particularly beneficial for teams, as it enables collaborative editing and ensures consistency in billing practices across the organization. -
How can the sales invoice template excel for teams improve our invoicing process?
The sales invoice template excel for teams can streamline your invoicing process by automating calculations and reducing manual errors. With customizable fields, your team can quickly generate professional invoices, track payments, and manage customer information in one centralized location. -
Is there a cost associated with using the sales invoice template excel for teams?
The sales invoice template excel for teams is included as part of airSlate SignNow’s subscription plans, which are competitively priced to ensure accessibility for businesses of all sizes. By leveraging this template, you enhance your invoicing efficiency, potentially saving costs related to billing errors and administrative overhead. -
What features are included with the sales invoice template excel for teams?
The sales invoice template excel for teams includes features such as customizable fields, automatic calculations, and pre-set formulas to simplify invoice creation. Additionally, airSlate SignNow offers integration with eSignature capabilities, allowing your team to send invoices directly for electronic signing. -
Can the sales invoice template excel for teams be integrated with other tools?
Yes, the sales invoice template excel for teams can be integrated with various accounting and project management software. This compatibility helps teams maintain a seamless workflow, ensuring that all invoices are aligned with your existing business processes and financial systems. -
What are the benefits of using the sales invoice template excel for teams?
Utilizing the sales invoice template excel for teams offers several benefits, including improved accuracy, time savings, and enhanced professionalism in your invoicing. This template promotes collaboration among team members, ensuring that everyone is on the same page regarding billing practices and customer communications. -
How can I customize the sales invoice template excel for teams?
Customizing the sales invoice template excel for teams is straightforward; users can modify fields, add logos, and adjust formulas directly in Excel. This level of customization ensures that your invoices reflect your brand identity while meeting your specific invoicing needs. -
Is training required to use the sales invoice template excel for teams?
No extensive training is required to use the sales invoice template excel for teams, as it is designed to be user-friendly and intuitive. Most team members familiar with Excel should find it easy to acclimate, enabling them to quickly generate invoices and manage billing tasks effectively.
What active users are saying — sales invoice template excel for teams
Related searches to Create a sales invoice template excel for teams that simplifies your workflow
Sales invoice template excel for teams
welcome back to another video about a new free Excel template from nj.com this time we are going to see the sales invoice excel template if you are running a small business where you are selling products to your customers most likely you would have the need to create invoices and send them to your customers about the orders that you receive and fulfilled to your customers so use this free excel template to create professional-looking invoices and you can use this one template to create any number of invoices and then store and manage them very very easily in this video we are going to see the different features of this template and also how you can easily create sales invoices for your small business very very quickly now let's go take a look at the template so this is the settings sheet in our excel template where we have some instructions on how to initially set this up for our small business and also how we can create invoices on an ongoing basis now the business information is where we begin by entering the details about our business and this will be used to populate the invoice later now in the product sheet we will enter the list of our products have already entered about 10 products your basic information such as Product ID or number and then the name of the product description price of the product and then unit of measurement and whether the product is taxable or not if it is not taxable just say no if it is taxable just leave it blank and field where you can enter any information about your product and you can also add more columns to the right as you see the need and there is no limit to it you can add in you can add columns to store more information about your products then we go to the customer sheet where we have the list of our customers specifically the customer ID and then the key here is the customer name which should be unique and then the shipping address billing address contact information and similarly you can add more columns or rename the custom field to store information about your customers and you can add more rows and create more and more customers as you have the need so for now I'm going to just keep these customers and these products and then let's go and see how we can create the invoices the invoice sheet is where we will be customizing how the invoice would look so that it matches our specific small business brand so first we will do is to use the change picture option to change the logo image to choose a logo for your small business and if you don't have one or if you don't want to use one just click it and then delete it it'll go away this is the first step and then we can see whether the customer data here that is displayed is the way you would want the invoice to look for example I have the billing address first and in the shipping address you can easily change this if you would like shipping address first and then the billing address next so this is how easy it is to customize we are not seeing any data yet but the once we start entering the data or for example if I choose my customer here you will see that the shipping address comes at the top and the billing address and and all these contact information and you all these fields are customizable so that you can decide which order you want them to appear or if you don't want something to appear just hit delete nothing happens it will just remove that from display and you'll be able to use the invoice in this form so it's very easy to customize these things now invoice date and payment due dates are the specific dates that you would enter but you can also enter more information by just plain typing in for example order Jade or something like that where whatever information you would want for the on the invoice to be displayed the next section is the product section here is also there is options to customize it for example if I don't want the description here I want the name product name of the product here you could change that in this field this field is also customizable these are not customizable this is something which you would enter the quantity and the discount for the specific product and these things last three are automatically later so the main point here is an invoice sheet we are basically setting it up so that it meets our business needs and if for example in your business that standard tax rate is 10 percent then you would change this to 10 percent and then you know if the if you don't give any discounts then you can just remove these two things so that the discounts don't up here and if you don't have any other charges like shipping charges or something like that then you could remove this as well so that it doesn't appear but if you do have those then you can definitely use these options to set them up so that it's very easy to create you know invoices with those details in the future when you need them we have the notes and if you have a standard note or comment that you want to give to your customer then you can definitely type them in in that notes place and the footer basically will have the contact information for your business now this is the look of the invoice right now and you can definitely modify the formatting if you want a different color background then you can definitely select the cells or select this and then change the font if you want a different font you can definitely customize all those things there is no restriction on all of these and then once you have the invoice sheet looking the way that you would prefer to look then then you go ahead and create copy so I'm going to remove this customer because I don't want this customer to show up on every invoice and so I can go ahead and then I'm going to now create my first invoice and just before this video I had already created one but I'm going to start a new one so that we can see live how this works I'm going to do move or copy and then move to the end create a copy and what I'm going to do is to create a new invoice let's say our invoice is one so I put in one in the invoice number here I would recommend to also name your sheet the same as your invoice number so that you can easily track them or you can say inv underscore one or something like that where it's consistent with the reference to your invoice number so let me just say on so this basically would be my invoice number one and for this specific invoice I can choose my customer automatically appears I'm going to type in my dates here quickly invoice date and then let me say payment due date and then now comes the time to select my products for my invoice and you can choose from this drop-down menu from the list of products that you had entered in the product sheet let's say I want to have these three products and then let's say this is 10 units 5 units 15 units and then I'm giving a discount here of $2 so now it'll become $12 and then if I want this to be a discount of $1 then that reduces these are automatically calculated for us amount before tax you can also customize this to say I want to show amount after tax if that's what you would like to do and let me just do that amount after tax so now amount after tax would show if I want to go back and do that and at the bottom you have the subtotals and then the tax will be automatically calculated you can definitely change the tax at any time in any specific sheet the discount amount can vary from one sheet to sheet so let's say I want to do it as percentage and I'm going to say point zero five this is something you need to keep in mind when you're doing a five percent discount instead of typing five you should actually type point zero five and then that will apply five percent automatically do that let's say this is shipping charges so I'm going to call shipping 15 and then it gets added we get the order total so now we have completed the invoice but it's very quickly now you can go ahead and say file print and you can see how it looks and then you can go ahead and print if that's what you want or you can hit export and export it to PDF if you would like to create a PDF and then send it to your customer my recommendation is that you always create a PDF and then store that PDF in one folder all your invoices one folder when you create PDFs remember to name the PDF also with the invoice number so that it'll be easier for you to search in the future if you need it's always good to save it as PDF because it's a then it's a frozen copy of what the invoice was at the time and that is always recommended now we have created one invoice and it's very easy you go back to your invoice sheet and then again do a move or copy move it to the end create a copy and now if you want to name it - name it - and then start entering this basic information about the invoice now you're ready to create your second invoice so you can create an invoice just within a couple of minutes at the most and the template can handle up to 20 different items or products in one invoice and each of these invoices can be customized and formatting and other elements of formatting that Excel allows to change the font color background bold and all these things column widths all of these are fully customizable in this template so now one of the things I didn't cover initially is about the currency formatting so when you download a copy of this template by default there will not be any currency formatting for example these fields the discount or the price these will actually actually just numbers and not currency formatted that's because I want to make sure that it can be used by any country in any any small business in any country and customize it to their own currency format so by default it will not be having any currency so the you can customize it very very easily in just a couple of steps so do control G and then go to CU RR for currency click OK now all these cells where we need to change the currency or where we need to apply currency formatting will automatically get selected now we do control one and then here is where you can customize it to any other you know I'm going to just randomly select something which is not a dollar for example let me say Japanese and I'm going to hit ok and now automatically Excel will apply the specific format to all these cells so this is how you can customize it for any currency anywhere now let's do a quick wrap-up so in this video we saw how we can create professional-looking invoices for sales using the simple Excel template we can customize the template to design the invoice as we want and also it can handle some of the more common features like taxes and discounts on different levels and also is very very easy to manage all this data in one file and you can create PDFs out of it and store those PDFs for record and then you can you can create multiple invoices in the same workbook so that it's all in one place and also this approach makes it very very fast to create new invoices as we saw we can create an invoice within a couple of minutes and we are ready to go so it saves a lot of time as a small business especially because this is something which will happen often in small business and so we want to make sure that we have this process fully under control and optimized so that it doesn't take up a lot of our time if you like this template please share and if you have any questions about how this template works or whether you have any suggestions to improve the features please leave them in the comments I look forward to your feedback and please subscribe to the channel if you find these templates helpful thank you very much for watching this video
Show moreGet more for sales invoice template excel for teams
- Llc invoice template for Communications & Media
- LLC Invoice Template for Construction Industry
- Llc invoice template for Financial Services
- LLC Invoice Template for Government
- Llc invoice template for Healthcare
- LLC Invoice Template for Higher Education
- Llc invoice template for Insurance Industry
- LLC Invoice Template for Legal Services
Find out other sales invoice template excel for teams
- Empower your business with open-source digital signing ...
- Streamline your document signing with online signature ...
- Discover the best freeware electronic signature program ...
- Mark a document in Bluebeam with airSlate SignNow
- Discover gratis digital signature solutions that ...
- Effortlessly sign documents on the go with our mobile ...
- Experience gratis PDF signing and editing with airSlate ...
- Experience free software for electronic signatures that ...
- Discover the best mobile document signing software for ...
- Discover the best secure e-signature service for your ...
- Edit PDFs for free with our no sign up PDF editing tool
- Streamline your workflows with our online signed ...
- Discover the no login PDF editor for seamless document ...
- Download the best online PDF signer for seamless ...
- Discover the best gratis digital signature applications ...
- Transform your paperwork with an online document ...
- Discover the gratis PDF editing tool no account needed
- Mark document Bluebeam with ease using airSlate SignNow
- Get digital signing application for seamless document ...
- Discover the leading online document editor with ...