Discover the Best Tally Invoice Format in Excel for Your Business Needs

Streamline your invoicing process with airSlate SignNow's user-friendly eSigning solution. Save time and reduce costs while ensuring secure document management.

Sign documents online

Learn more

Collect payments & signatures

Learn more

Add wet ink signature online

Learn more

Sign documents on iPhone or iPad

Learn more

Award-winning eSignature solution

Move your business forward with the airSlate SignNow eSignature solution

Create your signature in seconds on any desktop computer or mobile device, even while offline. Type, draw, or upload an image of your signature.

Deliver a seamless eSignature experience from any website, CRM, or custom app — anywhere and anytime.

Organize multiple documents in groups and automatically route them for recipients in a role-based order.

Collect signatures faster by sharing your documents with multiple recipients via a link — no need to add recipient email addresses.

Create unlimited templates of your most-used documents. Make your templates easy to complete by adding customizable fillable fields.

Create teams within airSlate SignNow to securely collaborate on documents and templates. Send the approved version to every signer.

See airSlate SignNow eSignatures in action

Create secure and intuitive eSignature workflows on any device, track the status of documents right in your account, build online fillable forms – all within a single solution.

Try airSlate SignNow with a sample document

Complete a sample document online. Experience airSlate SignNow's intuitive interface and easy-to-use tools
in action. Open a sample document to add a signature, date, text, upload attachments, and test other useful functionality.

sample

Checkboxes and radio buttons

Try a sample document

sample

Request an attachment

Try a sample document

sample

Set up data validation

Try a sample document

Understanding the Tally Invoice Format in Excel

The Tally invoice format in Excel is a structured template designed to facilitate the creation and management of invoices for businesses. This format allows users to input essential details such as invoice number, date, customer information, item descriptions, quantities, rates, and total amounts. By utilizing this format, businesses can ensure accuracy and consistency in their invoicing processes, making it easier to track payments and manage finances.

Creating a Tally Invoice in Excel

To create a Tally invoice in Excel, start by opening a new spreadsheet and setting up your columns. Common columns include:

Invoice Number
Date
Customer Name
Item Description
Quantity
Rate
Total Amount

Once your columns are established, you can begin entering data. Excel formulas can be used to automatically calculate totals based on quantity and rate, reducing the risk of errors and saving time.

Customizing Your Tally Invoice Template

Customizing your Tally invoice template in Excel allows you to reflect your brand identity. You can modify the font, colors, and layout to match your business's branding. Additionally, adding your logo at the top of the invoice can enhance professionalism. Ensure that the template remains clear and easy to read, as this will improve communication with your clients.

Using Excel Features for Efficiency

Excel offers various features that can enhance the efficiency of your invoicing process. For instance, using the 'Data Validation' feature can help ensure that only specific data types are entered in certain fields, such as dates or numerical values. Utilizing 'Conditional Formatting' can highlight overdue invoices, making it easier to manage accounts receivable. These features contribute to a streamlined workflow when preparing and sending invoices.

Saving and Sharing Your Tally Invoice

Once you have completed your Tally invoice, saving it in a secure format is essential. Excel allows you to save your invoice as a PDF, which is a widely accepted format for sharing documents. This ensures that your invoice maintains its formatting when sent to clients. You can share the PDF via email or through secure document-sharing platforms, ensuring that sensitive information is protected.

Tracking Payments and Managing Invoices

After sending your Tally invoice, it is important to track payments. You can create a separate sheet within your Excel workbook to monitor which invoices have been paid and which are still outstanding. This can include columns for payment status, payment date, and notes. By keeping all related information in one place, you can easily manage your invoicing and ensure timely follow-ups with clients.

airSlate SignNow solutions for better efficiency

Keep contracts protected

Enhance your document security and keep contracts safe from unauthorized access with dual-factor authentication options. Ask your recipients to prove their identity before opening a contract to tally invoice format in excel.

Stay mobile while eSigning

Install the airSlate SignNow app on your iOS or Android device and close deals from anywhere, 24/7. Work with forms and contracts even offline and tally invoice format in excel later when your internet connection is restored.

Integrate eSignatures into your business apps

Incorporate airSlate SignNow into your business applications to quickly tally invoice format in excel without switching between windows and tabs. Benefit from airSlate SignNow integrations to save time and effort while eSigning forms in just a few clicks.

Generate fillable forms with smart fields

Update any document with fillable fields, make them required or optional, or add conditions for them to appear. Make sure signers complete your form correctly by assigning roles to fields.

Close deals and get paid promptly

Collect documents from clients and partners in minutes instead of weeks. Ask your signers to tally invoice format in excel and include a charge request field to your sample to automatically collect payments during the contract signing.

Collect signatures

24x

faster

Reduce costs by

$30

per document

Save up to

40h

per employee / month

Our user reviews speak for themselves

Kodi-Marie Evans

Director of NetSuite Operations at Xerox

airSlate SignNow provides us with the flexibility needed to get the right signatures on the right documents, in the right formats, based on our integration with NetSuite.

Check 5000+ reviews

Samantha Jo

Enterprise Client Partner at Yelp

airSlate SignNow has made life easier for me. It has been huge to have the ability to sign contracts on-the-go! It is now less stressful to get things done efficiently and promptly.

Check 5000+ reviews

Megan Bond

Digital marketing management at Electrolux

This software has added to our business value. I have got rid of the repetitive tasks. I am capable of creating the mobile native web forms. Now I can easily make payment contracts through a fair channel and their management is very easy.

Check 5000+ reviews

be ready to get more

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.

Start free trial

Format of Tally Invoice in Excel

Developing a tally invoice template in Excel can simplify your billing procedure and improve your company's productivity. By using airSlate SignNow, you can effortlessly handle your paperwork and signatures, guaranteeing an efficient workflow. This guide will lead you through the process of employing airSlate SignNow for your billing requirements.

Format of Tally Invoice in Excel

Open your internet browser and go to the airSlate SignNow website.
Register for a free trial account or log in if you already possess one.
Choose the document you want to sign or forward for signatures and upload it.
If you intend to reuse this document, convert it into a template that can be used again.
Access your uploaded document and make necessary changes, such as incorporating fillable fields or adding specific details.
Authenticate the document and add signature fields for the recipients.
Click 'Continue' to set up and send an eSignature request.

By utilizing airSlate SignNow, businesses can experience a considerable return on investment owing to its extensive features designed for small to medium-sized enterprises. The platform is intuitive and adaptable, making certain that you can modify it to fit your expanding requirements without any concealed charges.

With round-the-clock assistance available for all paid subscriptions, airSlate SignNow differentiates itself as a dependable option for managing your documents. Begin enhancing your billing process today!

How it works

Upload a document

Edit & sign it from anywhere

Save your changes and share

airSlate SignNow features that users love

Speed up your paper-based processes with an easy-to-use eSignature solution.

Edit PDFs
online

Generate templates of your most used documents for signing and completion.

Learn more

Create a signing link

Share a document via a link without the need to add recipient emails.

Learn more

Assign roles to signers

Organize complex signing workflows by adding multiple signers and assigning roles.

Learn more

Create a document template

Create teams to collaborate on documents and templates in real time.

Learn more

Add Signature fields

Get accurate signatures exactly where you need them using signature fields.

Learn more

Archive documents in bulk

Save time by archiving multiple documents at once.

Learn more

Connect airSlate SignNow to your apps

Check out airSlate SignNow integrations

Data accuracy, security, and compliance

airSlate SignNow is committed to protecting your sensitive information by complying with global industry-specific

Learn more about security

be ready to get more

Get legally-binding signatures now!

Start your free trial

What active users are saying — tally invoice format in excel

Get access to airSlate SignNow’s reviews, our customers’ advice, and their stories. Hear from real users and what they say about features for generating and signing docs.

Worked like a charm

5

Administrator in Photography

What do you like best?

easy to use - I like not having to mail contracts and get signatures easily and quick. Makes my work life much easier and makes my clients more willing to book!

Read full review

Simple, it works

5

Administrator in Computer Software

What do you like best?

I love the document template feature. My business tends to send the same document frequently and the template feature makes it so easy!

Read full review

airSlate SignNow has wonderful features with reasonable cost

5

Gary X

What do you like best?

airSlate SignNow is an easy-to-use system with plenty nice features at very reasonable cost. It allows you to create multiple teams (each team can have a team admin). It can be easily integrated with NetSuite. Its template creation and maintenance is simply and user friendly. We implemented this system, starting from accounting department, and expanded to other departments within 3 months. Got timely support whenever we have questions.

Read full review