How to Create a Basic Invoice

2009-04-04T11:43:00.000-07:00

The following tutorial is designed to help you create a basic invoice in Microsoft Excel. Of all the current Microsoft programs out today, it is a fact that Microsoft Excel is the program that most have trouble using. I have generated a step by step guide to help you achieve the task of creating a basic invoice.

First begin by opening a new spreadsheet in Microsoft Excel.

With a new workbook open, insert the information you will use into the cells.

In Cells A-G, Enter the following information: PRODUCT, DESCRIPTION, PRICE, S&H, QUANTITY, PRODUCT TOTAL, and TOTAL W/S&H.

Next, adjust the cells to allow the text to fit. Highlight the cells you wish to format. Use the CENTER ALIGNMENT tab to center the text.

In Cells A2-A9, insert the products. For example, Motherboard, Processor, Memory, Case, Optical Drive, Keyboard, Mouse, and Graphics Card.

Next, type in a short description of the item under the DESCRIPTION cell. (Note: Keeping the description short will allow the cells to remain uniform)

Insert the prices and the shipping costs for the products in their designated tabs. (Note: I have used various websites to obtain the most accurate prices for the products)

Notice that the prices don’t reflect the currency sign (dollar bill). Begin by highlighting the cells that need to be modified. Right click, and from the drop down menu, select FORMAT CELLS.

From the NUMBER TAB, select CURRENCY.

Next, we will calculate to PRODUCT TOTAL. In Cell F1 type in the following formula: =C2*E2
(Where C2 is the Unit Price and E2 is the Quantity)

Notice that the formula has calculated the amount accordingly.
Click and hold the bottom right hand corner of the cell and drag it down to the last cell you wish to calculate.

Next, we will calculate the TOTAL W/ S&H
In Cell G2 enter the following formula: =SUM(C2,D2)*E2
(Where the SUM of the PRICE and the SHIPPING & HANDLING will be multiplied by the QUANTITY)

Again, click and hold the bottom right hand corner of the cell and drag it down to the last cell you wish to calculate.
Going back to a previous step, Select Cells F2-F9 and Cells G2-G12. Right click, and from the drop down menu, select FORMAT CELLS.
From the NUMBER TAB, Select CURRENCY.

Enter PRODUCT TOTAL in Cell A10
Enter S&H TOTAL in Cell A11Enter GRAND TOTAL in Cell A12

Next, we will calculate the PRODUCT TOTAL. In Cell G10, enter the following formula: =SUM(C2:C9)
(Here all the PRICES will be added together to obtain the PRODUCT TOTAL)

Next, we will calculate the S&H TOTAL. In Cell G11, Enter the following formula: =SUM(D2:D9)
(Here all the Shipping Costs will be added together to obtain the SHIPPING TOTAL)

Next we will calculate the GRAND TOTAL. In Cell G13, Enter the following formula: =SUM(G10:G11)
(Here the PRODUCT TOTAL and the SHIPPING TOTAL will be added together to obtain the GRAND TOTAL.

This concludes my tutorial on how to create a basic invoice. I hope that you have attained some knowledge out of this lesson.

Have a great day !

COMPTER WEB BASED TRAINING

How to Create a Basic Invoice