Basic Excel Invoice Template

This free basic excel invoice template will make invoicing a breeze.  With this invoice template you do not need to go back and forth looking for description and price for each item anymore.  Make the whole process automated with this free excel invoice template.  This is just a basic excel invoice template without VBA or macro involed.  Simple yet efficient to make your life much easier.   

Download and customize this free excel invoice template according to your needs.  Or read further and find out how this invoice template works.  

Below will be two files both from google docs. 
One of them will be converted to google docs spreadsheet format for those who do not have excel. 
The other will be in the normal excel format, therefore you can download it from google docs and work on excel. 



Free Invoice Template google docs spreadsheet format
Free Invoice Template excel format

This free excel invoice template consist of 3 worksheets:

• Invoice
• Item
• Customer

The item and customer worksheets are just raw data.  That means you would not need to use it unless you need to enter a new item or a new customer information.

Now go to the item worksheet on the file you downloaded.  You would enter all your item information on this worksheet.  Right now I have put some examples down so you can see how it works. 



Now click on the customer worksheet.  You will enter your customer information on this sheet.  Right now I have put some examples down so you can see how it works.

Ok now go to the Invoice worksheet, you will see how this free automated invoice works.

Now you should be on your invoice worksheet.  There is a drop down list when you click on cell G11.  The customers that I had listed on column A on the customer worksheet is all listed in the drop down list.   Choose customer 3 for this example, you will see that the address, city, state, zipcode and telephone for customer 3. 



Now type item 1 on cell A18.  You will now see the description and unit price for item 1.  Now all you have to type is the qty and your all done!

 

 



 The Vlookup formula was used to look for the customer and item information.

 I used data validation to make the drop down list.

I used a name range to name the specific range on the spreadsheets to make vlookup formula easier.

I hope this will help some of you.  I know this is just very basic withough any macro or VBA.