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This will select all the cells that need to be formatted as currency. Changing Invoice Currency – Press Ctrl+G and select CURRĬhoose CURR and click OK. The template comes with no currency formatting by default as I would like the template to be useful in all countries. It’s easy to apply your currency. You can change this later for each invoice if needed. Invoice Template – Customize Customer Info FieldsĮnter Tax Rate in cell I50. Customer Information – Rearrange fields as neededħ fields can be customized. The list of information available in the drop down is based on columns in the Customers sheet. It’s easy to customize the appearance by selecting which field should appear. If you don’t need a logo, just select the logo image and press the Delete key.Ĭustomize Customer Information on Invoice Select an image from your computer to replace. Right Click on the logo image and choose ‘Change Picture. You can add columns or rename existing columns as you need. You can add more customers anytime.

You can add more products anytime.Įnter Customers in Customers sheet Invoice Builder – Enter Customers in Customer table with contact information You can add columns or rename existing columns as you need. If you are new to Excel Tables, please read the article on how to use Excel Tables for data entry. Microsoft Excel for Mac (2011 and above)Įnter Business Information in Settings sheet Enter Business Information to appear on Invoice.Microsoft Excel for Windows (2010 and above).The template is designed to accommodate 20 line items per invoice. Save time by storing customer and product data.Handles discounts at product and order levels.Accommodates products that are not taxable.Automatically calculate totals and subtotals.Currency can be set easily to suit your business need.Logo and other formats like colors or fonts can be changed as preferred.