Pankaj Shah

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Bookkeeping for Small Business - Excel Tutorial - Part 2 - Invoice Template - Bookkeeping Training

07-05-2021

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In the second part of this small business bookkeeping video tutorial, I will show you how to create a custom invoice template using Microsoft Excel. I will also show you how to add formulas for automatic calculations.

We will replicate the invoice template to create new client invoices, I will also show you how to save the Excel invoice into PDF format so you can simply email invoices to your clients.

Bookkeeping for Small Business - Excel Tutorial - Part 2 - Invoice Template - Bookkeeping Training

Bookkeeping for Small Business - Excel Tutorial - Part 2 - Invoice Template video tutorial

Our first goal in this bookkeeping tutorial is to create a blank spreadsheet and save the file as a template. We will then fix the margin to give us more space. Next, we will add our company address and logo to the header of the document spreadsheet invoice template.

Once the header is completed, we will start the processing of laying out content for the main invoice body. We will add our banking details so clients can easily make bank transfers for payments.

I will then show you how to add your company number and VAT number to the footer of the document. Now the template is completed, I will show you how to copy the template and enter data to create a new customer invoice.

We will enter data from the invoice tracker template we created in part 1 of this tutorial, I will also show you how to create some basic formulas to speed up data entry. Finally, we will save the document as a PDF file which we can email to the customer.

Watch my free video tutorial for small business bookkeeping part 2 - Invoice Template.

Video tutorial - Bookkeeping for Small Business - Excel Tutorial - Part 2

Bookkeeping for Small Business - Excel Tutorial - Part 2


Bookkeeping for Small Business FAQs

Can I reuse the invoice design?

Yes, in this tutorial we will create an invoice template that can be re-used many times to quickly generate new invoices.

What is the best file format for sending invoices?

I would recommend sending all invoices in PDF format. In this tutorial, I will show you how to export invoices into PDF files.

Should I create Excel invoices in Landscape or Portrait format?

I would recommend creating all invoices in portrait format, using this format will allow you to get more line items in your invoice.

What are the alternatives to this small business bookkeeping solution?

Note, there are monthly subscription accounting software applications like Xero or Quick Books. which also allows you to generate invoices that can be sent to customers via email.

The goal of this tutorial is to try and keep your costs low as possible for a small start-up business.

In the long run, it is probably worth investing in accounting software when your business grows and you're seeing substantial profits.

It would be a good idea to speak to your accountant and find out what software applications they recommend such as Xero or Quick Books.

Xero or Quick Books and other accountancy software can be easily integrated into WooCommerce or Shopify websites.


Tip: Make sure you update the invoice number and date to keep an accurate tracking system for invoices.

View the other Excel bookkeeping tutorials.



Bookkeeping video tutorial by: DCP Web Designers in London


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