While creating Invoices is a critical part of business, without knowing your profit, or loss, you may be taking some big chances. With our Free Excel Invoice Template & Profit Calculator We have taken the concept of an Excel Invoice Template we built a complete small business solution around it in one, simple to use Excel workbook. Simply enter your Customers on one sheet, along with their Payment Terms, Sales Rep and address information. Then, on the Item sheet create any type of Service or Material Item, enter the description Sales Price, Item Costs and taxable status.
Once this information has been entered, you never have to type it in again, as all information is kept in the tables. Invoices can be created in seconds, by simply selecting from a drop down list of Customers. Once a customer has been selected, all Address, Payment Terms, Due Date, and Sales Rep are automatically filled in under the appropriate boxes. Entering Items is even simpler. Select an item from the drop down list, and watch how the Item Description, Price, Cost and Taxable status are automatically entered. As the invoice is created, all Invoice Totals, Costs and Profit are automatically calculated, while only the Invoice Totals are printed on the Invoice for your customers. Once the Invoice has been created, a click of a single button will post all totals to a summary page, the Invoice Is cleared, and the Invoice # is updated. The Summary page is an simple way to not only view your Invoice Totals, Total Costs and Total Profit, but allows you to enter Customer Payments so following up on unpaid invoices can be done simply. Download our Free Excel Invoice Template and Profit today, and start enjoying your business all over again.
What's new in this version:
Updated template to work with all versions of MS Excel, fixed minor issues with Address field on Invoice