Simple Steps To Make Invoice In Excel

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Simple Steps To Make Invoice In Excel
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How to Create an Invoice in Excel?

• Everyone providing products or services needs to
  create an invoice whether they are freelancers or
  dealing with multiple companies or a business
  that deals with large numbers of clients.
• If you need to create invoices for your business,
  you can choose to have an online invoicing
  template or choose to create make invoice in
  excel from scratch.
• Although using invoice templates is good for
  businesses as a great starting point, businesses
  choose to create them using Excel.
• Here are some of the easy steps that businesses
  can follow to create an invoice in Excel

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• Open a Blank Excel Sheet
• To start creating a new invoice in Excel, you
  need to open Microsoft Excel on your desktop or
  PC.
• Then click Open a Blank Excel Sheet.
• Once a new blank spreadsheet opens, you can start
  working on it.
• Create an Invoice HeaderAfter opening an invoice
  in a blank spreadsheet, you need to add a header.
  You need to include important billing details in
  the header such as
• Your business logo
• Your business contact details
• The invoice dates
• A unique invoice numbers

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• Add the Clients Information
• Adding your clients contact details comes next
  after adding your business details.
• You should include the responsible contact
  persons name, address, e-mail address, and phone
  number.
• Mention the Payment Due Date
• The payment due date mentioned in your invoice
  plays an important role.
• As a business owner, you should write the full
  due date, for example, Payment Due Date is -
  December 31st, 2020 instead of mentioning more
  vague terms, such as Payment is due in 30 Days
  which leads to confusion and late payments.

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• Add an Itemized List of Services
• Create an itemized list of the services or
  products you have provided.
• Create a column for a description of each
  service, one column for the quantity and/or hours
  worked and the last one for the cost/rates.
• Then include the last column of the subtotal for
  each service or product listed.
• Include Payment Terms and Conditions
• Adding payment terms and conditions at the bottom
  of the invoice helps in clearing things between
  you and the clients.
• You can include payment methods you accept, the
  conditions of late payments and shipment terms,
  return policies, etc.

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Thank You Note

• Last but not the list, a special thank you note
  as a sweet gesture is essential for businesses to
  maintain good relations with the client.
• Microsoft Excel is free of cost (through the
  web-version), it is recommended to use it if you
  are running on a tight budget. Once your business
  grows and you are ready to invest more in
  invoicing tools then you should think about
  having a paid invoice software with advanced
  features
• Download Invoice App On Android

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About Us

• MixBit is a knowledge-sharing platform for
  invoicing software, invoicing challenges, and
  invoicing resources.
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