How to create an INVOICE in Excel - Spreadsheet Template for 2021

Тәжірибелік нұсқаулар және стиль

In this short video I will show you how to create an Invoice using Excel.
The spreadsheet template will use Excel's features and functions available in 2021.
The final Invoice Template is very easy to use and can be expanded and adapted to suit your business needs.
As usual on the Mr.SpreadSheet channel I will show you how to obtain a copy of the final template towards the end of the tutorial.
The Invoice spreadsheet uses the following Excel commands and formulae:
Importing and re-sizing your company logo
NAME various ranges
Using the new XLOOKUP and the popular VLOOKUP commands
Use CONDITIONAL FORMATING
Create simple IF Statements
Use Excel's ROUND and TODAY functions
Create drop down boxes using the DATA VALIDATION tool
Prepare the final product for PDF's and Printing
We do hope that you enjoy watching and that there is lots of content that will be both useful and informative.
Here are the links to the various Mr.SpreadSheet resources available to you.
Please help support our channel by subscribing.
Many thanks
Free Invoice Spreadsheet Template - www.MrSpreadsheet.com/product...
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#MrSpreadSheet #Excel #spreadsheet #exceltutorial #msexcel #Accounting

Пікірлер: 116

  • @mggabar5127
    @mggabar51273 жыл бұрын

    Thank you for this great job. Well done!

  • @MrSpreadSheet

    @MrSpreadSheet

    3 жыл бұрын

    Glad you enjoyed it!

  • @bartoszplewa3788
    @bartoszplewa37883 жыл бұрын

    Świetny przykład i super uproszczona forma

  • @MrSpreadSheet

    @MrSpreadSheet

    3 жыл бұрын

    Thanks :-)

  • @martinwatson9437
    @martinwatson94372 жыл бұрын

    Excellent tutorial, but noticed Contact and Terms should be switched, N40 for L40 when adding the tax. Really impressed with the way in which you present this in a simple to follow format. Thanks !

  • @MrSpreadSheet

    @MrSpreadSheet

    2 жыл бұрын

    Thanks for for comments Martin :-)

  • @sydneewright6244
    @sydneewright6244 Жыл бұрын

    I love the way you set it up! It is fun to watch AND interactive! You got a like from me :)

  • @MrSpreadSheet

    @MrSpreadSheet

    Жыл бұрын

    Thanks, glad you liked it 😊

  • @amadougitteh2058
    @amadougitteh20583 жыл бұрын

    another cool video, keep it up Mr Spreadsheet

  • @MrSpreadSheet

    @MrSpreadSheet

    3 жыл бұрын

    Appreciate it!

  • @pabloandres4916
    @pabloandres49162 жыл бұрын

    excellent tutorial!!! thanks

  • @MrSpreadSheet

    @MrSpreadSheet

    2 жыл бұрын

    Glad it was helpful!

  • @tun-tunninc.6492
    @tun-tunninc.6492 Жыл бұрын

    Oh this incredible!! Id like to use this personally. Thank u.

  • @MrSpreadSheet

    @MrSpreadSheet

    Жыл бұрын

    Thanks, glad you found it useful :-)

  • @ahmedelrowey1570
    @ahmedelrowey15702 жыл бұрын

    Simply amazing.

  • @MrSpreadSheet

    @MrSpreadSheet

    2 жыл бұрын

    Thank you! Cheers! :-)

  • @randulaguruge2801
    @randulaguruge28012 жыл бұрын

    Thank you so much..

  • @MrSpreadSheet

    @MrSpreadSheet

    2 жыл бұрын

    You're most welcome

  • @dannehansen
    @dannehansen2 жыл бұрын

    "Terms" is "Harry Both" and "Our Contact" is "45 Days". Else it is a very nice invoice.

  • @MrSpreadSheet

    @MrSpreadSheet

    2 жыл бұрын

    Great, glad you liked it. :-)

  • @kimberlyheu9483
    @kimberlyheu94832 жыл бұрын

    Your tutorial is wonderful. The version of excel I am using does not have XLOOKUP. I saw in a reply you advised using VLOOKUP. Could you possibly give an example of how to use VLOOKUP in place of XLOOKUP? I tried changing the X to a V but that did not work. Thank you!

  • @MrSpreadSheet

    @MrSpreadSheet

    2 жыл бұрын

    Hi Kimberly, you would need to combine the various tables to use VLOOKUP. unfortunately this is not an easy task given the existing parameters. Perhaps you should migrate to a more current version of Excel.

  • @kuhunyawilliam9877
    @kuhunyawilliam98773 жыл бұрын

    thanks for the videos. would like a template of these

  • @MrSpreadSheet

    @MrSpreadSheet

    3 жыл бұрын

    Hi Kuhunya, please follow the guide at the end of the viseo :-)

  • @jennyharris3533
    @jennyharris35332 жыл бұрын

    I’m loving your video, and love the layout of this invoice! I’m not very computer savvy, so I’m trying to figure this out, but at 8 minutes, 15 seconds, when you switch from invoice to tables tab, how do you get those tables in order to fill ranges? I only have the information on my tables page from where we left off at the 4 minutes 33 second mark on my tables page. I feel like I might have missed a previous video?

  • @MrSpreadSheet

    @MrSpreadSheet

    2 жыл бұрын

    Hi Jenny, I have pre-populated the Tables worksheet with the data shown at 8:15. So, just expand on the entries where I left off at 4:33. You have not missed anything. :-)

  • @opeyemiadeyemi9816

    @opeyemiadeyemi9816

    2 жыл бұрын

    O

  • @opeyemiadeyemi9816

    @opeyemiadeyemi9816

    2 жыл бұрын

    O

  • @matthewzupke5298
    @matthewzupke529810 ай бұрын

    Very nicely done! Is there a way to use the xlookup function for Open Office?

  • @MrSpreadSheet

    @MrSpreadSheet

    10 ай бұрын

    Thanks you, I'm glad you found it useful. XLOOKUP is not available in OO that I am aware of. You could always arrange the tables such that you can use VLOOKUP instead :-)

  • @asimsiddiq475
    @asimsiddiq4753 жыл бұрын

    Respected Mr.SpreadSheet, you're really a very intelligent instructor, Thanks a lot.

  • @MrSpreadSheet

    @MrSpreadSheet

    3 жыл бұрын

    You are very welcome

  • @mykolaskaliacius7355
    @mykolaskaliacius73552 жыл бұрын

    Subscribed! First video that I have watched from you and it is just great!!! Can I please please have a template for this? :)

  • @MrSpreadSheet

    @MrSpreadSheet

    2 жыл бұрын

    Hi Mykolas, Glad you enjoyed it. Please see the guide at the end of the video :-)

  • @asadreet7731
    @asadreet77314 ай бұрын

    Thanks

  • @MrSpreadSheet

    @MrSpreadSheet

    4 ай бұрын

    Welcome

  • @royplumber
    @royplumber Жыл бұрын

    can I save this into my yearly Exel work books

  • @MrSpreadSheet

    @MrSpreadSheet

    Жыл бұрын

    Hi Roy, Anything is possible in Excel, but this would involve a lot of VBA programming. :-)

  • @bryanjosephferry7617
    @bryanjosephferry76173 жыл бұрын

    Hi i follow all the instruction and I made it all correct but I want to know how I will change those information that you give example, I want to know how to change all the dATA. please let me know.. thanks Im new here

  • @MrSpreadSheet

    @MrSpreadSheet

    3 жыл бұрын

    Hi Bryan, well done, just repeat the various processes using your own data. :-)

  • @SA-sb7rt
    @SA-sb7rt3 жыл бұрын

    👍🏻👍🏻👍🏻

  • @MrSpreadSheet

    @MrSpreadSheet

    3 жыл бұрын

    ?

  • @lakshmananlakshmanan586
    @lakshmananlakshmanan5862 жыл бұрын

    Thanks very helpful, Question : how to add a second page to invoice and bring all the logo, Invoice# etc to second page.

  • @MrSpreadSheet

    @MrSpreadSheet

    2 жыл бұрын

    Hi lakshmanan, this would entail a lot of programming and goes way beyond the preparation of a simple invoice. :-)

  • @lakshmananlakshmanan586

    @lakshmananlakshmanan586

    2 жыл бұрын

    @@MrSpreadSheet thank you appreciate your help and reply

  • @kimly1766
    @kimly17662 жыл бұрын

    Thank you for such a great tutorial! However on the very last step after VIEW>PAGEBREAKVIEW>NORMAL - when I got to print or save as pdf - it has the 15% tax workout on the second page. How do I get rid of that ?

  • @MrSpreadSheet

    @MrSpreadSheet

    2 жыл бұрын

    Hi Kim, sounds like your print co-ordinates are misplaced. You need to make sure that the Tax Boxes are NOT included in the printing grid. :-)

  • @mikhaelajoisesanglay7634
    @mikhaelajoisesanglay76342 жыл бұрын

    May I ask if what is the "2,0)" in the formula bar for the price in 16:29?

  • @MrSpreadSheet

    @MrSpreadSheet

    2 жыл бұрын

    Hi Mikhaela, The 2 is the second column in the Products Table, the zero is the same as the word False [exact match required] :-)

  • @TheCrossed23
    @TheCrossed232 жыл бұрын

    Thank you for this. Could somebody answer a question? Our invoice is very similar but we have a master tab that has an extra 20 columns. One for each product, each cell in the customers row will show the product name if they have purchased it or be blank if they haven't. Is there a way to auto fill what they have purchased, on the invoice, from this master tab? I have managed to do it but not without leaving lots of gaps in the invoice from when an item hasn't been purchased. Im trying to find a way to automate the products purchased as the master tab is huge and isnt something we can edit so flicking back and forth to find what product each customer has bought can be very difficult. With this I would be able to choose just the customers name and the entire invoice would auto fill including what they have purchased. Any advice or examples of auto filling products without leaving gaps would help so much. I know this may not be possible as our master tab is very specific and large.

  • @MrSpreadSheet

    @MrSpreadSheet

    2 жыл бұрын

    Hi Crossed, sounds like a job for the VLOOKUP command coupled with an IFERROR statement to ignore the blanks.

  • @HCSNI
    @HCSNI3 жыл бұрын

    Loved following this speadsheet - if I am not too late can I get a copy to 'play' with please?

  • @MrSpreadSheet

    @MrSpreadSheet

    3 жыл бұрын

    Hi HCSNI, glad you liked it. Please follow the guide at the end of the video :-)

  • @HCSNI

    @HCSNI

    3 жыл бұрын

    @@MrSpreadSheet Hello, I did! I liked and followed your Facebook page and left my email address ( Sam.S******gmail**m) - I also liked and subscribed to this channel - what else do i need to do?

  • @debbieknight4594

    @debbieknight4594

    2 жыл бұрын

    @@HCSNI I did as well, have not received.

  • @ck61118
    @ck61118 Жыл бұрын

    Great tutorial! I was setting up a template for my business and I need to figure out how to set this up so that sales tax is not charged on each item. I do not need the discount columns so I left that out, and my thought was to in column M to Choose to tax(T) or not to tax(0). The formula that I tried was =IF(M17="T",+L17*N40,O40). This formula gives me the correct amount for that line, but I can't pull down that formula for the other lines because I need the true and false part of the formula to remain constant. I am not sure how to get the +L_ would change, but the *N40,040 needs to remain those same letters and numbers. Is there a way to do this? I appreciate your help, figuring this out. I have subscribed to your channel and will be watching more of your content. If there is a different video that would explain this senerio if you could point me in that direction.

  • @MrSpreadSheet

    @MrSpreadSheet

    Жыл бұрын

    Hi Cindy, without going into depth, have you tried an IF Statement nested in the formula.

  • @babamatwinz1642
    @babamatwinz16422 жыл бұрын

    I'm stuck... Do we need 2 Tables sheets? Or did you write over the CustomerName table coz Im getting an error when trying to put in th xlookup c8 customerName formular

  • @MrSpreadSheet

    @MrSpreadSheet

    2 жыл бұрын

    Hi Baba, why not check your errors against the original, see the instructions at the end of the video to get a copy :-)

  • @sardcanada2640
    @sardcanada264011 ай бұрын

    How do I add a credit to the invoice? the program just adds every amount when I want to subtract one line from the total as a credit?

  • @MrSpreadSheet

    @MrSpreadSheet

    11 ай бұрын

    Hi, Have you tried entering your values as negatives?

  • @ellaaldovino5098
    @ellaaldovino50983 жыл бұрын

    Hi! I dont have the xlookup function in excel 2016. What formula can i use?

  • @MrSpreadSheet

    @MrSpreadSheet

    3 жыл бұрын

    Hi Ella, Use VLOOKUP :-)

  • @ellaaldovino5098

    @ellaaldovino5098

    3 жыл бұрын

    Whats the formula going to be to fill out the customer info? Thanks!

  • @trex6230
    @trex62302 жыл бұрын

    Hello Mr spreadsheet, what version of excel are you using?

  • @MrSpreadSheet

    @MrSpreadSheet

    2 жыл бұрын

    Hi, Excel 365 :-)

  • @seanahunter3610
    @seanahunter36102 жыл бұрын

    I have a hp chromebook. I use the online version of excel and when i try to do the formula for vlookup it wont work. I have tried everything. I would like my client names be in the dropdown box.

  • @MrSpreadSheet

    @MrSpreadSheet

    2 жыл бұрын

    Hi Seana, Unfortunately the online version does not support many of Excels formulae and functions :-(

  • @abdulrahimsheriff4405
    @abdulrahimsheriff44053 жыл бұрын

    I am following up your instruction on this topic but i did not understand which key is the today command key to click to please help me

  • @MrSpreadSheet

    @MrSpreadSheet

    3 жыл бұрын

    Hi Abdul, the Excel command is TODAY() and the quick key is Control + ;

  • @ppam4461
    @ppam44612 жыл бұрын

    Hi MrSpreadSheet, I keep getting an error when I went into Name Manager and hight customer Name, when I added $B$8. What is the $8 represent?

  • @MrSpreadSheet

    @MrSpreadSheet

    2 жыл бұрын

    Hi P Pam, please message me on FB :-)

  • @bawatechreview2168
    @bawatechreview2168 Жыл бұрын

    Any automated invoice please?

  • @MrSpreadSheet

    @MrSpreadSheet

    Жыл бұрын

    Hi Bawa, not sure what you mean ?

  • @pierresobers8634
    @pierresobers86342 жыл бұрын

    I would like this invoice

  • @MrSpreadSheet

    @MrSpreadSheet

    2 жыл бұрын

    Hi Pierre, please see your FB messages :-)

  • @badboykitty2
    @badboykitty24 ай бұрын

    The formula “=XLOOKUP(C6,CustomerName,Add_1) does not work even though I have made no mistakes. I keep getting #VALUE” error. Any ideas why this is not working?

  • @MrSpreadSheet

    @MrSpreadSheet

    4 ай бұрын

    Hi, You can check your work against the original. A download is available at www.MrSpreadSheet.com :-)

  • @cosmiccharms
    @cosmiccharms Жыл бұрын

    Why am I getting "Value!" alerts on the customer inputs? I am not very computer savvy. Can you help?

  • @MrSpreadSheet

    @MrSpreadSheet

    Жыл бұрын

    Hi, You can check your work against the original. See the download guide video kzread.info/dash/bejne/n2uOyJqYhbq2d7Q.html 😊

  • @chipmunk1088
    @chipmunk10882 жыл бұрын

    Good morning how do you link an invoice to your income and expenses sheet in excel please

  • @MrSpreadSheet

    @MrSpreadSheet

    2 жыл бұрын

    Hi Derek, we have a 'Paid For' product to do this, please see our website for ndetails. :-)

  • @ehanusman9462
    @ehanusman9462 Жыл бұрын

    How to use multiple VLOOK multiple time in a cell, Like City,provine, postal code

  • @MrSpreadSheet

    @MrSpreadSheet

    Жыл бұрын

    Hi Ehan, use a fresh VLOOKUP for each component. :-)

  • @ianwatts6246
    @ianwatts62462 жыл бұрын

    Why would you need a fix value in o 40 Im sure it would just be 20% in the UK sorry if that sounds rude!

  • @MrSpreadSheet

    @MrSpreadSheet

    2 жыл бұрын

    Hi Ian, That's fine for the UK, but other countries have different rates and different ways of calculating Sales Tax / VAT. This template allows you to choose your methodology :-)

  • @user-ql4lx7dx9r
    @user-ql4lx7dx9r11 ай бұрын

    hello sir i have a error in term cell of invoice what is the reason #N/A

  • @MrSpreadSheet

    @MrSpreadSheet

    11 ай бұрын

    Hi, You can download a copy of the completed template and then check your work against this. Go to www.MrSpreadSheet.com :-)

  • @umakargoranthala7312
    @umakargoranthala73123 жыл бұрын

    If 1 item having 2 different prices, how will u do...?

  • @MrSpreadSheet

    @MrSpreadSheet

    3 жыл бұрын

    Hi Umakar, that would depend of your selection criteria, but I would probably use an IF statement.

  • @c9seng241
    @c9seng2412 жыл бұрын

    Very useful. But how can I get the template?

  • @MrSpreadSheet

    @MrSpreadSheet

    2 жыл бұрын

    Please refer to the guide at the end of the video :-)

  • @debbieknight4594

    @debbieknight4594

    2 жыл бұрын

    @@MrSpreadSheet I followed your guide at the end of the video - I followed you on Instagram, left a message with my contact information and signed up for your newsletter. The only way I see of obtaining the template is to purchase it for $49.99 from the website. Please advise.

  • @oluyedeadewale9875
    @oluyedeadewale98753 жыл бұрын

    i would like the template

  • @MrSpreadSheet

    @MrSpreadSheet

    3 жыл бұрын

    Please see my message on FB

  • @TheWellnessHubNYC
    @TheWellnessHubNYC2 жыл бұрын

    Following your video but keep getting #NAME? when it's time to input address...

  • @MrSpreadSheet

    @MrSpreadSheet

    2 жыл бұрын

    You can check your work against the original. See the download guide video kzread.info/dash/bejne/n2uOyJqYhbq2d7Q.html 😊

  • @user-ql4lx7dx9r
    @user-ql4lx7dx9r11 ай бұрын

    please need your help

  • @MrSpreadSheet

    @MrSpreadSheet

    11 ай бұрын

    Hi, please see my reply to your other query :-)

  • @loriejaramillo5627
    @loriejaramillo56272 жыл бұрын

    I'm not sure if you realize but your terms and contact are mixed up

  • @MrSpreadSheet

    @MrSpreadSheet

    2 жыл бұрын

    Thanks Lorie :-)

  • @AbdullahKazimyar
    @AbdullahKazimyar3 жыл бұрын

    send me a copy of invoice thank

  • @MrSpreadSheet

    @MrSpreadSheet

    3 жыл бұрын

    Hi Abdullah, please see the guide at the end of the video :-)

  • @AbdiShibis
    @AbdiShibis3 жыл бұрын

    wouldn't be nicer to combine the formula like this instead of cell reference =ROUND(IF($B16="",0,(VLOOKUP($B16,ProductTable,2,0)*(1-(XLOOKUP($C$8,Customer,Discount))))),2)

  • @MrSpreadSheet

    @MrSpreadSheet

    3 жыл бұрын

    Hi Abdi, Yes, there are many ways to achieve results in Excel. I think it is a matter of what you understand and what you are comfortable with :-)

  • @AbdiShibis

    @AbdiShibis

    3 жыл бұрын

    @@MrSpreadSheet Absolutely 💯% you are right... I am confident I will learn a lot from you and I am glad I am taking advantage 🙏 from your knowledge, Time you spent creating those videos, and hardworking 🙏 Thanks in a Million.

  • @Steve-oh9tu
    @Steve-oh9tu2 жыл бұрын

    Complicated

  • @MrSpreadSheet

    @MrSpreadSheet

    2 жыл бұрын

    Hi Steve, sorry to hear that...

  • @gildaferreira7977
    @gildaferreira79773 жыл бұрын

    My first time using excel , I’m trying to great am invoice for a client and I’m getting error VALUE while using XLOOKUP. Formular What can I do

  • @MrSpreadSheet

    @MrSpreadSheet

    3 жыл бұрын

    Hi Gilda, try examining your formula using the 'Insert Function' tool next to the formula bar. This should help you to isolate the incorrect component in your formula :-)

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