![]() In case there are any changes in the invoice details, you can double-click on the client name again, and a new invoice will be created (and this will overwrite the old one). The new workbook is closed without saving.This workbook is saved as a PDF in the Invoice PDF folder.A new workbook is created that has the details of the selected client (on which you double-clicked).Details for the client and the sale transaction are picked up and the invoice template sheet is populated with these details.When you double-click on the client name, it kickstarts the VBA magic in the back end and the following things happen: You need to double-click on the client’s name (highlighted in orange in the Details sheet). This is the folder where the newly created PDF invoices are saved. I also have a folder on my desktop with the name ‘Invoice PDFs’. I need to generate a separate invoice for all the sale records and the details for each invoice is picked up from the Details worksheet. Invoice Template – This is a placeholder template of the invoice where some fields are left empty.All the details of a transaction are recorded in the row. To keep everything together, I have created one row for each record. Details – This is where you need to specify the details of the sale/transaction.In this invoice template, there are two worksheets: How does this Invoice Generator Template Works? Saving the Invoice Template as Excel (instead of PDF).Making the Double-click functionality to Work.Modifying the Invoice Generator Template.How does this Invoice Generator Template Works?.You can also modify the invoice template to suit your company’s format (which would require you to change the VBA code a little – explained below). So to minimize my effort, I created an Invoice Generator template in Excel that allows me to have all the data in one place, and then it automatically creates PDF invoices for all the data points.Īs you can see below, all I need to do is double-click on the client’s name (in column B), and it would instantly create and save the invoice in the PDF format in the specified folder. However, since this is additional work, I wanted to get this done as quickly as possible. In my case, there only a handful of invoices to be created, as I have only a few sources of income. So every month, my Charted Accountant would reach out to me asking for sales invoices so that he can file for the GST. Once you have a GST number, you need to file your tax return every month (in India). Those who do may want to find a more database-friendly program.I recently had to get myself registered under Goods and Services Tax (GST) so that I can file for GST on my earnings. By stripping the process of creating an invoice down to its core elements, this freeware add-in will be a help to those who don't need to create a lot of invoices. While we'd like to see a database for storing product and shipping information, we think Excel Invoice Template has a lot to offer business users. This displays the grand total for the invoice even when you can't see the whole spreadsheet. The program's best feature may the At a Glance box in the upper left. Excel Invoice Template adds up the totals and taxes for you, an especially endearing feature. At the bottom of the screen is room for entering products, quantities, and cost. Below this go the invoice number and the name of the salesperson. You simply enter your company's name and address in the appropriate fields, and then do the same for the customer. Fortunately, the program is easy to figure out. Unfortunately, you'll have to learn by experimenting because there's no Help file. Its spreadsheet design is full of new graphics, but it functions just like many will remember. The program's interface will be familiar to frequent Excel users. ![]() It may be the perfect answer for certain business people. ![]() ![]() This template leaves room for all the important information in billing. Excel Invoice Template provides a simple way to whip up an invoice in Microsoft's Excel spreadsheet program.
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