Get Creating An Invoice Template In - Deltastate

Creating an invoice template is essential for standardizing your billing process. This guide will help you understand each component of the invoice template and provide step-by-step instructions for filling it out online.

Follow the steps to complete your invoice template effectively.

1. Click the ‘Get Form’ button to access the form and open it for editing.
2. Once you have the form open, locate the necessary fields. Begin by entering your business’s information, including the company name, address, and contact details.
3. Ensure that the template is equipped with date functionality, which automatically inputs the current date for each new invoice you create.
4. Enter the item prices in the designated cells. This template will automatically calculate subtotals and totals based on your inputs, including applicable taxes.
5. After completing all entries, select the option to save your changes. Specify the location, such as your computer's hard drive or a USB drive.
6. In the file naming section, assign a name for your invoice template, ensuring it is easy to remember and relevant to your business.
7. Before finalizing, set the file type to Excel Template and save it.
8. Whenever you need to create a new invoice, open your saved template, fill in the customer's information, and note the items sold.
9. Lastly, print two copies of the finalized invoice—one for your records and another for your customer. Remember to save each individual invoice using the 'Save As' option.

Start filling out your invoice template online today!