Get Excel Invoice Invoice Excel

Filling out the Excel Invoice Invoice Excel form is a straightforward process that enables users to effectively document sales transactions. This guide provides step-by-step instructions to assist you in completing the invoice accurately and efficiently.

Follow the steps to successfully complete the invoice form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering your company’s information at the top of the invoice. Include your company name, address, city, state, and ZIP code. This ensures that the recipient knows who the invoice is from.
3. Next, fill in the 'Sold To' section with the purchaser's name, address, city, state, and ZIP code. Accurate information will guarantee prompt payment.
4. If the shipping address differs from the selling address, fill out the 'Shipped To' section. If it is the same, you may click on the 'Same' option.
5. Enter the relevant details in the fields for the invoice number and invoice date. These provide a reference for both parties regarding the transaction.
6. Specify your order number and the buyer's order number in the appropriate fields to track specific orders easily.
7. Indicate the terms of payment, typically laid out as 'Net 30,' which means the total amount is due within 30 days.
8. Fill in the sales representative who handled the transaction, as well as how the shipment will be made (Shipped Via).
9. Complete the 'F.O.B.' section, indicating whether the shipping cost is prepaid or collect.
10. List each product or service in the 'Description' field, ensuring that the quantity and unit price are filled accurately. The total will be calculated automatically.
11. Enter the sales tax rate in the designated cell below the subtotal. The document will automatically calculate the dollar amount for taxes.
12. Once all items are correctly filled, review the subtotal, tax, and freight charges for accuracy. The final amount payable will automatically display.
13. To finalize the invoice, save changes to keep your information secure. Users can download, print, or share the completed invoice as required.

Start completing your invoices online for a streamlined invoicing experience!