Compile Dropdown Invoice For Free

By using VBA, you can create drop-down lists with multiple selections. With the ability to prevent duplicates and remove incorrect items, this feature can streamline data input and improve accuracy in your Excel spreadsheets.

How to Create an Invoice in Excel from Scratch Open a Blank Excel Workbook. ... Create an Invoice Header. ... Add the Client's Information. ... List the Payment Due Date. ... Add an Itemized List of Services. ... Add the Total Amount Owing. ... Include Your Payment Terms.

An Itemized Original Invoice must, at the least, have the following items on the receipt: Name of Merchant. Address/Phone # (at least one way to contact the merchant) Description of each item purchased. Price for each item purchased. Shipping charges. Tax for the taxable items. Grand Total. Date of Purchase and/or ship date.

Anatomy of an invoice Identify the parties. Include your business details (including tax number if you have one) ... Describe what's being exchanged. Describe the goods or services provided using the same language as in your quote, if you provided one. ... Give the payment details. Add the due date.

Select the cell in the worksheet where you want the drop-down list. Go to the Data tab on the Ribbon, then select Data Validation. On the Settings tab, in the Allow box, select List.

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In addition to contact information, dates, and other logistical basics, the Hourly Invoice should include: Descriptions of all tasks completed, and time spent per task. The hourly pay-rate per task and total due for each task. The subtotal that is due, any deductions, and the final balance that is due.