If you do not have an accounting program that makes invoices. You can do this in Word or Excel. In Word you need a calculator to do the calculations or you do them in Excel and then move them to your Word document. I therefore created a billing system in Excel that is easy to use. You can download (Dutch version) and use the Excel invoice system. Below is the explanation.
Enter invoice data
On the tab 2020 Invoice you can see the invoice numbers in Column A. These are in order as the tax authorities require. If you need more than 30 invoices, you can extend the list downwards and copy and make new tabs for invoice 31 and further.
In Column B you enter the client, in column C the person to whom the invoice is to go, In column D the address of the company, In column E the postcode and Column F the place of residence of the company. In column G comes the date of the invoice. Often the date that you create the invoice. In Column H you enter the amount you want to collect excluding VAT. In Column I you give a description of your service.
In column J and K you do not have to do anything in it when calculating H the amounts are calculated. The formula with which this is done can be seen in the figures above.
In column L you can keep track of whether the invoice has been paid and in Column M you have to think about when you for example send a reminder or a term that is different than the 2 weeks on the invoice.
Each line is a different invoice. You can see the details you enter on the tab with the same invoice number.
The invoice itself
Each invoice has its own tab, in which the details entered on the Invoices tab are automatically entered.
On the Invoice tab 202001 You still need to replace Right above Address, Postcode and city with your own address. This also applies to A22 in which you have to enter your bank account number, company name and city. And also A30- A38 fill in your own details. Once entered on the Invoice 202001 tab it is automatically adjusted in the other tabs.
You can not send the Excel to your client. You want to send a PDF this can be done after you have entered everything in for example tab Invoice 202001 and then choose files for copy save. In leaf that opens, choose the folder in which you want to save it. You give the invoice a name. The most convenient is the invoice number, client name and assignment name. When saving as choose PDF. Then click on save and then you have an invoice in pdf that you can send to your client.
If you have any questions or want to expand the invoice system, please feel free to contact me. Other Excel templates can be found on the Templates page. Read also more about Excel in my other Excel blogs. Improve your Excel with my Excel courses.