How to Create an Automated Invoice in Excel | Including Formulas and Customer Database

👍👍This invoice is free for you to use - no strings attached. However, if you have found this content useful and want to show your appreciation, please use this link to buy me a beer 🍺.
https://www.paypal.com/donate/?hosted...
Thank you! 👍👍

Alternatively buy the Simple Sheets Invoice Template (all purchases help support this channel)
https://www.simplesheets.co/a/2147525...

Download the featured invoice template here
https://www.bluepecantraining.com/exc...

Full playlist for this video series:    • Create an Automated Invoice Template, Incl...  

------------------------------------------------------------
Blue Pecan Computer Training Ltd offers on-site or online Excel training for businesses. Training can be delivered at your business premises in the south-east of England or via Teams wherever you are in the world. Visit our training page at https://www.bluepecan.co.uk

This tutorial is part of a series of tutorials that demonstrate how to create an automated invoice system in Microsoft Excel. This video looks at how to create the invoice itself including formatting, formula and a customer database.

***FIX: There is a school-boy error in the VAT calculation in this video, where the quantity is not included -apologies. I have corrected this in the download.***

Other videos in this series show you how to write VBA macros that
1) Automatically generate the next invoice number
2) Add the invoice details to a record of invoices
3) Save the invoice as an Excel workbook or as a PDF
4) Automatically email a PDF version of the invoice to the customer

Table of Contents:

00:00 - Introduction
01:32 - Starting the invoice
01:40 - Margins and page size
02:42 - Invoice headings
04:30 - Invoice number, date etc
05:48 - Company logo area
06:19 - Customer address area
07:07 - Invoice billed items area
08:51 - Customer message area
09:30 - Subtotals and totals area
10:21 - Payment details and company details area
12:11 - Drop-down list for invoice terms
12:41 - Invoice date
12:53 - Customer address and customer database, including customer drop-down list
18:38 - Billed items area - formulas
20:42 - Subtotals and total formulas
22:08 - Inserting a company logo
22:36 - Exporting the invoice as a pdf
------------------------