![]() How to Customize the InvoiceĪfter you download the Excel Invoice project, go ahead and open up the zip file. Let's learn how to customize this template for our own business. Instead of building an invoice from a blank slate, the best of both worlds is to start with an Envato Elements project and swap in your own logo and contact details. You can free up more time to work on your business and with your clients by outsourcing design work for invoices. This is why using templates from Elements makes sense. An invoice should reflect your branding and business, but that doesn't mean that you've got time to design an invoice from scratch. If you're running your own business, you've got no shortage of to-dos. We'll use the aptly-named Excel Invoice project by GraphicArtist to quickly create an invoice using only Microsoft Excel. In this tutorial, we're going to walk through using the Excel Invoice project to create an invoice right inside of Microsoft Excel. ![]() But I'm always impressed when I find files from less categories like Excel project files. Elements has many types of invoice templates, including ones that work right inside of Microsoft Excel. I frequently use Elements for graphics, stock photos, presentations, and more. Envato Elements is an all-you-can-download service for one flat rate. Using an Excel Invoice Template From Envato ElementsĮarlier in 2017, Envato launched an all new service that quickly found its way into my creative toolbox. Read on to find out more about best practices for invoicing and the tools you can use to save time. We'll use a template from Envato Elements to create an invoice in Excel, and then save it as a PDF for delivery to clients. In the screencast below, I'm going to walk you through using an Excel template to create an attractive invoice quickly. We'll use a pre-built template for the fastest way to invoice a client professionally. In this tutorial, I'm going to take you through using Excel for invoicing. Spreadsheets like this are very handy when you're reviewing the performance of your business. Over time, you'll build one comprehensive Excel workbook where you can monitor the billing status of your business. Use all other sheets in the workbook for the actual invoices that you'll send to clients.Use the second tab to track the payment status of invoices, ticking off invoices as they're paid.Capture project details for clients on the first tab of the workbook, with details like rates, delivery dates, and client contact information. ![]() Here's how you could use the workbook as your all-in-one invoicing solution: The flexibility of spreadsheets makes them well-suited for a variety of uses. You can easily make calculations and prepare the invoice using an app like Microsoft Excel. Why Use Spreadsheets for Invoicing?Įven though spreadsheets are often used by financial professionals and accountants, they're useful to practically any audience. You don't have to be a major company or agency to create a professional invoice, and I'll show you how in this tutorial. It provides the proper documentation and paperwork to notify them that payment for your hard work is due.Ī well-made invoice really adds a touch of professionalism for clients. One of the details you might not think enough about is invoicing. An invoice is a document you send to your clients as a formal request for payment. We can get so caught up in crafting the perfect video, photoshoot, or graphic design project that we forget about taking payment and making a living. As creative freelancers, it can be easy to forget that we're running a business.
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