Freelancers, sole proprietors, and small businesses are likely familiar with the challenge of invoicing. At the end of the month, you want to quickly and efficiently calculate your hours, generate an invoice (automatically), and send it out. In addition to tracking hours, you may have also purchased materials that need to be invoiced. Overall, this monthly process can be cumbersome and time-consuming. While many bookkeeping programs have integrated solutions for this. Not everyone uses a program with automated invoicing. Furthermore, you might prefer creating your own invoices (automatically). Making invoices in Excel can provide a practical and efficient solution. However, this does require a certain level of Excel proficiency, as it’s not the simplest Excel function. Interested in learning more about how to set this up for yourself? Then read on.
How to Create Invoices in Excel?
Excel wouldn’t be Excel without offering a range of templates for various tasks.
Within Excel, there are dozens of templates available for creating invoices. Exploring these templates is worth considering. You can find these templates by selecting File -> New -> Search for Invoice, as shown in the screenshot. While the existing templates are quite standard, for invoicing purposes, it’s often beneficial to customize a template that aligns with your company’s style.
Creating your own Excel Invoice template might be an option worth exploring. The existing Excel templates can serve as a good starting point. Setting up a custom invoice template in Excel can be somewhat complex.
Outsourcing Invoice Creation in Excel to an Excel Expert?
Since automating invoice creation in Excel isn’t a straightforward task, engaging an Excel Expert could be a valuable option. At Bouwmeester Consultancy, we possess the necessary expertise to automate invoice creation in Microsoft Excel. To achieve this, we often leverage the underlying programming language VBA in Excel. By outsourcing this process, you can have your automated invoice creation set up with a one-time investment. If you’re interested in this service, feel free to reach out to Bouwmeester Consultancy for a no-obligation discussion. We’re here to assist and support you in this area.