how do i create an invoice template in excel

As soon as you send the invoice, a corresponding email will be sent and the invoice will be available in the customer’s customer portal. Or, click the Save and Send dropup menu and select Save and Share or Save and Print or Save and Send later to schedule and send it.This allows you to edit and send it later. Click Save as Draft to save the invoice as a draft.Click Save and Send to send the invoice to your customer as an email immediately.If you quickly want to convert this invoice to a recurring invoice, click Make Recurring at the bottom right of the creation page.

Click the Edit icon next to Template to change the invoice template.

Select Attach from Cloud to upload a file from online drives.

Select Attach from Desktop to upload a file from your device.

(Optional) Click the Upload File dropdown to attach files to the invoice.

Enter the Terms & Conditions related to the sale of goods or services.

Enter any specific notes that you’d like to share with your customer.

This enables you to consolidate all the items that you need to charge your customer into a single invoice instead of sending multiple invoices. Pro Tip: If you’ve created Billable Expenses and Projects for a customer, you can include them in the invoice while invoicing them.

Custom: Choose this option and select a date, if you want to set a custom due date.

Due on receipt: means that the outstanding amount on the invoice must be paid on the same day.Due end of next month: means that the outstanding amount of the invoice must be paid by the customer by the end of next month.Due end of the month: means that the outstanding amount of the invoice must be paid by the customer by the end of the current month.Net 15, 30, 45, 60: means that the outstanding amount of the invoice must be paid by the customer within 15, 30, 45 or 60 days.Select the Terms of payment for the invoice from the Due on Receipt dropdown menu. Select the date on which you’re raising the invoice.Check the auto-generated Invoice# or enter an invoice number manually, Click the Gear icon to change the prefix of the auto-generated invoice number or the change the setting to manually enter the invoice number each time.If this customer is not listed, you can add them to your contacts by clicking + New Customer and filling in the details. Select a customer from the Customer Name dropdown menu.Click the + New button or press c + i to create a new invoice.Open the Invoices module in the left sidebar or press shift + i to open the Invoices module.Receiving Payments - Recurring Invoices.Associating Projects to Recurring Invoice.

How do i create an invoice template in excel