✅ How to Make a Professional Invoice in Excel that Calculates Total Automatically

How to create an invoice in Microsoft Excel: This is a step-by-step tutorial on how to design or make a professional invoice that calculates the total automatically in Microsoft Excel. You can also adjust the invoice to become a proforma invoice by removing the invoice number section.

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An invoice is an itemized commercial document given to the buyer by the seller to collect payment. It includes the cost of the products purchased or services rendered, the total amount due, and the preferred payment method.

A proforma invoice is a document issued to provide a clear estimate of the cost of goods or services to a potential customer before signing a deal. It is similar to a sales quote because it is used to formally define the value of a trade prior to the actual completion of the sale.

WHAT'S COVERED 00:00 Introduction 00:14 Invoice Preview 01:10 Page Layout: Creating a New Blank Workbook 01:48 Header Layout: Working on the Header Section ( Logo, Invoice To, Invoice Number, Invoice Date, Due Date, Invoice From) 05:53 Working on the body section (Item Description, Quantity, Unit Price, Total) 12:47 Working on the footer (Payment Info, Thank You, Subtotal, Discount, Tax, Grand Total, Total Due, Phone Number, Email, Website Section) 17:47 Working on the Formulars ( Items Quantity + Price Formula, Subtotal Formular, Discount Formular, Tax Formular, Grand Total Formular, Total Due Formular) 24:31 Printing or Saving the Invoice as PDF

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