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 ------------------------

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