Process of Creating Automatic Invoice Format in Excel

Introduction

• Excel is an important and popular software.
• It has a high demand in the private sector.
• Helps in various tasks such as data management, data entry, and financial report preparation.

Importance of Invoice

• Organizations must provide invoices when dealing with their customers.
• An invoice records the details of the deal.

Problems Faced by Beginners

1. How to create an invoice format?
2. Does a separate invoice need to be made for each customer?
3. How to prepare multiple invoices from the same format?

What We Will Learn in the Video

• How to create a proper invoice format.
• How to prepare invoices automatically.
• How to prepare different invoices from the same format.

Process of Creating Invoice Format

Page Size

• Go to page layout and check the size of the page.
• The dotted format shows how large one page is.

Column Setup

• Columns:
  • Serial Number
  • Particulars
  • Quantity
  • Amount

Company Details

• Enter the company name, address, and other information.
• Merge and center the information.

Essential Elements in Invoice

• Bill number, date, customer's name, address, and contact information.
• Place and format all details in the appropriate positions.

Formula and Calculation

• Formula:
  • Total Amount = Product price × Quantity
  • Calculate tax (CST, CGST).
  • Show grand total in the chart.

Automatic Data Input

• Create a list of products and their rates.
• Use data validation to select the products.
• Use lookup formula to automatically bring in the rates.

Using Macro

• Record macros so you can repeat the same process multiple times.
• Use the shortcut key after recording.

Conclusion

• Utilizing format, data, and macros is important to create automatic invoices in Excel.
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Thanks

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