FREE Excel Invoice Template V1.0 with Customer and Product list – Unlocked + Download ready!

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Everyone loves getting paid but to get paid one needs to send invoice and to make an invoice that is not only effective from a business perspective but also help you get invoicing done efficiently is not that easy as it is quite hectic that you have type in all the products, their prices, then sum the total of each product and then find the total of all products sold and then discount and tax calculations…. yeah it can become a mess…

But I have something ubercool for you today i.e. Easy Invoice Template! Have a look:

invoice template

 

Click here to download Easy Invoice Template V1.0

Looks good right? Well it does even better because:

1 – It has a simple to populate customer and product database where you can add or delete customers and products.

invoice template 1

2 – It updates on run time basis as and when you add or subtract customers or products or make any changes to their records.

3 – With the help of drop-down lists inside invoice, inserting products and customers is easy and error free. Also if the record updates the input values in drop-down lists are also going to be updated

invoice template 2

4 – Invoice automatically fetches related data for you and saves you tonnes of time. For example when you pick a customer from the list, his/her address, contact etc will be populated automatically. Same way when product is selected its unit price is fetched automatically.

invoice template 3

5 – Format of invoice adjusts itself automatically if more items are inserted or few are deleted thus keeping it dynamic and the part after listing portion moves accordingly without destroying the integrity of invoice.

invoice template 4

6 – As the invoice is updated, the print area stretches or contracts accordingly i.e. you always print only the invoice leaving other bits behind thus saving you time for setting print area every time you update invoice.

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7 – Automatically highlights if a same product is selected again in the invoice warning the user of mistake. Also highlights where the same product has already been listed so that user can easily update that record if necessary. Also it reduces the error of duplication and double counting.

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8 – Can set discount rate and Excel will automatically calculates the rest of the things for you

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9 – Tax rate can be changed as well without a worry

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10 – This template or file is completely unlocked and you can tinker and tailor as you desire

I think these points must have convinced you by now so download the Easy Invoice Template by clicking here

How its made

Before I write a full blown tutorial on how this is made, here are some hints that can help you figure out whats needed:

Excel tables: my favourite for many reasons. But here I used them to keep the input source dynamic and to use structured references

Data validation tool: to make easy to manage drop down lists

VLOOKUP: to fetch the data like customer’s contact information and products’ unit price

Conditional formatting: to highlight repeating products and to hide number formats in absence of appropriate data

IF, COUNTIF, IFERROR: combinations are used to make it work appropriately.

6 COMMENTS

  1. Dear Mr. Fazal,
    Thank you so much for FREE Excel Invoice Template V1.0 with Customer and Product list – Unlocked + Download ready! It is almost what I need here at my new job.
    I need a column D in the products tab that list the details of the items in column C so that I can pull up the populated columns C and D in the Invoice tab ad use the drop down selector function.
    I am nowhere close you with my Excel skills and was wondering if you would share with me how to get this magic working, please? If you’d rather not I will understand it perfectly.
    I thank you in advance and appreciate all the time and effort you invested in providing this excellent template free of charge.
    Gratefully,
    Sydney Moss

    • I think you meant how to hide drop down arrows of filter/sort in the header right? For that simply go to Data tab > and click Filter button to deactivate it.

  2. It is a very informative lecture.
    I always have a great interest in your lectures. They are really important for me. They are always to the topic and comprehensive and they contain the Example too.

    The animated picture makes it easy to understand what is the procedure to follow the same.

    I have a further request you to post and method to built a small database to record the Dr. and Cr. Entries and to make the Trial Balance and Profit and Loss Etc.
    Your response would be very important to me.

    • @Muhammad Abdullah
      Thank you so much. Happy that these tutorials are adding up something to your knowledge.

      Your request is noted and I will try my best to come up with something useful in this regard. 🙂

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