Excel Invoice Template

Excel Invoice Template

Excel Invoice Template

Versions:Excel 2003, Excel 2007 & Excel 2010
Description:Simple Excel Invoice Template that automatically calculates Row Totals, Subtotal, Tax and Invoice Total.

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Using the Excel Invoice Template

If you enter values into the 'Product ID', 'Description', 'Quantity' and 'Unit Price' columns of the above invoice template, the 'Row Total', 'Subtotal', 'Tax' and 'Total' fields are automatically calculated.

Some of the cells in the spreadsheet have been locked, to prevent you from accidentally overwriting the formulas in these cells. However, if you wish to have more control over the spreadsheet, you can unlock it by:

In Excel 2003:

  • Click on the Tools drop-down menu
  • Click on Protection and from the sub-menu, select Unprotect Sheet...

In Excel 2007 - 2013:

  • Select the Review tab at the top of your Excel Workbook
  • Click on Unprotect Sheet

Functions Used in the Excel Invoice Template

The Excel functions and operators used in the above Invoice Template are:

* operatorThe multiplication operator is used to multiply the quantity with the individual item price, to calculate each total of each row in the invoice.
The multiplication operator is also used to calculate the Tax.
If functionUsed to keep the 'Row Total' column of the invoice tidy. If no value is present in the corresponding cell of the 'Quantity' column, the entry in the 'Row Total' column remains blank. Otherwise, the row total is calculated and displayed.
Isnumber functionUsed to check if a numeric value is present in the 'Quantity' column of the Invoice.
SUM functionUsed to calculate the Invoice Subtotal before Tax and the final Invoice Total.