Excel 2013 Invoice Template For Professional Use

An invoice template is a pre-formatted document that can be used to create invoices quickly and easily. When creating an invoice template, it is important to consider the design elements that convey professionalism and trust.

Basic Elements of an Invoice Template

Invoice Number: This is a unique identifier for each invoice.

Invoice Date: This is the date the invoice was issued.

Due Date: This is the date by which the invoice is due.

Customer Information: This includes the customer’s name, address, and contact information.

Invoice Items: This is a list of the products or services that were purchased.

Quantity: This is the number of items purchased.

Unit Price: This is the price of each item.

Total Price: This is the total cost of the items purchased.

Tax: This is the amount of tax that will be charged.

Total Due: This is the total amount due, including tax.

Payment Terms: This is the method of payment and the due date.

Company Logo: This is the company’s logo.

Company Contact Information: This includes the company’s name, address, and contact information.

Design Elements for a Professional Invoice Template

Font: Choose a font that is easy to read and professional. Sans-serif fonts such as Arial or Helvetica are good choices.

Font Size: Use a font size that is large enough to be easily read, but not so large that it takes up too much space.

Line Spacing: Use a line spacing that is consistent throughout the template.

Alignment: Align the text in your template consistently. Left-aligning the text is a good choice.

Margins: Use margins that are large enough to make the template easy to read, but not so large that the template looks empty.

Color: Use colors that are easy on the eyes and that complement each other.

White Space: Use white space to create a clean and uncluttered look.

Branding: Incorporate your company’s branding into the template. This can include using your company’s colors, logo, and fonts.

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Creating a Professional Invoice Template in Excel 2013

1. Open a new Excel workbook.
2. Create a table with the columns listed above.
3. Format the table to make it look professional.
4. Add your company’s logo and contact information.
5. Save the template as an Excel template (.xltx) file.

Additional Tips for Creating a Professional Invoice Template

Use a template that is easy to customize.

Make sure the template is easy to read and understand.

Proofread the template carefully before using it.

Use a template that is compatible with your accounting software.

By following these tips, you can create a professional invoice template that will help you save time and money.