In our Utopian imaginations all the data would have been standardized and shareable across systems and people. But alas, the reality is totally different. We seldom get data in the format / way we desire it to be. In other words, the ingredients are all there, but for us to prepare the dinner, you must pre-process them.
Often this pre-processing or cleaning up the data takes quite an amount of time it self leaving very little to do the actual work. That is when you can use excel’s powerful data cleaning techniques to handle the situations.
One common problem with corporate data is incorrectly formatted phone numbers. Most of us are used to a standard 10 digit phone number format like 123-123-1234 or (123) 123 1234, but when you get that customer data, very few phone numbers in it are formatted like above. Instead you might see phone numbers like 1231231234, 12312 31234, (123)123-1234 etc.
It is not really difficult to clean up the phone numbers if we know before hand how they are formatted. For eg. you can easily convert a phone number like 1231231234 to 123-123-1234 using excel text formatting functions like =TEXT(1231231234,"000-000-0000"). But it is a rare case in which we have control over the incoming format and quickly you will have to use a slew of format / text processing functions to clean up the data.
To simplify the whole thing, I have written a small VBA UDF (User Defined Function) which you can add to your excel add-ins list and use to clean up virtually any phone number format to standard phone number.
Function cleanPhoneNumber(thisNumber As String) As String
' this function aspires to clean any phone number format
' to standard format (+9999) 999-999-9999 or 999-999-9999
' works with almost all phone number formats stored in text
Dim retNumber As String
For i = 1 To Len(thisNumber)
If Asc(Mid(thisNumber, i, 1)) >= Asc("0") And Asc(Mid(thisNumber, i, 1)) <= Asc("9") Then
retNumber = retNumber + Mid(thisNumber, i, 1)
End If
Next
If Len(retNumber) > 10 Then
' format for country code as well
cleanPhoneNumber = Format(retNumber, "(+#) 000-000-0000")
Else
cleanPhoneNumber = Format(retNumber, "000-000-0000")
End If
End Function
The above function is pretty straight forward and simple. It scans the input text for any numeric ASCII codes and saves them to another text field. Once the scanning is complete the function will format the final number to 999-999-9999 format if the number has 10 or less digits, otherwise to (+9999) 999-999-9999 format (with country code).
Like this? Learn these other data cleaning / processing tips:
Handling spelling mistakes in your data
Splitting text using excel formulas
Generating initials from names using excel
Adding a range of cells using Concat()
19 Responses to “Free Invoice Template using Excel – Download”
Nice post! Invoicing for the small biz or solo entrepreneur is something I see a lot of interest in. Also there are great templates from http://office.microsoft.com/en-us/templates
This is awesome.
I would need a little more. e.g. say I generate a Inv. # 1 with all the details. Once done I can click a button all the relevant details gets stored in some table. Further, when i generate a new invoice those details gets stored in same table but just below the previous invoice.
Is their a way to do this?
I did create a solution you are looking for, however its wrapped in a larger 'Medical Scheduler' and it uses VBA, But you can Save, Update, Lookup, Email, Print & Apply Payments to the Invoice.
You are welcome to download it here:https://www.dropbox.com/s/2yvo0o2tgq9quhe/Medical_Massage_and_Salon_Application-Free.xlsm
The Invoice Items are created from the Appt. Types & Service Items table.
I would love all feedback from this
Thank you for sharing. I will definitely have a look at it.
Daily dose of Excel held a competition in 2005 for this same topic
It obtained 9 solutions which are shown:
http://dailydoseofexcel.com/archives/2005/10/27/invoice-app-the-results/
[…] http://chandoo.org/wp/2014/03/19/free-invoice-template/?utm_source=feedburner&utm_medium=email&a… […]
How can i removed Dollar Sign, As want to use this in india.
Please reply.
Also if possible then can i use Indian Rupee Sign and how?
Hi Chandoo,
Thanks for sharing this invoice template, Let me tell you this template will definitely help me since I got a process to handle where this invoice piece comes. Just a small doubt, can we store all the invoice details in PRODUCT & SERVICES sheet. So that whenever I select an invoice number from invoice sheet I can take print out and I can share it as well. Can we do that?? Since I will be dealing with this on monthly basis.
It would be great if you can help me with this.
Thanks in advance for your help!
Regards,
Gaurang Mhatre
Hi Chandoo,
I was thinking learning excel is quite tuff task but your blog proved me wrong. You made it very interesting. Thank you. Also the template you have provided for Invoice is very helpful to us.
Thanks thanks thanks.. Very helpful. 🙂
Hi i love the speadsheet but would like to ask how do i get it to add the description into the invoice as well
Hi Randy, I tried to download one of your link "https://www.dropbox.com/s/2yvo0o2tgq9quhe/Medical_Massage_and_Salon_Application-Free.xlsm" However, i found the link unavailable. Can you please help me get the new link or can you please send this VBA file on my Email-ID.
Hello Anuj,
Thanks for alerting me to the broken link. This one should work:
https://www.dropbox.com/s/gz89gshex1ad0ex/Medical_Massage_and_Salon_Application-Free.xlsm?dl=0
Please let me know if you have any questions.
Randy
Thank you so much Buddy. will check and revert you soon.
Hi, is there any chance that this can work with the "Products & Service" sheet outside of the Invoice sheet. I create multiple invoice files for the numerous clients. Updating the product sheet for each of them maybe a task. Hence, I want to create a MASTER FILE from which data can be picked up without having to insert new data in each of the invoice files.
Possible? Or am I asking for the moon 😉
Thank you so much for tutorial.
This example can be reviewed for the example of the advanced invoice that made with excel userform :https://youtu.be/Qr-4of-38DI
Good Day
i love this template may i ask if it could be modified to have the following
when you lookup a item code in the next column to the right it brings up the description then the quantity, unit cost, discount and then total otherwise i love the template
Item Code Description Quantity Unit Cost Discount Total
When creating an Invoice template in Excel are you able to utilize the auto row height and wrap feature when the cell is a merged cell? I need to have a number of cells merged together to allow for enough space to type in the description of work performed (lets say cells A-D are merged in each row) however it seems that I am unable to utilize the auto format feature. To work around this I have to manually increase the row height after each entry. Is there a better solution for this? Thank you!