This week we are celebrating Your Week @ PHD. That means you get to read the excel tips shared by other readers of this blog.
Unhide all the sheets using simple macro by Kat
My single favourite simple macro ever – to fill in the gap that Excel leaves. Unhiding -all- hidden tabs in a workbook at once. I install it in the personal.xls workbook, and save myself hours of clicking.
Sub Unhide_All_Sheets() Dim wsSheet As Worksheet For Each wsSheet In ActiveWorkbook.Worksheets wsSheet.Visible = xlSheetVisible Next wsSheet End Sub
A KPI Dashboard using VBA and Charts by David
After learning a whole lot over the past few months from this site and others (so many I can’t even remember right now – but I will make a list soon of where I found things), I constructed a KPI spreadsheet (see link below). This spreadsheet allows our institution to create standardized KPI reports for university consumption.
I attempted to keep the colors muted even though I chose school colors (from the publishing guide) for the actual graph.
Features
The chart is dynamically configured in numerous ways. The user can control the title (via cell entry on left), color of bars (via color of data labels), number format (via number format of the first data cell), and the display and printing of the trend line. The KPI name comes from the sheet, and the vertical axis is determined based on the data (I find the maximum value and divide by 4).
To-dos
I would like the user to be able to enter new descriptive items via a form with the option to include variables (KPI_Name, KPI_Category, etc.). I would like the user to be able to include more than one chart on a page (some KPIs actually need to track parts of the whole).
I am sure there are more features I will think of as time goes on but I wanted to let others see this and hopefully be able to incorporate it into their/your own work. The file is available here: http://dl.getdropbox.com/u/749941/KPIs_PHD.xlsm. Hopefully I will be starting a blog soon to talk more about what we are doing here with excel and other products.
Using Find Dialog to Solve a Tricky Problem by Christy Lee
Introduction:
On a project I recently worked, we crunched several hundred (about 400) rows of data. The creator of the original document did not have any way to foresee the life this project would take on! So…there was only one field for ‘Name’ which contained the names of the team members for the corresponding step of the overall project.
Challenge:
As the project progressed, an individual may be added to multiple task teams. So, your name might be one of three in four records, one of ten in fifteen records, etc. Also, the team members could be added on the fly…you see how the complications arise quickly! Oh, and the project was run on three continents in four countries….
Each person was responsible for updating their pertinent information. Because of the complexity of that one name cell, filtering and sorting became cumbersome.
Solution:
Hide all rows except for the header row.
Do a search on your name (fortunately, in about three dozen team members, we had no duplicate last names!)
When the search results dialog comes up, select all of the records (select first, shift+select last)
Go to Format>Row>Show.
Whoo Hoo! There are all (and ONLY) the records that belong to you.
Array Formulas to the Rescue by Rajinikanth
This is the formula to find out Employees first login time and last logout time for the day.
Example : Suppose employee table is starting form Column B
then the table looks like :
Name Code
1001 rajinikanth
1002 srinivas
1003 vardhan
and the Login Data is starting from Column G in a sheet
Then The formula for First login :
{=1/MAX((B8=$G$7:$G$15)*($H$7:$H$15<>0)*(1/$H$7:$H$15))}
and the formula for Last Logout :
{=MAX(($G$7:$G$15=B7)*($I$7:$I$15))}
A Big Warm Lovely Heartfelt Thank you to Kat, David, Christy and Rajinikanth. You are truly wonderful.
Be a part of the “your week” @ PHD
Come, be part of the your week celebrations at PHD. Click here to submit your excel tips. Your tips will be shared with all our readers during this week (May 11-15, 2009)
PS: If you have already shared your tips and not seeing them in this post, don’t worry. I am posting only a few everyday, so yours will be in the next 3 posts.
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!