In the past Chandoo has written about custom Number Formats for cells:
http://chandoo.org/wp/2008/02/25/custom-cell-formatting-in-excel-few-tips-tricks/
http://chandoo.org/wp/tag/custom-cell-formatting/
and I have written about Custom Number Formats for Charts:
http://chandoo.org/wp/2011/08/19/selective-chart-axis-formating/
http://chandoo.org/wp/2011/08/22/custom-chart-axis-formating-part-2/
This post examines a technique for quickly developing Custom Number Formats for Cells, Charts or any other Number location in Excel.
A Technique for Quickly Developing Custom Number Formats
Instead of Selecting the cell, chart axis etc, Ctrl 1, Format Cells/Properties, Number Tab, Custom and then entering a Custom Format and Apply, only to find out that the format is incorrect, try this simple technique below.
1. Enter a few Numbers in 3 cells
Enter 3 numbers, a positive, zero and negative which have values you will expect to receive in your model.
2. Add a Custom Format Cell
In D3 I have entered ##,;-(##,);”Zero”
3. Display Numbers using the custom Format
Each Number to a display cell with a simple =Text(B3,$D$3)
Copy down
This will display the 3 numbers using the Custom Format in Cell D3
4. Develop Your Custom Format
Play around with your own Custom Number Formats to your hearts content
5. Use your new format
Once you have completed your new Custom Number Format, copy the cell contents of D3 in this case.
Select your cells/or other Excel Numbers,
Ctrl 1,
Format Cells/Properties,
Number Tab, Custom
Enter the Custom Format and Apply.
6. Extending the Technique
This technique can be extended by adding several more rows with a larger range of values.
The values are all evaluated at the same time
LIMITATIONS
The above technique does not show the effects of the Color Modifiers in the test cells
But I think it is a safe bet that you will understand what the Modifier [Red] will do
There are also reserved characters such as E
So in the above example if I had used Zero instead of “Zero”
It would have displayed Ze1900ro, where the E in Zero is taken as 10^x and x=0 so Excel interprets e as 0 or 1900, a date?
You can avoid this by using the code “Zero” or Z\ero
DOWNLOAD
You can download the worked Example File used above.
NUMBER FORMATS
For more on Number Formats check out the above links or those below:
http://www.ozgrid.com/Excel/excel-custom-number-formats.htm
http://www.ozgrid.com/Excel/CustomFormats.htm
http://peltiertech.com/Excel/NumberFormats.html
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!