Anyone running a small business knows the oozing bits of joy when you hear a customer saying, “Can you send me an invoice?”
While creating an invoice is an easy task, if you want something that is professional looking, easy to manage and works well, then you are stuck.
That is where Excel really shines. By using an invoice template, you can quickly create and send invoices.
Today I want to share one such template with you all. Why? Because we are awesome like that.
Free Invoice Template – Download
Click here to download the template.
The file contains 2 sheets.
- A ready to use or print invoice template. Just fill in values and bingo!
- A table where you can list all your products and services. This way you can select them on the invoice to generate prices quickly, as shown below:
How to use this invoice template?
This template is optimized to print or save as PDF. All you have to do is enter the data and go.
- Go to Products & Services tab and specify your details
- Select items & specify quantities to see prices
- Apply any discount per line item as needed
- Delete extra lines or add lines as needed
- Specify tax % if any
- Provide payment instructions
- Add other details like invoice #, receivers details and your details
- Print this sheet (only invoice will be printed)
OR
Save this worksheet as PDF (only invoice will be saved)
How is this template made?
As a curious reader, you may want to know what Excel techniques are involved in constructing this template. So here we go,
- Tables: to keep the products & services data
- Data validation: to select one of the products from list
- Conditional formatting
- to prevent duplicate product names in the invoice
- to show zebra lines (alternative rows in different color) in the invoice items list
- to show $ amounts only if quantity & product name is specified
- VLOOKUP formula to fetch price of selected item
- IFERROR formula to suppress any errors
- Print areas: to print (or save as PDF) only the invoice portion
Do you use Excel for preparing invoices?
Just like millions of small businesses around the world, we at chandoo.org too use Excel for making invoices, quotations and tracking data.
What about you? Do you use Excel templates to manage invoices, quotations etc.? What is your experience like? Please share your thoughts & techniques in the comments.
More Excel templates for you
Check out these templates to save precious time and kick some serious ass.
13 Responses to “Using pivot tables to find out non performing customers”
To avoid the helper column and the macro, I would transpose the data into the format shown above (Name, Year, Sales). Now I can show more than one year, I can summarize - I can do many more things with it. ASAP Utilities (http://www.asap-utilities.com) has a new experimental feature that can easily transpose the table into the correct format. Much easier in my opinion.
David
Of course with alternative data structure, we can easily setup a slicer based solution so that everything works like clockwork with even less work.
David, I was just about to post the same!
In Contextures site, I remember there's a post on how to do that. Clearly, the way data is layed out on the very beginning is critical to get the best results, and even you may thinkg the original layout is the best way, it is clearly not. And that kind of mistakes are the ones I love ! because it teaches and trains you to avoid them, and how to think on the data structure the next time.
Eventually, you get to that place when you "see" the structure on the moment the client tells you the request, and then, you realized you had an ephiphany, that glorious moment when data is no longer a mistery to you!!!
Rgds,
Chandoo,
If the goal is to see the list of customers who have not business from yearX, I would change the helper column formula to :
=IF(selYear="all",sum(C4:M4),sum(offset(C4:M4,,selyear-2002,1,columns(C4:M4)-selyear+2002)))This formula will sum the sales from Selected Year to 2012.
JMarc
If you are already using a helper column and the combox box runs a macro after it changes, why not just adjust the macro and filter the source data?
Regards
I gotta say, it seems like you are giving 10 answers to 10 questions when your client REALLY wants to know is: "What is the last year "this" customer row had a non-zero Sales QTY?... You're missing the forest for the trees...
Change the helper column to:
=IFERROR(INDEX(tblSales[[#Headers],[Customer name]:[Sales 2012]],0,MATCH(9.99999999999999E+307,tblSales[[#This Row],[Customer name]:[Sales 2012]],1)),"NO SALES")
And yes, since I'm matching off of them for value, I would change the headers to straight "2002" instead of "Sales 2002" but you sort the table on the helper column and then and there you can answer all of your questions.
Hi thanks for this. Just can't figure out how you get the combo box to control the pivot table. Can you please advise?
Cheers
@Kevin.. You are welcome. To insert a combo box, go to Developer ribbon > Insert > form controls > combo box.
For more on various form controls and how to use them, please read this: http://chandoo.org/wp/2011/03/30/form-controls/
Thanks Chandoo. But I know how to insert a combobox, I was more referring to how does in control the year in the pivot table? Or is this obvious? I note that if I select the Selected Year from the PivotTable Field List it says "the field has no itens" whereas this would normally allow you to change the year??
Thanks again
worked it out thanks...
when =data!Q2 changes it changes the value in column N:N and then when you do a refreshall the pivottable vlaues get updated
Still not sure why PivotTable Field List says “the field has no itens"?? I created my own pivot table and could not repeat that.
Hi, I put the sales data in range(F5:P19) and added a column D with the title 'Last sales in year'. After that, in column D for each customer, the simple formula
=2000+MATCH(1000000,E5:P5)
will provide the last year in which that particular customer had any sales, which can than easily be managed by autofilter.
Somewhat longer but perhaps a bit more solid (with the column titles in row 4):
=RIGHT(INDEX($F$4:$P$19,1,MATCH(1000000,F5:P5)),4)
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