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.
20 Responses to “Untrimmable Spaces – Excel Formula”
Hi Chandoo,
First of all, HAPPY NEW YEAR!!! Wish you and your family another fruitful year ahead.
To answer your question: Power Query is the best way to trim. 🙂
Btw, if Power Query is not available, then formula would absolutely do... but did you forget to mention also Char 32?
One more question: Is the trailing minus meant to be a negative number? Maybe only the sender knows... 🙂
Cheers,
I just see your PQ way, it is amazing, I think it is the most simple way.
No idea how it did it?
I know these spaces can be a real pain but these days I advise Excel users to learn and use Flash Fill and that will learn what to do pretty quickly.
Highlight range to be cleaned. Then, in Replace, hold down the Alt key and type 0160. Replace with nothing.
I accomplished this by writing a macro to go through all the possible unprintable characters. Looped through the range.
@Steve
Brute force works just as well, its just slower
I use a different method here. First, I will copy the data from Excel and paste it in a notepad. In Notepad, I will do a Find Blanks (Space " ") and Replace (Empty) with nothing.
Then you can copy the data from Notepad and paste it back to Excel which will be a perfect number as you desire.
But Thanks for the formula. Its probably the 2nd out of 8 tricks as Chandoo mentioned. Waiting for the rest among 8 from other users 🙂
Hi....
You don't always need notepad for that. I use the Find/Replace is Excel works just fine.
I don't understand the x's. Why weren't they removed in the formula? Or are they part of some sort of numeric formatting that I'm not familiar with? I saw how you handled the non-breaking spaces and the dashes, but am confused about what role the x's played in all this.
Thanks!
Hi Andrew ,
The xs have been used solely to demarcate the actual data text ; thus , without the x in place at the end of text , as in :
x 4,124,500.00 x
it would be impossible to know that there are unwanted trailing characters , in this case , after the last 0.
These xs are not part of the original data text , nor are they used in the formulae ; they are put in only so that readers can visualize the individual items of data as they are in practice. Think of them as imaginary delimiters.
Oh, that makes sense! Thank you for the explanation. I had a feeling it was something along those lines.
You can type this character using the Keys Alt+0160.
Very useful to replace this Character using Find and Select resource.
For many years, my jobs have included ETL tasks and I built this macro to help long, long ago. I tweak it every now and again. Many co-workers, past and present, have it wired to a button on their toolbar.
Sub Clean_and_Trim()
'CAUTION: Strips leading zeroes -- do not use on zipcodes, etc.
If Application.Calculation = xlCalculationAutomatic Then
Application.Calculation = xlCalculationManual
Revert = 1
ElseIf Application.Calculation = xlCalculationManual Then
Revert = 0
End If
For Each Cell In Selection
For x = Len(Cell.Value) To 1 Step -1
If Asc(Mid(Cell.Value, x, 1)) = 160 Then
Cell.Replace What:=Chr(160), Replacement:=" ", LookAt:=xlPart, MatchCase:=True
End If
If Asc(Mid(Cell.Value, x, 1)) = 32 Then
Cell.Replace What:=Chr(32), Replacement:=" ", LookAt:=xlPart, MatchCase:=True
End If
Next x
If Cell.Value "" Then
Cell.Value = Application.Clean(Application.Trim(Cell.Value))
End If
Next
If Revert = 1 Then
Application.Calculation = xlCalculationAutomatic
ElseIf Revert = 0 Then
Application.Calculation = xlCalculationManual
End If
End Sub
This is awesome! What if you have several characters you need to have removed? What would be the easiest way as I can imagine there are several ways.?
# - 35
$ - 36
- 62
/ - 47
, - 44
. - 46
" - 34
: - 58
This is typical case of a Fitbit data export to Csv file. Each number has CHAR160 as thousand separator.. how smart Fitbit, thank you 😉
By the way, i prefer to copy the character, and use find and replace.
Sometimes it happens if you copy a table from outlook and paste it in excel. When you apply formula on those cells you will get error. What i use to do is
copy one character that looks like space,
select the entire range,
go to Find and replace,
Paste the copied character in Find option
Leave the replace option unfilled..
click on replace all..
All the errors shall be converted in to proper values..
Process looks lengthier.. but it is one of the simplest method
If Clean, Trim, and Substitute, or Find and Replace does not complete the job, I usually enter a value of 1 in an empty cell. Copy the Value of 1, Highlight the range of text numbers, and Paste Special, Values, Multiply. This site is great!
You can use Dose for Excel Add-In that can quickly clean huge data with one click besides more than +100 new functions and features to add to your Excel to save time and effort.
https://www.zbrainsoft.com
Hi,
I have a problem in excel. The sheet attached herewith.
TABLE CONFIG 2/6
A B C D E F G H
1 WEIGHT1 43,599 WEIGH2 62500 WEIGHT3 77000 WEIGHT4 66,500
2 DEDUCTION1 15,000 DEDUCTION1 15,000 TEMP 0 DEDUCTION2 11,005
3 RESULT 58,599 RESULT-1 77,500 RESULT-2 77,000 RESULT-3 77,505
4 RESULT SUBSTRACT 0 0 0
5 REQUIRED VALUE 77,500 77,000 77,505
Note: 1- RESULT (58599) IS TO BE DEDUCTION EITHER FROM D4 OR F4 OR H4 WHICHEVER IS MOST
LEAST CELL AMONG RESULT-1 OR RESULT-2 OR RESULT 3.
2-HENCE, RESULT VALUE $B$3 IS TO BE PRESENTED ON CELL EITHER D4 OR F4 OR H4 WHICHER IS
MOST LEAST VALUE
3-FORMULA =IF(E8<H8,$B$9,IF(E8<J8,$B$9,IF(H8<J8,$B$9,IF(H8<E8,$B$9,IF(J8<H8,$B$9))))))
CREATED ON CELL D4,F4 & H4 DID NOT WORK.
PLS FOR YOUR HELP.
THANK YOU
@R
Why not ask the question in the Chandoo.org Forums
https://chandoo.org/forum/
You can attach a file there