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.
8 Responses to “Top 5 keyboard shortcuts for Excel Charts”
As far as I remember (checked, again, 2 minutes ago) in my "Excel 2013" in order to select various chart elements I need to use the Arrow keys and not the TAB key.
Practically, the TAB key does nothing (within a Chart).
----------------------------
Michael (Micky) Avidan
Thanks for pointing this out. This is how I remember it too, but when I was recording the video yesterday, only TAB key worked. MS must have changed the keys in Excel 2016. I have edited the post to include both keys.
The key navigation on charts is different in 2016.
TAB cycles through a layer of objects (SHIFT+TAB cycles backwards)
ENTER move down a layer
ESC moves up a layer
So on a column chart with title/legend/data labels if you select the plotarea the TAB will go through Title > Legend > Plotarea.
ENTER at plotarea will then select Vertical axis. Tab will take you through
Horizontal axis > gridlines > Series > Horizontal Axis.
ENTER with series selected will then allow you to TAB through individual data points and data labels.
If you ENTER on datalabels you can TAB through each data label.
ALT + F1 : to create default chart
ALT+E S T = CTRL + ALT + V, T : I find that easier to remember
I second what Michael already said about TAB and arrow keys. I can't help but think if this is related to the "," or ";" as separator. I prefer to use the chart tools - layout- drop down box, anyway.
Got to be F11 for instant charting. Highlight your data , hit F11 and voila! ?
Ctrl+1 is the most important chart shortcut. In fact, it works for any Excel object: whatever is selected, Ctrl+1 opens the task pane or dialog to format that object.
Somewhere along the line, maybe when Excel 2016 came out, the arrow keys stopped working to cycle through the elements of a chart. But what works is holding Ctrl while clicking the arrow keys. I haven't gotten used to the Tab and other keys, but as long as Ctrl+Arrow works, I'm good.
And F4 used to be so helpful when formatting a lot of charts. But since Excel 2007 came out, it has been mostly useless. It used to remember a whole set of changes at once, so I get that the newer modeless dialogs make that impractical. But now it only seems to work with formatting of lines and borders, and maybe fills. I find myself writing a lot of VBA one-liners in the Immediate Window to handle these tedious formatting tasks.
after clicking on a chart, is there a shortcut key to copy it?
Thank you for the Alt E S T - tip. This is more than a time saver. Because of dynamic charts or de-activated external references to data when you make the charts, you often have empty charts that are otherwise impossible to format. So this shortcut helps adressing that. I will work with it more and see if there remain some obstacles.