Then click on the ‘Create’ button to the right of the template’s preview. After deciding which template to use, we can click on that template.Also, these templates are completely customizable, i.e., we can change them as per our requirements. Instead, if we click on a template, its preview appears, which will give us an idea of how the template looks in terms of layout and formatting in Excel. We need not open each template before selection. ![]() We can see in the above screenshot that there are some ready-to-use templates for an invoice. ![]() In doing this, we can see some templates for invoices below:.We must open Microsoft Excel, then click on the File tab, and click on New:.This section contains the number of items or services purchased, their amount, and their description. Client/Customer Information: This contains the name and contact number of the client/customer in the header section.Billing Company Information: This contains the name and contact number of the business/store in the header section.Payment Terms: This contains the mode of payment and states if the payment is due (with the amount owing) on some other date.Invoice date: The invoice date is when the invoice is generated. ![]() ![]() It is in the header section (on top of the page).
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