Bookkeeping for Small Business – Excel Tutorial – Part 2 – Invoice Template – Bookkeeping Training

Bookkeeping for Small Business – Excel Tutorial – Part 2 – Invoice Template – Bookkeeping TrainingIn the second part of this small business bookkeeping video tutorial, I will show you how to create a custom invoice template using Microsoft Excel. I will also show you how to add formulas for automatic calculations. We will replicate the invoice template to create new client invoices, I will also show you how to save the Excel invoice into PDF format so you can simply email invoices to your clients – bookkeeping training.

Video Chapters:

00:00 Introduction
01:27 Chapter 1 – Create a new blank Excel spreadsheet
02:25 Chapter 2 – Update spreadsheet margins
04:46 Chapter 3 – Create the invoice header
14:09 Chapter 4 – Layout invoice template content
33:40 Chapter 5 – Add payment details (Bank Account)
38:10 Chapter 6 – Add payment terms
39:47 Chapter 7 – Add company number & VAT number to the footer of the document
47:15 Chapter 8 – Create a new invoice from the template
51:10 Chapter 9 – Data entry and formula calculations
54:20 Chapter 10 – Save invoice as PDF

Our first goal is to create a blank spreadsheet and save the file as a template. We will then fix the margin to give us more space. Next, we will add our company address and logo to the header of the document spreadsheet invoice template.

Once the header is completed, we will start the processing of laying out content for the main invoice body. We will add our banking details so clients can easily make bank transfers for payments.

I will then show you how to add your company number and VAT number to the footer of the document.

Now the template is completed, I will show you how to copy the template and enter data to create a new customer invoice.

We will enter data from the invoice tracker template we created in part 1 of this tutorial, I will also show you how to create some basic formulas to speed up data entry.

Finally, we will save the document as a PDF file which we can email to the customer.

Note, there are monthly subscription accounting software applications like Xero or Quick Books which also allows you to generate invoices that can be sent to customers via email. The goal of this tutorial is to try and keep your costs low as possible for a small start-up business.

In the long run, it is probably worth investing in accounting software when your business grows and you’re seeing substantial profits.

It would be a good idea to speak to your accountant and find out what software applications they recommend such as Xero or Quick Books.

Bookkeeping for Small Business – Excel Tutorial – Part 1 – Invoice Tracking: https://youtu.be/XDnBV-Tlb2g

Bookkeeping for Small Business – Excel Tutorial – Part 2 – Invoice Template: https://youtu.be/Ap4QyvMPuV4

Bookkeeping for Small Business – Excel Tutorial – Part 3 – Expenditure Tracking: https://youtu.be/BS7hs4Isx5I

Bookkeeping for Small Business – Excel Tutorial – Part 4 – VAT Calculations – https://youtu.be/pBTXRNr3qaE

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