Invoice form

G

Guest

Guest
Hello All:

I am going to be creating an invoice template that will be used for customer invoicing. I have many different ideas, but I was wondering if anyone had any effective & creative ideas that they have used, or that they think might be useful in this case. Perhaps using some sort of form, control box tools, etc? Any ideas welcomed!
 

Excel Facts

Which lookup functions find a value equal or greater than the lookup value?
MATCH uses -1 to find larger value (lookup table must be sorted ZA). XLOOKUP uses 1 to find values greater and does not need to be sorted.
A lot depends on what you want and how things are already done in the business.

Do you have products or services?

Do these products and services have reference numbers?

Do you have a lot of repeat customers?

Would you need or want to add customer details in a database style sheet?

Do customers have customer account numbers?

Main things people tend to need are invoice numbers, billing dates - linked to payment deadline dates, customer details, summary of services and/or products purchased.

HTH
 
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