Get started using the service invoice
Use this template to create professional looking invoices that are a snap to fill in and are easy for your customers to read.
To get started, in the upper portion, type your company name, address, and phone information in cells C3 through C7 on the Service Invoice tab, and then save the template as an Excel template (.xltx) so that it always has this information prepopulated in those cells. Make sure the template is saved somewhere where it's easy for you to access. If you can save it in your computer's templates folder (usually C:\Users\<username>\AppData\Roaming\Microsoft\Templates), it will be easily available by clicking the New tab, clicking New, and then clicking My Templates. Otherwise, you can click New from Existing and then browse to and open your .xltx file. Either way, the first time you save your file, you'll be prompted to save it as an .xlsx workbook.
Enter your invoice number and customer ID. The date is automatically filled in for you. Then enter your customer information -- contact name, company name, address, and phone information. Set the tax rate in the cell F39. Enter your company name in Cell C41. Finally, enter all the order transaction information in cells C19-F39
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Excel Service invoice template
