Wednesday, June 26, 2013

How to Make an Invoice in Excel 2007


1. Click the round 'Office' button in the top left of the Excel worksheet. A drop down will appear with a list of icons on the left and a list of 'Recent Documents' on the right.
2. Click 'New,' the first icon at the top of the list on the left of the drop down. A new screen will pop up automatically defaulting to 'Blank and recent' in the box on the left of the screen and 'Blank Workbook' at the top of the middle box.
3. Click 'Invoices' in the box on the left of the screen under the header 'Microsoft Office Online.' The middle screen will change to show thumbnails of various invoice designs.
4. Click through the various invoices to view the different options available. If this is your first time using a template, information to the right of the middle box will appear asking you to accept using these forms. Click 'I Accept' if you accept the terms of the templates. Once you've clicked that, you will never need to click it again and instead will see larger thumbnail views of the template you currently have selected.
5. Click 'Download' once you have found a template that fits your business needs. The template will download and open. Modify appropriate areas to show your company name and information.
6. Click the 'Office' button in the top left. In the drop down, click 'Save' to name and save your template where you will remember it.

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