INVOICE BUILDER V2

FEATURES
1. Create invoices for your small business
2. Customize it to your need
3. Automatically calculate totals and subtotals
4. Handles tax rates at order level
5. Accommodates products that are not taxable
6. Handles discounts at product and order levels
7. Save time by storing customer and product data

INITIAL SETUP
1. Enter Business Information in Settings sheet
2. Enter Products in Products sheet
3. Enter Customers in Customers sheet
4. Change Logo in Invoice sheet
5. Customize Customer Info fields in Invoice sheet
6. Enter Tax Rate % in Invoice sheet (cell I50)
7. Apply Currency format in Invoice sheet.

CREATING INVOICES
1. Make a copy of Invoice sheet
2. Rename it with Invoice #.
3. Follow instructions in Invoice sheet

LIMIT
Accommodates 20 line items per invoice.
ENTER BUSINESS INFORMATION

Business Name
INDZARA
Shipping Address For free and premium
templates, visit indzara
123 ABC Street,
Peace City, Earth. To enter address in more than
one line, press Alt+Enter.
Billing Address
456 XYZ Street,
Happiness City, World.
Tag Line
Peace for Everyone
E-mail
indzara@gmail.com
Phone
123-456-7890
Website
indzara.com
SUPPORT
Visit template page for video demo and tutorial
Password to unprotect: indzara

For free and premium Excel

templates, visit indzara.com
PRODUCTS START ENTERING DATA FROM ROW 4

Product ID Product Name Product Description Sales Price

ID NAME DESCRIPTION PRICE
 Choose NO if not taxable. Rename & Use this field to store any
Unit of measurement Leave Blank if taxable information you would need
UNIT TAXABLE PR CUST FLD
Add a new column by typing in cell H3
CUSTOMERS START ENTERING DATA FROM ROW 4

Unique customer
Customer ID name Shipping Address Billing Address
ID NAME SHIPPING ADDRESS BILLING ADDRESS
 Rename & Use this field to store any
Email Address Phone Number Contact person information you would need about Customer.
EMAIL PHONE CONTACT PA CUST FLD
Add a new column by typing in cell I3
 INVOICE
INDZARA
123 ABC Street,
Peace City, Earth.

Peace for Everyone

INVOICE #
CUSTOMER
CONTACT INVOICE DATE

BILLING ADDRESS EMAIL PAYMENT DUE DATE

PHONE

SHIPPING ADDRESS ID

ID DESCRIPTION UNIT QUANTITY DISCOUNT PRICE TAXABLE AMOUNT BEFORE TAX

SUBTOTAL BEFORE TAX 0.00

NOTES TAX @ RATE 0.00
Please pay within 30 Days. Please contact if there are any questions.
SUBTOTAL + TAX 0.00
DISCOUNT AMT 0.00
OTHER CHARGES
ORDER TOTAL 0.00

THANK YOU
PHONE EMAIL
123-456-7890 indzara.com indzara@gmail.com