Excel is a powerful tool that can be used for a variety of tasks, including creating invoices. A stock invoice is a document that lists the items that have been sold to a customer, along with the quantity and price of each item. Stock invoices are typically used by businesses that sell products on a regular basis.

Creating a stock invoice in Excel is relatively easy. The first step is to create a new workbook. Then, you need to create a header for your invoice. The header should include your company name, address, phone number, and email address. You should also include the customer’s name, address, and phone number.

Once you have created the header for your invoice, you can start adding the items that were sold to the customer. To do this, you need to create a table. The table should include the following columns: Item, Quantity, Price, and Total. The Item column should list the name of each item that was sold. The Quantity column should list the number of each item that was sold. The Price column should list the price of each item. The Total column should list the total price for each item.

how to create stock invoice in excel

Follow these steps to create a stock invoice in Excel:

• Create new workbook
• Add invoice header
• Create table for items
• Add item, quantity, price
• Calculate total price
• Add payment terms and notes
• Save and send invoice

With these steps, you can easily create a professional stock invoice in Excel.

Create new workbook

To create a new workbook in Excel, follow these steps:

1. Open Microsoft Excel.
2. Click on the “File” tab in the top left corner of the window.
3. Select “New” from the menu on the left.
4. A new, blank workbook will be created.

You can also use the keyboard shortcut “Ctrl + N” to create a new workbook.

Once you have created a new workbook, you can start creating your stock invoice. The first step is to add an invoice header. The invoice header should include your company name, address, phone number, and email address. You should also include the customer’s name, address, and phone number.

To add an invoice header, follow these steps:

1. Click on the “Insert” tab in the top ribbon.
2. Select “Header & Footer” from the menu.
3. The “Header & Footer Tools” tab will appear.
4. Click on the “Header” button in the “Header & Footer Elements” group.
5. A drop-down menu will appear.
6. Select the header style that you want to use.

You can also create your own custom header by clicking on the “Custom Header” option in the drop-down menu.

Add invoice header

The invoice header is located at the top of the invoice and typically includes the following information:

• Company name
• Company address
• Company phone number
• Company email address
• Customer name
• Customer address
• Customer phone number
• Invoice number
• Invoice date
• Due date

You can add an invoice header to your stock invoice in Excel by following these steps:

1. Open the Excel workbook that you created earlier.
2. Click on the “Insert” tab in the top ribbon.
3. Select “Header & Footer” from the menu.
4. The “Header & Footer Tools” tab will appear.
5. Click on the “Header” button in the “Header & Footer Elements” group.
6. A drop-down menu will appear.
7. Select the header style that you want to use.

You can also create your own custom header by clicking on the “Custom Header” option in the drop-down menu.

Once you have selected a header style, you can start adding the information that you want to include in the header. To do this, simply click on the text box that corresponds to the information that you want to add. For example, to add your company name, click on the text box that says “Company Name”.

Create table for items

The table for items is where you will list all of the items that were sold to the customer. The table should include the following columns:

• Item

  This column should list the name of each item that was sold.

• Quantity

  This column should list the number of each item that was sold.

• Price

  This column should list the price of each item.

• Total

  This column should list the total price for each item.

To create a table for items, follow these steps:

1. Click on the “Insert” tab in the top ribbon.
2. Select “Table” from the menu.
3. A dialog box will appear.
4. Select the range of cells that you want to include in the table.
5. Click on the “OK” button.

Your table will be created and you can start adding the information for each item.

Add item, quantity, price

Once you have created a table for items, you can start adding the information for each item. To do this, simply click on the cell in the table that corresponds to the information that you want to add. For example, to add the name of an item, click on the cell in the “Item” column.

• Item

  Enter the name of the item that was sold.

• Quantity

  Enter the number of items that were sold.

• Price

  Enter the price of each item.

Once you have entered all of the information for an item, you can move on to the next item. Continue adding items until you have listed all of the items that were sold to the customer.

Calculate total price

Once you have entered all of the information for each item, you can calculate the total price for the invoice. To do this, you can use the SUM function in Excel.

The SUM function adds up all of the values in a range of cells. To use the SUM function to calculate the total price, follow these steps:

1. Click on the cell where you want to display the total price.
2. Type the following formula into the cell:

=SUM(C2:C10)

In this formula, C2:C10 is the range of cells that contains the prices of the items.

Press the Enter key.

The total price will be displayed in the cell.

You can also use the SUMIF function to calculate the total price for a specific item. For example, if you want to calculate the total price for all of the items that were sold to a specific customer, you can use the following formula:

=SUMIF(B2:B10, "Customer A", C2:C10)

In this formula, B2:B10 is the range of cells that contains the customer names, “Customer A” is the name of the customer that you want to calculate the total price for, and C2:C10 is the range of cells that contains the prices of the items.

The total price for the specified customer will be displayed in the cell.

Add payment terms and notes

Once you have calculated the total price for the invoice, you can add payment terms and notes. Payment terms specify the conditions under which the customer is expected to pay for the invoice. Notes can be used to provide additional information about the invoice, such as shipping instructions or warranty information.

To add payment terms and notes, follow these steps:

1. Click on the “Insert” tab in the top ribbon.
2. Select “Footer” from the menu.
3. The “Footer” section will appear at the bottom of the invoice.
4. Click on the text box that says “Payment Terms”.
5. Type the payment terms that you want to use.
6. Click on the text box that says “Notes”.
7. Type any notes that you want to add.

Your payment terms and notes will be added to the invoice.

Here are some examples of payment terms that you can use:

• Net 30 days: This means that the customer is expected to pay the invoice within 30 days.
• Due on receipt: This means that the customer is expected to pay the invoice immediately upon receipt.
• Cash on delivery (COD): This means that the customer is expected to pay for the invoice at the time of delivery.

Here are some examples of notes that you can add:

• Shipping instructions: You can use this space to provide instructions on how the customer wants the items to be shipped.
• Warranty information: You can use this space to provide information about the warranty that is offered on the items.
• Special instructions: You can use this space to provide any other special instructions that you want the customer to know.

Save and send invoice

Once you have completed the invoice, you can save it and send it to the customer. To save the invoice, follow these steps:

• Click on the “File” tab in the top left corner of the window.
• Select “Save As” from the menu.
• A dialog box will appear.
• Select the location where you want to save the invoice.
• Enter a name for the invoice.
• Click on the “Save” button.

To send the invoice to the customer, you can either email it or mail it. To email the invoice, follow these steps:

• Open your email program.
• Attach the invoice to the email.
• Enter the customer’s email address in the “To” field.
• Enter a subject for the email.
• Write a brief message to the customer in the body of the email.
• Click on the “Send” button.

To mail the invoice, follow these steps:

• Print the invoice.
• Fold the invoice in half.
• Place the invoice in an envelope.
• Address the envelope to the customer.
• Affix a stamp to the envelope.
• Mail the invoice.

FAQ

Here are some frequently asked questions about how to create a stock invoice in Excel:

Question 1: What is a stock invoice?

Answer 1: A stock invoice is a document that lists the items that have been sold to a customer, along with the quantity and price of each item. Stock invoices are typically used by businesses that sell products on a regular basis.

Question 2: How do I create a stock invoice in Excel?

Answer 2: To create a stock invoice in Excel, follow these steps:

1. Create a new workbook.
2. Add an invoice header.
3. Create a table for items.
4. Add item, quantity, and price.
5. Calculate the total price.
6. Add payment terms and notes.
7. Save and send the invoice.

Question 3: What information should I include in the invoice header?

Answer 3: The invoice header should include your company name, address, phone number, and email address. You should also include the customer’s name, address, and phone number.

Question 4: How do I create a table for items?

Answer 4: To create a table for items, follow these steps:

1. Click on the “Insert” tab in the top ribbon.
2. Select “Table” from the menu.
3. Select the range of cells that you want to include in the table.
4. Click on the “OK” button.

Question 5: How do I calculate the total price?

Answer 5: To calculate the total price, use the SUM function in Excel. The SUM function adds up all of the values in a range of cells. To use the SUM function, follow these steps:

1. Click on the cell where you want to display the total price.
2. Type the following formula into the cell: =SUM(C2:C10)
3. Press the Enter key.

Question 6: How do I save and send the invoice?

Answer 6: To save the invoice, click on the “File” tab in the top left corner of the window and select “Save As”. To send the invoice, you can either email it or mail it. To email the invoice, attach the invoice to the email and enter the customer’s email address in the “To” field. To mail the invoice, print the invoice, fold it in half, place it in an envelope, address the envelope to the customer, and affix a stamp to the envelope.

Question 7: Can I use a template to create a stock invoice?

Answer 7: Yes, there are many templates available online that you can use to create a stock invoice. Simply search for “stock invoice template” and you will find a variety of templates that you can download and use.

Closing Paragraph for FAQ: These are just a few of the most frequently asked questions about how to create a stock invoice in Excel. If you have any other questions, please feel free to leave a comment below.

Now that you know how to create a stock invoice in Excel, here are a few tips to help you create professional and accurate invoices:

Tips

Here are a few tips to help you create professional and accurate stock invoices in Excel:

Tip 1: Use a consistent format.

Your invoices should all have a consistent look and feel. This means using the same font, font size, and layout for all of your invoices. You should also use clear and concise language.

Tip 2: Include all of the necessary information.

Your invoices should include all of the necessary information, such as your company name, address, phone number, and email address. You should also include the customer’s name, address, and phone number. Additionally, you should include the invoice number, invoice date, due date, payment terms, and a list of the items that were sold.

Tip 3: Calculate the total price correctly.

It is important to calculate the total price correctly. To do this, you can use the SUM function in Excel. The SUM function adds up all of the values in a range of cells. To use the SUM function, follow these steps:

1. Click on the cell where you want to display the total price.
2. Type the following formula into the cell: =SUM(C2:C10)
3. Press the Enter key.

Tip 4: Proofread your invoice before you send it.

It is important to proofread your invoice before you send it to the customer. This will help you to catch any errors, such as typos or incorrect calculations. You should also make sure that all of the information on the invoice is accurate.

Closing Paragraph for Tips: By following these tips, you can create professional and accurate stock invoices in Excel that will impress your customers.

Now that you know how to create a stock invoice in Excel and have some tips for creating professional and accurate invoices, you are ready to start creating invoices for your own business.

Conclusion

In this article, you have learned how to create a stock invoice in Excel. You have also learned some tips for creating professional and accurate invoices. By following the steps and tips in this article, you can create invoices that will impress your customers and help you to manage your business more effectively.

Here is a summary of the main points:

• To create a stock invoice in Excel, you need to create a new workbook, add an invoice header, create a table for items, add item, quantity, and price, calculate the total price, add payment terms and notes, and save and send the invoice.
• You can use a template to create a stock invoice.
• To create professional and accurate invoices, you should use a consistent format, include all of the necessary information, calculate the total price correctly, and proofread your invoice before you send it.

Creating stock invoices in Excel is a simple and efficient way to manage your business. By following the steps and tips in this article, you can create invoices that will help you to get paid faster and keep your customers happy.

Closing Message: I hope this article has been helpful. If you have any questions, please feel free to leave a comment below.