Excel Invoice & Quote Templates: Line Items, Tax, Numbering & Payment Tracking
Build a self-calculating invoice system for a small print shop: line items and discounts, price-list lookups with bulk prices, tax per rate, invoice numbers with TEXT, due dates with WORKDAY and EDATE, quote-to-invoice deposits, a payment log with open balances and a customer statement with ageing, in 8 hands-on labs.
The first 2 lessons are free — no account needed.
About this course
An Excel invoice and quote template course that builds the self-calculating invoice system of one fictional print shop, for freelancers, small business owners and office staff who bill customers. You calculate line items with quantity × price, line discounts and the effective discount, look up descriptions and bulk prices from a price list and catch a mistyped SKU, work out tax per line and a tax summary per rate with the one-cent rounding difference, number invoices like BW-2026-0148 with TEXT and a counter that restarts every year, turn payment terms into due dates with WORKDAY and EDATE, carry accepted quote lines into a deposit and a final invoice, track payments and open balances with SUMIFS and finish with a customer statement and ageing summary. The first two labs are free.
Lessons
- Line Items: Quantity × Price, Line Discounts & Net AmountsFree
- Product Lookup from a Price List: Descriptions, Bulk Prices & Unknown SKUsFree
- Tax per Line, a Tax Summary per Rate & the Rounding Difference Pro
- Invoice Numbering: Prefix + Year + Padded Counter with TEXT Pro
- Due Dates & Payment Terms: Net Days, WORKDAY and EDATE Pro
- From Quote to Invoice: Validity, Accepted Lines & the Deposit Invoice Pro
- Payment Log & Open Balance per Invoice with SUMIFS (and a Chart) Pro
- Customer Statement & Ageing Summary (with Overdue Highlighting) Pro