Excel Training – Create an Invoice

This training will teach you how to create an invoice in Excel. In this exercise, you will learn how to build a simple yet effective invoice. Creating an invoice is an essential skill that helps you track sales and payments efficiently.

1. You will calculate the sales amount by multiplying the unit price by the quantity of items.
2. You will calculate the total amount for all items sold.
3. You will calculate the tax amount based on the sales amount.
4. You will find the total invoice amount, including tax, by adding the sales amount and the tax.

This exercise will guide you step-by-step, making sure you understand the basic calculations needed to manage an invoice.

By the end, you will know how to set up a working invoice in Excel and understand the process of handling sales, taxes, and totals. Let’s get started and see how Excel can simplify your invoicing work!

Click on the following button to start the training about the way to create invoices in Excel.

 

Start

1. What is the formula to calculate the amount of sales for each product?

=SUM(D11:D14)

=C11*C12

=C11*D11

=C11+D11

Question 1 of 6

2. What is the formula to calculate the total of Sales?

=C11:C14*D11:D14

=SUM(E11:E14)

=SUM(E11:E16)

=SUM(C11:C14*D11:D14)

Question 2 of 6

3. What is the formula to return the amount of tax according to the amount of Sales?

=E17*(1+D18)

=E17*D18

=E17+E18

=E17/D18

Question 3 of 6

4. What is the formula for the amount of Sales with tax?

=SUM(E17:E18)

=SUM(E11:E18)

=E17+E18

=E17+E18*D18

Question 4 of 6

5. For each invoice, you want to add the current date in E1.

What is the formula to return the current date?

=14/11/2022

=TODAY()

=NOW()

=TODAY(TRUE)

Question 5 of 6

6. How to display each currency number (the unit price and the total) with only 2 digits and the currency symbol in each cell?

Apply the Currency format

Apply the Accounting format

Reduce the number of digits

Apply the Standard format

Question 6 of 6

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The other courses in this module

1. Learn how to use the SUM function in Excel
2. Exercise: Calculate the income of the week
3. Learn how to use the Dollars in an Excel formula
4. Exercise to learn how to use the Dollar Sign in Excel

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