How to Create an Invoice in Excel for Water Submetering
Microsoft offers powerful tools for businesses that can be used for everything from creating detailed billing statements and invoices to building company budgets and business plans. Creating your invoices in Microsoft Excel has a number of important benefits, including the ability to calculate totals, discounts and other information automatically, based on the inputs you provide. By using a ready-made template and customizing it to your needs, you can create customized water submetering invoices for each of your clients in a fraction of the time it would take to do each invoice by hand.
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Instructions
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Open Microsoft Excel and create a new spreadsheet. Give the spreadsheet a descriptive name, like "Submetering Invoice," and save it to the hard drive or network share.
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Download an invoice template from the Microsoft website or from one of many third party sites on the Internet. There are many invoice templates available, making it easy to choose the one that is closest to your needs for a submetering invoice.
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Review the fields on the invoice and remove any that are not needed. Add any new fields you might need by using the "Insert" menu and inserting rows or columns as needed.
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Verify that you have the fields you need, including an entry for the amount of water used, the rate for each gallon of usage and the total calculated cost. Also include fields for any applicable discounts or penalties.
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Enter your data to create the first invoice, then save that invoice by using the "File" menu and the "Save As" command. Give the invoice a descriptive name and save it to your hard drive or network share.
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Review the calculated totals on the invoice to make sure they are accurate, then save the invoice a final time and work on the next billing.
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References
- Photo Credit Blue pen in front of invoice image by millann from Fotolia.com
