Invoice Template – This is a placeholder template of the invoice where some fields are left empty.All the details of a transaction are recorded in the row. To keep everything together, I have created one row for each record. Details – This is where you need to specify the details of the sale/transaction.In this invoice template, there are two worksheets: How does this Invoice Generator Template Works? Saving the Invoice Template as Excel (instead of PDF).Making the Double-click functionality to Work.Modifying the Invoice Generator Template.How does this Invoice Generator Template Works?.You can also modify the invoice template to suit your company’s format (which would require you to change the VBA code a little – explained below). So to minimize my effort, I created an Invoice Generator template in Excel that allows me to have all the data in one place, and then it automatically creates PDF invoices for all the data points.Īs you can see below, all I need to do is double-click on the client’s name (in column B), and it would instantly create and save the invoice in the PDF format in the specified folder. However, since this is additional work, I wanted to get this done as quickly as possible. In my case, there only a handful of invoices to be created, as I have only a few sources of income. So every month, my Charted Accountant would reach out to me asking for sales invoices so that he can file for the GST. Once you have a GST number, you need to file your tax return every month (in India). I recently had to get myself registered under Goods and Services Tax (GST) so that I can file for GST on my earnings.
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