如何用Excel制作发票

方法 1

方法 1 的 3:在Windows上使用模板

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1
打开Microsoft Excel。它是一个绿色的图标,上面有一个白色的“X”。将会打开Microsoft Excel主页。
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2
搜索发票模板。在页面顶部搜索栏中输入发票,然后按Enter搜索发票模板。
你必须要连接互联网才能搜索模板。

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3
选择模板。点击要在窗口中打开的模板。

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4
点击创建。这个按钮在模板预览的右侧。这样就会在Microsoft Excel中打开模板。

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5
根据需要编辑模板。例如,大多数模板的顶部都写有“公司”;你可以用自己公司的名称来代替这个抬头。
要编辑Excel文档上的文本,双击文本项,然后删除文本项或将它替换为你自己的文本项。

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6
填写发票。输入发票模板要求的任何信息,以确保总计金额与你应付金额相匹配。
例如,有些发票模板要求你输入每小时费率或固定费用。
大多数发票模板会在“总计”框中使用公式,以便计算你输入的每小时费率和工作小时数。

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7
保存发票。点击页面左上角的文件,点击另存为,双击保存位置,输入发票名称,点击保存。这样就会在你所选的保存位置中保存定制发票。这样发票就准备好了。

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方法 2

方法 2 的 3:在Mac上使用模板

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1
打开Microsoft Excel。它是一个绿色的盒子,上面有一个白色的“X”。Excel将会打开。

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2
点击文件。这个菜单项位于页面左上角。一个下拉菜单将出现在它的下面。

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3
点击从模板中新建。它是文件下拉菜单中的一个选项。这样就会打开一个带有模板选项的新页面。

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4
搜索发票模板。在页面右上角的搜索栏中输入发票,然后按返回。
你必须要连接互联网才能搜索模板。

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5
选择一个模板。点击模板以打开显示模板的预览窗口。

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6
点击打开。它在预览窗口中。这样就会将发票模板作为新文档打开。

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7
根据需要编辑模板。例如,大多数模板的顶部都写有“公司”;你可以用自己公司的名称来代替这个抬头。
要编辑Excel文档上的文本,双击文本项,然后删除文本项或将它替换为你自己的文本项。

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8
填写这张发票。输入发票模板要求的任何信息,以确保总计金额与你应付金额相匹配。
例如,有些发票模板要求你输入每小时费率或固定费用。
大多数发票模板会在“总计”框中使用公式,以便计算你输入的每小时费率和工作小时数。

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9
保存发票。点击文件菜单项,点击另存为,输入发票名称,并点击保存。这样发票就准备好了。

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方法 3

方法 3 的 3:手动创建发票

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1
打开Microsoft Excel。它是一个绿色盒子,上面有一个白色的“X”。Microsoft Excel主页将会打开。

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2
点击空工作簿。这个选项位于Excel主页的左上角。就会打开一个空白的电子表格。
在Mac上,如果Excel打开空白文档,跳过这一步。

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3
创建发票抬头。抬头应该包括以下信息:

公司名称—发票金额支付对象的公司名称。

描述词—“发票”字眼或发票类型的描述,如“报价”(如果你是向客户给出服务报价而不是送交账单)。

日期—你开具发票的日期。

号码—发票号码。你可以为所有客户使用全局编号系统,单独为每个客户编号。如果你选择单独为每个客户编号,可以在发票号码中包含客户名称或其他形式的名称,例如“Westwood1”。

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4
输入销售方和购买方地址。这个信息应该在发票顶部,你的信息应该在客户信息的上面。
你的联系信息应该包括你的名字、公司地址、电话号码和电子邮件地址。
你的客户信息应该包括公司名称、应付账款人的姓名和客户地址。还可以包括客户的电话和电子邮件地址。

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5
输入账单信息。你可以专门用一栏简要描述产品或服务,一栏来描述数量,一栏来描述单价或费率,一栏来计算购买这些数量产品所用的总价格。

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6
显示账单总额。它应该出现在计算单独费用的列的下方,可以用Excel的“求和”函数生成。
例如:如果你在单元格B3和B4分别有13美元和27美元的工作量,你可以在单元格B5中输入格式=SUM(B3,B4)来在该单元格中显示40美元。
如果你在单元格B3中使用每小时费率(例如,30美元),在B4中使用小时数(如,3),你就可以在单元格B5中输入=SUM(B3*B4)。

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7
包括付款方式。可以出现在账单信息的上方,或者下方。常见的付款方式有“收到付款”、“14天内付款”、“30天内付款”或“60天内付款”。
你也可以在发票底部附上一份备忘录,内容包括已接受的付款方式、基本信息,或者对与你一起采购的顾客表示感谢。

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8
保存发票。如有必要,发票使用的名称要和你发给客户的其他发票名称区分开来。保存发票操作步骤:

Windows—点击页面左上角的文件,点击另存为,双击一个保存位置,输入发票名称,并点击保存。

Mac—点击文件菜单项,点击另存为,输入发票名称,并点击保存。

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