Learn how to create a reusable Excel invoice using advanced functions and features in this comprehensive 31-minute tutorial. Master data validation drop-downs, VLOOKUP, ISTEXT, ISNUMBER, and IF functions to build a dynamic invoice template. Discover techniques for formatting, inserting company logos, calculating wholesale costs with trade discounts, and implementing exact match VLOOKUP for pricing. Explore conditional formulas, totaling functions, and page setup for professional-looking invoices. Gain proficiency in sheet copying and learn to extract invoice numbers from sheet names using CELL, REPLACE, SEARCH, and LEFT functions. Perfect for business professionals and Excel enthusiasts looking to streamline their invoicing process.
Overview
Syllabus
) Introduction to creating an invoice in Excel.
) Format Invoice.
) Insert Company Logo and Boomerang Picture.
) Calculate Wholesale Cost using a Single Trade Discount.
) Data Validation - List to insert Drop-down list of Products.
) Exact Match VLOOKUP to get price.
) IF and ISTEXT to turn formula off when no product entered.
) IF & ISNUMBER for Line Item Total.
) SUM Function and other formulas for totals.
) Page Setup.
) Copy a Sheet using Mouse & Ctrl Key.
) CELL, SEARCH, REPLACE and LEFT Functions to get Invoice Number.
) Summary.
Taught by
ExcelIsFun
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