![Jopa Excel](/img/default-banner.jpg)
- 269
- 1 879 933
Jopa Excel
United States
Registrace 9. 05. 2021
Excel, Power BI, Time Saving Tools and so on.
How to make an Invoice Design in Excel | You can Print or save as PDF
In this Excel video tutorial, we gonna see How to make an Invoice Design in Excel. You can Print or save as PDF.
Creating an invoice in Excel can be straightforward and efficient. Here's a step-by-step guide to help you design an invoice, including what information to include, why invoices are important, and how to print and save them as PDFs.
Example:
Header: Company Logo, Company Name, Company Address, Contact Information (Phone, Email), Invoice Title (e.g., "INVOICE").
Invoice Details: Invoice Number, Invoice Date, Due Date.
Client Details: Client Name, Client Address, Client Contact Information.
Itemized List of Products/Services: Description, Quantity, Unit Price, Total.
Summary: Subtotal, Taxes, Total Amount Due.
Footer: Payment Instructions, Thank You Note, Terms and Conditions.
Format the Cells: Merge cells for titles and headers where needed. Use borders to separate different sections. Apply formatting to make headings stand out (bold, larger font size).
Formulas: Use basic Excel formulas to calculate totals (e.g., =SUM for totals, =A*B for item total prices).
Key Information to Include on an Invoice:
Your Company Information: Clearly identify who is issuing the invoice.
Invoice Number: For tracking and reference.
Invoice Date and Due Date: Specifies when the invoice was issued and when payment is due.
Client Information: Clearly identify who the invoice is for.
Itemized List of Services/Products: Detailed list of what is being billed for.
Subtotal, Taxes, and Total: Breakdown of the total amount due.
Payment Instructions: How and where to send the payment.
Terms and Conditions: Any additional terms related to the payment or services.
Importance of an Invoice:
Legal Record: Acts as a legal document that records the sale.
Payment Tracking: Helps both the vendor and client keep track of payments and outstanding balances.
Professionalism: Reflects well on your business and builds trust with clients.
Tax Purposes: Necessary for tax filings and audits.
Dispute Resolution: Provides a clear record in case of disputes over payment or services rendered.
Printing and Saving as PDF:
Go to the 'Page Layout' tab and set the print area to include the entire invoice.
Adjust margins and page orientation (portrait or landscape) as needed.
Go to 'File', 'Print'. Choose your printer and print the document. Microsoft Print to PDF.
#JopaExcel #Dashboard #Excel
Creating an invoice in Excel can be straightforward and efficient. Here's a step-by-step guide to help you design an invoice, including what information to include, why invoices are important, and how to print and save them as PDFs.
Example:
Header: Company Logo, Company Name, Company Address, Contact Information (Phone, Email), Invoice Title (e.g., "INVOICE").
Invoice Details: Invoice Number, Invoice Date, Due Date.
Client Details: Client Name, Client Address, Client Contact Information.
Itemized List of Products/Services: Description, Quantity, Unit Price, Total.
Summary: Subtotal, Taxes, Total Amount Due.
Footer: Payment Instructions, Thank You Note, Terms and Conditions.
Format the Cells: Merge cells for titles and headers where needed. Use borders to separate different sections. Apply formatting to make headings stand out (bold, larger font size).
Formulas: Use basic Excel formulas to calculate totals (e.g., =SUM for totals, =A*B for item total prices).
Key Information to Include on an Invoice:
Your Company Information: Clearly identify who is issuing the invoice.
Invoice Number: For tracking and reference.
Invoice Date and Due Date: Specifies when the invoice was issued and when payment is due.
Client Information: Clearly identify who the invoice is for.
Itemized List of Services/Products: Detailed list of what is being billed for.
Subtotal, Taxes, and Total: Breakdown of the total amount due.
Payment Instructions: How and where to send the payment.
Terms and Conditions: Any additional terms related to the payment or services.
Importance of an Invoice:
Legal Record: Acts as a legal document that records the sale.
Payment Tracking: Helps both the vendor and client keep track of payments and outstanding balances.
Professionalism: Reflects well on your business and builds trust with clients.
Tax Purposes: Necessary for tax filings and audits.
Dispute Resolution: Provides a clear record in case of disputes over payment or services rendered.
Printing and Saving as PDF:
Go to the 'Page Layout' tab and set the print area to include the entire invoice.
Adjust margins and page orientation (portrait or landscape) as needed.
Go to 'File', 'Print'. Choose your printer and print the document. Microsoft Print to PDF.
#JopaExcel #Dashboard #Excel
zhlédnutí: 783
Video
How to Make a List in Excel | Drop-down | Simple List, Large Lists and Automatic Lists
zhlédnutí 1,2KPřed měsícem
In this Excel video tutorial, we gonna see How to Make a List in Excel or Drop-down list. We can have a Simple List, Large Lists and an Automatic List in Excel. To have a automatic list to always update automatically, whenever a new value is input or removed. A drop-down list in Excel is a useful feature that allows users to select an item from a predefined list, making data entry faster and mo...
How to make a Schedule on Excel with Daily Entries | Easy Template
zhlédnutí 914Před měsícem
In this Excel video tutorial, we gonna see How to make a Schedule on Excel with Daily Entries with an Easy Template. The TODAY function in Excel returns the current date. It updates automatically each day you open the spreadsheet. Uses: Tracking current dates. Calculating ages, deadlines, or durations. Updating reports dynamically. Conditional Formatting allows you to apply formatting (such as ...
How to Make Interactive Calendar in Excel | Basic Formulas and Fully Customizable
zhlédnutí 2,1KPřed měsícem
In this Excel video tutorial, we gonna see How to Make Interactive Calendar in Excel using only Basic Formulas and functions in Excel and this dynamic calendar in Excel is also Fully Customizable. You can choose the colors, the conditional formatting to highlight automatically cells based on a criteria, the design etc. We are going to use some important formulas in Excel and tools and functions...
How to Combine Charts in Excel to analyze different informations | Column and Line
zhlédnutí 432Před měsícem
In this Excel video tutorial, we gonna see How to Combine Charts in Excel to analyze different informations. We will use the Column chart coupled with the Line chart. Combining charts in Excel is a powerful way to analyze and present different types of information together, making it easier to compare and draw insights from your data. Here’s a guide on how to combine charts to analyze metrics l...
How to make a Dashboard in Excel with Pivot Tables and Charts
zhlédnutí 1,3KPřed měsícem
🔵 EXCEL FILE TO DOWNLOAD: jopaexcel.com/wp-content/uploads/2024/06/Dashboard-ExRmUhxP03Y-data.xlsx In this Excel video tutorial, we gonna learn How to make an Interactive Excel Dashboard using Pivot Table and Pivot Chart in Excel. In this Excel video tutorial, we will learn how to make a Dashboard in Excel from scratch and step by step. We will also learn how to make a table in Excel, how to ma...
How to Remove Duplicates within a Cell in Excel | Practical Examples
zhlédnutí 287Před měsícem
In this Excel video tutorial, we gonna see How to Remove Duplicates within a Cell in Excel with Practical Examples. We can use the formula below to separate the texts of the cell, remove the symbols or delimiters, remove repeated values and the group everything together again. The functions are, textjoin formula, unique formula, textsplit formula. =TEXTJOIN(", ",TRUE,UNIQUE(TEXTSPLIT(A2,{", ","...
How to Create and Use Pivot Tables in Excel with Practical Examples
zhlédnutí 478Před měsícem
🔵 Excel file to Download: jopaexcel.com/dashboarddatadze69peaj1s In this Excel video tutorial, we gonna see how to create Pivot Tables in Excel with Practical Examples. Excel Pivot Tables are powerful tools for data analysis and reporting. They allow you to quickly summarize, analyze, explore, and present large amounts of data in a user-friendly way. Pivot Tables are indispensable for anyone wo...
How to Calculate Age in Excel, Difference Between Date, Years, Months, Days | Datedif
zhlédnutí 643Před měsícem
In this Excel video tutorial, we gonna see How to Calculate Age in Excel, Difference Between Date, Years, Months, Days, using the function Datedif or datedif formula. In Excel, calculating age and determining the difference between dates in years, months, and days are common tasks. Here’s a detailed look at how to achieve these using Excel functions, particularly focusing on the DATEDIF functio...
How to Create Barcode or QR code in Excel (Easiest method)
zhlédnutí 476Před měsícem
In this Excel video tutorial, we gonna see How to Create Barcode in Excel or how to create QR code in Excel using the image function and a like adress to a website to convert the informations into images. Bar codes and QR codes are both used to store and share information in a machine-readable format. Here's a guide on how to use them: Types of Bar Codes: UPC (Universal Product Code): Common in...
Master Advanced Conditional Formatting in Excel with Functions | Step by Step
zhlédnutí 650Před měsícem
In this Excel video tutorial, we gonna see how to use conditional formatting in Excel using Advanced methods such as formulas and functions withing the Conditional Formatting. Let's start with a simple example and move on to more advanced and complex examples. In the first example, we will highlight individual cells whenever the value is greater than the target. Then in the second example we wi...
Top 10 Most Important Functions in Excel | Practical Examples in 10 minutes 🥇🏆
zhlédnutí 349Před měsícem
🔵 FREE EXCEL FILE TEMPLATE TO DOWNLOAD: jopaexcel.com/wp-content/uploads/2024/06/10-formulas-10-min-YwF1pxnM34k.xlsx In this Excel video tutorial, we gonna see how to use the 10 most important Functions in Excel. The most important formulas in Excel with 10 practical examples that can help us on a daily basis, to automate tasks and to save time. There are many functions in Excel that help us au...
Automate Repetitive Tasks in Excel | No Code Required | Anyone can do it!
zhlédnutí 1,1KPřed 2 měsíci
🔵 FREE EXCEL FILE TEMPLATE TO DOWNLOAD: jopaexcel.com/wp-content/uploads/2024/06/Automate-Tasks-F8CsUtGLeMw.xlsx In this Excel video tutorial, we gonna see how to Automate Repetitive Tasks in Excel with macros and no Code knowledge required. You don't need to know VBA, Visual Basic for Applications, to automate in Excel. The first step is how to enable the developer tab in Excel. Then, we can c...
How To Compare Lists and Find Differences and Similarities with Multiple Criteria in Excel
zhlédnutí 937Před 2 měsíci
🔵 FREE EXCEL FILE TEMPLATE TO DOWNLOAD: jopaexcel.com/wp-content/uploads/2024/06/Compare-lists-NzdN2pbgiMo.xlsx In this Excel video tutorial, we gonna see how to compare lists in Excel and find the similarities and differences between lists or Excel files. You can use many columns as criteria and you can also use many different Excel sheets to compare. The purpose of the video is not to remove ...
Power BI tutorial for Beginners | Most Important Tools | Power Query
zhlédnutí 251Před 2 měsíci
🔵 FREE EXCEL FILE TEMPLATE TO DOWNLOAD: jopaexcel.com/wp-content/uploads/2024/06/1-Inventory-List-3Ur7w4VT960.xlsx 🔵 File 2: jopaexcel.com/wp-content/uploads/2024/06/2-Sales-Report-3Ur7w4VT960.xlsx In this Excel video tutorial, we gonna see how to use Power BI for Beginners, with the most Important Tools such as Power Query Editor. Power BI is a powerful business analytics tool developed by Mic...
How to use the FILTER function in EXCEL for Real Time and Interactive Results
zhlédnutí 518Před 2 měsíci
How to use the FILTER function in EXCEL for Real Time and Interactive Results
Excel Assessment Test for Job Interview | Questions and Answers
zhlédnutí 763Před 2 měsíci
Excel Assessment Test for Job Interview | Questions and Answers
10 Awesome Excel Time Saving Tools that you Need to Know! 😎
zhlédnutí 471Před 2 měsíci
10 Awesome Excel Time Saving Tools that you Need to Know! 😎
How to Make a Purchasing Control Template in Excel | Purchases, Suppliers, Products, etc
zhlédnutí 1,4KPřed 2 měsíci
How to Make a Purchasing Control Template in Excel | Purchases, Suppliers, Products, etc
Top 10 Excel Charts | How to use, When to Use and Practical Examples
zhlédnutí 437Před 2 měsíci
Top 10 Excel Charts | How to use, When to Use and Practical Examples
How to Sum by Month in Excel | 2 Methods | Pivot Table and SUMIF
zhlédnutí 2,7KPřed 2 měsíci
How to Sum by Month in Excel | 2 Methods | Pivot Table and SUMIF
Prevent Duplicate Values in Excel | Custom Error Message and Highlight
zhlédnutí 2,3KPřed 2 měsíci
Prevent Duplicate Values in Excel | Custom Error Message and Highlight
4 Ways to Select Every Other Row in Excel | Alternate Rows | Copy, Paste, Separate, Highlight
zhlédnutí 487Před 2 měsíci
4 Ways to Select Every Other Row in Excel | Alternate Rows | Copy, Paste, Separate, Highlight
Best Shortcut Keys in Excel to Save Time and Automate Tasks 😎
zhlédnutí 526Před 2 měsíci
Best Shortcut Keys in Excel to Save Time and Automate Tasks 😎
Compound Interest Calculator in Excel | Interest Rate, Monthly Contribution etc
zhlédnutí 983Před 2 měsíci
Compound Interest Calculator in Excel | Interest Rate, Monthly Contribution etc
How to use Scroll Bar Tool in Excel to Create Dashboard and Analyses
zhlédnutí 1,1KPřed 2 měsíci
How to use Scroll Bar Tool in Excel to Create Dashboard and Analyses
Interactive Navigation Menu Excel with Buttons to Switch Between Sheets
zhlédnutí 2,7KPřed 2 měsíci
Interactive Navigation Menu Excel with Buttons to Switch Between Sheets
How to create a Daily Income and Expenses Template in Excel | 2024 Tracker
zhlédnutí 1,5KPřed 2 měsíci
How to create a Daily Income and Expenses Template in Excel | 2024 Tracker
How to Return Multiple Values in Excel Lookup Function | All Matches Results
zhlédnutí 2,8KPřed 2 měsíci
How to Return Multiple Values in Excel Lookup Function | All Matches Results
Highlight Cells with One Click | Checkbox Board with Conditional Formatting
zhlédnutí 576Před 2 měsíci
Highlight Cells with One Click | Checkbox Board with Conditional Formatting
Is it possible to count the color if the cells have multiple conditional formatting rules? It only works when I delete the number and then make the square the color but then I have no value in the cell.
I have followed all of these steps perfectly and all I return is a zero.
Not working... I get the new function, but then trying to select the cell for the colors, I get an error.
how about many picture for one thing
Thank you, very useful
Very nice 👍 Thank you 🙏
Thanks alot brother... really appreciate it...
It shows "#NAME?" How to solve it?
Can you provide this excel sheet 😅
Hard time to understand how to lock cell and sheet in macro. I receive a lot of error .
Sir. Your contact is very useful... Love you.... God bless you 🙏🙏
How to run monthly & Item vice summery
huge thanks you
Looks difficult but your method is fairly clear. Thanks
Legal, vc tem dois canais em Português e Inglês
Thank you! Easy and straight to the point
Im not able to "Format the Comment" plz help
Are you able to upload this template?
kontrol
DUUUUUUUUUUUUUUUDE YOU ARE A HERO! This is exactly what I've been looking for my whole life! 😭
Good job Jopa!
thank you. how can you count all the coloured cells? Note that these are empty cells.
Thank you ❤
Great tutorial. But I have a quick question. Is it possible for the submitted data to go into two different rows in the Data Sheet? This is required for accounting double entry purposes.
When there is an character on the cell, it doesn't count. How to get this done.? Please help
Sir please the software you used to draw coloured boxes and arrows,pls again.
this is really good, this is the first video I watched and this absolutely works! before I was going to download a pre-made template but stumbled on your video and now I have a working tracker!🎉
From a mathematical point of veiw, does the order of the names/items affect the outcome. I only have 5 participants with 300 entries, all arranged in alphabetical order.
10/10
Set cell A1 to named range of your choice. Use this as the link so if the sheet name changes the link still goes to A1 of that sheet.
Do have a question though for macros...you labeled yours 'filter', which I believe is because of what you wrote in the button so it simply matches. Is that correct? or did you do that because it is filtering the data? I did search in my button so in the macros pop up did the same.
Thank you for posting this. Bit of a learning curve but fun getting this to work in a manner that would be helpful. First time with macros. Really appreciate showing how to find the developer option!
how to adding up with the date? example: within the month, i want to know North got how many sales?
Thank you so much! This video was exactly what I was looking for. Super easy to follow and it looks great!
Thank you, that is a good tips and very helpful
this video was great! Thank you so much. I love how you went straight to the point and you were still very clear and the steps are super easy to follow along. Thank you!
God bless you sir for this wonderful and explicit teaching
Fansastic video! I dont usually leave youtube comments, but this was extreamly helpful and easy to follow step by step for a tech/excel novis (like myself). thank you so much.
sir i have a small request pls. make a video macro 🙌
Subscribing because I learned a lot in this channel. Thanks a lot!
Thanks for all the great videos, you explain things very clearly. I have been trying to use my old excel 2007 to help a teacher out, I have it putting the grade in the last cell but she would like to show an emoji at the end of an added cell in the row of each student, there are 25 students so 25 rows, each having a different grade. Problem is the Emoji's are not fonts they are images, lots of videos showing doing it for a single cell multiple images but this would require 4 different images ( Emojis ) using one based on the average of the grades for each student, like this video you use fonts, I need to show an image based on grade. Might make a great video, I am sure a lot of teachers would benefit from it. Thanks your a great teacher yourself, I am not overly knowledgeable on excel but usually can figure it out, maybe I am brain blocked at the moment.
I want to make a sequence in rows LIKE THIS; AAA AAB AAC AAD AAE AAF AAG.......AAX AAY AAZ ABA ABB ABC ABD and so on. How can I do this?
I want to make a sequence in rows LIKE THIS; AAA AAB AAC AAD AAE AAF AAG.......AAX AAY AAZ ABA ABB ABC ABD and so on. How can I do this?
I want to make a sequence in rows LIKE THIS; AAA AAB AAC AAD AAE AAF AAG.......AAX AAY AAZ ABA ABB ABC ABD and so on. How can I do this?
Obrigada, me ajudou muito! Tem canal em português?
Thank You!... 🤗
Thank you so much ☺
Thanks
Thanks
How can I highlight entire row if particular cell is blank in a row... And if I enter any text in that blank cell the highlight sjould disappear