Invoicing in Excel, Done Properly

Most invoicing advice for Excel starts and ends with a template — a formatted sheet you fill in, save under a new name, and rebuild forever. These guides cover the other approach: Excel as an actual invoicing application, with saved customers, saved pricing, payment tracking, and quotes that turn into invoices instead of getting retyped.

Each guide takes one question people actually ask about invoicing in Excel and answers it properly — what the workbook needs to do, why a template cannot do it, and what it looks like when it works.

All four guides are about the same free workbook — EG Quote & Invoice, a macro-enabled Excel application for trades, contractors, and small businesses. The free edition has no document limits and does not expire.

See EG Quote & Invoice
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