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Excellence in Excel! Create an invoicing tool in Excel!

Name: Excellence in Excel! Create an invoicing tool in Excel!
Rating: 4.4 (30 reviews)

Excel invoicing tool for automatically creating invoices. Save time and money on invoices by creating one in Excel!

Created byNicky Wong

Last updated 3/2015

English

What you'll learn

Create an invoicing tool that works dynamically!
Make a list of products that you can select from and all aspects will change along with it.
Automatically calculate the total order in seconds!
Understand how you create product lists with dropdown buttons!
Use the VLOOKUP formula tool in creative ways.
Use the powerful INDEX & MATCH formula to automatically display essential information.
Use the transpose option for quickly storing data.

Course content

5 sections • 13 lectures • 1h 9m total length

What you will learn in this course!1:48
Excel Introduction

Welcome students, Im excited to have you here. In this course you will get a brief overview of what you will learn in this course. Many people have seen basic Invoicing tools in Excel or would like to make one, but are they really functional?

Most likely you have to retype everything over and over. Well, now not anymore! Well, if you know how to create a formula that will do all basic work, so you just focus on the essentials and you will reduce your time alot.

The main goal is learning how to make a dynamic invoicing tool in Excel!
Download the Excel files with Raw Data2:00
Excel Introduction

In this part you can download the raw data. You will not receive the full data. Why? Because I truly want you to learn it by doing. It is a challenge and the big question is, can you do it? Download the Excel sheet so you have the Raw Data at hand that you need for the upcoming lectures.

Making the basic info, creating the core basics: Product & Client info.6:34
Excel Tab 1 & 2

In this part you will start to use the Raw Data and implement that into two different tabs. First of all you wil make a basic product tab and secondly a customer/client tab with all the core information. This is the basic part, but it will be essential for you to understand it.
Creating the 3rd tab the Invoice History.10:04
Excel Tab 3: Invoice History

In this lecture you will create the Invoice History tab. This tab will be crucial so you can instantly track every invoice you send out! This is your tracking system and very useful. You will understand that every part of this will be found in the invoice itself.

Creating the invoice header, the layout6:14
Excel Invoice Header

In this lecture you will start to create the header of the invoice tab. You will first create the basic layout and add the right design and colors and place a logo/picture in your invoice template.
Creating the invoice header, formula`s7:59
Excel Invoice Header

In this lecture you will connect the formula`s that are essential for the upper part of the Invoice. You will make the list dynamic and connect all essential informaton of the client.

You will learn how to make:

A dropdown list with all clients

Display the address of the clients autmatically with VLOOKUP formula

Creating the invoice body, the layout6:51
Excel Invoice Tab

In this lecture you will create the Invoice tab body section. This is the second part of the invoice and you will first create the layout. You will create the table with the prices and display the core information. You will make:

The body design

The color design
Creating the invoice body, the formula`s8:10
Excel Invoice Body

In this lecture you will learn how to create the formula`s that are essential for the body. The goal is to make the calculation automatic. Once you select the product all else should roll out without any effort. You will make:

Product Dropdown List

VLOOKUP function

IFERROR function
Creating the invoice body, using the INDEX & MATCH function.8:16
Excel Invoice Body

In this lecture you will use the INDEX & MATCH formula. This function is similar to VLOOKUP expect that it can do something that VLOOKUP is not able to do. It can search and select values that are located at the beginning of the column.
Excel Exercise Test 11:26
Excel Exercise Test 1

In this lecture you will receive a challenge. Are you ready to take on this challenge? You learned a lot and not it is time to start practice what you have learned. In this exercise you have to do 3 things:

Create the special dropdown list

Use the VLOOKUP formula

Use the INDEX & MATCH formula!

Good luck with this exercise and if you have trouble, you can discover how to do it in the next lecture.
Excel Exercise Test 1 Answers6:25
Excel Exercise Test 1

In this lecture you will get the answer. How did the exercise went? Did you had a hard time or was it easy? In this part you can double check how replicate the Excel sheet. Follow along and check if you did everything properly.

What you have learned3:43
Excel Summary

In this lecture we will recap everything what have been covered. You have learned many different aspects and created a dynamically changing invoice tool that will save you much time and money. You learned to create:

Product DROPDOWN lists

Customer DROPDOWN lists

COUNTA Function

VLOOKUP Function

INDEX & MATCH Function

Understand every tab that you created and how they are interconnected.
Excel Reference Sheet by Udemology4:00
Excel Reference sheet

You learned a lot and I truly believe you want to make sure you remember all the information as well. So here you have a reference sheet. I placed the best functions on this sheet with a very brief explainaton. Are you on a mobile phone? Do not worry! I have also a mobile format ready for you!

Requirements

Have an openmind and the willingness to take action (Massive Action)!
Have a working Microsoft Excel 2007, 2010 or 2013!

Description

Excel, create by Doing!

Are you looking for a useful Excel course where you truly learn something practical and create a valuable tool?
Are you also wasting a lot of time to create a invoice for you customer?
Do you feel your invoice could be way quicker because you always fill up the basic information?
Would you be interested in creating a wonderful time and money saving invoicing tool in Excel and create invoices in seconds!

If so, this course is for you!

This course will teach you how to use Excel functions and create a useful Invoicing tool. Many people learn Excel functions and all the possible options that you can do with Excel. The real thing is that you will probably not use 80% of the power of Excel.

Excel is powerful but if you do not understand how to use it, your knowledge remains powerless. This course will show you how to use just a few functions and create in the meanwhile a very useful tool. This learning method is named CREATE BY DOING!

If you feel intimidated by Excel do not worry! The real issue is not Excel or You but by the method of learning it! Yes, the way you learn something can be successful or unsuccessful. This course uses the SPEED LEARNING methods of the learning cone. What is that? This is a method development make sure you truly remember 90% of everything you learn. How? Just by doing and following the exercises.

This course is active, and you have to do the exercises and follow along.

Why should I take this course? Your competitor has a bigger course!

I understand you point, but do you know the difference between have a toolbox and understanding to use just only 2 tools. I can teach you every tool you want that you can add all the tools in your toolbox. But would you be able to see the practical value out of it? I do not think so.

What if I give you just 2 tools, a screwdriver and a saw and teach you how to create a great piece of furniture? That would be 100% more valuable and that is what I do! I teach you to make useful tools that you can use for your personal life. By doing you create your furniture! That has a lifelong value!

There is a real difference between knowledge and power. Knowledge is only potential power, without the practical use of it, it becomes powerless. Power is the knowledge that you apply in your daily life! This course is powerful because you use the tools and put it into great use.

I never succeeded in Excel, is this course suitable for me?

Success is a path you walk. Learning Excel is exactly the same. Did you fail before; perhaps you took the wrong path. You learned from a bad teacher or a boring book. If you took the wrong path all you need is readjust your path and start walking again. This course truly is a very easy and slow paced course with much repetitions and exercises. The way to learn is by doing and by great explanations. This course has it both many times over!

Go and try this out for a month!

To make it even better, you can test it out for a month. This basically means that if this course is not right for you, you can get your money back in a blink of an eye. There is truly no reason not to do it and it has no risk at all.

Start taking actions right now and take this course. In life you have winners and losers. The winners take action at once and the losers keep on looking and waiting for the right time. In life there is never a right time except NOW! I truly belief you are winner because you are looking and reading this course.

Alright winner, it is time to take action! Click on “Take this course" and start making great pieces of Excel Furniture!

Who this course is for:

Business Owners that need to have a invoicing tool that is quick and automatical in Excel.
SMB owners that want to save time and money by having a powerful Excel tool that is fully in their control.
Businessman that needs Excel to improve their productivity or automation.
Professionals who need to use Excel in their daily business life.
Students who want to improve their Excel skills and expand their capabilities with Excel.
Every student that has a real Passion for Excel and its capabilities.

Excellence in Excel! Create an invoicing tool in Excel!

What you'll learn

Explore related topics

Course content

Start Here2 lectures • 4min

Basic tabs, the essential to make it dynamic.2 lectures • 17min

Invoice header section2 lectures • 14min

Invoice body section5 lectures • 31min

Thank you2 lectures • 8min

Requirements

Description

Who this course is for: