Enter Dropdown Invoice For Free

Create a drop-down list Select the cells that you want to contain the lists. On the ribbon, click DATA > Data Validation. In the dialog, set Allow to List. Click in Source, type the text or numbers (separated by commas, for a comma-delimited list) that you want in your drop-down list, and click OK.

For example, a single automation could gather these subsequent steps: Copy customer details in your invoicing software. Create an invoice when a payment or an order is received. Store the new invoice in a safe place and in your invoicing software. Send the invoice to the customer. Receive a reminder when the payment is due.

Create a drop-down list Select the cells that you want to contain the lists. On the ribbon, click DATA > Data Validation. In the dialog, set Allow to List. Click in Source, type the text or numbers (separated by commas, for a comma-delimited list) that you want in your drop-down list, and click OK.

Excel also provides its own library of invoice templates you can use. To access these templates, open Excel and click the ?File? tab. Here, select ?New? and type ?Invoice? into the search bar. Press Enter and a collection of invoice templates will appear.

To create the drop-down list: Select the cell or cells you want the drop-down list to appear in. Click on the Data tab on Excel's ribbon. Click on the Data Validation button in the Data Tools group. In the Data Validation dialog, in the Allow: list select List. Click in the Source: box.

Create a drop-down list Select the cells that you want to contain the lists. On the ribbon, click DATA > Data Validation. In the dialog, set Allow to List. Click in Source, type the text or numbers (separated by commas, for a comma-delimited list) that you want in your drop-down list, and click OK.

To create an invoice from an Excel template on a Windows PC, follow these steps: Open Microsoft Excel.Search for an Invoice Template.Choose Your Template.Open the Invoice Template.Customize the Invoice.Save the Invoice.Send the Invoice.