The most common way of storing and organizing invoices is to create an Excel invoice template. The benefits of a template are that it will give you a visual representation of your entire invoice. Also, when you’re preparing your invoice for printing it’s easier to convert it from HTML to Excel if necessary.
However, just like any other work, the advantages of a template are also there if used properly. Here are three of the main reasons why a template can be more beneficial than just an Excel invoice:
An invoice template is a one-page document. You can customize this document to add and remove information. You can even insert images or graphics. If you need to re-format the document, you can always do so.
The template is scalable. There are many templates that can cater to almost any business or invoice size. You can easily move the invoice around depending on the needs of your business. In addition, you can have several templates printed out in different colors to provide more versatility.
You can customize the template as you need. It won’t only let you fill in the fields with the information but it also lets you decide which formatting you want to use. Most of the templates allow you to turn off colored headers, hyperlinks, or labels to make the invoice look better.
A template is completely customizable. You can change the background, color, text, and font in the template as you need. This means that instead of having to do things manually, you can simply copy and paste the template and use the same template for your whole invoice.
If you already have an invoice template, you can make your documents more detailed by adding more information. For example, you can provide data about your clients. You can also include the company’s logo, contact details, and product description. These additional pieces of information make the invoice look more organized and professional.
All in all, a great advantage of using a template is that you can make the invoice look as professional as possible. Besides, it is much easier to convert from HTML to Excel than vice versa.