Excel Invoice & Stock Templates
Budget: ₹1,500 – ₹12,500 INR
I have two practical Excel tasks that I want wrapped up into clean, reusable templates.
First, I need a professional-looking invoice sheet. It must automatically pull in client information, list each item or service, calculate totals, display the payment terms with the due date, and show an invoice number and issue date without me having to touch formulas every time.
Second, I want a simple stock report that reads my raw inventory data, shows current quantities on hand, and highlights low-stock items so I can reorder on time. A clear summary view and the underlying formulas are both important because I’ll maintain it myself later.
You’re free to approach the layout and formulas however you feel is most efficient—as long as everything stays in native Excel with no external add-ins. Once it’s delivered I should be able to open the workbook, enter or paste new data, and have the invoice or stock position update instantly.
Deliverables:
• One invoice template meeting the detail requirements above
• One inventory report template with automatic low-stock alerts
• Brief notes inside the file explaining key formulas or conditional formatting
Send over any similar templates you’ve built so I can see your style, and let me know how soon you can have the first draft ready.
First, I need a professional-looking invoice sheet. It must automatically pull in client information, list each item or service, calculate totals, display the payment terms with the due date, and show an invoice number and issue date without me having to touch formulas every time.
Second, I want a simple stock report that reads my raw inventory data, shows current quantities on hand, and highlights low-stock items so I can reorder on time. A clear summary view and the underlying formulas are both important because I’ll maintain it myself later.
You’re free to approach the layout and formulas however you feel is most efficient—as long as everything stays in native Excel with no external add-ins. Once it’s delivered I should be able to open the workbook, enter or paste new data, and have the invoice or stock position update instantly.
Deliverables:
• One invoice template meeting the detail requirements above
• One inventory report template with automatic low-stock alerts
• Brief notes inside the file explaining key formulas or conditional formatting
Send over any similar templates you’ve built so I can see your style, and let me know how soon you can have the first draft ready.
Related categories:
Visual Basic
Data Processing
Data Entry
Excel
Excel VBA
Excel Macros
Data Analysis
Data Management