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MSExcel Invoice Design
Frequently Asked Questions
- Professional and Consistent Invoicing: An Excel invoice template allows businesses to create professional-looking invoices that are consistent in format and branding. It helps maintain a cohesive and polished image when sending invoices to clients.
- Time and Efficiency: Using a pre-designed Excel template saves time and effort by providing a structured framework for generating invoices. It eliminates the need to create invoices from scratch for every transaction, allowing businesses to focus on other important tasks.
- Accurate and Organized Financial Records: An Excel invoice template facilitates accurate record-keeping and financial tracking. It automatically calculates totals, taxes, and discounts, reducing the chances of errors. The organized structure of the template also ensures that each invoice is properly documented for bookkeeping and accounting purposes.
- Customization and Branding: Excel invoice templates can be customized to include a business logo, colors, and specific fields relevant to the business’s needs. This allows for branding consistency and personalization, making the invoices more professional and aligned with the company’s identity.
MS Excel is not a design environment. The current versions do not allow background images to be inserted into the sheet. Our solution is to use designed imagery with editable Excel text boxes placed over the right locations. This allows us the basically create any type of design and position the text boxes where they need to go. The line items area is still standard Excel cells where the calculations can be placed. Text boxes also do not allow for formulas in them, but their values can be made equal to any cell on the sheet.
Using this method we can have invisible cells hold the calculated values such as sub totals and tax calculations and display them in a professional way. Currently this is the most effective way to create a look & feel inside an MS Excel invoice template above its normal capabilities. Hopefully Microsoft’s future releases will expand the range of features to allow designers 100% free reign over the document’s corporate identity cohesion.
Our designs are focused on A4 prints, so we try to keep it to a practical level. We can create more complex designs that you may want to keep in Excel only or larger designs that can be printed to Fit To Page. More complex calculation fields may require an additional design cost.
Exporting very tall or wide Excel document content for print is not easy. You can try scaling to fit onto an A4, but you will very likely have font that become very small. If you do need to print then rather focus on designing your document for print by keeping the amount of columns and rows down. You could perhaps have multiple sheets and cross link cells between them to link them.
Yes, we can change the Excel Invoice document template into a quotation document. There will be an extra cost involved to change the title of the document and some of the fields.
Yes, we can lock some Excel document fields down to protect them. Fields can be unlocked by other individuals, but it would protect the Excel document against accidental changes.
Meet some of the brands that we have worked with.
How did others experience Cognite?
“Cognite listens well and delivers at the pace I work with! Well done!”
Nomvula Kungwane, Khweza Engineering Projects Construction
“Thanks so much for great service, no, excellent service, the professional manner it was handled,
the courtesy to let me know what will work and what not.”
Suzette Truter – CieSoft
“Cognite has understood my needs, my vision, and made it reality,
while guiding me through the whole design process.”
Cecil de Jongh, Soco Dance Studios
“We cannot express how pleased we are with the level of professionalism,
creativity, level of service and end results that was delivered.”
Nosipho, Interactive Research And Development SA
“Thank you so much for all the hard work. I thought I could design my own brand logo
until you showed me what you propose and it completely blew my mind.”
Sandile, Indalomed
“Thanks Cognite for the amazing service; helpful advice and excellent customer service!”
Esta Rademeyer, ABC Personnel
“My experience with Cognite has been outstanding.
It could be the best I’ve received from any of our service providers to date.”
Leroy, Geeks N Nerds Records
“Cognite was just phenomenal in handling my needs.
Very efficient, communicates timeously and excellent turnaround time.”
Zuza Ndlovu, Cafe Afromeat
