If the GST or HST rate changes, for example, Excel doesn’t update it automatically. Unfortunately, Excel can be a little confusing, especially when utilizing formulas. Once you create your invoice template, save the basic format for future use. Don’t forget to add a formula for Canada sales tax on certain items for invoices over $30. For example, you can set hourly rates for labor with a multiplication formula, then add cells on the right column to derive a subtotal. You can also alter the formulas in the cells to suit each situation. If your logo is too big or too small, you may have to re-size it manually or it could end up looking misshapen or out of whack. For example, if you don’t use the “Ship To” section on the template, you can create more space for your company’s logo or another identifying design. You can also remove elements that you don’t need. The design of this free invoice template is straightforward, and you can alter various elements as you see fit by bolding them, changing colours to match your company’s design scheme, or altering font size to call attention to items you want to highlight. Microsoft Office has a basic excel invoice template that you can download from the Office website. How to Customize the Basic Invoice Template in Excel
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