Excel: Creating and Managing Invoices

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Created by: Jess Stratton

Produced in 2017

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Course Description

Many small business owners use Microsoft Excel spreadsheets to track their finances, but lack an invoice management scheme. In this concise course, Jess Stratton shows business owners and independent contractors how to easily create, track, and manage invoices in Excel. She explains how to find and edit a template to create invoices, and reviews several options for getting completed invoices to customers. Plus, she demonstrates how to extend the functionality by creating a drop-down list of products using named ranges, auto-incrementing invoice numbers, and more.

LinkedIn Learning (Lynda.com) is a PMI Registered Education Provider. This course qualifies for professional development units (PDUs). To view the activity and PDU details for this course, click here.The PMI Registered Education Provider logo is a registered mark of the Project Management Institute, Inc.

Intermediate Level

Time: 34m

Instructor Details

Jess Stratton

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Jess Stratton is a LinkedIn Learning staff author and tech consultant specializing in productivity and mobile.

For over 10 years, Jess Stratton has operated her own technology consulting business, creating and maintaining databases for both enterprise and small-to-medium businesses, building websites, setting up networks, and coaching teams, employees, and individuals to harness the latest desktop and mobile technology for increased productivity. Jess is now a full-time staff author at lynda.com, in addition to being a regular and regarded presenter at Lotus Notes conferences and a contributing author for several industry print and web magazines, textbooks, podcasts, webcasts, and other popular sites, including Lifehacker.com. You can find Jess on her website at www.solacelearning.com or follow her on Twitter @NerdGirlJess.