Invoicing Project. Objectives. Part 1. By the end of this lesson, you will be able to:

Transcription

1 Invoicing Project Objectives By the end of this lesson, you will be able to: Set up a Worksheet Enter Labels and Values Use Sum and IF functions Format and align cells Change column width Use AutoFill Use Formulas Insert ClipArt Enter cell references between worksheets Select non-adjacent cells Set print options Use sheet reference Name sheet tabs Group worksheets Copy/paste worksheets Convert a table to a range Format a table Modify page formatting from Backstage view Part You will create a simple invoice form that can be used to bill customers for services performed in a home cleaning service. You will also create a worksheet that can be used to keep track of the invoices.. Open a new workbook in Excel, click the PAGE LAYOUT tab, click the Themes button in the Themes group, select the Slice theme, click the HOME tab, type Amanda s Maid Service in cell A, and INVOICE in Cell H, select the range A:H, fill the cells with Dark Purple, Accent 2, Lighter 40%, change the font color to white, then with the cells still selected, increase the font size to 8pt. and apply bold. Click cell H, click the Align Right button, then save the workbook as Invoicing Project to the location where you save your homework files. 2. Select column A, click the Format button in the Cells group. Set the width of the column at 8, set the column with of column H to 4, then enter and format the labels as shown below. *Note the right alignment, of some of the labels.

2 -2 s 3. Select cells B7:D9, click the Borders list arrow, click Outside Borders, select the range H6:H9, then click the Borders button, Click cell A, type Quantity, press [Tab], type Unit, press [Tab], type Description, click cell G, type Unit Price, press [Tab], then type Amount, Select the range C:F, click the Merge & Center button in the Alignment group, select the range A:H, apply bold and center alignment, then fill the cells with Dark Purple, Accent 2, Lighter 80%. Select the range C2:F2, click the Merge & Center button, click the lower-right corner of cell F2, then drag to cell F25 in order to fill the formatting for that section down to row 25. Select the range A2:H25, click the Boarders list arrow, click All Borders, and then complete the bottom of the form so that it appears below. 4. Click cell E, click the INSERT tab, and click Online Pictures. Type maid, press [Enter] to search the web for an image similar to the one show below. Click the picture in the worksheet, and adjust the position and size so that it appears to the left of INVOICNE as show below, then save the workbook.

3 5. Click cell H2, type =A2*G2, press [Enter], use the fill handle to copy the formula to cell H25, then click the Accounting Number -3 Format button in the Numbers group. Click cell H26, type s =SUM(H2:H25), press [Enter], enter the formula =H26*H9 to calculate the sales tax based on the values in cell H26 and H9, press [Enter], enter the formula =H26+H27, then press [Enter]. Select the range G2:G25, click the Accounting Number Format button, select the Range C2:C25, then click the Align Left Button. 6. Double-click the Sheet tab, type Invoice Form, press [Enter], click, name the new sheet 00, then add two more sheets, named 002, and 003 respectively. Click the Invoice Form tab, click the -3 s Select All button at the top left corner of the worksheet frame to select the entire worksheet, click the Copy button, click the 00 tab, click the Paste button, click the 002 tab, press Ctrl+V, then paste the invoice form in the 003 sheet.

4 7. Complete each of the invoices with the following information: -3 s 00 06//206 Dennis Murray Jr. 24 Shoreline Ave. Sandusky Ohio, Hours Sweep & Mop Wood and Tile Floors $ Hours Clean Bathrooms and Kitchen $ Hours Spot Clean Doors and Walls $ Hours Vacuum Carpet $ Hours Clean Glass $ Hours Empty Line Clean Trash Cans $ /2/206 John Mills 4990 Cedar Rd. Sandusky Ohio, /3/206 Joe Smith 5668 Superior Dr. Huron Ohio, Hours Sweep & Mop Wood and Tile Floors $ Hours Clean Bathrooms and Kitchen $ Hours Spot Clean Doors and Walls $ Hours Vacuum Carpet $ Hours Clean Glass $ Hours Laundry Wash, Dry, Fold $ Hours Empty Line Clean Trash Cans $ Hours Sweep & Mop Wood and Tile Floors $ Hours Clean Bathrooms and Kitchen $ Hours Deep Clean Oven $ Hours Vacuum Carpet $ Hours Clean Glass $ Hours Laundry Wash, Dry, Fold $ Hours Empty Line Clean Trash Cans $ Hours Shampoo Carpets $ Hours Clean Window Coverings $ The calculated totals for Invoices 00, 002, and 003, should be $95.73, $20.09, $ respectfully.

5 8. Add a new sheet labeled Tracker, Drag the new tracker sheet to the left of the other tabs so that it is the first tab in the workbook. Set the Invoice Tracker form up as shown below. 9. Click the Tracker tab, Press and hold [Shift], Click the 003 tab, to select all five tabs in the worksheet, click the FILE tab, click Print, click Page Setup, click the Header/Footer tab, click Customer Header, enter your name in the Left section, click in the Right section, click Insert Sheet Name button, click OK, click OK, then save the workbook. By selecting all five worksheets you created a header for all five worksheets at the same time. Part 2 In this next section, you will continue to develop the Invoice Tracker to automatically keep track of invoices.. Be sure only the Invoice Tracker for is selected and active, select the Range A3:I20, click Format as Table in the Styles group, select Table Style Light 0 (pink), click the My table has headers check box to select it, click OK, click the Banded Rows check box in the Table Styles Options group to deselect it, click Convert to Range in the Tools group, then click Yes. Converting the table to a range allows you to turn off the calculated columns features. Sometimes having calculated columns causes problems when you enter cell references from other sheets into a table with calculated columns. This is important to know, especially when using Excel to manage invoices, inventory, or other linked data. 2. Click cell A5, Type 002, select cells A4 and A5, then drag the fill handle from cell A5 to cell A20 to fill all the cells with invoice numbers in a sequential order. When you added 002 to the list, you set the sequence order. If you don t set the order, the single value of 00 would populate the cells. An order doesn t have to be in a numbered sequence. For instance, you could chose 005 or 008, and Excel will set the sequence to count by five or eight in the sequence.

6 -2 s 3. Enter the values from invoice 00 in the tracker as follows, click cell B4, Type =, click the 00 tab, click cell H7, press [Enter], click cell C4, type =B4+30, press [Enter], click D4, type =, click the 00 tab, click cell B7, press [Enter], click cell E4, type =, click the 00 tab, click H28 to select the invoice total, press [Enter], then enter 50 in G4 and July 5, 206 in cell H4. Select range F4:G20, press and hold the [Ctrl] key, select the range I4:I20, then apply the Accounting Number style. 4. Click cell F4. click the Insert Function button on the formula bar, click IF, click OK, type H4, type >, type C4, press [Tab], type 25, press [Tab], type 0, then compare the Function Arguments dialog box to the one shown below. -2 s - 2 s Click OK, click I4, type =E4-G4+F4, then press [Enter]. 5. Click cell B5, enter the cell address for the invoice date from invoice 002, enter the address for customer name in cell D5, enter the address for total invoice amount from invoice 002 in cell E5, click cell G5, type =E5 to enter the amount paid, then type July, 206 for the Date Paid. Repeat step 5 for invoice 003, but this time enter the Total Paid as 300, and the Date Paid as July 4, 206, then fill in the remaining cells for Invoice 003 so that each invoice includes a Payment Date, a Late Fee (if Applicable), and an Outstanding Balance.

7 6. You realized you forgot to charge John Mills for the one Jug Clog Remover you purchased from Discount Drug Mart, so you add $5 to invoice 002. Return to the Tracker to compare it to the finished tracker below, set it up to print Landscape orientation fitting to one page, then save and close the workbook.