This excel template consists of several tabs that are linked together to save you time with data entry and enables you to quickly generate invoices for your customers.
How it works ~
Page 1 – Sales Details – This is where you would be entering most of the information on your T-shirt orders. If a customer has multiple items in their order, you will enter each item on a new row, and assign each row the same invoice number. (see example show for invoice #2). This will enable the invoice reporting to pull all items within a single order.
You will be able to enter:
- Invoice Number
- Item Number
- Item Color
- Customer’s information
- Sizing chart – to mark the quantity ordered for each size
- Art/Embellishment Fee
- Shipping Fee
- Sales tax – enter the percentage at the top and it will calculate on all orders
- Payment Method
- Date Needed by
- Date Delivered
- Any other notes, etc.
Page 2 – Invoice page – all you have to do here is enter the invoice number and all the other information will link, in a pretty invoice format, where you can then save it as a PDF to be printed or emailed. Directions are included on how to save it as a PDF.
You can also print the invoices, and use the blank shirts to write your notes about the design for each specific order.
Page 3-4:Sales summary pages – 2 extra pages will show the total sales per month, as well as a more detailed view of all sales when you select which month from a drop down list.
Page 5 – Customer Information – an extra page to track customer information is here, but is not necessary to use for the rest of the worksheet to work.
Keeping track of your t-shirt orders and invoices will be a breeze, when you get organized with this spreadsheet template!
You will receive your excel template and PDF with directions via email. If you have any questions, feel free to contact me.