#Microsoft excel templates customer list pdf#
Instead, you would want to just print the invoice or create a PDF of the invoice worksheet. IMPORTANT: When using a customer list in an invoice spreadsheet, it would not be wise to send the actual spreadsheet to the customer (because it contains your list of customers).
The more names you add to this list, the more your business grows. That way, you can organize all of the information of your customers and have this on-hand whenever you need to reach out to them or make a market analysis. Tip: You can press F3 in Excel to view and select a named range in your workbook while entering a formula. After you’ve built your customer base, you can start creating your customer list template. Choose from the best collections of free Excel templates including calendars. A Microsoft Word version can be downloaded from the Google Docs file. Download this free template in Google Docs or PDF format.
#Microsoft excel templates customer list how to#
There are three named ranges defined in this spreadsheet that help make it easy to create drop-down boxes and lookup functions. The Customers worksheet within this template is intended for use with other templates, such as invoices or work orders. It is based on the technique used in our invoice tracking and invoice manager templates.
Make sure to check the 'Create a Copy' checkbox. Right-click on the Customers tab and select 'Move or Copy'. This template is mainly for intermediate spreadsheet users who are looking for a way to easily add customer lookup functionality to their spreadsheet(s). Open both the customer list template AND the invoice or work order template that you are wanting to copy to.