In this video, staff author Jess Stratton shows you how to add a company logo and make direct edits to the template.
- I purposely chose a template, with a logo option, so that we could put our own logo in. The Excel template makes it very easy to do that. Select the image once and then right click. Chose the option to change the picture and then select from a file. I already have our logo in an exercise file on my computer. For this course, I'm going to be using the fictional veterinary company, Wisdom Pets. I'll select there logo and click insert. It swapped it out.
From here on in, I can make any change I want to this invoice, to get it all set up just the way I want it. We don't have a company slogan, so I'll select this cell and delete it. On the right hand side, I can fill in all of Wisdom Pets information. Everything else is for me to fill in later. The invoice number, the date. In fact, if I click on the date, I can see that it's using a formula to automatically fill in today's date whenever I open the invoice.
Here's where I can fill in who the invoice is for, and if I scroll down, here's where I can see how I enter in the information. Some sample data is already in here. I can click inside the total field, and see that it's calculated programmatically with a formula. It's going to multiply the quantity by the amount and give me the total. I'll scroll all the way down and check this invoice thoroughly to make sure that there's nothing on it that I don't want. Down here I can see the closing statement.
It all looks good, so I'm going to scroll back up and check it one more time. Make any changes, such as color or font, anything I want. And now I'll hit save in the top left hand side of the screen. It's important to note that because we still have this open as a template, any changes that we make are being made to that template directly. When we close out of it and open it again, it's going to create a brand new invoice. And we're going to do that in the next video.