Excel Invoice Template That Auto-Fills Client Data (XLOOKUP Tutorial)

Create an Excel invoice template that auto-fills client data in seconds using XLOOKUP, data validation, and simple formulas. In this step-by-step tutorial, you’ll learn how to build a fully automated invoice system in Excel that pulls in client details, pricing, payment terms, and even generates invoice numbers automatically. 👉 Get the ready-to-use invoice template shown in this video: https://sharonsmithhr.etsy.com/listing/4462695852/excel-auto-filling-invoice-billing If you're tired of manually entering invoice data, this Excel automation will save you time and reduce errors—perfect for professionals, small business owners, freelancers, and anyone managing invoices in Excel. 🔧 What You’ll Learn: How to create a drop-down client list using data validation Use XLOOKUP in Excel to auto-fill client information Automatically pull product/service pricing Generate dynamic invoice numbers using formulas Calculate due dates based on payment terms (Net 15, Net 30, etc.) Build a clean, professional invoice template Format your invoice to print as a one-page PDF ⏰ TIMESTAMPS 00:00 Auto-Populating Invoice Template Overview 00:20 Demo of the Finished Automated Invoice 01:02 Client Database Setup 01:22 Create Client Drop-Down List in Excel 02:02 Use XLOOKUP to Auto-Fill Client Details 05:53 Create Automatic Invoice Numbers 07:17 Calculate Invoice Due Dates in Excel 09:14 Create Product/Service Drop-Down 10:06 Use XLOOKUP to Pull Item Pricing 11:52 Calculate Invoice Totals 12:38 Format Invoice for One-Page PDF 🚀 This automated Excel invoice template helps you: Save hours of manual work Eliminate data entry errors Create invoices in seconds Standardize your invoicing process 🧠 Excel Functions Used: XLOOKUP IF statements TODAY function TEXT function Data Validation (drop-down lists) 🎯 Who This Is For: HR professionals Small business owners Freelancers & consultants Anyone who wants to automate Excel tasks at work #InvoiceTemplate #XLOOKUP #ExcelAutomation #ExcelTutorial #LearnExcel ▶️ WATCH NEXT: Mail Merge in Excel - create multiple statements at once: https://youtu.be/O_SxAUkeJoI 🎓 FREE COURSE - How to Create Fillable Forms in Microsoft Word - A Step-by-Step Guide Create Fillable Forms, Surveys & Questionnaires in Microsoft Word like a Pro: https: https://youtu.be/438pCPCSuG4 📎 CHANNEL LINK https://www.youtube.com/@SharonSmith Visit my Channel page on YouTube to see all my videos, playlists, community posts and more! 📄 TEMPLATES Check out my helpful list of templates available for purchase: https://creatoriq.cc/43c51cv Thank you for supporting my channel! 🌟 ⬇️ FREE DOWNLOADS ✦ Visit https://mailchi.mp/6a0859ea0844/sharonsmithhrformulasdownload to sign-up for my e-mail list and get FREE downloads of super helpful spreadsheet formulas, dashboards and Org Chart templates for HR professionals. 👋 CONNECT WITH ME Visit my website: https://www.sharonsmithhr.com for more information, tools and resources. LinkedIn: https://www.linkedin.com/in/sharonsmithhr Twitter: https://twitter.com/SharonSmithHR Instagram: https://www.instagram.com/sharonsmithlearning/ Facebook: https://www.facebook.com/SharonSmithLearning ⚙️ GEAR 🎙 Blue Yeti USB Microphone: https://amzn.to/2W4SbzV (Great for recording professional sounding audio for your videos!) 🖱 Silent Mouse: https://amzn.to/3pxpc25 (This is a really cool mouse!) 🎥 Screen Recording Software: https://techsmith.z6rjha.net/NZG5b 📗 Green Screen: https://amzn.to/2DnHsY2 📸 Camera: https://amzn.to/39KvpQA 🔌 Live Stream Tool: https://amzn.to/2VFJyID (Turns your DSLR into a top notch webcam) 📚 RESOURCES ✏️ JotForm: https://www.jotform.com/pricing/?utm_source=sharon-smith&utm_campaign=jf1&utm_medium=blog 🖥️ TechSmith Camtasia Screen Recording: https://techsmith.z6rjha.net/SharonSmithHR Links included here are affiliate links. If you click on these links and make a purchase, I may earn a small commission at no additional cost to you. Thanks for supporting this channel! 🙌 SUPPORT THIS CHANNEL - Hit the "$Thanks" button on any video, or - Donate through my PayPal link: https://www.paypal.com/cgi-bin/webscr?cmd=_s-xclick&hosted_button_id=AJJ6SXERNDMYA&source=url If you found this content helpful, please consider donating to my channel. Your donation, no matter what amount, is greatly appreciated and goes towards producing more content that enhances your productivity and elevates your skills. You can also support my channel just by watching, liking, and sharing all my videos! Thank you so much! ❤️ 🎥 PLAYLISTS ➤ Jotform Tutorials: https://www.youtube.com/playlist?list=PLb80efKTbWuO84pPbnHdTdgurmxHgZcyD ➤ Excel Tutorials: https://www.youtube.com/playlist?list=PLb80efKTbWuNjHDGgNeuGrGwOvh4JQC90 ➤ Excel Tips & Tricks: https://www.youtube.com/playlist?list=PLb80efKTbWuPI7fEWtroXHvJHhx5FnVMW ➤ Word Tutorials: https://www.youtube.com/playlist?list=PLb80efKTbWuMotoYEXBFMlB3PtsBlFn45