Cara Membuat Tagihan di Excel

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Artikel wikiHow ini akan memandu Anda membuat tagihan dengan Microsoft Excel versi Windows atau Mac. Anda dapat membuat tagihan secara manual, atau menggunakan templat tagihan yang tersedia.

Metode 1
Metode 1 dari 3:

Menggunakan Templat di Windows

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    Setelah itu, tekan ↵ Enter .
    • Untuk mencari templat, komputer Anda harus terhubung ke internet.
  3. {"smallUrl":"https:\/\/www.wikihow.com\/images_en\/thumb\/4\/44\/Make-an-Invoice-on-Excel-Step-3-Version-3.jpg\/v4-460px-Make-an-Invoice-on-Excel-Step-3-Version-3.jpg","bigUrl":"https:\/\/www.wikihow.com\/images\/thumb\/4\/44\/Make-an-Invoice-on-Excel-Step-3-Version-3.jpg\/v4-728px-Make-an-Invoice-on-Excel-Step-3-Version-3.jpg","smallWidth":460,"smallHeight":345,"bigWidth":728,"bigHeight":546,"licensing":"<div class=\"mw-parser-output\"><\/div>"}
    Templat tersebut akan terbuka di jendela baru.
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    Misalnya, gantikan teks "Company" yang ada di bagian atas templat dengan nama perusahaan Anda.
    • Untuk menyunting teks pada templat, klik ganda pada teks yang ingin Anda sunting, kemudian hapus atau timpa teks tersebut.
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    Masukkan informasi yang diminta oleh templat untuk memastikan bahwa templat menampilkan jumlah tagihan yang tepat.
    • Misalnya, beberapa jenis templat tagihan mengharuskan Anda memasukkan tarif per jam atau tarif tetap.
    • Kebanyakan templat tagihan memiliki formula untuk menghitung tarif per jam dan jumlah jam kerja. Hasil perhitungan tersebut akan tampil di kolom "Final Total" .
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    Setelah itu, klik Save As , dan pilih lokasi penyimpanan berkas. Masukkan nama berkas, lalu klik Save . Kini, berkas tagihan Anda telah tersimpan dan siap dikirim.
    Iklan
Metode 2
Metode 2 dari 3:

Menggunakan Templat di Mac

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    Jendela baru dengan opsi templat akan muncul.
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    Setelah itu, tekan ↵ Enter .
    • Untuk mencari templat, komputer Anda harus terhubung ke internet.
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    Templat tersebut akan terbuka di jendela baru.
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    Misalnya, gantikan teks "Company" yang ada di bagian atas templat dengan nama perusahaan Anda.
    • Untuk menyunting teks pada templat, klik ganda pada teks yang ingin Anda sunting, kemudian hapus atau timpa teks tersebut.
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    Masukkan informasi yang diminta oleh templat untuk memastikan bahwa templat menampilkan jumlah tagihan yang tepat.
    • Misalnya, beberapa jenis templat tagihan mengharuskan Anda memasukkan tarif per jam atau tarif tetap.
    • Kebanyakan templat tagihan memiliki formula untuk menghitung tarif per jam dan jumlah jam kerja. Hasil perhitungan tersebut akan tampil di kolom "Final Total" .
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    Setelah itu, klik Save As , dan pilih lokasi penyimpanan berkas. Masukkan nama berkas, lalu klik Save . Kini, berkas tagihan Anda telah tersimpan dan siap dikirim.
    Iklan
Metode 3
Metode 3 dari 3:

Membuat Tagihan secara Manual

PDF download Unduh PDF
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    • Jika Anda menggunakan Mac, lewati langkah ini jika Excel langsung menampilkan dokumen baru.
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    Kepala tagihan Anda harus memiliki informasi berikut ini:
    • Nama Perusahaan - Nama perusahaan yang mengeluarkan tagihan.
    • Keterangan - Keterangan umum (misalnya "Tagihan") atau jenis tagihan. Misalnya, jika Anda ingin menawarkan layanan tertentu, alih-alih menagih pembayaran atas hasil pekerjaan, tuliskan "Penawaran Harga".
    • Tanggal - Tanggal tagihan tersebut ditulis.
    • Nomor - Nomor tagihan. Anda dapat menggunakan sistem penomoran global untuk seluruh klien, atau penomoran khusus untuk setiap klien. Jika menggunakan nomor khusus untuk setiap klien, Anda dapat menyertakan sebagian atau seluruh nama klien pada nomor tagihan, misalnya "JupeFriedChicken-01".
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    Letakkan informasi perusahaan Anda di atas informasi klien.
    • Sertakan nama Anda, nama perusahaan, nomor telepon, dan alamat surel perusahaan pada tagihan.
    • Sertakan pula nama perusahaan klien, nama penerima tagihan, dan alamat klien. Jika diperlukan, Anda juga dapat mencantumkan nomor telepon dan alamat surel klien.
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    Anda dapat membuat kolom berisi deskripsi singkat layanan atau produk, kolom jumlah layanan/produk, kolom tarif/harga, dan kolom total harga untuk suatu layanan/produk.
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    Anda dapat menghitung total tagihan dengan fungsi SUM bawaan Excel.
    • Misalnya, jika Anda mencantumkan Rp200.000 di sel B3 dan Rp300.000 di kolom B4 , masukkan formula =SUM(B3,B4) di sel B5 untuk menampilkan Rp500.000 pada sel B5.
    • Jika Anda mengenakan tarif jasa per jam (misalnya Rp100.000) di sel B3 dan jumlah jam kerja pada sel B4 , masukkan formula =SUM(B3*B4) di sel B5 .
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    Umumnya, Anda dapat membuat tagihan jatuh tempo pada saat tagihan dikirim, 14 hari setelah tagihan dikirim, 30 hari setelah tagihan dikirim, atau 60 hari setelah tagihan dikirim.
    • Anda juga dapat menyertakan catatan di bagian bawah tagihan. Dalam catatan ini, Anda dapat mencantumkan cara pembayaran, informasi umum, atau ucapan terima kasih pada pelanggan.
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    Jika perlu, gunakan nama yang berbeda dengan tagihan lain untuk klien tersebut. Untuk menyimpan tagihan:
    • Windows - Klik File pada bagian pojok kanan halaman. Setelah itu, klik Save As , dan pilih lokasi penyimpanan berkas. Masukkan nama berkas, lalu klik Save .
    • Mac - Klik menu File . Setelah itu, klik Save As , dan pilih lokasi penyimpanan berkas. Masukkan nama berkas, lalu klik Save .
    Iklan

Tips

  • Anda dapat menyimpan tagihan sebagai templat. Templat yang Anda buat dapat digunakan untuk membuat tagihan lain di kemudian hari.
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Peringatan

  • Saat membuat tagihan, sebaiknya cantumkan informasi sedetail mungkin.
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