Excel Invoice Template
Version 1.6
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If you are a freelancer or running a small/home-based business, a complete invoicing system maybe too complicated. The free Excel invoice template provided here helps you create professional invoices easily and quickly.
This invoice template is offered as a freeware, and is not locked or protected with a password. You have full control on the file - this allows you to further customize it to meet your special business requirements.
The template has the same layout as the default invoice template included in Excel Invoice Manager.
It is in Microsoft Excel format. While it is possible to create a professional-looking invoice in other formats, such as Microsoft Word or Works, Open Office, PDF, or even HTML, the advantage of Excel format is that you can easily customize it with various tools provided by Excel, including formulas. You can also email an invoice to your client without leaving Office.
The intuitive blank invoice form allows you to create electronic invoices with easy, similar to filling in a paper form with pens.
The result invoices created using this template can be printed on standard A4 paper, but this can be modified by setting paper size on Excel's page setup dialog box, and by resizing rows/columns.
This layout is similar to the default invoice template shipped with the installer program of Uniform Invoice Software (Excel Invoice Manager). The latest version of this template can be found here and here.
Overview of the invoice template
The template shows quantity, description, price, taxable status, and amount per line. Sub-total, tax and total amount are computed from the line items automatically. It offers a true What You See Is What You Get invoice form. If you know how to use Microsoft Excel, you know how to use Excel Invoice Template. Click the following image to see a sample form.
Excel Invoice Template (Click to enlarge)
As an Excel workbook, all Microsoft Excel features are available to you, from simple formatting, such as replacing default fonts and colors, to more advanced moving and merging cells. For example, if you want to change the number format, text alignment, style, font, border and pattern of a certain cell, just right click the cell and choose Format Cells from the menu. Click the figure below to see how many options Microsoft Excel provides!
Format cell (Click to enlarge)
Note: In this workbook all cells are identified by names, so you can move a cell inside the worksheet without breaking formulas. To move a cell, just click the cell in question to select it, and then hover your mouse on the border of the cell, drag and drop it to its new location.
Note: The template is designed in a printable way. To print, simply click Excel menu File->Print. To adjust various print options, such as paper size, paper margins and print quality, just click Excel menu File -> Page Setup.
What's new in the latest version
- Version 1.6
The default format of the tax rate cells modified to display 3 digits after the decimal point.
- Version 1.5
Tested and optimized for Microsoft Excel/Office 2010.
- Version 1.4
Tested and optimized for Microsoft Windows 7.
- Version 1.3
Added inline instructions for customizing the invoice form.
- Version 1.2
In previous versions, some cell names are hidden to simplify the lengthy name list. However, this causes inconvenience when customizing the formulas. In this new release, all cell names are visible.
Things to do before using
For new users of the template, before creating invoices, here are some important options you should check.
Note: By default, the main worksheet is protected to avoid overwriting formulas accidentally. To unprotect it, click Excel menu Tools -> Protection -> Unprotect Sheet.
- Company information
Enter your company information in the worksheet, such as your company name, address, and contact information. - Logo image
There is a logo image on the main worksheet where you can place your company logo. Please replace the default image with your own image.
After customizing the worksheet, please protect it again to avoid overwriting formulas accidentally.
The detailed steps for customizing the LOGO image are:
- Click the Design Mode button on the Control Toolbox toolbar. (If the Control Toolbox toolbar is not displayed, click Excel menu View -> Toolbars -> Control Toolbox).
- Right click the Logo image, and select Properties.
- Click the Picture property, and then click the ... button.
- Browse to the folder containing your icon file. Select and open the icon file.
- Close the Properties window.
- Click the Design Mode button again to exit design mode.
If you don't want to include the logo image in your invoices, just delete the image.
Customizing the tax system
By default, this template has two taxes. If you need to customize the tax system, please download Excel Invoice Manager. Excel Invoice Manager can help you customize invoice templates. For example, setting tax system is just one click job.
Click here to learn more about the template included in Excel Invoice Manager.
Related invoice templates
All the invoice templates listed below can be downloaded for free. The buttons on the invoice form will not work unless Excel Invoice Manager is installed. However, the invoice form itself will work without the invoice program installed - i.e. you can use the invoice form to do calculations, create invoices - but you cannot save the created invoices to database without the invoicing program.
- General purpose service invoice template
This service invoice template can be used by consultants, service providers, and other small businesses. It shows Description, Quantity, Unit Price and Line Total on invoice body, and calculates line item totals, sales tax, and grand total.
There are two templates offered on this document, one is pure Excel file that can be used without the installation of Excel Invoice Manager; and the another has a group of command buttons on the top of the invoice form, like Customers, Invoices, Settings, Reports - to make these buttons work properly, you should download and install Excel Invoice Manager, the invoicing software and billing software based on Microsoft Excel.
- Invoice template that charges GST Tax on shipping Cost
Here the sample invoice template demonstrates how to modify the default invoice template to charge GST tax on shipping cost. As an Excel-based invoicing solution, one of the most significant advantages of Excel Invoice Manager is that you can use Excel formulas to implement very special features, including modifying existing formulas to meet your requirements. The step by step tutorial here offers a practical and detailed sample.
- Applying different tax rates automatically to material and labor
If your business offers both material and labor, i.e. selling products and providing services, and the tax law defines different tax rates for the different types of items, this is the invoice template for you. The document on this page provides not only a downloadable, ready-to-use invoice template, but also detailed instructions on how to create this customized invoice template from the default invoice template shipped with Excel Invoice Manager.
- Invoice template that shows special symbol for gift or free items
If you give present to your customers for what they purchased from you, it is a good idea to list the gift or free items on the invoice, so that your customers know the fact. The default invoice template is set in a way that does not show zero values, this is necessary to make the entire invoice form concise. But for gift items, it is also a good idea to show something like "Free" instead of a blank. This tutorial shows you how to implement this based on the default invoice template provided by Excel Invoice Manager, and by using various tools provided by Excel.
- Using line# instead of product#
This tutorial implements a sample invoice template that uses line# instead of product# on the invoice body. While the technique described in the document is not so significance for most Excel Invoice Manager users, it might be a good sample on how to customize the invoice template to implement new features you required.
- Adding new images (handwriting signature) to the invoice form
This simple tutorial provides a sample invoice template that demonstrates how to add new image to the invoice form and keep it on the printed and extracted copy of your invoices. Since Excel Invoice Manager is Excel-based invoicing software, you can use all the powerful tools provided by Microsoft Excel to customize the default invoice template. Excel Invoice Manager removes images from the invoice form when an invoice is extracted, such as those icon buttons. This document tells you how to keep the newly-added image when an invoice is extracted.
- Packing list or packing slip template
A packing list or packing slip contains similar information like an invoice does, but without pricing details. In fact, it's easy to create a packing slip template based on the default invoice template provided by Excel Invoice Manager, as shown in the tutorial. The tutorial provides not only a downloadable packing slip or packing list template, but also detailed steps on how to create the packing slip template or packing list template from an invoice template.
- Invoice Form with fixed or static product / service items
With the default invoice template, Excel Invoice Manager clears all the editable contents from the invoice body when you clicking "Clear & New", giving you a blank invoice form. This is reasonable in most situations. But, what if you want to leave several items not being removed, so that you don't have to enter the same information again and again, because all of your invoices always have several identical items? The tutorial here provides a downloadable sample invoice template, as well as detailed steps on how to implement the feature by using the formatting tools provided by Excel. Remember, with Excel Invoice Manager, all Excel tools are available to you. Excel Invoice Manager does not lock the invoice templates so that you can do modifications as you need.
- Invoice templates with discount column
With Excel Invoice Manager, discounts can be given in many ways. For example, you can add it as a product/service item with negative price and a name of "Discount". The sample invoice template, which you can download for free, implements another way - list the discount as a column. The key to this feature is the use of custom fields, which allows you to add user defined fields to both invoice header and invoice body. Custom fields, combined with powerful tools provided by Excel (especially Excel formulas), creates many possibilities that could be hard to imagine with other invoicing software.
- Jeweler shop / gold shop receipt template / invoice template
A gold shop has a changing gold rate for every day, which replaces the "price" in general invoice template. It also has "making charge" for each item, in additional to general "Unit Price * Quantity". The invoice template / receipt template does not include "Bill To" and "Ship To" section, which are all moved out of the printing area. A discount validation is also implemented in this invoice template, so that the total of the discount cannot be exceeding a certain amount based on the total of items sold out.
- Invoice template for newsletter publishing service
Newsletter publishing service invoice templateNewsletter publishing services usually are subscription based, so it is necessary to list the start month and end month of subscription on the invoice body. The implementation of this invoice template also benefits from custom field - a powerful feature provided by our Excel invoice template based invoicing software, Excel Invoice Manager.
- VAT invoice templates
There are a number of VAT invoice templates available here on this site. Some are provided for members (registered users of Excel Invoice Manager) only, but there are also VAT invoice templates that you can download for free without a member account. The document provides the implementation of one of the VAT invoice templates, in addition to a downloadable, read-for-use invoice template. The unique feature of this VAT invoice template is that it includes "Total (Net)", "VAT", "Total (VAT)" columns on invoice body, so that the VAT of each sold item is clearly listed. The downloadable package includes two templates, price including tax and price excluding tax.
- Job invoice template with job address, start date, finish date and description
You may already knew how to create this type of job invoice template or work invoice template from the default invoice template by using custom fields, and by moving cells, merging/unmerging cells, but here is the one you can download and use. In case it does not meet your business requirements exactly, you can still customize it.
- Engineering service invoice template with support for change order
Engineering service invoice templateA change order is a process used by many businesses, particularly those that provide services to customers. By using it, the business and the client can make alterations to an original business agreement. This customized service invoice template implements the support for change order by using Excel formula and custom field, a powerful feature available in the "Platinum" and higher editions of our invoicing software, Excel Invoice Manager. The Excel formulas search the content of an invoice for the word "change order", and if it appears, the total of the entire invoice should be the total of the change order; and if it does not appear, the total of the invoice is calculated in the normal way.
- Web hosting service invoice template with payment slip
Web hosting service invoice template with payment slipA payment slip is a document sent by a creditor to a debtor with all the necessary information filled in order a payment to take place. The invoice template designed for web hosting service business uses only a few lines on the invoice body, leaving space for you to add a payment slip. Most contents on the payment slip are static text labels, such as your company name, account, etc, and it also has content from the invoice, such as the amount to pay, retrieved by using Excel formula. So with this service invoice template, you create an invoice as usual, and the payment slip attached to the bottom of the invoice form will be filled in automatically for you. Note that this template is now added to InvoicingTemplate.com at Web-hosting Invoicing Template, as well as our company site Uniform Software Ltd at Web Hosting Invoice Form, where you can download it for free without a member account.
- Two-column service invoice template for plumbing and heating service company
Service invoice template for plumbing and heating serviceLike other service invoice templates, this service invoice template does not use "Ship To" section. But the most significant feature of this invoice template is that it does not use the line total cells. You enter service items / job items on invoice body, and then enter the amount to pay on the bottom of this invoice. With the default invoice template, sub total is calculated by using Excel formula; but with this service invoice template the formula was removed, and the cell was unlocked, so that you can enter the amount manually. This, like the other customized invoice templates on this site, demonstrates the flexibility of Excel Invoice Manager. Using Excel-based invoice forms enables our invoicing software to utilize all the features provided by Excel.
- Invoice template and processing sheet
Processing sheet and invoice templateThis invoice template is provided along with a processing sheet. A processing sheet used by manufacturer is a working sheet that will be giving to the person assembling the products, i.e. the processing sheet don't need to list price etc but they do need to list what parts to use. Like a packing slip or packing list, a processing sheet template can share data with a general invoice template, although there will be some different columns on each template. The document here shows you how to share data between two template (one invoice template, one processing sheet template), and what content each template will provide.
- Invoice template with "City, State ZIP" in Holland format
City and ZIP in Holland formatIn Holland zip code contains a space, like "1234 AA", and it always writes the city name after the zip code, like "1234 AA Amsterdam". This differs from the format implemented by the default invoice template. So how can we handle this? Is it possible to implement? Thanks to Excel formula. It is not so hard to transform a "City, State ZIP" into "ZIP, City" format. The document includes brief description about the formulas used, and also how to learn and understand a complex formula by using Excel's Evaluate Formula tool. However, the most important idea behind this document is to show you how the default invoice template can be customized to suit your special business requirements, because every business is different.
- Auto repair invoice template
Auto repair business does not need the "Ship To" section, so all the shipping-related cells are move out. There are also new fields added specially for the auto repair business, including insurance information (insurance company name, claim#), and car-related information, such as "color", "make", "model". While the difference between the auto repair invoice template and the default invoice template is not as big as some other invoice templates on this site - which means you can create it easily from the default invoice template - for those of you don't want to start from scratch this auto repair invoice template could be a good start point if you are running this type of business.
- Consulting invoice template
When you are providing advisory or consulting services, this consulting invoice template helps you create professional consulting invoices. As you already knew, an invoice is basically a receipt or a bill or simply a statement that indicates that your customer or client owes you money for services that you have rendered. A consulting invoice is a bit different from the ones used for sales of goods or materials transactions. First, the document should mention the price or charge of the consultancy services provided, and secondly it does not need the shipping-related fields.
