Invoice Template Excel
Looking to create professional invoices for your business? Download the free invoice template for Microsoft Excel to get started and level up your invoicing.
Download Template Invoice with FreshBooks instead.
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Get Your Free Excel Invoice Template
As a small business owner, you have a lot to do when it comes to running a successful business.
From managing clients to keeping up with business finances, you may feel like creating and sending invoices is just another task to add to your plate. Fortunately, creating professional invoices doesn’t have to be complicated.
With the free Microsoft Excel invoice template from FreshBooks, you can create and send invoices in a matter of minutes.
Available for download in .DOC, .XLS, .PDF, Google Docs and Google Sheets formats. View our complete list of templates.
Excel Invoicing for Small Businesses
Whether you are a small business owner or freelancer, it’s likely that you have to create and send invoices to your clients. However, making professional and functional invoices can turn into a bit of a headache if you struggle with fancy software or accounting tools.
Now, there is a way to streamline your small business invoicing and create Excel invoices in a matter of minutes.
Using the free Excel invoice templates is a simple way to create invoices that can be filled in suited to the needs of your business. Modify Excel invoices to fit the services you provide, include your own pricing, your privacy policy and include your business branding.
Creating invoices doesn’t have to involve hours of manual work, confusing tools or hiring a designer.
By using Microsoft Excel invoice templates, you can create invoices that suit your business needs in just a few minutes.
How to Make an Invoice Form in Excel
- Download the free “Excel Invoice Template”
- Open the invoice template .xls in Excel
- Name your invoice. Example: “(your business name) Invoice Template”
- Customize your Excel invoice with your company details, logo, branding and contact information
- Create your first client invoice by making a copy and renaming the new document. Example: “(client name) Invoice, (date)”
- Fill out the invoice with your client details, services or products provided, prices, the invoice date, payment due date, payment terms and privacy policy.
- Save
After you make an invoice in Excel, you can save the .xls document in Excel format. You may then name the document for your client; for example, “(client name) Invoice | (date)”, and send via mail or email.
Want to add branding and detailed information to your Excel invoices? Learn how to customize your free Excel invoice template below.
This simple invoice template for Excel includes blank fields that allow you to do just that. Whether you need to add your logo, business information, product or service details or more, you can do that with this simple template.
- Add your company name and contact information. Fill out the fields to include your business or company name, address, phone number, website and email address. This is a good reminder to clients who the invoice is from and how to contact you
- Add a logo and branding. If you have a logo for your business, you can add that to the top of the invoice. You may also decide to add your branding colors, other graphics or change the font
- Name your services. The blank Excel invoice templates allows you to include individual items for billing your clients. Be sure to name your services descriptively so that they know what they are
- Describe your services. You can add a description to each service or product item in the spreadsheet to explain the work being done and what is included. This helps clients know what they are paying for
- Include custom pricing. Add your pricing for each service or item and calculate the total at the bottom of the invoice
- Outline payment terms and privacy policy. Specify the payment requirements, due date and payment methods available so that you can get paid the right way and on time
Send itemized invoices in Excel format to ensure your clients know what they are paying for and your product or service prices. You can then calculate the total and include payment details and your privacy policy so that you get paid the right way and in a timely manner. No need for confusing or expensive accounting software.
Want to use Google Sheets instead? We’ve got you covered.
How to Send an Excel Invoice to Your Clients
Ready to send your customized Excel invoices to your clients? There are a few things to know before you can share or send the final invoice in Excel format.
- Open the saved .xls file on your computer and device
- Confirm that all of the details are correct and that the invoice is named appropriately for your client
- Attach the Excel file to an email to send to your client or print off the completed invoice and mail to your client
- Send
Download the Free Excel Invoice Template
Ready to create professional invoices?
With the free Microsoft Excel invoice template from FreshBooks you can.
We’ve made invoicing for small businesses all over the world, from the United States to the UK, easier than ever by creating a simple, downloadable invoice template for Excel. Simply save, fill and send.
