Free

Invoice Template for Excel

How to create an invoice in Excel?

To create an invoice in Excel, start by setting up a basic table with columns for item description, quantity, unit price, and total price. You can then add rows for each item or service provided. To make your invoice visually appealing, consider using Excel's formatting tools to adjust font, font size, cell borders, and cell colors. The easiest way is to start with our free template.

What should I include on an invoice?

• Your Company Information: Company name, address, phone number, email address, and tax ID.
• Client Information: Client name, address, phone number, and email address.
• Invoice Number and Date: A unique identifier for the invoice and the date it was created.
• Itemized List of Services or Products: Description, quantity, unit price, and total price for each item.
• Subtotal: The total cost of all items before taxes and discounts.
• Taxes: Applicable sales tax or VAT.
• Discounts: Any discounts applied to the invoice.
• Grand Total: The final amount due, including taxes and discounts.
• Payment Terms: Due date and accepted payment methods.
• Additional Notes: Any additional information or terms and conditions.

Is Excel good for invoicing?

Excel is a good tool for creating invoices, especially if you're comfortable with spreadsheets. It's flexible and allows for customization. However, it can be time-consuming for beginners and lacks advanced invoicing features.

Is it better to create an invoice in Word or Excel?

Whether to use Word or Excel for invoices depends on your specific needs.
Word is better for simple, one-off invoices that prioritize a clean, professional layout. It's great for formatting text and images.
Excel is better for complex invoices with multiple line items, calculations, and data analysis. It can automate calculations and generate reports. For most businesses, a dedicated invoicing software is the most efficient solution. It offers features like automated calculations, payment tracking, and professional templates.