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Invoice Your Customers in Seconds

Simplest way to invoice customers, from your phone or laptop. Save time, stay organized and look professional.

For contractors, freelancers, owner-operators, creatives, and other small business owners.

Save Time

Quickly create professional invoices and estimates wherever you are—with a customer, between jobs, or at home. Convert estimates to invoices with one click.

Get Paid

Email, text or print your invoices. Get notified when invoices are read and stay on top of late payments. Accept credit card payments as well as cash, check and others.

Look Professional

Simply choose an invoice template and customize it with your logo. Add a signature, photos, notes and more. Always look professional and stay organized.

How It Works? Excel Invoice Template

The Easiest Excel Invoicing Template You’ll Ever Use

Looking to send an invoice right now? Use our downloadable, printable and fully customizable excel invoice template to manage your invoicing from any device, anytime. Send estimates immediately to secure new jobs.

TWAcreatives Invoice
TWAcreatives Invoice
TWAcreatives Quote
TWAcreatives Tax Invoice

How to use on PC or Laptop?

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VIDEO TUTORIAL
Excel Invoice for PC and Laptop min
Excel Invoice for Mobile devices min

How to use on Mobile Devices?

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VIDEO TUTORIAL

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Real Customer Reviews

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FREQUENTLY ASKED QUESTIONS

Here are some of our most frequently answered graphic design questions and answers.

Who is this for?

This invoice template is perfect for any service-based business. While the example project templates included are the ones I use in my web design business, in the tutorial video I show you how you can easily adapt them to your own business.

How does this work?

After purchase, you’ll receive a link to download the Ultimate Excel Invoice template into your PC or Mobile. If you’re new to Microsoft 365, I’ve included a video to help you get started.

Why Microsoft 365?

  • Create free account.
  • Designed for business—access, share, and collaborate on all your files from anywhere;
  • 5 GB of cloud storage;

  • Free versions of Word, Excel and PowerPoint;

     

How can I customize an Excel invoice template to match my brand?

Customizing an Excel invoice template to match your brand is straightforward. Start by adding your company logo to the header. Use your brand colors for borders, text, and design elements to ensure consistency. Choose fonts that reflect your brand’s style. This way, your invoices will look professional and represent your company’s identity.

How do I manage multiple clients with one Excel invoice template?

Efficiently manage multiple clients with one Excel invoice template by creating a customizable master template. Use a single workbook with a summary sheet linking to individual client invoices or separate files for each client to keep data manageable. Create a client list worksheet to store client details like names, addresses, and contact information, which you can reference in your individual invoices and use in tandem with other automations like an invoice email template.

Can I use Excel invoice templates for multi-currency transactions?

Yes, you can use Excel invoice templates for multi-currency transactions. Add a currency field to specify the currency type for each transaction and use Excel’s currency formatting for the appropriate symbols. Create a table with current exchange rates and use formulas to convert amounts as needed. Note that Excel does not automatically update exchange rates, so manual updates or external data connections are necessary.

How do I ensure my Excel invoices are error-free?

Ensure your Excel invoices are error-free by using data validation to restrict input types, such as numbers for amounts and dates for due dates. Employ Excel’s formula auditing tools to check for calculation errors. Regularly review and test your template, back up your files, have a second person review invoices, and use version control to track changes.

What features should I look for in a good Excel invoice template?

A good Excel invoice template should include:
  • A professional layout with your company logo and contact information
  • Clearly labeled sections for client details, invoice number, date, and due date
  • An itemized list of products or services with descriptions, quantities, and prices
  • Automatic calculation of totals, taxes, and discounts
  • Space for payment terms (ex. Net 30) and methods
  • Data validation to prevent input errors

How do automatic calculations work in Excel invoice templates?

Automatic calculations in Excel invoice templates use formulas. For example, the SUM function adds item totals, and the product of quantity and unit price calculates line item amounts. Use percentage formulas to calculate taxes. Ensure all relevant cells are linked correctly so changes in quantities or prices automatically update the totals.

Can I track payments and due dates using Excel invoice templates?

Yes, you can track payments and due dates using Excel invoice templates. Include columns for payment status, due dates, payment terms, and payment dates. Use conditional formatting to highlight overdue invoices or pending payments. Set up reminders with Excel’s notification features to alert you of upcoming due dates so you know when to apply late fees.

How do I handle taxes in Excel invoice templates?

Handling taxes in Excel invoice templates involves adding a tax rate field and applying it to the subtotal. Use a formula to calculate the tax amount and include it in the total due. Clearly label the tax rate and tax amount on the invoice for transparency. For multiple tax rates, use a drop-down list to select the applicable rate for each invoice.

Still, have questions?

Please don’t hesitate to email me at feb7mc@gmail.com with any questions. I’ll be more than happy to help!

Join Thousands of Happy Customers Today!

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