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.
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.
What you get? Invoice Template Features
Microsoft 365 mobile is a new app that can help you be more productive on your mobile device. Get it for free for PC/Laptops, Android phones and for iPhone. Launch Excel from your Microsoft 365 suite.
Once the template opens, you can edit text fields like your company name, address, logo, and invoice details. This makes Excel an excellent tool for creating professional, easy-to-manage invoices, particularly for users looking for flexibility and cost savings.
Keep all your customer details organized in one place! With our Customer Database, you’ll never lose track of your clients again.
Ask your clients contact details once and keep them forever. Save time by quickly finding contact information — so you can focus on growing your business, not paperwork!
No more hunting down prices or making mistakes! Our Pricelist Database keeps all your products and services neatly arranged.
This means faster invoicing and less room for errors, giving you more time to focus on what you do best—running your business!
Tired of doing math? Let the template do it for you! Our Auto Calculations feature takes care of everything—taxes, discounts, totals—so you don’t have to. It’s quick, easy, and eliminates costly errors, helping you bill your customers accurately every time.
Easily Track Payment Status with a Click!
Simplify your invoicing process with our invoice template, featuring a user-friendly payment status button. With just one click, you can track payments as Paid, Unpaid, Pending, Cancelled, or None. This feature keeps your billing organized, letting you instantly know which invoices need attention. You’ll save time, reduce errors, and gain more control over your cash flow. Perfect for small businesses looking to stay on top of their finances effortlessly!
Present your invoices like a pro! With our Multipage Print option, no matter how many items or services you’re invoicing, it all fits perfectly across multiple pages in the same document. This feature ensures that your clients receive clean, well-organized invoices every time.
Save time and energy by using our 3-in-1 Excel Templates! Everything you need—from customer data to pricing and invoicing—is in one convenient place. It’s the complete invoicing solution to streamline your business processes and help you work smarter, not harder.
Invoice Template: This is used to bill your clients for products or services. It includes details like the items sold, prices, and payment terms, helping you track outstanding payments.
Quote Template: Provides potential customers with a detailed estimate of costs before they commit to a purchase. It outlines the pricing, terms, and conditions for the proposed service or product.
Tax Invoice Template: A specialized invoice used when taxes (like VAT) need to be included. It clearly separates the tax amount, making compliance and reporting easy.
Once you buy, it’s yours forever! With Lifetime Access, you’ll always have the tools you need, even if your business grows. No recurring costs, no subscriptions—just a one-time purchase for all the invoicing help you’ll ever need.
Simplify Your Invoicing Process with Easy-to-Use Excel Templates
Managing your business finances doesn’t have to be complicated! With our two Excel invoice templates, you can effortlessly streamline your invoicing process—whether you’re offering services or products.
What’s Included:
1. Manual Entry Template (R899):
- Use Case Explanation: This is great for service-based businesses where every project is unique.
- How it works: This type allows users to manually type out the details of services or products provided. It’s useful for businesses that offer personalized services or a wide variety of products that change from client to client.
2. Dropdown Selection Template (R899):
- Use Case Explanation: Perfect for businesses that offer a set list of products or services. Just pick what you need from the dropdown menu, and your invoice is automatically populated.
- How it works: This template saves you time by eliminating repetitive typing—ideal for businesses that consistently invoice for the same items or services. This invoice uses a dropdown menu to quickly select pre-defined products or services, making it faster to fill out and perfect for businesses with standard services or a fixed product list.
3. Bundle Offer (R1499):
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- Get both templates in one bundle for just R1499, saving you R299!
- Explain the Benefits: With this bundle, you’re covered no matter how you run your business. Whether you need a customizable manual entry or a quick dropdown selection, you’ll have the right template for every situation.
What You Get:
- 3-in-1 Invoicing Types: Invoice, Quote & Tax Invoice sheets for each template manual entry and dropdown selection.
- 🗝️ Protected Fields: Key sections are protected to ensure accuracy and avoid accidental changes.
- ⏳ Lifetime Updates: Receive future improvements at no additional cost.
- 🎥 Video Tutorial: Quick and easy setup in just 5 minutes with our step-by-step video guide.
Who am I?
I’m Feb, graphic & web designer and content creator. Over the past 2 years I have gone from struggling freelancer charging R3000 for a website to booking projects starting at R15000+.
These are the exact systems and templates I use to streamline my workflow and manage my graphic and web design business. If you’ve ever purchased one of our design services, you may already be familiar with this invoice template.
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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;
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5 GB of cloud storage;
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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?
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A professional layout with your company logo and contact information
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Clearly labeled sections for client details, invoice number, date, and due date
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An itemized list of products or services with descriptions, quantities, and prices
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Automatic calculation of totals, taxes, and discounts
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Space for payment terms (ex. Net 30) and methods
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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!
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