Invoice Template Excel and Google Sheets

One invoice pack for a freelancer or small business: an Excel invoice that fills in the client from your list and calculates subtotal, discount, tax, shipping, amount paid and balance due, an invoice log that tells you what is open and overdue, plus the same invoice as a fillable PDF and an editable Word file for the days you just need to type one and send it.

WHAT YOU GET

• Invoice Template, US file (sales tax) and Canadian file (HST 13% set, tax number line): Start here, Invoice (client drop-down, 12 lines, discount, tax, shipping, amount paid, balance due; prints to one page), Invoice log (1,000 invoices, status, open and overdue totals, by month with a chart), Clients (50), Settings
• Invoice, fillable PDF (Letter)
• Invoice, editable Word file
• Quick-start PDF

8,144 formulas, recalculated and checked for errors before listing.

HOW TO USE

1. Buy, then download on the page that opens right after payment (your Stripe receipt email carries the same link).

2. Open the workbooks in Excel 2016 or later, Google Sheets or LibreOffice; the quick-start PDF opens in any PDF app.

3. Yellow cells are inputs, grey cells calculate. Replace the example rows with your own.

PLEASE NOTE

• Digital download only; nothing is shipped. Returns are not possible on digital files; if a file will not open, email [email protected] and it gets fixed.
• Works in Excel 2016 or later, Google Sheets and LibreOffice; the PDF opens in Adobe Acrobat Reader or any PDF app with form fields; the Word file in Word, Pages or Google Docs. Tax rate and label are yours to set; check your own tax rules.
• Templates are not legal, tax or insurance advice. Have agreements reviewed by your own counsel and follow your own operating rules.
• For use in one business. Not for resale or redistribution.

Designed by A3E Studio (Ontario, Canada) and generated by our own software; every formula is recalculated and checked before listing.