Free Invoice Template for Excel (XLSX)

Create accurate, professional invoices fast with our free Excel invoice template. Built-in formulas handle line totals, subtotals, discounts, and sales tax.

Download a Free Invoice Template for
Google Sheets, Google Docs, Excel, Word & PDF

Use one of our Excel Invoice Template

Why choose an Excel invoice template?

If you want a simple invoice you can trust, Excel gives you powerful formulas and full control over layout. Our invoice template Excel file includes everything you need to bill clearly and get paid faster—no complicated setup.

Benefits of using Microsoft Excel

  • Automatic calculations for line totals, subtotal, tax, and grand total
  • Easy to customize (logo, colors, fonts) and duplicate for new clients
  • Offline friendly; export clean PDFs for email or print
  • Data validation to reduce errors (dates, numbers, tax rates)
  • Faster than building an invoice from scratch

What’s included in the Excel template

  • Business & client details (name, address, email, phone)
  • Invoice number, issue date, due date (Net 15/30)
  • Itemized table: description, qty, rate, line total (formula)
  • Subtotal, discounts, shipping, sales tax, total due (formulas)
  • Notes & payment instructions (late-fee policy, accepted methods)
  • Optional: PO/reference number, project name, terms & conditions

How to use the invoice template in Excel

  1. Download the XLSX and open it in Microsoft Excel.
  2. Replace placeholder text with your company and client details.
  3. Add items; update quantities and rates—the formulas do the math.
  4. Set your tax rate and any discounts; totals update automatically.
  5. Insert your logo (Insert → Pictures) and adjust brand colors.
  6. File → Save As → PDF to send a locked copy or print.

Pro tip: Need cloud collaboration? Open the file in Google Sheets. Want recurring invoices and online payments? Use InvoiceFly.

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Template FAQs

Freelancers, contractors, and small businesses who want a reliable spreadsheet invoice with automatic math and a clean, professional bill format. Common use cases include:

  • Sales invoice and commercial invoice
  • Proforma invoice for approvals
  • Consulting invoice and freelance invoice (hourly or fixed)
  • Rental/rent invoice (properties, equipment)
  • Excel: best for automatic calculations and data validation; layout control with a bit of setup.
  • Word/Docs: quick branding and printing; calculations are manual.
  • InvoiceFly: full automation—saved clients/items, recurring invoices, reminders, online payments, and simple reports.

Insert your logo (Insert → Pictures), set brand colors, and update fonts. You can also lock formula cells to prevent edits while leaving input fields open.

Yes. Format currency via Home → Number → Currency and, if needed, add a conversion helper tab. For frequent multi-currency billing, InvoiceFly automates the setup.

Enter your tax rate in the designated cell. The template multiplies the subtotal and updates the Tax and Total Due automatically. For multiple rates, add a drop-down and conditional formulas.

Add columns for Status, Payment Date, and Method. Use conditional formatting to highlight overdue invoices and a summary tab to monitor A/R.

Both support formulas. Excel excels offline and with large datasets; Sheets is great for collaboration in Google Drive. Our layout works in either.

Absolutely. Go to File → Save As → PDF or Export → Create PDF/XPS for a clean, non-editable copy.

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