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Free Invoice Template using Excel – Download

Posted on March 19th, 2014 in excel apps , Learn Excel - 10 comments

Anyone running a small business knows the oozing bits of joy when you hear a customer saying, “Can you send me an invoice?”

While creating an invoice is an easy task, if you want something that is professional looking, easy to manage and works well, then you are stuck.

That is where Excel really shines. By using an invoice template, you can quickly create and send invoices.

Today I want to share one such template with you all. Why? Because we are awesome like that.

Free invoice template using MS Excel - download

Free Invoice Template – Download

Click here to download the template.

The file contains 2 sheets.

  1. A ready to use or print invoice template. Just fill in values and bingo!
  2. A table where you can list all your products and services. This way you can select them on the invoice to generate prices quickly, as shown below:

Free invoice template - data entry for products and services

How to use this invoice template?

This template is optimized to print or save as PDF. All you have to do is enter the data and go.

  1. Go to Products & Services tab and specify your details
  2. Select items & specify quantities to see prices
  3. Apply any discount per line item as needed
  4. Delete extra lines or add lines as needed
  5. Specify tax % if any
  6. Provide payment instructions
  7. Add other details like invoice #, receivers details and your details
  8. Print this sheet (only invoice will be printed)
    OR
    Save this worksheet as PDF (only invoice will be saved)

How is this template made?

As a curious reader, you may want to know what Excel techniques are involved in constructing this template.  So here we go,

  • Tables: to keep the products & services data
  • Data validation: to select one of the products from list
  • Conditional formatting
    • to prevent duplicate product names in the invoice
    • to show zebra lines (alternative rows in different color) in the invoice items list
    • to show $ amounts only if quantity & product name is specified
  • VLOOKUP formula to fetch price of selected item
  • IFERROR formula to suppress any errors
  • Print areas: to print (or save as PDF) only the invoice portion

Do you use Excel for preparing invoices?

Just like millions of small businesses around the world, we at chandoo.org too use Excel for making invoices, quotations and tracking data.

What about you? Do you use Excel templates to manage invoices, quotations etc.? What is your experience like? Please share your thoughts & techniques in the comments.

More Excel templates for you

Check out these templates to save precious time and kick some serious ass.

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10 Responses to “Free Invoice Template using Excel – Download”

  1. Doug H says:

    Nice post! Invoicing for the small biz or solo entrepreneur is something I see a lot of interest in. Also there are great templates from http://office.microsoft.com/en-us/templates

  2. Abhay says:

    This is awesome.

    I would need a little more. e.g. say I generate a Inv. # 1 with all the details. Once done I can click a button all the relevant details gets stored in some table. Further, when i generate a new invoice those details gets stored in same table but just below the previous invoice.

    Is their a way to do this?

  3. Hui... says:

    Daily dose of Excel held a competition in 2005 for this same topic
    It obtained 9 solutions which are shown:
    http://dailydoseofexcel.com/archives/2005/10/27/invoice-app-the-results/

  4. parimal says:

    How can i removed Dollar Sign, As want to use this in india.
    Please reply.

  5. parimal says:

    Also if possible then can i use Indian Rupee Sign and how?

  6. Gaurang Mhatre says:

    Hi Chandoo,

    Thanks for sharing this invoice template, Let me tell you this template will definitely help me since I got a process to handle where this invoice piece comes. Just a small doubt, can we store all the invoice details in PRODUCT & SERVICES sheet. So that whenever I select an invoice number from invoice sheet I can take print out and I can share it as well. Can we do that?? Since I will be dealing with this on monthly basis.
    It would be great if you can help me with this.

    Thanks in advance for your help!

    Regards,
    Gaurang Mhatre

  7. shrikant says:

    Hi Chandoo,

    I was thinking learning excel is quite tuff task but your blog proved me wrong. You made it very interesting. Thank you. Also the template you have provided for Invoice is very helpful to us.

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