Free Excel Invoice Templates

Smartsheet Contributor Andy Marker

Feb 26, 2016

Whether your business is in construction, consulting, sales or freelance, invoices are a vital tool for meeting your bottom line, not to mention accurate record keeping and client communication. Using free Excel invoice templates is an easy way to create customized, professional invoices that can be modified to suit various clients and services. Any business, large or small, will benefit from streamlining the design and functionality of their invoices. And because all the calculations are done for you, Excel invoice templates are much easier to use than templates for Microsoft Word.
To get you started, we’ve compiled a comprehensive list of Excel invoice templates that can be downloaded for free. Once you’ve selected the template that matches your needs, you can adjust the design by selecting different colors or adding a logo. You can also customize the formatting, adjust how taxes are calculated, or make other changes to suit your business. These free invoice templates are compatible with versions of Excel 2003, Excel 2007, Excel 2010 and Excel 2013 . What’s more, these can easily be converted to PDF and sent to clients.

We've also provided invoice templates in Smartsheet, a real-time work execution platform that streamlines your record keeping and makes invoice tracking easier and more collaborative than Excel.

Billing Invoice Template


Download Billing Invoice Template

Excel | Smartsheet

Impress clients with a billing invoice designed to look simple and professional. This is a great option for small businesses looking for a template that’s easy to customize while maintaining a professional appearance. Columns allow you to include a service description, quantity or hours and pay rate. If you need to include sales tax, simply adjust the tax field to meet specific state requirements.

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Simple Invoice Template


Download Simple Invoice Template

Excel | Smartsheet

It doesn’t get any easier than this. A simple invoice is ideal for small businesses or individuals who want simplicity and flexibility. Enter a service description, calculate the total, and you’re done. If you don’t need to charge tax, just set the tax rate to zero percent.

Blank Invoice Template


Download Blank Invoice Template

Excel | Smartsheet

Like the simple invoice template, this blank invoice offers the basics without any complicated functions. Blank invoices are commonly used by home repair businesses or other services that need to provide clients with a bill on-site. You can customize this blank invoice to include a logo or your business name. If you intend to use the invoice in the field rather than mailing it to clients, consider purchasing carbon paper to create a copy for your records.

Service Invoice Template


Service Invoice Template

Download Service Invoice Template

Excel | Smartsheet

From consulting and freelancing to house cleaning and catering, both individuals and businesses can use service invoices to provide detailed billing information to clients. Simply describe the service provided, include the hourly rate or fixed charges, and add a tax rate if needed.

Packing Slip Template


Download Packing Slip Template

Excel | Smartsheet

If you’re shipping products, including a packing slip with the shipment provides clear communication to your customers. Indicate what items are included as well as any items that were ordered but not shipped. Not only does a packing slip inform customers, it can also help reduce mistakes before shipping. This is intended as an addition to a sales invoice.

Purchase Order Template


Download Purchase Order Template

As a vendor, you can provide this purchase order template to your customers to make placing orders easy. Or, if you have a small to medium size business that frequently orders from suppliers, using a template can save time and reduce the need for complicated and costly invoice software. A purchase order number is included for tracking orders, and special instructions can be included at the bottom of the page.

Sales Invoice Template


Download Sales Invoice Template

If your business ships products to customers, a sales invoice template is the perfect choice. This template allows you to include shipping information, and it calculates the tax along with shipping and handling. This is ideal for small business invoicing, looks professional, and coordinates with the packing slip and purchase order templates.

Job Invoice Template


Download Job Invoice Template

A job invoice is intended to provide an estimate to clients for how much a project will cost based on parts, labor, and other expenses. A job invoice is not the same as an official quote or contract. If you’re a construction contractor or other service provider, you may need to offer clients an initial estimate to give them an idea of the scope of the project. While this isn’t an official quote, it’s good to be realistic about potential costs so that clients understand what they’re getting into. Consider providing more than one estimate - one based on the likely cost and another that includes costs for complications that could arise.

Business Invoice Template


Download Business Invoice Template

A basic option for any company, the business invoice allows for easy customization and billing. Reduce time and paper waste by sending digital business invoices to clients.

Commercial Invoice Template


Download Commercial Invoice Template

A commercial invoice is typically used for exporting goods internationally. This commercial invoice template includes spaces for the names of the individuals or businesses involved in the transaction, the items being shipped, where the items were manufactured, and Harmonized System (HS) codes for the items. This is essentially a customs declaration stating the value of the goods being shipped.

Pro Forma Invoice Template



Download Pro Forma Invoice Template

A pro forma invoice describes the value of a transaction prior to its completion. The term “pro forma” refers to a planned business transaction. Pro forma invoices are commonly used when two companies are just starting to do business together and for international trade. The invoice describes the terms of a deal and can sometimes be used to expedite the customs and shipping processes.

Receipt Template


Download Receipt Template

One option for receipts is to simply mark your billing or sales invoice as “paid” and send a copy to the customer. But if you need a detailed receipt for your business, this template allows you to track payment methods for your records while providing clients with their own receipt.

More About Invoice Templates

Saving time saves your business money. An invoice is essentially a bill for goods or services, and the quicker it goes out the sooner you get paid. Invoice templates can help you create an efficient invoicing system for free. No matter which invoice template you download, make sure it serves both your business needs and your clients. Invoices should be easy for customers to read, with clear instructions, service descriptions and payment guidelines. Including a logo and colorful design will help invoices stand out, but simplicity and a professional appearance are also key.
Depending on the size and scope of your business, you may not need invoice software to manage invoicing, especially since digital invoices can be stored in the cloud. Including a customer or sales number on your invoices can make them easier to track and help you stay organized. Once you’ve customized a free invoice template, you can spend more time building your business and less time on the invoicing process.

Discover a Better Way to Manage Invoicing and Finance Operations with Smartsheet

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