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.
You’ll also find information below on Smartsheet’s tools for creating and tracking invoices. Smartsheet not only saves you time, it also offers collaboration and other features to help manage your business at every level.
Billing Invoice Template
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.
Simple Invoice Template
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
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.
Packing Slip Template
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
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
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.
Service Invoice Template
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.
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.
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
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.
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.
Streamline Your Invoicing Process in Smartsheet
Smartsheet is a spreadsheet-inspired work management tool with robust collaboration and communication features. Its Google Docs integration and pre-built invoice tracking templates make it even easier to manage customer information, create, send and track multiple invoices at once, and quickly organize the details.
Make real-time updates and share your invoice status with key stakeholders to drive better communication and increase transparency. Easily switch between spreadsheet, Gantt, and calendar views with team members or external collaborators.
And, with Smartsheet’s powerful collaboration features like comments, reminders, and attachments, you can store all invoice documentation in one place for everyone to view, access, and make changes in real time.
Finding the right invoice template is important to help you streamline your work and ensure no detail is missed. With a cloud-based process you can reuse the same workflow for each new invoice and ensure everyone is working with the most up-to-date information.