Free Invoice Templates for Excel

Below your information, add your buyer’s name and contact information. To the right of this, add invoice number, invoice data, and payment due date. Below this, add a table with enough rows for each line item you’re billing for, and columns labeled Item, Quantity, Price per unit, and Amount. Below the table justified to the right, add fields for subtotal, tax, fees, discounts, and total. It’s important that your invoice clearly specifies when and how you expect clients to pay you. It’s common among freelancers to use a 30-day billing cycle, so if you issue an invoice on April 1, payment is due 30 days later, on May 1.

Creating Sales Invoices: A Must-Have for Freelancers and Contractors

They serve as necessary documentation of business transactions for both the business and the client and act as the foundation for a company’s financial statements. An invoice is a notice you send to customers or clients to notify them that payment is due for services you have performed. An invoice should outline what services you performed, how much the client owes and where they should send your payment. Learn how to create an invoice template you can use each time you perform a service. When you finish a project or package and ship a customer order, it’s time to create a sales invoice. The next time you want to create an invoice, the invoice template will automatically be filled with all of your relevant information.

• Regulatory bodies and port authorities rely on commercial invoices to quickly figure out which import duties or taxes might apply to a package.
• Once your first invoice is complete, you’ll need to learn how to send it to your client.
• If you’re selling a service, I’d stick with an invoice issue date for simplicity.
• No matter your industry, build your brand and get money faster with the help of our free invoice templates.
• It was a wake-up call to the importance of the sales invoice, and it taught me the now obvious lesson that you probably won’t get that check until you ask for it.
• If your payment options change, you can always update at a later date (it’s best to do this as quickly as possible).

Invoice Templates

Contractors like Plumbers, Painters, Pool Services, and more need quick and easy access to make invoices for their clients. Freelancers and small business owners, for instance, often find invoice generators indispensable. Graphic designers, web developers, videographers, and consultants can quickly create professional invoices, allowing them to focus more on their core work rather than administrative tasks. These are just a few of the many industries that are using the Invoice Generator. You can share or download a PDF of your invoice with the click of a button. Explore professionally designed templates to get you inspired or create your invoice from scratch.

Commercial invoice template

This is the total amount of your line item charges before taxes, discounts, or additional fees. If you aren’t sure what payment terms to use for your invoice, ask a fellow freelancer or business owner in your industry. Not every industry handles payments the same, so my team and I made a dozen template options you can access on Google Docs to help you set https://www.bookstime.com/ just the right foundation for requesting payment. Sales invoices are commonly confused with other transactional documents, like purchase orders and sales receipts or bills. While many businesses list phrases or periods (such as “due in 30 days” or “due upon receipt”), it’s best to list an exact due date to avoid confusion and ensure timely payment.

However, as the number of invoices increases, the process can become more complicated. Therefore, it becomes essential to learn how to make invoice number change automatically in Excel to ensure the process remains easy and smooth. All invoices will show the total amount the customer owes for the services performed, but I also like to break the total down into separate line items so clients have a better idea of cost.

• Include the name of your business (if you’re a freelancer, this might just be your full name), the address of your business, your phone number and email address.
• While not necessary, you might want to add a note at the end of your invoice that includes a friendly thank-you message for your client.
• These allow a salesperson to generate, send, and monitor invoices in one location.
• The IRS recommends small businesses keep supporting documents like invoices in case a tax audit is conducted.
• To incentivize your clients to pay you on time, you may also want to offer them discounts on early payments.

And thirdly if your client hasn’t viewed you invoice after a couple days, Invoice Simple will automatically send them a polite reminder. Once your first invoice is complete, you’ll need sales invoice to learn how to send it to your client. Our invoice generator gives you two easy options to send an invoice. Because of its simplicity, this invoice template is incredibly versatile.

Excel Invoice Templates