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Invoice template for Excel

Excel can add up an invoice, but it is awkward to format and easy to break. See what to include and a quicker alternative.

Free download

Blank tax invoice template, ready to fill in.

An empty A4 tax invoice with every field in place. The Excel version adds up the totals for you. No sign-up, no email needed.

What to include

What goes on the invoice

  • Your name or business name and contact details
  • A unique invoice number and the date
  • The client’s name and address
  • Rows for each item, with quantity, rate and amount
  • Subtotal, tax, discount and total
  • Payment terms and how to pay

The free invoice maker puts these in the right places, adds up the totals for you and downloads a clean PDF. No sign-up needed.

HA
Hale Advisory
Invoice
No. INV-0017
Billed to
Tom Okafor
Brightwell Logistics
Issued
22 Oct 2026
Due
5 Nov 2026
Amount due
$2,730.00
DescriptionQtyRateAmount
Operations review, 2 days2$900.00$1,800.00
Written report and recommendations1$650.00$650.00
Follow-up call, 1 hour1$150.00$150.00
Subtotal$2,600.00
Tax 5%$130.00
Total$2,730.00
Notes
Payment is due within 14 days. Thank you.
Payment details
Bank transfer details go here, filled in once from your brand.
Thank you for your business.
Good habits

Three things worth getting right.

01

Formulas do the maths

If you use Excel, multiply quantity by rate in a column and sum the column. One typed number in place of a formula can throw the total off.

02

Lock what should not change

Protect the cells with formulas so you do not overwrite them while editing.

03

Print to PDF to send

Do not send the spreadsheet. Save it as a PDF so the layout and numbers stay as you intended.

Questions

Common questions.

This page is general guidance and not tax or legal advice. Rules and rates change, so check with your tax office or accountant.

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Your next invoice takes about a minute.

Fill in the form, watch it take shape and download the PDF.

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