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Simple Invoice Template (Excel)

Generate invoices automatically with branding and fast online payment.

Invoicing software designed to bring peace of mind and avoid late payments.

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Simple Invoice Template (Excel)

When you’re freelancing, managing your business finances can be a job in itself unless you take action to simplify matters. Thankfully, if you have Microsoft Excel, you don’t need to spend much time or money to take control of matters. With a simple invoice template, Excel can do everything you need.

In this article, we'll show you how to create a simple invoice template in Excel so that you can bill your clients with ease.

Image credits: smartsheet.com

Reasons to create a simple invoice template in Excel

Self-employed people, like freelance writers or marketing consultants, send invoices to their clients to notify them when payment is due. A typical invoice will comprise details about the services provided, the agreed costs, and the payment due date.

There are several benefits of making a simple invoice template in Excel, such as:

  • It makes your business look more professional.
  • You can personalize documents for each client.
  • It improves your bookkeeping, as you can record sales transactions and organize client payments.
  • You can keep track of payment due dates and manage outstanding debts.
  • You will have more accurate records for future tax returns.
  • Excel includes formula features, so it’s easy to calculate costs, especially where discounts and currency conversions are needed.

When you work as a freelancer, a simple invoice template in Excel is much cheaper than a premium product like Xero, and the ability to use formulae gives Excel an edge on Microsoft Word. 

Let's dive into the 7 steps you can follow to create a simple invoice template in Excel. So, it’s time we showed you how to make Excel work for you. Follow the seven steps below to create a simple invoice template in Excel:

1. Choose your invoice template

Open Microsoft Excel, then make sure you are connected to the internet. Perform a search for “invoices” using the search bar at the top. Look through the invoice templates to find one closely aligned with your brand and style.

2. Add your business information

After picking a template, customize your invoice by adding your business name and contact information. Another good idea is to include your business logo, which adds some creative or visual flair to your invoices.

3. Add details for your freelance client

On each invoice, you must include the client's name, their business, and contact details. You can save some time with future invoices by saving multiple templates -- one with the details of each freelance client.

Image credits: office.com

4. Include the date and a unique invoice number

Remember to include a unique invoice number every time. Doing this will keep your financial records organized. Furthermore, you should also include the invoice date and the date that payment is due.

5. List your deliverables and prices

Next is arguably the most critical part of your simple invoice template in Excel! Include a breakdown of all the services you provided, with the details of each, and the price. Calculate the total cost for the invoice, and make sure it is clearly stated at the bottom.

6. State your payment terms

Some freelance clients pay more often than others. Some pay via wire transfer, others prefer PayPal. Include your payment terms on the invoice to remind clients how you prefer to be paid.

7. Save and send the invoice

After confirming all the details are correct, save the invoice as a .xlxs format document, which enables you to edit later if required. You can convert the Excel invoice to a PDF, and send it to your client via email or direct mail.

A simple invoice template in Excel helps you get paid

At some stage in their career, almost every freelancer will struggle to get paid on time. Rather than wasting time chasing clients for payment, you can put your best foot forward with professional invoices that command respect. Use Excel to make invoicing quick and easy, so you’ll always have a clear overview of your business finances.

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