Invoice · Free · No account
Create invoices and track payments.
The workbook includes an Invoice sheet for your client, with line items, optional tax, discount and deposit worked out and a due date set from your payment terms. An Invoice Tracker, a Clients sheet and a Summary of what you are owed follow.
- Excel 2016 and later
- Calculations checked in LibreOffice and Google Sheets
- Set the invoiceChoose the currency, the heading, the number prefix and 8, 12 or 20 lines. Set days to pay and any other terms to print.
- Choose tax and extrasSwitch on tax with a name and rate, a tax or company number, a discount, a deposit already paid, or a client reference. Add the tracker and Clients sheet.
- Download and invoiceType your details and the lines on the Invoice sheet, then add the invoice to the Invoice Tracker. Totals and the due date are worked out.
Build your workbook
Preview: Services invoice. Change the selected dates, categories or layout to update the preview.
JavaScript is required to use the builder. The workbook is made in your browser.
What you get
Totals worked out on every line
Quantity × rate on every line, tax at your standard rate unless you set another, and the amount due after any deposit.
Client details filled in from the Clients sheet
Pick a client and their address and email appear, with the due date and the days to pay from their own terms.
See who has paid
The tracker marks each invoice ◐ Awaiting, ◐ Part paid, ✓ Paid, or ● with the days late.
Tax only if you charge it
Switch VAT, GST or sales tax on or off, and pick the name that suits where you work.
The Services invoice example
A 12-line invoice with description, quantity and rate, numbered INV-001 onwards and due in 30 days. The Invoice Tracker gives each invoice a total, payments, balance and status, and the Clients sheet fills in the address when you pick a client.
Sheets included (7)
- Start HereHow the workbook works, what each sheet is for and the settings used.
- InvoiceThe invoice to fill in and send. Totals and the due date are worked out.
- Invoice TrackerEvery invoice issued, with payments and balance. Start typing in row 6.
- ClientsEach client once. Pick a name on the Invoice and the address and terms fill in.
- SummaryWhat you are owed, what is overdue and what has been invoiced each month. Worked out from the Invoice Tracker.
- ListsEdit the white lists to change dropdown choices. Shaded lists are fixed because formulas use those names.
- SettingsValues used by the workbook, such as reminder windows. Change them here.
File details
- Made for
- Excel 2016 and laterThe download is an .xlsx workbook.
- LibreOffice
- No calculation errors in our testLibreOffice recalculated every formula in the workbook with no error values, such as #VALUE! or #N/A.
- Google Sheets
- Calculations matched Excel in our testGoogle Sheets removes sheet protection and repeated print headings.
- Apple Numbers
- Most calculations match ExcelSome calculations on the Invoice Tracker sheet and the Summary sheet do not work in Apple Numbers. Numbers converts list-based dropdowns to plain cells and removes colour markers, sheet protection, frozen headings and number and date validation. Use Excel for all calculations and features.
- Calculations
- The Start Here sheet lists the calculations used in this workbook. Results update from the entries you add.
- Builder privacy
- The builder runs in your browser. The entries used to make the workbook stay on your device. How the utilities work
Examples
Freelance invoice template
Freelancers and sole traders issuing invoices without tax and recording unpaid balances.
Consulting invoice template
Consultants and contractors who bill by the day or hour and need the client’s order number on the invoice.
Product invoice template
Small sellers, makers and wholesalers who invoice for goods and sometimes allow a discount or part payment.
Deposit invoice template
Tradespeople, photographers and other project workers who take a deposit first and invoice the rest in stages.
Questions
Are my builder entries sent to Due Form?
No. The builder uses them in your browser to make the workbook on your device.
Information is sent to Due Form when you submit a form or use another service described on the How it works page.
Can I print it or send it as a PDF?
Yes. In Excel, print or save the Invoice sheet as a PDF. It prints portrait, on one page with up to 12 lines, and runs on to a second page with more.
Does it make a legally valid tax invoice?
The workbook does not check this. Look up the invoicing requirements for your country and tax status, then set the invoice heading, tax details and reference fields to match.
How do I start the next invoice?
Change the invoice number, the date, the client and your reference, then clear the lines, discount and Paid already. Your own details and payment instructions stay. The Summary shows the next unused number.
What do the tracker statuses mean?
The tracker marks each invoice ◐ Awaiting, ◐ Part paid or ✓ Paid, or ● with the days late once the due date passes with a balance left.
Related Due Form edition
The Professional Evidence File
Record completed work, supporting evidence and permission, then prepare selected examples for an appraisal, application or portfolio.
For the record of completed work behind each invoice
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