Invoice · Free · No account
A freelance invoice template for Excel, with a payment tracker.
The services setup is a plain invoice for freelance work: 12 lines of description, quantity and rate, numbered from INV-001 and due in 30 days. Tax, discount and deposit are off. The tracker records each invoice, payments and balance, and a follow-up date marks when to chase.
- 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: Freelance invoice template. 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
What is different in this setup
Freelancers and sole traders issuing invoices without tax and recording unpaid balances.
- No tax column, so totals are the lines added up.
- A Chase on date marks unpaid invoices to follow up.
- Clients sheet fills in address, email and terms.
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
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 add tax later?
Not to the same file. Switch on Charge tax in the builder, choose a name and standard rate, and download a new workbook, then copy your clients across.
Can one client have different payment terms?
Yes. Each client on the Clients sheet can have its own days to pay, and picking the client on the invoice sets the due date from it.
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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Tell us what you would like to add, change or fix in the Invoice builder.