Skip to content
QuoteToPaid
Save & syncProCreate an invoice
Menu
TemplatesBy industryHow it worksFAQSave & syncProCreate an invoice

Free Invoice Template for Excel

A ready-to-use .xlsx invoice with real formulas: change a quantity or a rate and the line amount, subtotal, tax and total update by themselves. Download it blank, or fill it in online first and download it finished.

Fill it in online first

Free. No sign-up, no email, no watermark.

Choose a design
Northline Studio
214 Market St, Austin, TX 78701
(512) 555-0142 · hello@northline.co
INVOICE
No. INV-001
ISSUE DATEOct 5, 2026
DUE DATEOct 19, 2026
TERMSNet 14
AMOUNT DUE$1,353.13
BILLED TODana WhitfieldWhitfield Coffee Co.88 Lamar Blvd, Austin, TX 78704dana@whitfieldcoffee.com
PROJECTSpring menu launchCopywriting and social posts for the new seasonal menu.
DESCRIPTIONQTYRATEAMOUNT
Menu copywriting12 drinks, 6 pastries
1650.00650.00
Social media posts8 posts with captions
845.00360.00
Product photo editingColor and crop, 20 images
2012.00240.00
PAYMENT DETAILSBank: First Texas BankAccount name: Northline Studio LLCAccount: 004812337Reference: INV-001
Subtotal$1,250.00
Tax (8.25%)$103.13
Total due$1,353.13
TERMSPayment is due by the due date shown. Thank you for your business.
Thank you for your business.Payment is due within 14 days. A 1.5% monthly fee applies to late payments.

Preview with example details. The download is blank, ready for yours.

What's in the Excel file

  • Line amounts are formulas: quantity × rate, rounded to the cent.
  • Subtotal, tax and total are formulas too. Change the tax rate cell and the tax updates.
  • Invoice number, invoice date and due date at the top, ready to fill in.
  • Your business and your customer's details, plus payment instructions and terms underneath.
  • Money cells are formatted as currency, so totals always show two decimals.

How to use it in Microsoft Excel

  1. 1

    Download and open it

    Open the .xlsx in Excel. If Excel shows a yellow Protected View bar, click Enable Editing.

  2. 2

    Fill in your details

    Add your business name and contact details, your customer's details, an invoice number and the dates.

  3. 3

    Add your line items

    Type a description, quantity and rate on each line. The amount, subtotal and total fill in by themselves.

  4. 4

    Set the tax rate

    Type your sales tax rate in the tax rate cell (for example 8.25%). Leave it at 0% if you don't charge tax.

  5. 5

    Save it as a PDF and send

    Choose File > Save As > PDF (or File > Export on a Mac) and email the PDF. Keep the .xlsx for your records.

Last updated · By Yasir Arfat

Excel template or the online builder?

The Excel template

  • Works offline in Microsoft Excel
  • Totals calculate with formulas
  • You number each invoice and save the PDF yourself

The free online builder

  • Totals, tax and numbering done for you
  • Remembers your business details and logo
  • Download as PDF, Word and Excel in one click
Fill it in online free

Questions about the Excel invoice template

Is it really free?

Yes. The download is free, with no sign-up, no email and no watermark. The online builder is free too.

Do the formulas work in older versions of Excel?

Yes. The file only uses basic formulas like SUM and ROUND, which work in every version of Excel from the last 15 years, Excel for Mac and Excel online.

Does it open in Google Sheets or Apple Numbers?

Yes. Upload the .xlsx to Google Drive and open it with Google Sheets, or open it in Numbers. The totals keep working. There is also a ready-made Google Sheets version.

How do I add more lines?

Insert a row inside the item table (right-click a row number > Insert) and copy the formula from the amount cell above. Or use the online builder, which adds lines for you.

How do I number my invoices?

Use a simple sequence like INV-001, INV-002 and never reuse a number. The online builder numbers invoices for you and remembers the last one.

Invoice templates by trade

Other formats