Invoice Template for Excel Free Download

Invoice Template for Excel Free Download

If that extended duration makes it more difficult to run your own business, consider offering a discount to incentivize quicker payment. I always include a payment link as well to make it as easy as possible for the customer. Include the name and address of your business, including the contact information of someone in the accounting department or the point person if you don’t have a dedicated accountant.

Why Are Sales Invoices Important?

• Sales invoices outline the goods and services provided, with transaction dates, confirmation of money owed, taxes payable and other key information.
• A debit invoice, also called a debit memo or debit note, is issued by a business that needs to increase the amount a client owes to the business.
• Send the completed invoice to your client, either by email or by mail.
• A debit invoice is provided when a seller needs to increase the amount owed by the client.
• Both Xero and Quickbooks allow you to create and send pre-designed invoices from within their interfaces, meaning you won’t even need to open your email client.
• Now if you enter a number such as 12/26 in any of those cells, it will automatically reformat it to the short date version.

I generally recommend Net 30 payment terms, which gives your customer 30 days to pay you starting from the date you issued the invoice. E-invoice is a blanket term applied to any invoice sent https://www.bookstime.com/ electronically, regardless of the specific invoice type. A sales invoice includes details of the products being sold, the unit cost and number, and details of both the seller and the buyer.

Payment due date

However, as the number of invoices increases, the process can become more complicated. Therefore, it becomes essential to learn how to make invoice number change automatically in Excel to ensure the process remains easy and smooth. FreshBooks offers unlimited access to 100% free invoice templates that are suitable for a wide range of industries, saving valuable time and money for business owners and freelancers. Alternatively, you can use invoicing or accounting software, or even a CRM tool. Both Xero and Quickbooks allow you to create and send pre-designed invoices from within their interfaces, meaning you won’t even need to open your email client.

What is the difference between a sales invoice and a purchase invoice?

• A sales invoice is a document issued by the seller of a product to the buyer, charging them for the items purchased.
• Then include a final column with a subtotal for each service listed.
• When saving an invoice for your own use (i.e., a template), it’s best to use an editable format like .doc/.docx (for Word) or .xlxs (for Excel).
• For guidance, check out our post on how to make an invoice on Google Docs.
• The invoice provides a record of the amount of product sold, who it was sold to, the date it was sold, and the payment timeframe for the buyer of the goods.
• And in addition to its many other functionalities, Excel can be a great way to create invoices for your business.

It’s simple, straightforward and professional, and covers all the necessary details. Thankfully, there are plenty of sample invoice templates available online to help you skip the hassle and get started quickly. If you want to accelerate the process of invoicing, we’ve sales invoice put together a bunch of invoice templates for you in the next section. You don’t need to worry about designing a layout from scratch, or think about where to place each section. Instead, you can invest that time in more important things — like growing your business.

That said, this is a business transaction, and getting paid on time is a critical part of maintaining a healthy cash flow – especially for small business owners. Including late payment penalties in your terms is an extra incentive for the recipient to pay on time. Add a personal touch by sending an accompanying message when issuing the invoice, either by email or in your accounting software’s interface.

• An invoice generator tool will keep your information optimized and save you the hassle of creating one yourself.
• Now that you know all the basics about what a sales invoice is, it’s time to take in some tips on the process.
• This guide thoroughly explains various methods to enable quicker payments from clients.
• Send unpaid invoices to clients as soon as they miss a payment due date.
• Sales invoices can answer all these questions and many more, simply by recording sales when they happen.

Include an Itemized List of Services

To create an invoice, start by making a copy of one of these editable templates. (You’ll be prompted to do this when you click their download links.) We made each template a Google Doc, so you can easily edit them and then download them in your preferred format, including PDF. This is a standard invoice for small businesses and freelancers, meaning you use it when you want to get paid for your goods and services.

A debit invoice, also called a debit memo or debit note, is issued by a business that needs to increase the amount a client owes to the business. Debit invoices are useful to small businesses and freelancers when they need to make slight adjustments to an existing bill. Send your completed invoice online to make it easier for your customers to pay, and quicker for you to get your money. You can get a free invoice template by downloading any of the 12 options on this very page. You should also be able to access a variety of template options built into Microsoft and Google Workspace.

Creating a Header

If you’re looking for an invoice template that’s as creative as your services, this artistic, colorful invoice template is just what you need. This professional invoicing template is made especially for consultants, accountants and other business services, but it can easily be used for any other purpose. We’ve handpicked 11 invoice templates for various use cases below. Browse through dozens of pre-made invoice templates, customize text, colors, fonts, tables and everything else, upload your logo, brand colors and fonts, and more. Better yet, if you add your company logo and brand colors to it, it can help you generate brand awareness and reinforce your brand identity in the minds of your clients.