The foundation of a successful business is based on the invoice you design and share with your business partners. Be it any profession, an efficient invoice system ensures smooth payment flow. It not only helps you to build a proper professional reputation.
Benefits of Using Free Invoice Templates
1. Cost-Effective
Most companies have installed Excel because it is commonly available. You won’t need other programs or subscriptions when using Excel templates.
2. Customizable
When you use Excel templates, you can change the look of your bills to match your brand. A professional presentation is within your reach by adjusting the layout, colours, and fonts.
3. Structured Format
Invoice templates can help keep data entry errors minimal by providing predefined fields for often-used details.
4. Calculation Capabilities
The built-in methods in Excel do the subtotals, taxes, and grand totals for you, which saves you time and keeps you from making mistakes.
Finding the Perfect Template
The best invoice template for you depends on the nature of your business and your invoicing needs. Here are some factors to consider:
Type of Business
Templates are available for various industries, such as freelance services, consulting, graphic design, and product sales.
Invoice Complexity
Do you need a simple invoice with basic information, or one with more detailed line items and calculations?
Branding
Choose a template that allows you to add your logo, color scheme, and contact information to maintain brand consistency.
Top Best Resources for Free Invoice Templates
Microsoft Office
Microsoft offers a variety of free invoice templates readily downloadable through the Microsoft Office website. These templates cover various business needs and are easy to customize within Excel.
Invoice Simple
Invoice Simple provides a vast collection of free invoice templates categorized by industry and style. Many templates are visually appealing and offer advanced features like automatic calculations and payment links.
Vertex42
Vertex42 offers a good selection of free invoice templates for Excel in different formats, including basic, billing, and sales invoices.
Free Invoice Templates for Excel
By Zapier
Standard Business Invoice Template
The standard business invoice template is the first choice for small businesses or freelancers. The template works very well for general billing, not specific billing like a credit or debit payment.
A pro forma invoice is a bill for things or services that the customer needs to pay for before you send them. Even though it looks a lot like a regular invoice, we’ve identified it as a proforma and included the projected delivery date because those are two necessities for each invoice. It is very recommended to incorporate timeframe estimations as well.
Hourly rate invoice template
This version of the standard invoice is set up to charge hourly rates instead of quantities of goods. If you want to use an hourly rate invoice, you’ll put hours and the price per hour instead of quantity and per unit.
Shipping Invoice Template
Each customer should have a separate “ship to” area if their shipping address differs from their payment address if they sell accurate items that need to be shipped.
Freelancer/contractor Invoice Template
While most of them will be helpful for contractors and freelancers, this particular invoice template is perfect for those who need to collect payment requests for many one-time jobs into a single document. This simple invoice doesn’t break down line items into specific hourly rates or amounts. Instead, it lets you list jobs or projects as their payable items.
By spreadsheet 123
Service Invoice Template
Companies and, more often, people who run businesses that provide services instead of real things always look for simple, affordable, or even free alternatives to more complex billing software. We made the service invoice form to answer most, if not all, of the daily questions that small businesses have, most simply and helpfully possible. The service invoice from Spreadsheet123 is a ready-to-use worksheet that only needs a few changes to get you started. It can help you get going faster than you can make a coffee.
Computer Invoice Template
Long-term customers are usually traders or business owners who expect professional work and bring in a steady stream of cash for other businesses. Spreadsheet123’s Computer Repair Invoice is a great way to make professional invoices for your business clients if you just started your own business and are having trouble making invoices that look good to them. If you run a business that fixes computers or electronics, this template lets you list services and parts on the invoice.
A proforma invoice is an official form that a seller usually gives you before they give you the goods or services. It shows how much the trade is worth. By their very nature, proforma invoices are a lot like sales quotes or approved purchase orders. They come as an invoice the seller makes that lists everything and their shipping costs. This information will also be on the final business invoice when the deal is completed. A proforma is also very similar to a business invoice, and based on the situation, it is often seen as a legally binding deal. In business, “pro forma” (Latin for “as a matter of form”) refers to actions or documents that are only done as a formality. For example, a pro forma financial statement is made before a planned deal.
Invoice Manager Pro Template
Spreadsheet123’s Invoice Manager Pro is a Microsoft® Excel® spreadsheet program that helps to handle tasks like making invoices, keeping track of payments, and keeping a combined customer database and product list up to date. Everything is done in one place using office tools that most of us already know how to use.
By Hubspot
Purchase Order template
Add the item’s name, a description, the number of items, and the unit price. An automated system determines the total.
- Choose the shipping method, fees, date of arrival, and more.
- Indicate to everyone whom to contact. Buyer and supplier contact fields
- There are fields for discounts, shipping and handling expenses, taxes, and a signature.
- You can download it as an Excel or PDF file.
- You can print, email, or put it in a box.
Cashbook Template
- Enter every expense into the cash book once you enter your business name.
- There are spaces in the cash book template for the numbered receipt, the date of purchase, and the amounts.
- You can keep track of all of your cash payments during accounting by writing them down straight in your cash book. The closing balances are computed automatically by this template!
- You can also print out the template and fill it out by hand.
What does a cash book do?
A cash book keeps track of all the cash amounts a business pays out. When someone pays for a delivery with cash instead of a company credit card, the payment is recorded in the cash book.
Income Expense Certificate
- Your funds are better understood with an income-expense sheet.
- You can add all the things that are shown in the template to the “Itemization” page.
- The “Profit Determination” sheet calculates your company’s revenue, costs, profit, gains, and taxable profit.
- You must still use the usual form to send your statement to the tax office, not an Excel template. It’s just for your reference.
Describe an income-expense sheet?
Profit may be found by comparing revenue and expenditures in an income-expense statement. It can be used instead of double-entry tracking.
Conclusion
Excel invoice templates are a good mix of usefulness and pleasing appearance. You might want to switch to specialized invoicing software, though, if you find yourself making a lot of invoices. Tools like **Invoice Simple** offer professional layouts, figures that are done automatically, and extra features like the ability to accept payments online. Don’t forget that your invoices reflect your business, so make sure they look good and are free of mistakes!
Find the free template that fits your needs and start streamlining your invoicing process immediately.
Free Invoice Templates for Excel – FAQs
Does Excel have an invoice template?
Create quotations and invoices – Microsoft Support
A template that you can change to fit your business can help you make invoices that look professional. Fill it out in Word or Excel, then print it out or send it as a PDF. You can get invoice templates in Word and Excel.
Where can I get free Excel templates?
- For online templates, you can get free Excel.
- Visit Make.Microsoft.com.
- At the top of the page, click Templates.
- Click Excel on the page that says “Templates.”
- Click on the template you want, then click Edit in Browser. If asked, sign in and then click Continue.
How do I create an invoice in Excel for free?
- On a Windows PC, do these things to make an invoice from an Excel template:
- Start up Microsoft Excel.
- Find a template for an invoice.
- Pick out a template
- Start up the Invoice Template
- Change how the invoice looks.
- Remember to save the bill.
- Please send the bill.
What is the invoice formula?
Free Invoice Calculator: Figure Out the Price of an Invoice and Download It.
The formula for Figuring Out an Invoice
First, add the prices of everything and services listed on the invoice. Then, take away all of the savings. The final invoice price is the amount you pay for tax and shipping.
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