How to use this Excel invoice template
- Download the XLSX workbook and open it in Microsoft Excel or another compatible spreadsheet app.
- Fill in the bracketed business and client details, invoice number, dates and currency label.
- Enter your item descriptions, quantities and rates. Update the discount and tax inputs, and leave the calculated cells in place.
- Check the total and print preview. Save the workbook for your records and export the invoice sheet as a PDF for your client.
When Excel is a good fit
Choose Excel when your invoices contain multiple quantities or recurring line items. It helps reduce manual arithmetic, while giving you an editable record. Use the online editor if you prefer not to work in a spreadsheet.
Make it a complete invoice
Include a unique invoice number, issue date and payment due date. Identify your business and client, describe each item clearly, and show quantities, rates, currency, any applicable tax and the total due.
Add payment instructions that your client can follow. Replace every bracketed placeholder with your information, remove the instruction rows in the Excel workbook before sending, review the actual file you will send, and keep a copy. Our invoice guide covers numbering, saving and sending in more detail.
Questions about Excel invoices
Does Excel have an invoice template?
Excel supports invoice templates, including the XLSX workbook provided here. Download it, open it in Excel, and fill in the blank fields with your own details.
How is tax calculated?
The workbook applies a percentage discount to the subtotal, then calculates one tax rate on the discounted amount. Check whether this approach fits your invoice and local requirements.
Can I add more rows?
You can extend the workbook, but copy the line formula and update the totals range when adding rows. Check the print area afterward so new items appear in the PDF.