Simple excel invoice template how to#
Simple excel invoice template full#
Simple excel invoice template download#
Simple excel invoice template free#

Item: A quick description of the product or service you're billing for You could make one for each project, project component, or add-on service.Įach line item on the template includes these sections: If you deal in services, there's some leeway in how you create line items. In this section, you describe and quantify the products and services you're billing for. Still building connections? Join an online community for your profession and ask around. If you aren't sure what payment terms to use for your invoice, ask a fellow freelancer or business owner in your industry. On receipt: The buyer should pay the invoice as soon as they receive it. A net 30 EOM invoice sent on March 15 would have payment due on April 30. A net 30 invoice sent on February 28 would have payment due on March 30.Įnd of month (EOM): Some businesses combine net payment terms with 'EOM,' meaning payment is due that many days after the last day of the month. Net 30/60/90: 'Net' followed by a number means that the buyer should pay within that number of days, regardless of business days or holidays. Payment terms vary among industries, but here are some common ones: Here's where you list when your client's payment is due. In other words, you could enter the date as 'September 6, 2024' instead of '.' Payment due date

Simple excel invoice template free#

The template has the American MM/DD/YYYY format, but feel free to write out the month in the date for clarity. If you're billing a client in another country, use a date format that makes sense for both of you. (Keep this in mind especially when you create invoices in advance.) Invoice dateĪdd the date that you send the invoice.

The first invoice sent on would have the number '09062401,' and the second would have '09062402.' Find a numbering system that works for you. It doesn't have to be anything profound if you have a simple billing system.įor example, you might use the date of the invoice bill and the order of the invoices you send that day. Invoice numberĮach of your invoices should have a unique identifying number for easier tracking. If you're billing a specific person at a company, you can list the business name, then the person's name. Include as much contact information as you have, and don't be afraid to ask your client if you need more details. Buyer's name and contact informationĮnter your client's name and contact information here. Include these details for your and your client's accounting and legal documentation. Add your contact information, including your address, email address, and phone number.

Simple excel invoice template full#

Make sure your invoice includes your full business name-or your name if you're a contractor. Your business name and contact information Place your logo under the 'Invoice' title or create a borderless table to put it on the right of the header. You can also include a logo if you want, but it's not necessary. It'll help you keep your invoices separate from other documents, too. When creating an invoice, it should include a clear 'Invoice' title in case you need to use it for legal documentation. Ready to start filling yours out? Here are some tips on what to enter into each invoice field.

Simple excel invoice template download#

(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.

To create an invoice, start by making a copy of one of these editable templates.

Simple excel invoice template how to#

It works well for general invoicing, but not so much for a specialized invoice like a credit or debit invoice.ĭownload the template How to create an invoice using an invoice template 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. Remember, each of these is completely customizable, so if your use case isn't represented below, you can pick the template that comes closest and then tailor it to your needs. The first template below should work great for just about any industry and product or service type, and you'll notice many of these templates have only slight variations on it. Not every industry handles payments the same, so my team and I made a dozen template options you can access on Google Docs to help you set just the right foundation for requesting payment. To cover all your bases, we've designed a dozen simple invoice templates you can download and edit to fit your exact billing needs. To the uninitiated, it can sound like a complicated, legally-binding contract, but in reality, it's an easily customizable, simple document that clearly outlines what your client or customer needs to pay you, what they're paying for, and when you need to be paid. But for those who are on the fruitful end of the billing table, an invoice is how you get paid for your products or work.