When you input your specific info, all the rest will be calculated automatically for you. You can switch the dropdown easily to other tax rates. You can also select the units, tax rate and discounts according to your regional standards. Once you do that, all the information you put for that customer will show up on the Invoice. Put your customers and next time you create an invoice, just select from the drop-down menus.

If you are looking for an Invoice Template with some unique features, this Excel spreadsheet will save your time along with a unique database feature! Customer Database and Invoice SectionsĮven if this Excel invoice template seems to have only a single worksheet, you will find one more section to edit your customer info. Even if you have a standard format in your company, filling in the customer/supplier information needs to be done carefully.

Notes: Include any additional info your customer should know, including terms of service and payment terms (for example, payments are due 30 days after the invoice has been issued).Preparing an invoice and sending it to the customer each time will be harder when you are in the midst of number of stuff.

Total: Outline the total amount due from the customer, after tax.

This is legally required to provide on invoices, and your rate may differ depending on where you run your business.

Tax: Indicate the tax rate applied to the subtotal.

Subtotal: Add up the subtotal of your goods or services, before tax has been applied.

For each line item, include a brief description, quantity, individual unit price, and total price.

Line Item: Add individual line items for each unique good or service you provided.

Dates: Include the date when your invoice has been issued and the date when payment is due.

For example, if you're sending your very first customer their first invoice, the invoice number could be 001-001.

You can format this based on sequence and customer. Invoice Number: Include a unique invoice number to help you track down this invoice in the future.Customer Details: Under 'Bill To', add your customer's name, address, and contact information.Company Details: Add your company name, address, phone number, and logo to the top-right corner.Title and Description: Name the project and briefly describe what type of work your client is being invoiced for.

Ms excel invoice template download