Invoicle.Create Invoice

Excel Invoice Template

Create and customize invoices in seconds with our Excel invoice template. Perfect for businesses that want an editable spreadsheet invoice with itemized line items, automatic totals, and easy reuse for recurring clients. Download instantly and use it in Excel or similar spreadsheet tools.

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Industry Standard

From

Branding & Authorization

Services

$300.00
$255.00
$0.00
-$0.00

Invoice Details

Tax, Discount & Shipping

Payment Methods

Bill to

Subtotal$555.00
Total (USD)$555.00

Why Use an Excel Invoice Template?

Excel invoices are popular because they’re easy to edit, reusable, and familiar to most businesses.

Benefits of using Excel for invoicing
  • Quick to customize line items, quantities, and rates
  • Easy to reuse the same format for recurring clients
  • Helpful for tracking costs and margins alongside invoicing
  • Simple to copy and adapt for different projects or orders
  • Works well for itemized billing (services, products, or both)
If you already manage quotes, job tracking, or inventory in spreadsheets, an Excel invoice template fits naturally into your workflow.

What to Include in an Excel Invoice

A professional Excel invoice template should include the same core sections as any invoice—just in a spreadsheet format.

Core fields
  • Business name and contact details
  • Client details (company/name and billing address)
  • Invoice number and due date (if your system includes them)
  • Itemized line items (Description, Qty, Rate, Amount)
  • Subtotal, tax, discount, total due
  • Payment instructions and terms
Optional fields that help businesses
  • PO number
  • Service period (monthly billing)
  • Reference/job number
  • Notes section for additional terms

Itemized Billing in Excel (Best Practices)

Excel makes itemized billing easy—but clarity matters.

Line item tips
  • Use specific descriptions (match your quote/contract wording)
  • Separate labor and materials into different rows
  • Add a separate discount row instead of adjusting rates silently
  • Keep units consistent (hours, sessions, units)
Examples
  • “Labor — Installation (6 hours)”
  • “Materials — Parts and supplies”
  • “Shipping — Standard delivery”
  • “Discount — contract pricing”

How to Send Excel Invoices Professionally

Many clients prefer invoices as PDFs for consistency. Even if you build invoices in Excel, you can send them in the format clients expect.

Common approaches
  • Edit and calculate in Excel, then export to PDF for sending
  • Send Excel only when the client requests an editable file
  • Keep a consistent file naming format (Invoice-000123-ClientName)
Tip: Always double-check totals and tax calculations after edits, especially if you add or delete rows.

Frequently Asked Questions