Fall Sale: 70% off LTD.

Claim Offer
Taskip
Word, Excel & PDF · Free

Invoice Format: What to Include, with a Free Sample

The standard invoice format part by part, a simple invoice format for small jobs, filled samples in USD and INR with GST, and free invoice formats in Word, Excel and PDF.

4.8/5 on G2 · Our invoice generator is used by 50,000+ people · Updated October 2026

What is an invoice format?

An invoice format is the standard layout of an invoice: your business details, an invoice number and dates, the customer, itemized lines, subtotal, tax and total, payment terms and how to pay.

Following the same format on every invoice makes it easy for your client's accounts team to approve and pay it. A simple invoice format covers the minimum for small jobs; a tax invoice adds the details your tax authority requires, such as GSTIN and HSN/SAC codes in India.

  • Same core parts in every country
  • A unique, sequential invoice number on each one
  • Tax shown separately when you are registered
  • Free Word, Excel and PDF formats, no email required
  • Send it as a PDF so the amounts cannot change

Invoice Format: The Standard Layout

Every professional invoice has these nine parts, top to bottom.

#PartWhat it shows
1Header and logoYour business name, logo, address, email and tax number
2Invoice numberA unique number in sequence, such as INV-2026-0117
3DatesInvoice date and due date, plus the supply date if different
4Bill toThe customer's name, company, address and tax number if they have one
5Line itemsDescription, quantity, rate and amount for each item or service
6Subtotal, tax and totalSubtotal, any discount, tax by rate and the total due
7Payment termsWhen payment is due, such as Net 30, and any late fee
8How to payBank details, UPI or a payment link
9NotesA thank-you line, purchase order number or project reference

Download an Invoice Format

Six free invoice formats, each in Word, Excel and PDF. Excel versions calculate totals and tax automatically.

Simple Invoice Format

For a small job with one or two lines, a simple invoice format needs only these eight fields:

  • The word "Invoice" and a unique invoice number
  • Invoice date and due date
  • Your name, address and contact details
  • The customer's name and address
  • What you supplied, with the amount for each line
  • The total due, and tax if you are registered
  • How to pay
  • Payment terms, such as "Due within 14 days"

That is enough when you are not registered for VAT or GST and the client does not need a purchase order number. Download the simple invoice format above, or fill it in online with the free invoice generator.

Sample Invoice: A Filled-In Example (USD)

Brightline Studio LLC invoicing GreenLeaf Organics Inc. for a website redesign. Invoice INV-2026-0117, dated 10/20/2026, due 11/19/2026 (Net 30). Dates are MM/DD/YYYY.

#ItemQty/HrsRate (USD)Amount (USD)
1Discovery workshop and brief6 h95.00570.00
2UX wireframes (8 pages)11,200.001,200.00
3UI design (8 pages, 2 rounds)12,400.002,400.00
4Development and CMS setup13,600.003,600.00
5QA, launch and training8 h95.00760.00
Subtotal8,530.00
Discount 5%-426.50
Sales tax 0%0.00
Total due8,103.50

US sales tax on services varies by state, so this sample shows 0%. Check the rules for your state.

Sample GST Invoice (INR)

Brightline Digital Pvt. Ltd. in Bengaluru, Karnataka invoicing Kavya Home Decor in Pune, Maharashtra. Invoice INV-2026-0117, dated 20/10/2026. Dates are DD/MM/YYYY. GSTIN shown on a real invoice would be your own.

#DescriptionSACQtyRate (₹)Taxable (₹)
1Social media management (monthly)[SAC]145,00045,000
2Reels production[SAC]46,00024,000
3Brand setup (one-time)[SAC]115,00015,000
Taxable value84,000
IGST @ 18%15,120
Total99,120

In words: Rupees Ninety-Nine Thousand One Hundred Twenty only. Karnataka to Maharashtra is inter-state, so IGST applies. Within one state it would be CGST 9% (₹7,560) plus SGST 9% (₹7,560), the same total.

Invoice Format by Type

The core format stays the same. Each type adds a few details.

Service invoice

Lines for services or phases, with hours or fixed fees. Use the service invoice format above.

Freelance invoice

Project fee, deposit already paid and the balance due. See the freelance invoice template.

Hourly invoice

Hours worked per task with a timesheet. See the hourly invoice template.

Proforma invoice

A preview before delivery, often to collect an advance. See the proforma invoice template.

Tax or GST invoice

Tax registration numbers and tax by rate. See the tax invoice format.

Commercial invoice

Used for exports, with HS codes, country of origin and shipping terms for customs.

Recurring invoice

The same invoice sent every month for a retainer or subscription, with the service period stated.

Invoice Format in India (GST)

A GST tax invoice must show these details under the GST invoice rules (CGST Rule 46):

  • Supplier name, address and GSTIN
  • A consecutive serial number of up to 16 characters, unique for the financial year
  • Date of issue
  • Recipient name, address and GSTIN if registered
  • HSN code for goods or SAC code for services
  • Description, quantity and taxable value
  • GST rate and amount: CGST and SGST for a sale within your state, or IGST for a sale to another state
  • Place of supply, with the state name for inter-state supplies
  • Signature or digital signature of the supplier

Larger businesses must also issue e-invoices once their turnover crosses the threshold the government sets, so check the current limit. See the GST invoice format for a filled sample and an Excel format.

How to Make an Invoice

1

Pick a format

Simple for small jobs, service or hourly for client work, GST if you are registered in India.

2

Add your details and the customer's

Business name, address, tax number, then the customer's name, address and tax number if any.

3

Number and date it

Use the next number in your sequence, the invoice date and the due date.

4

List each line

Description, quantity and rate. In Excel the amounts and totals calculate for you.

5

Add tax, terms and payment details

Tax by rate, payment terms, and bank details or a payment link.

6

Save as PDF and send

Send the PDF by email, or create and send it online with the free invoice generator.

Invoice Format Mistakes That Delay Payment

  • No due date, so the invoice sits at the bottom of the pile.
  • A missing purchase order number that the client's accounts team needs.
  • Duplicate or out-of-sequence invoice numbers.
  • Tax shown as one lump sum instead of by rate, so it cannot be reclaimed.
  • No payment details, so the client has to ask how to pay.
  • Sending an editable Word file instead of a PDF.

Invoice Format FAQs

What is the format of an invoice?

Your business details and logo, an invoice number, the invoice and due dates, the customer's details, itemized lines with quantity and rate, the subtotal, tax and total, payment terms, and how to pay.

What is a simple invoice format?

The minimum invoice: the word "Invoice", a number, dates, your details and the customer's, what you supplied with amounts, the total, payment terms and how to pay.

What must an invoice include?

At minimum a unique number, the date, seller and buyer details, a description of what was supplied, the amount due and payment terms. Tax-registered businesses must also show their tax number and the tax charged.

What is the difference between a bill and an invoice?

In everyday use they mean the same thing: a request for payment. In India "bill format" usually refers to the same layout as an invoice; under GST a registered supplier issues a tax invoice.

Is there an invoice format in Word and Excel?

Yes. Every format above downloads as Word, Excel and PDF. See the invoice format in Word page for Word-specific tips.

What is the GST invoice format?

A tax invoice showing the supplier's and recipient's GSTIN, a serial number of up to 16 characters, the date, place of supply, HSN or SAC codes, taxable value, GST rate and CGST, SGST or IGST amounts, and a signature.

Can I make an invoice online for free?

Yes. The free invoice generator fills in this format online, calculates tax and totals, and downloads a PDF with no signup.