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Microsoft Excel · .xlsx

Free Invoice Templates for Excel

Excel invoice templates that do the math for you: line amounts, subtotal, discount, tax and balance due calculate as you type. They also work in Google Sheets and Numbers.

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

What is an invoice template for Excel?

An invoice template for Excel is a spreadsheet invoice with the layout and formulas already built in, so totals, tax and the balance due calculate automatically as you fill in your line items.

Excel is the best format when your invoices have many lines, hours or tax rates. You fill in the yellow input cells, and the grey formula cells work out each line, the subtotal, discount, tax and balance due. The hourly template also totals your hours, the tax invoice template summarises tax by rate, and the GST template switches between CGST + SGST and IGST.

  • Formulas calculate line amounts, tax and balance due
  • Yellow cells are inputs; grey cells calculate on their own
  • Works in Excel, Google Sheets, Apple Numbers and LibreOffice
  • Row 1 of each table is an example to replace
  • Free for commercial use, no email required

Download an Invoice Template for Excel

Every template below is an .xlsx file with working formulas. Prefer to edit the layout freely? Get the same designs as Word invoice templates.

Blank standard invoice template with invoice number, due date, bill-to details, itemized table, discount, tax, amount paid and balance due

Standard Invoice Template

Any business billing for products or services. The invoice format most clients expect.

  • Invoice number, date, due date and PO number
  • Itemized table with qty and unit price
  • Discount, tax, amount paid and balance due
  • Bank and online payment details
Proforma invoice template with HS codes, Incoterm, country of origin, freight and insurance, total and advance payment required

Proforma Invoice Template

Requesting an advance payment, or sending buyers and customs a preview before shipping.

  • Proforma number and validity date
  • HS code, Incoterm and country of origin
  • Freight and insurance line
  • Advance payment required
VAT and GST tax invoice template with VAT registration number, tax point, net, tax rate, tax and gross per line and a tax summary by rate

VAT / GST Tax Invoice Template

VAT or GST registered businesses that need a compliant tax invoice (UK, EU, Australia, Singapore and more).

  • "Tax invoice" title and your VAT/GST number
  • Tax point (supply date)
  • Net, tax and gross per line at different rates
  • Tax summary by rate and reverse charge note
GST tax invoice format for India with GSTIN, place of supply, HSN/SAC, taxable value, CGST, SGST, IGST and invoice total in INR

GST Invoice Format (India)

GST-registered businesses in India issuing a tax invoice under the GST rules.

  • GSTIN, state code and place of supply
  • HSN/SAC per line
  • CGST + SGST or IGST switch (Excel)
  • Reverse charge, amount in words and declaration

How to Make an Invoice in Excel

1

Open and save a copy

Download the .xlsx, open it, and save a copy named after the invoice, for example INV-0042-Acme.xlsx.

2

Fill in the yellow cells

Your business details, the client, invoice number, dates and currency.

3

Add line items

Description, quantity and unit price on each row. The amount appears automatically.

4

Set discount and tax

Type the discount and tax percentages. Tax is calculated after the discount.

5

Record any payment

Enter a deposit or amount paid, and the balance due updates.

6

Export to PDF and send

Use File > Save As > PDF (or Export), then email it with an invoice email.

The Formulas Inside the Excel Invoice Templates

Nothing hidden: these are the formulas the templates use, so you can check or extend them.

CellWhat it doesExample formula
Line amountQuantity x unit price, blank if the row is empty=IF(OR(C15="",E15=""),"",C15*E15)
SubtotalAdds up every line amount=SUM(F15:F29)
DiscountSubtotal x discount %=F31*F32
TaxTax % applied after the discount=(F31-F33)*F34
TotalSubtotal minus discount, plus tax=(F31-F33)+F35
Balance dueTotal minus amount paid=F36-F37
Tax by rate (tax invoice)Adds net amounts that share a rate=SUMIF($D$15:$D$28,D32,$E$15:$E$28)
CGST (GST India)Half the GST rate when the supply is intra-state=IF($K$5="Intra-state",F14*G14/2,0)

Tips for Invoicing in Excel

  • Protect the formulas: select the yellow cells, unlock them (Format Cells > Protection), then use Review > Protect Sheet.
  • Keep one blank master file and save a copy for every invoice.
  • Add a simple invoice log sheet with the number, client, amount, due date and paid date, so you can see what is outstanding.
  • Format currency once: select the amount column and choose your currency in Format Cells.
  • Using Google Sheets? Upload the .xlsx to Google Drive and choose Open with > Google Sheets. The formulas keep working.
  • Want numbering and PDFs done for you? Use the free invoice generator.

Invoice Template for Excel FAQs

How do I create an invoice in Excel?

Download an Excel invoice template, fill in the yellow cells with your details, the client and each line item, set the tax and discount, and export it as a PDF to send.

Does the Excel invoice template calculate tax automatically?

Yes. Enter the tax rate and it is applied to the subtotal after any discount. The tax invoice template also handles several tax rates on one invoice.

Can I use these Excel invoice templates in Google Sheets?

Yes. Upload the .xlsx to Google Drive and open it with Google Sheets; the formulas keep working.

How do I number invoices in Excel?

Type the next number in your sequence in the invoice number cell, and keep a log of numbers used. Never reuse a number. The free invoice generator does this automatically.

How do I stop the formulas being overwritten?

Unlock the yellow input cells, then protect the sheet with Review > Protect Sheet. Only the input cells stay editable.

Are these Excel invoice templates free?

Yes. Free for business use, no signup, no watermark.