I needed to make an invoice. I searched Microsoft’s Template Gallery and found a couple of invoices but none of them worked out for me. A lot of them had password protection so you are not able to perform certain functions like print or change things around.
I decided to make my own. This template was made in Excel 2010 and should be compatible with previous versions.
Let’s walk through it. The first thing you’ll notice is the logo. Guess what, you can change it. Add your own logo. Also at the top, you’ll see a place for address. This address information will repeat itself at the bottom of the page.
Now for the important stuff. The description, rate, quantity, total. The total is already has the calculation to multiply the rate and the quantity. Oh, I forgot to mention that you can change the headings to whatever suits your business. I usually have description, rate, hours, and total. Bottom line, you don’t have to change the calculations.
Moving downward to subtotal and taxes. If you don’t add tax, just delete the tax line.
For notes, I was trying to look for some kind of guarantee or service level agreement but I didn’t find one worthy for the kind of work that I do. Plus, I charge for interesting things out there. I hope you enjoy using this form.
Please send me an email letting me know if I should change things or if you generally like the form.
Download: Invoice Template – Excel 2010
Updates! For all the Excel 2013 users, Invoice Template Excel 2013