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Summary

How to make invoice template in Excel? Creating an invoice template is easy than you might think.

  • Download any template here on InvoicingTemplate.com. As of now (2017), our templates are free for personal / internal usage. No credit card or registration is required in order to download and use our templates.
  • Unprotect the sheet. (How?)
  • Enter your own company / business information.
  • That it! Now you can start creating invoices.

For further customizing, read our document about customizations.

Here are our templates closely related to Create Invoice Template.

South Africa Tax Invoice Template (Sales)

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South Africa Tax Billing Format (Sales)

To create a valid tax invoice that meets the requirements from South African Revenue Services (SARS), your invoice template should have formatted in a professional way. Download South Africa Tax Invoice Template (Sales) for free and start creating professional invoices in minutes.

Recipient Created Tax Invoices Form

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Template for Purchaser Created Tax Invoices

The detail section of the form provides 4 columns, Description, Value, GST and Price, exactly like the PDF sample provided by Australian Taxation Office, where "Value" is the total amount of the invoicing item excluding GST, and "Price" equals to "Value" plus "GST". Since this template does not calculates "Value" from "Quantity" and "Unit Price", like what Australian GST Invoice Template and ABN Tax Invoice Template do, we've placed "Quantity" and "Unit Price" outside the printable form (which you can use to do the calculation, but will not be printed). The amount of GST will also be calculated automatically using Excel formulas based on the "Value" and tax rate, which can be set on the "Taxes" tab of the "Settings" window. To open the "Settings" window, click the "Settings" button on the "Invoice" worksheet.

Proforma (1st Sample of Customization)

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Proforma Invoicing Form

This is the 1st sample on how to create a new design by customizing the existing pro forma invoice template.

For the purpose of this sample, now let's do the trick of conversion and remove the "Compatibility Mode" comment from Excel title bar. To do this, follow the steps below.

Customization of Standard Fields

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Customization of Standard Database Fields

Note that if you change the size of the text field, you may also need to change the data validation of the corresponding cell. For example, if you change the size of customer name field to 80, to change the data validation of the Excel cell, follow the steps below.

Law Firm Invoice Template

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Law Office Billing Sample

With c5067 Attorney Invoice Template / Attorney Billing Statement (South Africa Currency) we provided a general sample for attorney invoices which includes special fields that are not found in the standard invoice template included in Uniform Invoice Software, i.e. "case#", "Case Reference", and also a "Date" column that allows you to detail the date the invoiced law service performed.

Proforma (2nd Sample of Customization)

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Proforma Invoicing Form

This is the 2nd sample on how to create a new design for pro forma invoice template, focused on entering company information and replacing InvoicingTemplates logo image.

Simple Template - Moving Shipping Address

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Simple Template - moving-shipping-address

The templates that have no shipping address section are categorized as service invoice template. This simple invoice template demonstrates how to create it by moving out shipping address fields.

Advertising Agency Invoice Template

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ad agency bill format

You can use this free template to create beautiful and professional invoices as easy as fill in a blank paper form. With Microsoft Excel installed, the template is printable, and you can also choose to generate PDF invoices and then send it using email as an electronic invoice.

Backorder Invoice Template

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Backorder Billing Form

When an order for inventory items is partially fulfilled, the portion of the order that has not yet been fulfilled is called a backorder. Backorder Invoice Template includes additional columns for you to detail Quantity Ordered, Quantity Shipped and Quantity Backordered.

Bill Sample in Estonian

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Bill Format in Estonian

When you need to bill your clients in Estonia it is better to have your invoicing form translated to Estonian. As shown in this bill format sample, you can do this easily within Excel spreadsheet template by simply replacing existing text labels.

United Arab Emirates Invoice Template

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United Arab Emirates Billing Form

The layout of this Excel template United Arab Emirates Invoice Template is created in a way so that it meets the following requirements.

Invoice Template VAT UK

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Invoice Form VAT UK
  1. Open the template in Excel.
  2. Switch to design mode by clicking the "Design Mode" button on Uniform Invoice Software ribbon tab.
  3. Click to select a not-used cell, i.e. the cell where you want to put the VAT Registration No. information of a customer.
  4. Name the cell oknCustVatRegNo. (See Customizing Invoice Template - Names)

    Tip: The link or map between an Excel cell and the database is created by names. You name the cell oknCustVatRegNo, Uniform Invoice Software automatically loads the value of database field CustVatRegNo into this cell, and saves the value of this cell into CustVatRegNo field on saving an invoice. "okn" is the name prefix of all custom fields.

  5. Right-click the cell, choose Format Cells.
  6. Switch to the Protection tab, and then uncheck the Locked box. This makes sure that Uniform Invoice Software can write/alter the cell value when the invoice form is protected.

    Tip: If the cell of the custom field contains a formula, the Locked box must be checked to protect the formula. This way, Uniform Invoice Software does not write to / alter the value of the cell, but will let Excel calculate the cell value.

  7. Exit design mode by clicking the "Design Mode" button again.
  8. Save your invoice template by clicking Excel menu File -> Save in Excel 2003, or by clicking Office button -> Save in Excel 2007, or by clicking File -> Save in Excel 2010 / 2013 / 2016.

Simple Sample - Using Segoe Print Font

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Simple Sample - Using Segoe Print Font

With this simple customization tutorial, we simply set its font face to Segoe Print font family, and by default with one tax, no tax column (all items are taxable). By making these easy and quick modifications to the standard template, it now has a completely different look & feel, as you can see from the screenshots here on InvoicingTemplate.com. Need more samples on customization? Start by searching and downloading our free invoice templates!

Irish Sales VAT Invoice Template

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Irish Sales VAT Billing Form

As per the requirements, to create this template, a new column "Discount" was added to the base template VAT Sales Invoice Template - Price Excluding Tax. The "Discount" field is a custom field which is not included in the default invoice template shipped with Uniform Invoice Software installer program.

Simple Invoice Sample - Sales Rep Name on Product Report

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Simple Invoicing Sample - Sales Rep Name on Product Report

The default product report does not include sales representative name. This simple tutorial on customization demonstrates how to add the sales rep name to the product report by using custom fields.

Invoicing Format for Bakery and Cake Shop

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Invoicing Template for Bakery and Cake Shop

Most templates here on InvoicingTemplate.com are formatted with cool color themes like green and blue, to meet the fact that invoices are business documents that must be accurate and strict. However a bakery or cake shop provides delicacies, such as cupcake, so we used a warm color theme with this form design.

Soccer Shop Invoice Template

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Invoicing Form for Soccer Shop

This soccer shop invoice template is an updated version of cn-009 Soccer Shop Invoice Template published on our company web site UniformSoft.com.com. The form design is a deeply customized Excel spreadsheet with 16 columns on the detail section.

Singapore GST Invoice Template (Sales)

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Singapore GST Billing Format (Sales)

Singapore GST Invoice Template (Sales), or Singapore GST Billing Format (Sales), meets the statutory compliance requirements that apply to Singapore private limited companies. The template is able to calculate tax (GST - Goods and Services Tax) and totals using Excel formulas.

Service Billing Template for Germany

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Service Invoicing Template for Germany

As detailed at Invoicing requirements for Germany, each invoice requires its own unique identifier number - i.e. invoice number. Without Uniform Invoice Software installed, you have to fill in the invoice# field manually, and you are also responsible to make sure the invoice numbers are unique.