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Blank Sales Billing Format (No-tax, Long Description)

Blank Sales Billing Format (No-tax, Long Description)

As you can see from this simple example, it is easy and convenient to do formatting in Excel. By using various tools provided by Excel, it is not hard even for a beginner to create an amazing invoicing template. Here on we are publishing sample designs so that you can use as a starting point of creating your own template. With no so much effort, you can create professional invoices that are better than many expensive invoicing applications.

Invoicing Template in Euros

Invoicing Template in Euros

As you can see, with Microsoft Excel it is fairly easy to change the format and layout of a form design. While there are many other templates available for billing and invoicing, like Microsoft Word or Publisher, Google Docs,, even HTML + CSS or Photoshop, it is much easier to do formatting with Microsoft Excel.

Professional Freelance Bill

Professional Freelance Billing Format

The template has no tax set by default (the tax cells are hidden and not printable). With Invoice Manager for Excel (namely Uniform Invoice Software) installed, you can easily change it to one tax or two taxes, depending on your particular needs. Simply click the Settings button on the ribbon tab, and then go to the Taxes tab, choose your tax type (no tax, one tax, two taxes), enter the tax name such as VAT, and the rate, click Apply and you are done! With this flexibility, we can say this template is not only suitable for freelancer, limited company and also sole trader, whether they are VAT-registered or not.

Simple Sample - Printing on Letterhead Paper

Simple Sample - Printing on Letterhead Paper

Do you want to print your invoices on company letterhead / business letterhead papers? It is easy to do. This simple invoice template demonstrates how to customize a template so that it is suitable for letterhead papers.

For another invoice template sample that is designed for letterhead papers visit Simple Invoice Template for Letterhead Paper.

Simple Sample - Discount Amount Field

Simple Invoicing Template - Adding Discount Amount Field

However if you use discount frequently, or you would like to have discount figures show on the sales report and customer report etc., it could be added to the invoice form as a custom field on a fixed location, usually the bottom of the invoice form under the "Subtotal" field. It is common for attorney / legal, medical, catering, restaurant, law firms (whether small or big), health insurance billing or statement / timesheet, graphic design, freelance, plumbing, marketing, business plans, accounting, house rent (yearly or monthly), or even home businesses for monthly bill. The most obvious advantage of this method is that you don't have to pick the discount as an invoicing item each time you need it. And by adding the discount as a custom field to the "Invoice Header" database table, it is possible to add the discount to Sales Report and Customer Report too.

Simple Sample - Customer Name on Product Report

Simple Invoicing Sample - Customer Name on Product Report

The default product report contains fields defined in the "Invoice Body" database table. This simple invoice template sample demonstrates how to add fields in the "Customer" or "Invoice Header" database tables to the "Product" report by using custom fields.

PayPal Payment Button Using Custom Image

Excel Invoice with PayPal Payment Button Using Custom Image
  1. Backup your template. You can do so in Windows Explorer by copying the file.
  2. Open the template as usual.
  3. Switch to design mode by clicking the "Design Mode" button on the "Invoice" ribbon tab. This ribbon tab is created by our invoicing / billing software (UIS) is visible only when you open an invoice or receipt template (as the samples hosted here on It does not show when you open a general Excel spreadsheet / workbook file.
  4. Click the "Add / Update PayPal Button" on the ribbon.
  5. On the "PayPal Payments" dialog box, fill in your PayPal account email address.
  6. Set any other options / preferences as need. Click the "Add / Update PayPal Button" command near the bottom of the dialog box. This adds the default button to the Excel worksheet, with the standard button image provided by PayPal. Visit PayPal buttons, logos, and marks to find out more.
  7. Right-click on the image and choose "Change Picture" from the shortcut menu. The "Insert Pictures" dialog box appears.
  8. Click the "Browse" link on the "From a file" section, or search for online image using a search engine like Google or Bing. In this example, for the purpose of demonstration, we just use another standard image provided by PayPal.
  9. Note that when the picture is selected, Excel shows a "Picture Tools / Format" ribbon tab, where you can find tools like "Remove Background", "Corrections" (adjustment tools for sharpen, soften, brightness and contrast), color tools like "Color Saturation", "Color Tone" and "Recolor", a group of "Artistic Effects", and many more. By using these tools, you can easily change the appearance of the image / picture.
  10. Exit design mode by clicking the "Design Mode" button on Excel "Invoice" ribbon.
  11. Save the template by clicking the Save button on Excel quick access toolbar.

Hourly Invoice Template

Hourly Invoice Template

If you are running a service business that charge the services by hour, the hourly invoice form organizes your billable hours efficiently. The invoice template offer to you free of charge here at is suitable for small businesses who don't need a complete and complicated accounting system and still need to create professional and beautiful invoices in an easy and quick way. The invoice template is in Excel spreadsheet (.xls) format and can be used to bill time you spent on client site or project in any field of life.

Service Proposal and Quote

Proposal and Quote Template

The proposal and quote template contains a selectable column implemented as a group of check boxes, which make it possible to select or deselect service items to see the amount of different combinations service items.

Attorney Billing Form

legal billing statement

Like in the original version, the "Date" column, and the "Case#" and "Case Reference" fields, are not defined in the default template shipped with Invoice Manager for Excel (namely Uniform Invoice Software).

Agency Quotation

Agency Quotation

In fact it is fairly easy to create the quotation template from the invoice template. All we need to do is to change the big title from "INVOICE" to "QUOTATION", and then move out the "Paid" and "Total Due" cells. Visit How To Create Invoice Template to find out the details.

Five Price Percentage Levels (Sales, Custom Column)

Form with 5 Price Levels

As the name of this invoice template implies, it is a sales invoice template that has shipping information inside the printable range on the invoice form, and the prices or discounts are in percentage.