Invoice Template [ FREE Download ]

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Hello friends,

There are many small businesses which are using Excel for their day-to-day management. Like Generating invoice, quotation, tracking data about customers, sales, employees etc. In nutshell complete management is done in excel spreadsheets.

I manage my articles, tools repository and excel assignments in excel spreadsheets too. I thought of sharing with you all the invoice template which I use it for myself.

You can download your FREE copy from here.

FREE Invoice Template in Excel

Highlights and Steps to configure it for yourself:

Company Logo

By clicking on the button “Change logo” [Highlight-1 in picture] you can choose your own logo.

Your own company details

Go to “Your Company Details” Sheet and provide the details of your own company. From here your details will be displayed on the Invoice sheet. Every field has got characters limit.

Invoice template – Free

Customer details

This is a drop down field from where you can select your customer name and all other details like Address, email ID, phone etc. will automatically get updated based on what you have filled in “Customer details” sheet. Here you need to list all your customer details before using it.

Invoice template – Free

Product Details

Fill all your product details in “Product Details” sheet. All your products will appear in drop down in the invoice sheet. As soon as you select a product name from the drop down Unit price will be displayed mentioned in your Product details sheet.

On selecting a duplicate product in invoice, both the records will get highlighted and strikethrough as shown in the picture. This is achieved by using conditional formatting in excel.

Validation Rules

There is a validation rule applied to make sure that you do not forget to enter quantity of a product. If you do not provide quantity of a product Column N will be marked as “X” for that particular row as shown in the picture. This is achieved by using conditional formatting in excel.

Invoice template – Free

Amount in Words

Total Amount in Invoice will also get converted in text by using Excel VBA function to convert currency in word. You can change it from Rupees to Dollar or any other currency you would like to.

Invoice template – Free

Print and Generate PDF command

On top of the invoice you can find two buttons “PRINT” and “PDF”. By clicking on them you can print or generate pdf of the invoice accordingly.
Note: Generated invoice will not have un-necessary information which you see in the excel sheet like “Instruction” box, Any of these buttons like “Print”, “PDF”, “Change Logo” etc. So do not worry about them :).

Instructions

Instructions are mentioned in the Invoice sheet. You can refer it any time you want.

invoice-instructions

Download your FREE Invoice Template in Excel

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There are many cool and useful excel tools and templates available to download for free. For most of the tools, you get the entire VBA code base too which you can look into it, play around it, and customize according to your need.

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Paul on April 22, 2016 at 8:09 am

Great little spreadsheet Vishwa, thank you
Reply
Kasango on April 22, 2016 at 8:13 am

Hi Vishwa,
I am thoroughly impressed by your invoice teplate! Congratulations!

Do you know where I can find a template for a small manufacturing enterprise for use to compute the cost of goods manufactured based on the various components that comprise a finished product?

Thanks a lot!

Kasango
Reply
Mark on May 11, 2016 at 8:39 am

The code to produce the ‘amount in words’ shows a paise/cent/penny less than the displayed total due to rounding. This can be fixed by:
=Currency2Word(ROUND(K34,2))

Nice Invoice!
Reply
Rahul on November 23, 2016 at 6:06 pm

Dear Vishwa

if i want to print all invoice in one pdf. how can we do and other thing if i have only 5 customer to print invoice so how can we do. in this we can only print 1 invoice at a time.
Reply
Frank on December 7, 2017 at 7:19 pm

Hi Vishwa,
This is a fantastic invoice…thank you for being so kind as to allow people like me to download it.
I have a question is it very difficult to add more product lines to the sheet to fill the A4 page up further eg 7 lines

Thank you again for your kindness.

Cheers from Australia:)
Reply
Alex on December 24, 2017 at 10:40 am

Hello!
Nice job!
Please can You make video training, how was made this project. I believe here is more mates who would to know. How to. Stem by step.
Thanks in advance Alex.
Reply
- Vishwamitra Mishra on January 4, 2018 at 1:03 pm
  
  Hi Alex,
  Thanks for the feedback. I would try to do so in my next video. Thanks alot
  Reply
  - Jagdish on May 16, 2020 at 1:40 pm
    
    Hi Brother,
    This is a great template. Many thanks for sharing it.
    
    I have one issue. I am not able to save to PDF. Could you please advise how can I enable this. I am using windows 10.
    I am getting an error PDF is not supported in this excel version.
    
    Greatly appreciate your help on this.
    
    Regards
    Jagdish Joshi
    Reply
    - gabito705 on November 19, 2021 at 3:05 pm
      
      Alt + F11 then module1 then on Sub genratePDF() you have to change this:
      
      If Application.Version = 14 Then ‘ Office 2010
      
      for this:
      
      If Application.Version = 14 Or 16 Then ‘ Office 2010 and forward
      Reply
sha on January 8, 2018 at 5:16 pm

Hai

invoice no can generate by macro ?
Reply
Valmik on April 7, 2018 at 3:07 am

I am not able to use Data Validation =Indirect function in my other workbook. Please Guide mein that respect..
Reply
- Vishwamitra Mishra on April 8, 2018 at 5:20 pm
  
  Hi Provide some more details.. with this little information I am unable to answer your question.
  Reply
Kush Gupta on April 9, 2018 at 1:49 pm

its really super cool

i would like to prepare a summary based on the invoice no.

could you please guide
Reply
mr anderson on July 23, 2018 at 5:12 pm

my.unlock.advance.excel
Reply
Factor Loads Factoring on July 29, 2018 at 11:07 pm

Thanks for sharing these article. I am also using an Excel for my business. These is totally a great help for me. I can use these as a guide for making invoices in Excel. These is definitely a good article.
Reply
Marcie on October 15, 2018 at 2:13 am

Thank you for sharing this! Good information! I have two problems, please help.

First, I cannot type anything in the “Payment Details/Comments/Notes” section. When I click in the section, I cannot type.

Also, when I click on the “PDF” button, I get the message “PDF is not supported in this Excel version.” I am running the latest version of Excel/Office 365.

I appreciate all your help with these matters. Shalom!
Reply
- erwin on November 23, 2018 at 6:52 am
  
  Click on REVIEW tab and click Unprotect Sheet. Then you’ll be able to edit most of the Invoice cells.
  Reply
We Factor on December 27, 2018 at 12:42 am

I am also using Excel for my small business. This is definitely one of the great tool that can be use for small businesses. Thanks for sharing this article.
Reply
Divya on January 30, 2019 at 4:54 am

Actually i am getting error in paise
ex:- if the vaue is ₹ 11,427.60
then it is viewing like this
Eleven Thousand Four Hundred Twenty Seven Rupees and Fifty Nine Paise Only
can any one solve this and send me plz
my mail id:-kogantidivyain@gmail.com
Reply
Nova Business on March 12, 2019 at 12:55 am

Thanks for sharing this invoice template. This will definitely help me do my invoicing faster and easier. This is very helpful. I will use this for my business.
Reply
Debtor Finance on August 12, 2019 at 12:59 am

Thanks for sharing this article. I think that this template will definitely help me with my business accounting. I think that I’ll be able to accomplish my task with the help of this article. Thanks for sharing this article.
Reply
jj on May 7, 2020 at 10:00 am

How do i update the PDF generator in excel for office 2013?
Reply
- gabito705 on November 19, 2021 at 3:07 pm
  
  Alt + F11 then module1 then on Sub genratePDF() you have to change this:
  
  If Application.Version = 14 Then ‘ Office 2010
  
  for this:
  
  If Application.Version = 14 Or 16 Then ‘ Office 2010 and forward
  Reply