Invoice and Quote Templates Spreadsheet (.xlsx) with Invoice Log

Description

Send a clean invoice in two minutes. Fill in the client and line items; subtotal, discount, tax, total and due date calculate for you.

Color options included: Classic Green plus Ocean Blue, Charcoal Gray, Sunset Orange and Plum Purple. Every color set is in your download, so you can pick the one you like. Same price.

What’s included

• Blank workbook plus a filled-in example
• Settings: your business details, tax rate, payment terms, next invoice number, payment instructions
• Invoice sheet with 15 line items, discount, tax, paid and balance due (prints on one page)
• Quote sheet with the same layout
• Invoice log with Paid, Open, Due soon and Overdue status, outstanding and paid totals

File details

• Two .xlsx files
• Standard formulas only, no macros
• Print or save as PDF to send

How it works

• Fill in Settings once
• Fill the invoice and print or save as PDF
• Add a line to the invoice log and enter the payment date when paid

Good to know

• This is a document template, not tax or legal advice. Check the invoice rules where you do business.
• This is a digital download. Nothing is shipped.
• Your download link appears on the order confirmation page and in your order email as soon as payment clears.
• Personal use license: print and use it for yourself and your household. Please don’t resell, share or redistribute the files.
• Because this is a digital product we can’t accept returns. If a file won’t open or something is wrong, contact us and we’ll make it right.

Looking for more? See all digital downloads.