Invoice generator
Create and export free invoices online to customers with tailored, fully customized templates by Microsoft Excel.
Invoicing tools for reliable billing
Calculate totals automatically
Use built-in formulas to generate subtotals, taxes, and total balance. Add line items to the invoice and the total updates automatically, with no manual calculation needed.
Track balance with confidence
Record partial or full payments to know what's outstanding at all times. Save invoice workbooks with formulas to keep the total balance up to date for easy cash flow tracking.
Manage recurring invoices easily
Make recurring invoice management easy with reusable invoice templates. Update values every month without rebuilding calculations and send invoices on schedule.
Draft easy-to-read invoices with customizable templates
Create clear invoices to suit any need with free Excel templates. Explore professional designs and simple invoice templates focused on clarity and accuracy.
Create professional invoices with Excel formulas
Create invoices with Excel formulas that instantly calculate totals, including taxes. Reduce errors from manual calculations with product charges, quantities, previous payments, and discounts automatically filled. Keep invoices easy to scan for sharing and fast approval.
Track balances over time for visibility
Use structured spreadsheets with payment columns and rows to record transactions. Quickly see outstanding balances across invoices to save time forecasting cash flow. Maintain accurate invoice data for easy analysis and to answer questions clients may have about past balances.
Manage recurring invoices in one workbook
Reuse invoices to send bills month after month by duplicating and editing sheets in one structured workbook. Store past invoices on spreadsheet tabs to stay organized and incorporate payment history into dashboard overviews. Keep customer information alongside invoices to make sending reminders easy.
Generate invoices fast with client-ready templates
Start with a flexible template and save time creating a polished invoice. Excel invoices come in a range of colors, styles, layouts, and fonts that can be fully customized to match a style guide. Once customized, templates can be saved and reused over time.
Collaborate and share with team members
Share Excel invoices through OneDrive and grant access to collaborate online. Use comments and @mentions to manage invoice preparation across teams with full control over version history. Easily export print-ready invoices as PDFs, ready for sharing.
Get insights with Copilot
Summarize invoice line items by category or cost type with Copilot in Excel for insights into charges. For easier analysis, ask Copilot to help with basic formatting or create charts to help visualize data.
How to create an invoice in Microsoft Excel
Select an invoice template in Excel online.
Customize templates with business colors, contact information, and logos.
Add customer details like a company name and contact information.
Enter products and services with descriptions and costs.
Set the payment terms and accepted payment methods.
Download a PDF invoice to print, sign, and share.
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Frequently asked questions
What is an invoice number?
An invoice number is a unique ID that lets you and customers track invoices. Invoice numbers are usually sequential, and they often have letters that stand for the company. Also use dates or client codes in invoice numbers.
What should be included in an invoice?
Include the invoice date, payment terms, payment method, issuing company name and address, receiving company name and address, itemized charges, subtotal, taxes, and total amount owed.
How to create an invoice template in Excel?
Start by opening a blank workbook and removing grid lines for a clean look. Create a header section with business information, logo, invoice number, and payment terms, then add customer information. Insert a table for services and products, then add a total line with the SUM function. Format the invoice with separator lines and business colors.
How to calculate a due date for an invoice in Excel?
Calculating a due date requires an issue date in one cell and the number of payment term days in another cell (30 days for example). If the issue date is in cell A1 and the term in A2, insert the function =A1+A2 in a new cell to calculate calendar days. Excel will add the payment term to the issue date. To exclude weekends, use the function =WORKDAY(A1,A2).
