Free invoice templates for Excel

Microsoft Excel is a fantastic data entry software but it isn’t built for invoicing. Using Excel invoice templates isn’t as time efficient as using an invoice generator like Bookipi Invoice. While still quicker than document creation software like Microsoft Word, you still need to spend time formatting when you use an Excel invoice template.  Invoice design is still an important reflection of how you run your business to clients.  You don’t want clients to form an impression based on messy and unprofessional invoicing. 

You can make professionally designed invoices with a few clicks using Bookipi.  Your invoices are also automatically organized based on issue date or invoice number. Save customers and items in your account so that you can speed up making any future invoices. Accept online signatures from clients with our integrated eSign feature. You can also accept credit card payments with Bookipi Invoice so your clients can pay you directly from your invoices.

To create an invoice in Excel, follow these steps:

1. Open Excel and create a new spreadsheet.
2. Set up your invoice layout by adding headers for important details such as “Invoice Number,” “Date,” “Client Information,” “Description,” “Quantity,” “Rate,” “Amount,” etc.
3. Enter your company information and the recipient’s details.
4. Enter the invoice items, including a description, quantity, rate, and calculate the amount for each item.
5. Add up the total amount due and include any applicable taxes or discounts.
6. Customize the appearance of your invoice by formatting cells, adding borders, or using colors.
7. Save your invoice template for future use or print it out to send to your client.

Remember to review and double-check your invoice for accuracy before sending it to your client. Or consider using our invoice software to create online invoices, collect payment and more!