Invoice Templates for Excel

If you’re VAT-registered, just use the VAT versions of the templates and you’ll have the peace of mind that all of your invoices are HMRC-compliant. Once you’re registered, you must charge the applicable tax rate on any products or services sales invoice template you sell. Analyze trends, forecast revenue, and identify top-performing products or services using data from your invoices. The template simplifies the process of calculating taxes and ensures compliance with legal requirements, reducing the risk of errors or penalties.

Photography services can be a large investment for your clients, so it’s important to provide a clear description and cost breakdown of all of your services. If you’re a construction company looking to request payment from clients after you’ve completed your work, this template is for you. Simplify your billing process and send invoices designed by billing experts.

Get a more in-depth invoice definition with examples in our guide. Sales invoices play a crucial role in conducting business as they serve as concrete evidence of the transaction between two parties. The document includes essential information such as the type of goods or services provided, their price, sales tax, and other relevant details.

Do you need a VAT invoice template?

Fill out our professional sales invoice template to generate an invoice and start earning money from your work ASAP. They include detailed information about the goods being shipped, their origin, weight, quantity, and value. These invoices also contain data required by customs, such as the buyer’s and seller’s details, applicable duties or taxes, and shipping terms. Commercial invoices facilitate smooth cross-border transactions and ensure compliance with import/export regulations. Businesses engaged in international trade rely on this invoice to avoid delays and maintain accurate records for customs clearance.

Free invoice templates

A sales invoice includes details of the products being sold, the unit cost and number, and details of both the seller and the buyer. Begin your sales invoice by writing down who it is for and who is by (include the full names, contact details, and addresses). Also include an itemized summary of all items purchased along with the prices of those items.

A debit invoice is issued when additional charges need to be added to a buyer’s balance. This type of invoice is commonly used for services or projects where unforeseen expenses arise, such as extra hours worked or additional materials required. For instance, if a construction project exceeds the initially agreed scope, a debit invoice might be issued to reflect the increased costs. It’s a transparent way to document and communicate changes in pricing. A sales invoice is a document issued by a business to a customer that provides a detailed account of a sale transaction.

Most of them also work in the new mobile apps for Office, such as Excel for iPad and iPhone. Billing is an act where the amount of money owed for the products or services rendered by the producer or seller is paid. Invoicing is an act where you would issue a document narrating every goods or services rendered to the consumer or buyer.

You can also use these tips to personalize the template for your business, including adding a logo, your business information, and other details. A credit invoice, also known as a credit memo, is issued when a seller needs to adjust the amount owed by the buyer. A credit invoice reflects a negative total, signifying a deduction in the buyer’s outstanding balance. For example, if a customer returns a defective product, the seller may issue a credit invoice to account for the refund.

• You need a smart account which lets you get paid quickly – and won’t cost the earth.
• To put it simply, a sales invoice is used for documentation of sales and purchases; it keeps a record of a transaction’s dates, amounts, quantities, etc.
• This invoice spreadsheet uses conditional formatting to highlight every other row in the table.
• For example, if a customer returns a defective product, the seller may issue a credit invoice to account for the refund.
• Use the fields that are most important to your business and customize the template to eliminate or edit any that aren’t relevant to your clients.

Fill in the form to get a blank sales invoice template as an editable PDF, with a ‘how-to’ guide. When a client fails to make payment by the due date, a past-due invoice serves as a formal reminder. This invoice often includes details of the original transaction, the overdue amount, and any applicable penalty fees or interest charges. Sending a past-due invoice encourages prompt payment and maintains clear communication with the client. It also serves as a record of the business’s effort to recover outstanding amounts, which can be useful for legal or accounting purposes if the issue escalates.

If you need help with invoice management (keeping track of your invoices), read our Small Business Invoicing article. Unless you create and send a large number of invoices each month, you may not need expensive or complicated invoice software. Our article outlines some basic file management techniques that you can use to manage invoices created using Excel.

• Once the items requested on the purchase order have been created, then you could send a sales invoice to the customer to request payment for the goods prior to shipping.
• Beyond these important requirements, you can adjust your invoices to meet the needs of your business.
• A sales invoice is a document that sellers create and issue to buyers to notify them that goods have been shipped or delivered and payment is due.

If you are a small business owner, then instead of paying exorbitant fees to buy state of the art software, download this incredible retail invoice template. It keeps clean records of products, services, tax rates as well as shipping information. Just like your typical sales invoice samples, this template serves the purpose of a full fledge invoice manager effortlessly. Explore professionally designed editable sales invoice templates in PDF to download.

Common examples include software subscriptions, gym memberships, or utility services. This type of invoice is typically automated using invoicing software, ensuring timely billing and reducing manual work. Recurring invoices improve cash flow consistency and enhance the customer experience by simplifying ongoing payments. A proforma invoice is issued before the delivery of goods or services.

Bookipi Invoice has other great features to help your invoices get paid on time. These features include accepting credit card payments by clients direct from invoices and read receipts for your business to track payments. From listing of price of every product to be sold to the tracking ID of their shipment, this customized template couldn’t be better.