Create a Simple, Printable Invoice Template in Excel

Updated at: 21/06/2025

Stop overpaying for invoicing software! This article shows you how to create a professional, printable invoice template directly in Microsoft Excel. Learn step-by-step how to design a simple yet effective template, including sections for client details, items, payment information, and your business logo. No special skills needed—just follow our easy guide and get organized with your invoicing today. Save time and money—start creating your own invoices now!

Step-by-Step Instructions

  1. Page Setup and Header

    • Set up page size in Excel. Adjust as needed to fit your desired invoice format.
    • Remove gridlines for a cleaner invoice appearance.
    • Add a title (e.g., "Tax Invoice") – merge and center, bold, and adjust font size.
    • name, address, ABN (or equivalent). Consider bolding and changing text color for emphasis.
    Input your company details: name, address, ABN (or equivalent). Consider bolding and changing text color for emphasis. Input your company details: name, address, ABN (or equivalent). Consider bolding and changing text color for emphasis. Input your company details: name, address, ABN (or equivalent). Consider bolding and changing text color for emphasis. Input your company details: name, address, ABN (or equivalent). Consider bolding and changing text color for emphasis.
    Page Setup and Header

  2. Invoice Information

    • Add sections for Invoice Date, Invoice Number, and Terms (e.g., payment due date). Format numbers and dates as needed. Use an apostrophe before the invoice number to ensure it displays as text.
    Add sections for Invoice Date, Invoice Number, and Terms (e.g., payment due date). Format numbers and dates as needed. Use an apostrophe before the invoice number to ensure it displays as text.
    Invoice Information

  3. Client Information

    • name and address or email.
    Add client details: name and address or email.
    Client Information

  4. Create Itemized Charges Table

    • Create a table for itemized charges with columns for Description, Quantity, Item Amount, GST (if applicable), and Total.
    Create a table for itemized charges with columns for Description, Quantity, Item Amount, GST (if applicable), and Total.
    Create Itemized Charges Table

  5. Calculate Totals and Add Banking Details

    • Total = Quantity * Item Amount; GST = Total * 0.1 (or appropriate tax rate); Subtotal = sum of Total column; Total Payable = Subtotal + GST.
    • Bank Account Name, BSB, Account Number, and a request to quote the invoice number on remittances.
    Add your banking details: Bank Account Name, BSB, Account Number, and a request to quote the invoice number on remittances. Add your banking details: Bank Account Name, BSB, Account Number, and a request to quote the invoice number on remittances.
    Calculate Totals and Add Banking Details

  6. Format and Refine

    • Adjust column widths and formatting (font size, alignment, borders) for optimal visual appeal.
    Adjust column widths and formatting (font size, alignment, borders) for optimal visual appeal.
    Format and Refine

  7. Print and Save as PDF

    • Use "Print Selection" and "Fit Sheet on One Page" in the print settings to ensure it fits on a single page. Experiment with column widths to achieve the best fit.
    • Save the document as a PDF. Remove the outer border (if desired) by changing the border color of the entire worksheet to white, then adjusting inner borders as needed.
    Save the document as a PDF. Remove the outer border (if desired) by changing the border color of the entire worksheet to white, then adjusting inner borders as needed. Save the document as a PDF. Remove the outer border (if desired) by changing the border color of the entire worksheet to white, then adjusting inner borders as needed.
    Print and Save as PDF
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Tips

  • Use an apostrophe before invoice numbers to treat them as text and prevent Excel from changing the formatting.
  • Use Excel's auto-sum function to easily calculate totals.
  • Request the invoice number on remittances to simplify reconciliation of payments.
  • Format cells as currency using the dollar sign ($) for a professional look.
  • Experiment with column widths to optimize the invoice layout for printing.

Common Mistakes to Avoid

1. Inconsistent Formatting

Reason: Using different fonts, sizes, and styles throughout the invoice makes it unprofessional and difficult to read.
Solution: Use a consistent font, size, and style for all text elements to maintain a professional appearance.

2. Missing or Incomplete Information

Reason: Omitting crucial details like invoice number, date, client information, or item descriptions makes the invoice unclear and potentially invalid.
Solution: Create a checklist of essential information to ensure all necessary details are included before printing.

3. Poorly Designed Layout

Reason: A cluttered or confusing layout makes the invoice hard to understand and process, potentially leading to payment delays.
Solution: Use clear headings, sections, and spacing to organize information logically and improve readability.