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Download a free, fully editable Excel invoice template. Add your logo, line items, and payment terms, and the built-in formulas total everything for you. The .xlsx file opens in Microsoft Excel, Google Sheets, or Numbers.
No credit card required · Works in Excel, Google Sheets & Numbers
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Download our free Excel invoice template and start billing in minutes. The .xlsx file opens in Microsoft Excel, Google Sheets, or Apple Numbers and includes everything a professional invoice needs: your logo, a unique invoice number, itemised line items, payment terms, and contact details. Open it, add your details, and the built-in formulas total each line for you. Prefer to build one in your browser? Use our free invoice generator, no signup required.
We know how slow and error prone it is to retype invoice data, double check the maths, save a PDF, and email it to every client. That is why this template does the calculations for you.
And when manual invoicing becomes a chore, you can automate it. Import your data into a Google Sheet, connect it to Portant, and invoices are generated and emailed whenever you need them. It is easy to place your invoicing on autopilot.
01
Download the free Excel invoice template as an .xlsx file.
02
Open it in Microsoft Excel, Google Sheets, or Numbers.
03
Add your logo, client details, and line items.
04
Save it as a PDF and email it to your client.
Step 1
Download the free invoice template as an Excel (.xlsx) file. Open it in Microsoft Excel, Google Sheets, or Numbers and make it your own: add your logo, business details, and line items, and the built-in formulas total everything for you. Need to send invoices in bulk? Connect a Google Sheet to Portant in the steps below.
Download template
Step 2
Want to send recurring invoices automatically? Import your data into a Google Sheet and connect it to Portant, then keep this invoice template or bring your own. You can also connect multiple documents (e.g. if you need to send a contract with an invoice π)
Step 3
Open the document block and add tags into your invoice template. You can format the tags and the data from your Google Sheet will be inserted using the same format (bold, italic, colour etc). You can use data grouping to insert multiple rows from your Google Sheet into the same invoice (e.g. if your line items are split on separate rows in your Google Sheet).
Step 4
Open the email block and customise how you would like to share your invoice. You can also edit the email invoices are sent from (e.g. accounts@portant.co). Then click ‘Start automation’ and test your workflow. Your invoices will be stored in a folder made in your Google Drive, which can be edited in the ‘Outputs’ tab. Snap, you have done it!
Our Excel invoice template totals every line for you, so there is no manual maths. And when you bill the same clients each month, Portant can generate invoices automatically from a Google Sheet, so you get back to the work that matters.
Built-in formulas mean totals are always right. And when you automate with Portant, every invoice pulls live data from your spreadsheet, so there are no typos and files are named consistently in your Google Drive.
Create invoices from templates with the tools you already use: Google Docs, Sheets, Slides and Forms. Automating invoices from this template workflow will help you hit all your goals.
Yes. Microsoft Excel includes basic invoice templates, and you can download our free Excel invoice template above. It is a ready-made .xlsx with line items, tax, and totals already wired up, so you just add your details and send.
Yes. The template on this page is completely free, with no signup and no watermark. Download the .xlsx, add your logo and line items, and the totals calculate automatically.
Download our free template and open it in Excel, then fill in your business and client details and each line item. The built-in formulas total everything for you. When you are done, save as PDF (File > Save As > PDF) and email it to your client.
Yes. Upload the .xlsx to Google Drive and open it with Google Sheets, or use our Google Sheets invoice template instead. The formulas work in both.
Keep your invoice data in a Google Sheet and connect it to Portant. Each row generates a polished invoice, saves it to Google Drive, and emails it to your client, with no copy and paste.
The best template is the one that fits how you work. If you live in spreadsheets, this Excel template is a fast, free start. If you send the same invoices often, a Google Sheets template connected to Portant will generate and email them for you automatically.
You can do a lot more than just automate your invoicing with Portant. Portant is a fully fledged online document automation solution that can optimise many different document flows. You can use our online document automation platform to optimise your repetitive work, so you can get back to doing the work you enjoy.
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