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Excel invoice template

Reviewed by Clausery editors · · 3 min read

An invoice that adds line totals, subtotal, tax and balance due automatically. Fill it in online to get a Word or PDF invoice with all the maths done for you, or download the structure and rebuild it in Excel using the column layout described here.

Make a calculated invoice → Download Word

No sign-up. Editable Word (.docx) or print to PDF. Your answers stay in your browser. Updated .

Excel is popular for invoices because cells do the arithmetic. Clausery does not currently produce a native .xlsx file, but the online invoice does everything an Excel invoice does - line totals, subtotal, one tax rate, optional discount, and any balance after part payment - and downloads as an editable Word file or print-ready PDF.

If you must work in Excel, this page shows the column layout and formulas to build a solid invoice spreadsheet, and lets you preview how a properly calculated invoice looks before you build your own.

What to include#

  • Auto-calculated line totals. Quantity x Unit Price for each row, just like an Excel formula.
  • Subtotal, discount and tax. The app works out subtotal, any discount, tax at your rate, and total.
  • Balance due after part payment. Enter amount already paid and the balance is calculated automatically.
  • Next invoice number remembered. Your business details, number sequence and last-used terms are saved in your browser.
  • Clean, print-ready layout. Same professional layout as Word and PDF versions - no messy grid lines.

How to fill it in#

  1. Step 1: Fill in the invoice online

    Enter your business, client, items and tax rate. Totals recalculate as you type.

  2. Step 2: Check the amounts

    Verify line totals, subtotal, tax, discount and balance due before downloading.

  3. Step 3: Download Word or PDF

    Get a print-ready PDF or editable Word file. If you want to build it in Excel, use the column order: Description | Quantity | Unit Price | Amount.

  4. Step 4: Excel formula reference

    In Excel, Amount = Quantity*Unit Price, Subtotal = SUM(Amount column), Tax = Subtotal*Rate, Total = Subtotal-Discount+Tax.

  5. Step 5: Send and save

    Send the PDF with your invoice email and save a copy for your records.

Free invoice template (Word)

The main invoice with tax, discount and bank details.

Google Docs invoice template

Use the invoice in Google Docs instead of Excel.

Invoice due date calculator

Calculate NET 30, EOM and other terms.

Hourly invoice

Bill hours at a rate, like time-based Excel sheets.

How to write an invoice

Required fields checklist.

Questions

Does Clausery produce an .xlsx file?

No. The online invoice calculates everything for you and downloads as an editable Word document or PDF, which is what most clients prefer to receive.

Can I open the download in Excel?

The Word file is not designed for Excel, but you can copy the line-item table into Excel and it will paste with columns intact.

How do I write Excel formulas for an invoice?

Line total = Quantity*Unit Price; Subtotal = SUM(line totals); Tax = Subtotal*Rate; Total = Subtotal - Discount + Tax; Balance due = Total - Paid.

Do I need Excel to invoice?

No. Most small businesses use Word or PDF invoices, and many clients prefer them because the totals cannot be accidentally changed by a formula error.

Will totals recalculate if I change a quantity?

When filled in online, yes. In the downloaded Word file, change amounts in your saved Clausery draft and download again, or edit by hand.

Browse all invoice templates →

These are general templates, not legal or tax advice. Have anything unusual reviewed for your jurisdiction.

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