Invoice Template for Excel
This Excel invoice does the math for you: quantity × unit price fills the Amount column, and the subtotal, tax and total update automatically. Download the .xlsx below — the formulas are already wired in — then just change the numbers.
Last reviewed 2026-07-01
Template preview
- From:
- Your Business Name · you@email.com
- Bill to:
- Client Name · ap@client.com
- Invoice #:
- INV-0007
- Issue date:
- 2026-07-01
- Due date:
- 2026-07-31 (Net 30)
| Description | Qty | Unit price | Amount (=Qty×Unit) |
|---|---|---|---|
| Product A | 10 | $25.00 | $250.00 |
| Product B | 4 | $80.00 | $320.00 |
| Shipping | 1 | $35.00 | $35.00 |
| Subtotal (=SUM) | $605.00 | ||
| Tax (=Subtotal×rate) | $48.40 | ||
| Total (=Subtotal+Tax) | $653.40 | ||
How to fill in each field
Amount column
Leave the =Qty*UnitPrice formula in place; only edit quantity and unit price.
Common mistake: Typing a number over the formula, which breaks auto-calculation for that row.
Tax rate cell
Set your tax rate once in the rate cell; the tax and total recalculate automatically.
Common mistake: Hard-coding a tax amount instead of a rate, so it doesn't update when lines change.
Adding rows
Copy an existing line row down so the formula carries into the new row.
Common mistake: Inserting a blank row outside the SUM range, so its amount is excluded from the subtotal.
Related templates & variants
This is the Excel format of our main invoice, with formulas. Prefer a document you type into? Use the Google Docs version. Need the full field reference? See the pillar page.
Download a professional invoice template in Word, Excel, CSV or Google Docs. Includes a field-by-field guide, tax-line examples and common billing mistakes to avoid.
A free invoice template for Google Docs — copy it to your Drive in one click, or download as Word. Includes a field guide and formatting tips for Docs.
Recommended tools
Prefer software to a file?
Outgrown spreadsheets? Automate recurring invoices and payment reminders.
Try FreshBooks →Some links are affiliate links — we may earn a commission at no cost to you. Full disclosure.
Frequently asked questions
Does this Excel invoice calculate totals automatically?+
Yes. The Amount column uses =Qty*UnitPrice, and the subtotal, tax and total use SUM and rate formulas that update as you edit.
Will it open in Google Sheets or Numbers?+
Yes. The .xlsx opens in Google Sheets, Apple Numbers and LibreOffice; the formulas are preserved in all of them.
How do I change the tax rate?+
Edit the single tax-rate cell. The tax line and grand total recalculate automatically — no need to touch the formulas.
Sources & further reading
- Free editable invoice templates in Excel (Microsoft)— excel.cloud.microsoft
- Invoice templates for Excel (Vertex42)— vertex42.com
- Create an auto-calculating invoice template (My Online Training Hub)— myonlinetraininghub.com
We review authoritative guidance when building each template. Links are for reference only.