Simple Invoice Template in Microsoft Excel

This is a straightforward billing invoice template with a bit of style. The template is designed to look like a ruled line notepad for a bit of fun.

The invoice table includes a quantity (QTY) and Unit Price column to allow for a detailed breakdown of the billed amount. A Description for the billed items can be added to the Description tab and then can be easily added from a drop-down list in the Invoice tab. The Amount column then displays the Quantity x Unit Price and this column is totaled at the bottom of the invoice in the Total.

It’s a good idea to send any invoice to a client in a format that can’t be changed, so saving the invoice as a PDF is the ideal solution. To save this as a PDF, simply go to File tab, then Save As then select PDF (*.pdf) from the file type drop-down option.

About the Author

John MacDougall

John MacDougall

John is a Microsoft MVP and qualified actuary with over 15 years of experience. He has worked in a variety of industries, including insurance, ad tech, and most recently Power Platform consulting. He is a keen problem solver and has a passion for using technology to make businesses more efficient.


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John MacDougall

I’m John, and my goal is to help you Excel!

You’ll find a ton of awesome tips, tricks, tutorials, and templates here to help you save time and effort in your work.

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