Invoice & Quote Template for Excel – Automatic Totals, Tax, Due Dates & Paid Status, Any Currency

Send professional invoices in minutes, without doing any maths.

Pick your client, type what you sold, and the template does the rest: line totals, discount, tax, due date and balance due. It even tells you which invoices are PAID, UNPAID or OVERDUE.

★ WHAT'S INSIDE

- Invoice template: automatic totals, discount, tax, shipping, deposits and balance due

- Matching Quote / Estimate template, with a valid-until date and a signature box for your client

- Client list: save clients once, then pick them from a dropdown and their details fill in

- Start Here page: type your business, tax and bank details once and they appear on every invoice

★ WHY THIS ONE IS DIFFERENT

- Paid / Unpaid / Overdue status updates by itself

- Due date worked out from your payment terms (7, 14, 30 days…)

- 41 currencies ($, €, £, R, ₹, ₦ and more): choose once and every amount updates

- Your tax your way: VAT, GST or Sales Tax at any rate, or none

- Locked formulas, so the maths can't break

- Add your own logo in two clicks

- Print-ready A4: save as PDF and email it to your client

★ WHAT YOU GET

1 Excel file (.xlsx), an instant digital download. Nothing will be shipped.

★ WORKS WITH

Microsoft Excel (Windows & Mac, Excel 2010 or newer) and Excel for the web.

Please note: currency symbols do not show in Google Sheets or Apple Numbers.

★ HOW IT WORKS

1. Download instantly

2. Fill in the Start Here page and add your logo

3. Pick a client, add your items, save as PDF and send

Questions? Message me anytime and I'll help you set it up.

For personal or business use. Please do not resell or share the file.