Tax Invoice Template — Paid & Payment Due Versions | Small Business | Excel

Tax Invoice Template — Paid & Payment Due Versions | Small Business | Excel

A clean, professional tax invoice template for small business owners, freelancers and sole traders worldwide — available in two versions to cover every situation!

📦 What's Included:

Version 1 — Paid Invoice

For invoices that have already been settled. Features a bold green "PAID" stamp and "Payment received with thanks!" message — perfect for sending to clients as a receipt of payment.

Version 2 — Payment Due Invoice

For invoices awaiting payment. Features a bold red "PAYMENT DUE" stamp with automatic due date calculation based on your configurable payment terms. Includes a payment details section for bank transfer information.

🚀 How it works:

1. Open the template — the invoice number automatically increases by 1 each time
2. Fill in your client details, items and amounts
3. Save As using the invoice number as the filename (e.g. 0000001)
4. Send to your client
5. Next time, open your last saved invoice — the number automatically increases by 1 again
6. Repeat for every new invoice

This keeps a permanent record of every invoice, easily searchable by invoice number!

📊 Key Features:

• Two versions — Paid and Payment Due
• Auto incrementing invoice number — increases by 1 each time via built in macro
• Automatic due date calculation — set your payment terms in days (e.g. 30, 14, 7)
• Customisable tax name and rate — change the label to GST, VAT, Sales Tax or any local tax name, and set your own percentage to suit your country
• Sub-total, tax, total, amount paid and balance due all calculated automatically
• Payment details section — bank name, account name, BSB, account number and reference
• Reference field automatically pulls the invoice number
• Ship To section — client name, address and country
• Business name, address, email and tax registration number fields included
• Environmental message included — encourages clients to recycle packaging
• Clean, professional layout suitable for any small business worldwide
• No password protection — fully editable to suit your needs

👥 Perfect for:

• Small business owners worldwide
• Online sellers and resellers
• Freelancers and sole traders
• Anyone needing a simple professional tax invoice

💻 Requirements:

• Microsoft Excel with macros enabled
• Fully customisable for any country, currency or tax system
• Not compatible with Excel Online or Google Sheets

🔗 Also check out our other templates:

• Multi-Platform Consignment Sales Statement V3 — https://payhip.com/b/vJH9a
• Universal Consignment Sales Statement V2 — https://payhip.com/b/FpUiS
• Income & Expense Tracker — https://payhip.com/AllMightyMarket

📜 Terms of Use:

• Personal Use Only: This template is for personal or internal business use only and may not be resold or redistributed
• Non-transferable Licence: This template is for your use only and cannot be transferred to others
• Modifications: You are welcome to modify the template for your own use — however the original terms of use still apply
• Copyright: All designs and elements remain the property of the creator and may not be used separately or without permission

❌ Return Policy:

This is a digital product — due to the nature of instant downloads, refunds or exchanges cannot be offered. Please read the description carefully before purchasing. If you experience any issues with your purchase please don't hesitate to contact us and we will do our best to help!