Formal Excel invoice template
The Formal Excel template strips the visual chrome back to plain typography while keeping the same auto-calculating formulas. Quantity times rate gives line amount, line amounts sum to subtotal, subtotal times tax rate gives tax, and so on. Click the download button to save the .xlsx file.
About this template
The Formal Excel template is best for businesses with strong visual identity elsewhere who want the invoice to stay out of the way. Open the file, fill in the From and Bill To blocks, add line items, save. To send the invoice to a client, either email the .xlsx or export to PDF from Excel.
The stripped-down look reads as restrained across industries. If your business has a strong color identity, you can change the header fill color to a brand color without breaking the formulas. Cell formulas are unprotected.
Download this template
Download Excel template
Frequently asked questions
Yes. The Excel formulas used here (SUM, basic arithmetic, IF) all work identically in Google Sheets after upload.
Yes. From Excel, choose File then Export then Create PDF/XPS, or use Save As with PDF format. The resulting PDF matches your on-screen layout.
Select the cells in columns D and E from row 16 down, right click, Format Cells, Currency, pick your symbol.