Free Sales Invoice Template

Vertex42's sales invoice template was designed with the small business owner in mind. It is a simple, professional, low cost solution for invoicing your customers or clients. Unlike our service invoice template, the sales invoice includes shipping information and lets you specify the item number, quantify, and unit price. The calculations are done for you, and you can specify the tax rate, shipping and handling, or other fees.

These sales invoice templates are designed to go hand-in-hand with our purchase order template.

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Sales Invoice Template Customize the spreadsheet by first entering your company name and address (you can insert a logo as an image). Then save your customized spreadsheet as a template file (.xlt) so that you have ready-access to a pre-populated invoice when you need it. A great way to invoice your customer is to save the completed invoice as a PDF file (this may require a separate add-on or PDF creator), and send the invoice via email. This will not only be convenient for your customer, but will ensure that your customer can view the file. This download contains two different invoice templates. The second template is nearly identical to the first except that it includes a remittance slip. "No Installation, No Macros - Just a Simple Spreadsheet"

Download Now Cost: $0.00 License: View Agreement File Type: .zip Size: ~20 KB Required: Microsoft Excel® 2002(XP), 2003, 2007, OpenOffice, or Google Docs

Using the Sales Invoice Templates

Any value within [brackets] is meant to be replaced with your company or customer's information. Below are descriptions of some fields used in sales invoices:

• [Company Name]: The main title and address listed at the top of the invoice is for the company that is selling the products (i.e. the Vendor).
• Bill To: The name and address of the customer. This information is usually tied to the a specific Customer ID, while the Ship To field may be different.
• Ship To: The name and address where the products will be shipped to.
• Salesperson: The name of the salesperson handling the order, and likely the person listed as the contact at the bottom of the invoice.
• P.O.#: The corresponding Purchase Order number (if one was provided by the customer).
• Ship Via: The method of shipment such as "UPS Ground", "Federal Express", etc. You could also include a hyperlink to a web page that explains the particular method of shipment.
• F.O.B.: This stands for "Free On Board" which is usually "Destination" or "Shipping Point". For more information, see F.O.B. at wikipedia.com
• Terms: This field is usually used for payment terms such as the method of payment or when the payment is due. Details that don't fit within the Terms field can be described in more detail in the Special Instructions block.

Adding More Rows to the Invoice Template

If you need to insert more rows for additional items, then you need to insert the rows above the last row in the table so that the subtotal formula will stretch to include the new row. If you insert a row below the last item in the list, then the subtotal won't be updated correctly (you'd need to manually modify the formula).

After inserting the new row, you need to copy and paste from the row above so that the formatting, including the borders, ends up the same as the rest of the list.

See this blog post for more details about adding rows, and how to use the Ctrl+D shortcut to copy the formatting.

Other Invoice Questions

For general information about sales invoices, see Invoice at wikipedia.com.

If you have questions about how to use this template, please contact us