What Is Blank Invoice Excel Template?
A blank invoice Excel template is a functional billing document with a predesigned layout. It contains the provisions to update the summary of the costs of the products a client purchased from a business. It also includes the payment information, thus making it a resourceful document for accounting purposes.
Users can use the customizable Excel blank invoice templates to create invoice sheets in the same format without working on the design elements each time. For example, we require a blank invoice Excel template for small business. So, for that, we can open an Excel document and select the New tab under File in the ribbon. And then, search for Invoices in the Search field.
On clicking the Search icon, Excel will list the inbuilt blank invoice templates.


And as we require a blank invoice Excel template for small business, we can choose the seventh option, resulting in the following worksheet in a new Excel file.

The texts and tables in the blank invoice template are editable, with all the necessary formulas embedded in the design. So, we can enter our company details in the respective cells, leaving the remaining fields empty. And then, we must save the file as an Excel Template or a standard workbook.
Thus, we generate the required invoice without working on the design elements from scratch.
Table of contents
Key Takeaways
- A blank invoice Excel template is a billing document with a preformatted layout. It includes sections to list the products or services a customer purchased, their charges, and payment instructions.
- Users can use a blank invoice template to repeatedly prepare invoices in specific formats based on the billing needs without working on the formatting elements every time.
- The blank invoice Excel templates are editable and customizable. According to our billing requirements, we can modify the existing format and add new sections and features, such as macros and images from external sources.
Explanation And Usage
Excel’s blank invoice templates help one use spreadsheets with preformatted designs for repeatedly preparing invoices. And users can use the template as is or modify it according to their requirements.
For example, for an import or export business, we can download a blank invoice Excel template for export/import. And then, update the company details, add more fields according to business requirements, and save the file. And now we have an invoice template for the firm, which we can use to prepare invoices for customers as and when required.
Further, we can also use the downloaded blank invoice Excel template for export/import, with our company details included, but without making changes to the design.
Typically, blank invoice templates are of three types:
- Default Worksheet Template: We can build a new worksheet with preformatted, editable design elements.
- Default Workbook Template: We can create a workbook with preformatted, editable design elements. And the file can include one or multiple worksheets based on the invoice requirements.
- Custom-made Workbook Template: We can create and save a customized workbook invoice template for reuse. While the workbook gets saved at a specific location in the computer, we can access the invoice template from the PERSONAL tab in the New tab under File. And this type is useful in scenarios such as when creating a blank invoice Excel template for tax purpose. The reason is that it may be highly customized and requires looking up values from other sheets.
The uses of a blank invoice template are:
- A blank invoice template helps create invoices repeatedly.
- Users can create customized invoice templates for preparing advanced invoices, such as blank invoice Excel template for tax purpose.
Components Of Blank Invoice Template
The components of a blank invoice template in Excel are:
#1 – Header
- Invoice Number: A unique value a vendor assigns to differentiate from other businesses.
- Invoice Date: It is the invoice generated date.
- Payment Terms and Conditions: This section includes the payment mode details and information about the payments due on another date, if any.
- Billing Firm Details: It includes the company information.
- Client Details: It includes the customer’s contact information.
#2 – Body
The body of an invoice document includes the list of products or services to bill and their amounts.
#3 – Footer
- Overall Products or Services Charges: This section summarizes the charges for the products or services purchased.
- Taxes and Dues: This contains the relevant taxes and other costs.
- Overall Due: It shows the total amount the client must pay for the purchased products or services.
- Payment Instructions: It contains the payment mode description.
- Additional Comments: It contains additional information, such as the returns and exchange instructions and discount rates.
How To Create A Blank Excel Template?
We shall see the steps to create a blank invoice Excel template for service provider.
- Open an Excel document and click File.
And click New. - Enter Invoices in the Search field and click the search icon.
Excel will show the available inbuilt blank invoice templates.
We can scroll down and choose the required one.
And, as we need a blank invoice Excel template for service provider, we will click once on the Service invoice (Simple Design) option to select it. - Excel shows a preview of the chosen template, where we must click Create to proceed. Otherwise, we can click the right and left arrows to check other templates.
We will get the following message when we create the chosen template for the first time.
And then, Excel immediately creates a new workbook, Service invoice (Simple design)1, which gets saved in the location:
C:\Users\<Username>\AppData\Roaming\Microsoft\Excel\Templates
The file contains two tabs. While the first one gives information about the template and how to use it, the second is the invoice sheet.
Furthermore, Column A in the second sheet contains the instructions which we can follow to update our data in the template.
Let us now update a few selected sections of the template so that we can use it to generate future invoices without working on the design elements from scratch. - We shall update our company logo and the invoice title in row 2.
First, click the logo image.
And press Delete from the keyboard.
Next, copy the required company logo image in the blank space.
And then, select cell D2.
Update the service invoice title in cell D2 and adjust the font size using the Home → Font Size option.
We can also apply other formatting settings from the Home tab to suit our requirements. - We shall update our company name and slogan in cell range B3:B4.
Next, cell E3 contains the function TODAY, which will generate the invoice date, which will be the date when we open the file to prepare an invoice for a client.
And we can update cells E4 and E5 when we prepare an invoice for a customer. - As we require only the customer name and address in the blank invoice template, we must remove row 7 as cell B7 requires the customer’s company name. So, we shall select row 7, right-click to open the context menu and choose Delete to remove the row.
Now, we can update the customer details when preparing the invoice.
Likewise, we can use cells in the range B11:E11 to update the salesperson, job, and due date details when preparing an invoice for a specific client. - In the body section, we can enter the details of the services provided to the client and the charges when preparing an actual invoice.
And as we enter each line item in the body section, the formulas in cells in the range E14:E33, E35, and E37 embedded in the template calculate the respective amounts.
For example, we enter the details of three services provided to a customer.
While the formulas in cell range E14:E16 determine the line totals, the cell E35 formula calculates the subtotal.
Next, assume we enter sales tax as $0.60 in cell E36.
And when we press Enter, the cell E37 formula calculates the final amount to charge the client based on the subtotal and sales tax.
However, while creating a blank invoice template, we will keep the body section empty, as we must update it when preparing an invoice for a client. - We must show the cell E27 value as currency in the template. So, select cell E37 and set Home → Number Format as Currency.
- We shall not change the payment mode information, and cell D40 gets updated with our company name.
- Double-click cell B41 and enter our company address and contact details.
- We can now remove the instructions column, column A. And for that, we must select column A, right-click to open the context menu, and choose Delete.
- We can now save the file. And for that, click File → Save As.
The Save As window opens, where we must enter the file name and select the Save as type as Excel Template. And then click Save.
Selecting the Save as type as Excel Template will store the file in the location, C:\Users\<Username>\AppData\Roaming\Microsoft\Excel\Templates. However, we can save the template as a standard workbook in the desired location.
Thus, the final invoice template for a service provider will be:
Important Things To Note
- Before creating a blank invoice Excel template, check the Default personal templates location setting in the File tab à Options optionà Save tab. It should be C:\Users\<Username>\AppData\Roaming\Microsoft\Templates.
- Update your company details in the downloaded invoice template, leaving the sections, such as the customer details and template body, empty. And then save the template for reuse.
- While the original downloaded invoice template gets saved in the abovementioned location on the computer, we can save our updated template in the same location. But the file type should be Excel Template when saving. Otherwise, we can save the template as a standard workbook in the required location on the computer.
Frequently Asked Questions (FAQs)
There is more than one invoice template in Excel. We can access them by searching for Invoices in the File tab in the ribbon → New tab.
We can make blank invoice template number change automatically in Excel using a VBA macro. And the steps are as follows, assuming the template contains an invoice number:
1) Create a blank invoice template in Excel using the File tab in the ribbon → New tab.
2) Note down the cell address that shows the invoice number.
3) Using the keyboard shortcut Alt + F11, open the VBA Editor.
4) Double-click This Workbook under Microsoft Excel Objects in the specific invoice template VBAProject.
5) The ThisWorkbook (Code) window opens on the right side, where we must enter the following macro. Assume the cell in the template containing the invoice number is E4.
Private Sub Workbook_Open()
Range(“E4”).Value = Range(“E4”).Value + 1
End Sub
6) Click Developer → Macro Security to open the Macro Settings tab in the Trust Center window. And then, choose the last option in the Macro Settings section to enable all macros and check the box in the Developer Macro Settings. It will allow trusted access to the VBA project object model.
7) Save the blank invoice template as an Excel Macro-Enabled Template.
8) Restart the computer. And when we open the blank invoice template, the invoice number in the sheet will be the updated number, which is the next one in the sequence.
However, keep the previously saved invoice open when preparing a new invoice. It will ensure the invoice numbers are in sequence.
We can download more blank invoice Excel template from Microsoft website.
But the templates will contain sample data, as the remaining blank templates are already available in MS Excel.
• Step 1: Open the website https://create.microsoft.com/en-us/templates/invoices.
• Step 2: Scroll down to view the blank invoice templates in Excel. Be careful because the list also includes templates to create in MS Word.
• Step 3: Click on the required template. We shall select the Basic invoice with unit price invoice template in this example.
On clicking the required invoice template, we will get two options. We can customize the template in Excel or download it.
We will click on Download to download the file on our computer.
• Step 4: The document will be available in the Downloads folder as an Excel Template file.
Double-click the file to open it, and the downloaded invoice template will appear, as shown below.
Download Template
This article must be helpful to understand the Blank Invoice Excel Template, with its formula and examples. You can download the template here to use it instantly.
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