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Essentials Template - Excel & Google Sheets

Sales Invoice Essentials Template

Invoice template for product-based sales. List items with quantities, unit prices, and descriptions - totals and taxes calculate automatically.

Sales Invoice preview

What's Included

  • Product sales invoice layout with item name, SKU or reference, quantity, and unit price columns
  • Automatic line total, subtotal, and tax calculations that update as you enter product quantities and prices
  • Shipping and discount fields with separate rows for shipping charges, discounts, and adjustments before total
  • Order reference number and purchase order fields for matching the invoice to the original customer order
  • Print-ready professional format with company and customer details plus color-coded input cells for entry
  • Works in Microsoft Excel, Google Sheets, and LibreOffice Calc with no setup required

How to Use This Sales Invoice Template

1

Enter seller and buyer info

Fill in your company details and the customer name, address, and purchase order number if applicable.

2

Add product line items

Enter each product with name, SKU or reference, quantity ordered, and unit price. Line totals calculate automatically.

3

Apply discounts and shipping

Enter any discounts, shipping charges, or adjustments in the designated rows before the final total.

4

Finalize the invoice

Review the subtotal, tax, and grand total. Add the invoice date, payment terms, and due date before sending.

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Built by Claude AI. Perfected by us.

We use Claude AI to draft each template, after a deep research. Then our team steps in. We refine the layout, stress-test every formula, fix edge cases, and polish the design until it feels like something we would actually use ourselves. The AI gets us 80% there. The last 20% is all human judgment.

Frequently Asked Questions

Can I add a purchase order number?

Yes. The template includes fields for purchase order number and order reference to match invoices with customer orders.

How do I apply a discount?

Enter the discount amount or percentage in the discount row. The grand total subtracts the discount from the subtotal before adding tax.

Does it handle shipping charges?

Yes. A separate shipping row lets you add shipping costs that are included in the grand total but calculated outside of tax if needed.

Can I include SKU numbers?

Yes. Each line item has a SKU or reference field alongside the product name and description.

How do I open this in Google Sheets?

Upload the .xlsx file to Google Drive, then open it with Google Sheets. All formulas and formatting will be preserved.

More Essentials Invoicing & Billing Templates

Essentials

One-time purchase

Highlights:

Works in Excel, Google Sheets & LibreOffice
Dashboard with charts and KPIs
Pre-filled categories and sample data
No sign-up, no subscription
Lifetime free updates

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