Simple Invoice Essentials Template
A clean, minimal invoice template with standard fields. Fill in line items, quantities, and rates - totals calculate automatically.
What's Included
- Professional invoice layout with company logo area, invoice number, date, and payment terms fields
- Line item entry with description, quantity, and unit rate columns - add as many rows as needed
- Automatic subtotal, tax, and grand total calculations that update whenever you change a line item
- Tax calculation field with customizable tax rate percentage applied automatically to the subtotal
- Print-ready format with company and client info sections and color-coded input cells for data entry
- Works in Microsoft Excel, Google Sheets, and LibreOffice Calc with no setup required
Preview
See what's inside this template
How to Use This Simple Invoice Template
Add your business info
Enter your company name, address, contact details, and logo in the header section of the invoice.
Enter client details
Fill in the client name, address, and contact information. Add the invoice number, date, and payment terms.
Add line items
Enter each product or service with a description, quantity, and unit rate. Line totals calculate automatically.
Review and send
Check the subtotal, tax, and grand total at the bottom. Print or export as PDF to send to your client.
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 my company logo?
Yes. There is a designated logo area in the header. Insert your logo image into that cell or area in Excel or Google Sheets.
How many line items can I add?
Add as many rows as needed. Insert new rows above the subtotal row and the formulas will include them in the totals automatically.
Does it calculate tax?
Yes. Enter your tax rate percentage and the template applies it to the subtotal. The grand total includes the tax amount.
Can I save it as a PDF?
Yes. Use File > Save As or Export to PDF in Excel, or File > Download as PDF in Google Sheets to create a professional PDF invoice.
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.
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