Invoice template you can fill in online

Reviewed in November 2026

An invoice tells a customer what they owe, for what and by which date. Type yours on the sheet below and download it as PDF or as an image for WhatsApp. The Word file and an Excel file with live formulas are under the template.

Invoice

1,200.00
SubtotalUSD 1,200.00
Total dueUSD 1,200.00

Your file never leaves your device.

What it includes

  • Your business name, address and contact details
  • Tax ID, if any
  • Invoice number
  • Issue date
  • Due date
  • Bill to: customer name, address and tax ID
  • Lines: description, quantity, unit price, amount
  • Subtotal
  • Tax name, rate and amount
  • Total due
  • Payment instructions
  • Notes and terms

Invoice: full text

INVOICE

[Your business name]
[Address] · [Phone] · [Email]
[Tax ID, if any]

Invoice no.: [INV-2026-0001]
Issue date: [6 November 2026]
Due date: [21 November 2026]

Bill to:
[Customer name or company]
[Customer address]
[Customer tax ID, if any]

Description                      Qty     Unit price      Amount
[Website design, 5 pages]        [1]     [1,200.00]      [1,200.00]
[Hosting setup]                  [1]     [150.00]        [150.00]
[Extra content pages]            [4]     [75.00]         [300.00]
                                         Subtotal        [1,650.00]
                                         [Sales tax 8%]  [132.00]
                                         TOTAL DUE       [USD 1,782.00]

Payment instructions
[Bank name] · Account [number] · [Routing / IFSC / sort code]
[UPI ID / mobile money number / payment link]

Notes and terms
Payment is due within [15] days of the issue date.
Please quote the invoice number with your payment.

Thank you for your business.

What goes in each part of an invoice

PartWhat it saysExample
TitleThe word Invoice at the topINVOICE
Your detailsBusiness name, address, phone and tax ID if you have oneBright Studio LLC, 14 Elm St
Invoice numberA running number that never repeatsINV-2026-0042
Issue dateThe day you send the invoice6 November 2026
Due dateThe last day to pay21 November 2026
Bill toThe customer name and address as they want it writtenNorthwind Traders
LinesDescription, quantity, unit price and amountLogo design · 1 · 450.00
TaxThe tax name, the rate and the amountSales tax 8% · 132.00
Total dueSubtotal plus tax, with the currencyUSD 1,782.00
Payment instructionsWhere and how to payBank transfer, UPI ID or payment link
Notes and termsLate fee, thank-you line or delivery notePay within 15 days

The generator above fills three of these for you. The number goes up by one after each download. The due date follows the days you type. The amounts and the total add themselves.

An invoice worked out with numbers

A web designer finishes a five-page site for a hardware shop. She bills on 6 November with 15 days to pay. Her state charges 8% sales tax on this work.

DescriptionQtyUnit priceAmount
Website design, 5 pages11,200.001,200.00
Hosting setup1150.00150.00
Extra content pages475.00300.00
Subtotal1,650.00
Sales tax 8%132.00
Total dueUSD 1,782.00

The due date lands on 21 November. The next invoice she sends starts at INV-2026-0043. If the shop pays half now, a receipt confirms the USD 891.00 and the balance stays open.

Creating invoices in Excel

The Excel file works on its own with no macros. Type the quantity and the unit price on each line. The amount column multiplies them for you.

  • Subtotal adds every line amount.
  • Tax rate sits in one cell. Change it once and the tax updates.
  • Total due adds the subtotal and the tax.
  • Due date adds the payment days to the issue date.

Save one copy per invoice with the number in the file name. A folder of files named INV-2026-0042, INV-2026-0043 and so on works as a simple invoice register.

Invoice number format

Pick one format and keep it for the whole year. The number must be unique so a payment always points to one invoice.

FormatExampleGood for
Plain running number0042A small business with few invoices
Prefix and yearINV-2026-0042Starting a fresh series each year
Customer codeNWT-0007Several invoices per customer each month
Branch or shop codeSHOP2-0118Two counters billing at the same time

Never reuse a cancelled number. Mark the invoice as cancelled and keep it in the series.

Same template for a shop, a company or a freelancer

Most invoice types change only a few lines. The layout stays the same.

Invoice typeWhat changes
Shop invoiceMany short lines with item codes and quantities
Company or business invoiceRegistered name, tax ID and purchase order number
Customer invoiceCustomer account number under Bill to
Payment invoiceDeposit already paid shown as a minus line
Manual invoicePrinted blank and filled in by hand, same fields
Computer invoiceTyped and saved as PDF, no signature line needed

When the document itself changes, a separate template fits better. Indian businesses use the bill format and the GST invoice format. Landlords use the rent invoice template.

When to send an invoice

  • Right after you deliver goods or finish a job.
  • At the start or end of each month for retainers and rent.
  • At each stage of a project billed in parts.
  • When a customer asks for one to approve the payment internally.

Send it the same day. An invoice sent two weeks late gets paid two weeks late.

Common invoice mistakes

  • No due date. «Pay on receipt» is vague. A date gets paid first.
  • A wrong customer name. Large buyers return invoices that do not match their records.
  • Vague lines. «Services» invites questions. «Logo design, 3 revisions» does not.
  • Missing payment details. The customer should not have to ask for your account number.
  • Tax added to the wrong base. Tax goes on the subtotal after discounts.
  • Editing a sent invoice. Issue a credit note or a new invoice instead.

Let the reminders go out on their own

An invoice only starts the clock. Makatea sends the WhatsApp reminder a few days before the due date and again after it.

When the customer pays, Makatea records the payment and the balance updates. Your list of who owes what stays current without a spreadsheet.

Start with your customer list in Excel. The first 14 days are free and need no card.

Free on Makatea: proforma invoice template · rent receipt template · free receipt template · free invoice generator

Frequently asked questions

Is this invoice template free?

Yes. Fill it in, download it and use it as often as you like. No account is needed.

Can I make an invoice in Excel?

Yes. Download the Excel file. Line amounts, tax and the total calculate as you type.

What is the difference between an invoice and a receipt?

An invoice asks for payment. A receipt confirms the payment arrived. Send the invoice first and the receipt once you are paid.

Does an invoice need a signature?

No. A typed or computer invoice is valid without one in most countries. Some buyers still ask for a signed copy.

Can I send the invoice on WhatsApp?

Yes. Download the image for WhatsApp and send it in the chat with the customer. The PDF works for email.

Which currencies does the generator support?

14. The list runs from USD and INR to GBP, EUR, ZAR, KES and PHP.

Is this a government e-invoice?

No. GST e-invoices with an IRN and other government e-invoices come from the tax portal. This template is for your own billing and collections.

Your recurring collections on autopilot

Makatea sends the reminders over WhatsApp and email, records every payment and tells you who to follow up with first.

14 days free · No card

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