[Company Name] INVOICE

[Street Address] DATE 5/1/2014

[City, ST ZIP] INVOICE # [123456]
Phone: [000-000-0000] CUSTOMER ID [123]
Fax: [000-000-0000]
Website:

BILL TO: SHIP TO:

[Name] [Name]
[Company Name] [Company Name]
[Street Address] [Street Address]
[City, ST ZIP] [City, ST ZIP]
[Phone] [Phone]

SALESPERSON P.O. # SHIP DATE SHIP VIA F.O.B. TERMS

ITEM # DESCRIPTION QTY UNIT PRICE TAX TOTAL

[23423423] Product XYZ 15 150.00 x 2,250.00
[45645645] Product ABC 1 75.00 x 75.00
-
-
-
-
-
-
-
-
-
-
-
-
-
[42]
SUBTOTAL 2,325.00
Other Comments or Special Instructions TAXABLE 2,325.00
1. Total payment due in 30 days TAX RATE 6.875%
2. Please include the invoice number on your check TAX 159.84
S&H -
OTHER -
TOTAL $ 2,484.84

Make all checks payable to

[Your Company Name]

Sales Invoice Template 2014 Vertex42.com

 If you have any questions about this invoice, please contact
[Name, Phone #, E-mail]
Thank You For Your Business!

Sales Invoice Template 2014 Vertex42.com

[Company Name] INVOICE
[Street Address] DATE 5/1/2014
[City, ST ZIP] INVOICE # [123456]
Phone: [000-000-0000] CUSTOMER ID [123]
Fax: [000-000-0000]
Website:

BILL TO: SHIP TO:

[Name] [Name]
[Company Name] [Company Name]
[Street Address] [Street Address]
[City, ST ZIP] [City, ST ZIP]
[Phone] [Phone]

SALESPERSON P.O. # SHIP DATE SHIP VIA F.O.B. TERMS

ITEM # DESCRIPTION QTY UNIT PRICE TAX TOTAL

PC1221 XYZ Base Product 15 1,234.00 x 18,510.00
PC1221abc options: ABC 1 123.00 x 123.00
PC1221def options: DEF 1 87.00 x 87.00
PC1221gh options: GH 1 467.00 x 467.00
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
[42]
SUBTOTAL 19,187.00
Other Comments or Special Instructions TAXABLE 19,187.00
1. Total payment due in 30 days TAX RATE 6.875%
2. Please include the invoice number on your check TAX 1,319.11
S&H -
OTHER -
TOTAL $ 20,506.11

Make all checks payable to

[Your Company Name]

Sales Invoice Template 2014 Vertex42.com

 If you have any questions about this invoice, please contact
[Name, Phone #, E-mail]
Thank You For Your Business!

Sales Invoice Template 2014 Vertex42.com

[Company Name] INVOICE
[Street Address] DATE 5/1/2014
[City, ST ZIP] INVOICE # [123456]
Phone: [000-000-0000] CUSTOMER ID [123]
Fax: [000-000-0000]
Website:

BILL TO: SHIP TO:

[Name] [Name]
[Company Name] [Company Name]
[Street Address] [Street Address]
[City, ST ZIP] [City, ST ZIP]
[Phone] [Phone]

SALESPERSON P.O. # SHIP DATE SHIP VIA F.O.B. TERMS

ITEM # DESCRIPTION QTY UNIT PRICE TAX TOTAL

[2345678] Product XYZ 15 150.00 x 2,250.00
[2342342] Product ABC 1 75.00 x 75.00
-
-
-
-
-
-
-
[42]
SUBTOTAL 2,325.00
Other Comments or Special Instructions TAXABLE 2,325.00
1. Total payment due in 30 days TAX RATE 6.875%
2. Please include the invoice number on your check TAX 159.84
S&H -
OTHER -
TOTAL $ 2,484.84

If you have any questions about this invoice, please contact Make all checks payable to
[Name, Phone #, E-mail] [Your Company Name]
Thank You For Your Business!

Please detach the portion below and return it with your payment.

REMITTANCE
[Company Name] DATE
[Street Address] INVOICE # [123456]
[City, ST ZIP] CUSTOMER ID [123]
Phone: [000-000-0000]
Fax: [000-000-0000] AMOUNT ENCLOSED
[Company Name] INVOICE
[Street Address] DATE 5/1/2014
[City, ST ZIP] INVOICE # [123456]
Phone: [000-000-0000] CUSTOMER ID [123]
Fax: [000-000-0000]
Website:

BILL TO: SHIP TO:

[Name] [Name]
[Company Name] [Company Name]
[Street Address] [Street Address]
[City, ST ZIP] [City, ST ZIP]
[Phone] [Phone]

SALESPERSON P.O. # SHIP DATE SHIP VIA F.O.B. TERMS

ITEM # DESCRIPTION QTY UNIT PRICE TAX TOTAL

PC1221 XYZ Base Product 15 1,234.00 x 18,510.00
PC1221abc options: ABC 1 123.00 x 123.00
PC1221def options: DEF 1 87.00 x 87.00
PC1221gh options: GH 1 467.00 x 467.00
- -
- -
- -
- -
- -
[42]
SUBTOTAL 19,187.00
Other Comments or Special Instructions TAXABLE 19,187.00
1. Total payment due in 30 days TAX RATE 6.875%
2. Please include the invoice number on your check TAX 1,319.11
S&H -
OTHER -
TOTAL $ 20,506.11

If you have any questions about this invoice, please contact Make all checks payable to
[Name, Phone #, E-mail] [Your Company Name]
Thank You For Your Business!

Please detach the portion below and return it with your payment.

REMITTANCE
[Company Name] DATE
[Street Address] INVOICE # [123456]
[City, ST ZIP] CUSTOMER ID [123]
Phone: [000-000-0000]
Fax: [000-000-0000] AMOUNT ENCLOSED
ITEM DESCRIPTION ITEM # UNIT PRICE

XYZ Base Product PC1221 1,234.00

options: ABC PC1221abc 123.00
options: DEF PC1221def 87.00
options: GH PC1221gh 467.00
PRICE LIST

The drop-down list in the Invoice1b and Invoice2b

worksheets is based on the list of items in column A
of this worksheet. The Item # and Unit Price in the
invoice are selected by matching the Item Description.
So, make sure that your Item Descriptions are all
unique. The cell formatting in this worksheet does
not affect anything, so you can use formatting to
help you help organize your products.
Sales Invoice Template

By Vertex42.com
http://www.vertex42.com/ExcelTemplates/sales-invoice-template.html

2008-2014 Vertex42 LLC

This spreadsheet, including all worksheets and associated content is

considered a copyrighted work under the United States and other copyright
laws.

Do not submit copies or modifications of this template to any website or online

template gallery.

Please review the following license agreement to learn how you may or may
not use this template. Thank you.

See License Agreement

http://www.vertex42.com/licensing/EULA_privateuse.html

Do not delete this worksheet. If necessary, you may hide it by right-clicking

on the tab and selecting Hide.
Description

Vertex42's Sales Invoice Template consists of a single Excel workbook with multiple worksheet tabs, givi
defined price list.

Sales Invoice Template

Screenshot
Basic Sales Invoice

Sales Invoice Template

Sales Invoice
with Remittance

Basic Sales Invoice: The primary invoice (Invoice 1a & 1b) is shown in the screenshot on the left and con

Sales Invoice with Remittance: The second design (Invoice 2a & 2b) is the same as the first except for th

Price List Option: If you want the ability to select products from a drop-down list, you can use the "Sales

First, you define the list of products with their item #'s and unit prices in the PriceList worksheet. Then,
will be included automatically.

Update 12/27/2014: The newest .xlsx version now includes a column for indicating whether or not each

Using the Sales Invoice Templates

Any value within [brackets] is meant to be replaced with your company or customer's information. Custo
save your customized spreadsheet as a template file so that you have ready-access to a pre-populated in
invoices:
[Company Name]: The main title and address listed at the top of the invoice is for the company that is
Bill To: The name and address of the customer. This information is usually tied to the a specific Custom
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 contac
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
F.O.B.: This stands for "Free On Board" which is usually "Destination" or "Shipping Point". For more infor
Terms: This field is usually used for payment terms such as the method of payment or when the payme
described in more detail in the Special Instructions block.

Sending the Invoice to a Customer:

The recommended way to send this invoice to a customer (other than by printing and mailing it) is to fir
conversion software often allows you to 'Print' to a PDF by selecting the PDF driver as if it were a separa

See our Invoicing article, which explains a method for managing your invoices.
F.O.B.: This stands for "Free On Board" which is usually "Destination" or "Shipping Point". For more infor
Terms: This field is usually used for payment terms such as the method of payment or when the payme
described in more detail in the Special Instructions block.

Sending the Invoice to a Customer:

The recommended way to send this invoice to a customer (other than by printing and mailing it) is to fir
conversion software often allows you to 'Print' to a PDF by selecting the PDF driver as if it were a separa

See our Invoicing article, which explains a method for managing your invoices.

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
you insert a row below the last item in the list, then the subtotal won't be updated correctly (you'd need

After inserting the new row, you need to copy and paste from the row above so that the formatting, inc
 le worksheet tabs, giving you the option of including a remittance slip or selecting items from a pre-

hot on the left and consists of the core set of features mentioned above.

s the first except for the addition of the remittance slip at the bottom.

, you can use the "Sales Invoice with Price List" worksheets (Invoice 1b and Invoice 2b).

eList worksheet. Then, when you select the items from the drop-down list, the Item # and Unit Price

ng whether or not each item should be taxed.

mer's information. Customize the spreadsheet by first entering your company name and address. Then
ss to a pre-populated invoice when you need it. Below are descriptions of some fields used in sales

or the company that is selling the products (i.e. the Vendor).

o the a specific Customer ID, while the Ship To field may be different.

son listed as the contact at the bottom of the invoice.

ustomer).
You could also include a hyperlink to a web page that explains the particular method of shipment.
g Point". For more information, see F.O.B. at wikipedia.com
ent or when the payment is due (e.g. Net 30 Days). Details that don't fit within the Terms field can be

and mailing it) is to first convert the invoice worksheet to a PDF file and then email the PDF file. PDF
er as if it were a separate printer (it would be listed along with your other printers in the Print window).
g Point". For more information, see F.O.B. at wikipedia.com
ent or when the payment is due (e.g. Net 30 Days). Details that don't fit within the Terms field can be

and mailing it) is to first convert the invoice worksheet to a PDF file and then email the PDF file. PDF
er as if it were a separate printer (it would be listed along with your other printers in the Print window).

rows above the last row in the table so that the subtotal formula will stretch to include the new row. If
ed correctly (you'd need to manually modify the formula).

hat the formatting, including the borders, ends up the same as the rest of the list.