Invoice Template — Google Sheets & Excel

About this product

Fill in one clean invoice, send it as a PDF, and log it in one place — then watch exactly who's paid, who's outstanding, and who's overdue update automatically. Built for freelancers, consultants, and small business owners who bill clients regularly.

What you get

• A clean, printable Invoice tab — company info, client info, 15 line items, auto-calculated Subtotal/Discount/Tax/Total Due
• An Invoices log with 40 built-in rows to track every invoice you send
• Automatic red flag when an unpaid invoice is past its due date — no manual status updates needed
• Full payment Dashboard — Total Invoiced, Total Paid, Total Outstanding, Overdue Amount, Avg Invoice Value
• Paid vs. Outstanding and by-status breakdown with visual bars and charts
• Color-coded, protected cells — formulas can't be accidentally overwritten
• Works in Google Sheets AND Excel — no special functions, no compatibility gaps

How it works

1. Download the .xlsx file
2. Upload it to Google Sheets (File → Import → Upload) or open it directly in Excel
3. Fill in your company info once at the top of the Invoice tab
4. Fill in the client's info, invoice #, dates, and line items — totals calculate instantly
5. Export to PDF (File → Download → PDF) or print, and send it to your client
6. Log it on the Invoices tab — mark it Paid once you've been paid, and the Dashboard updates automatically

Key features

• Auto-calculated Subtotal, Discount %, Tax %, and Total Due on the Invoice tab
• Invoices log: invoice #, client, issue date, due date, amount, status, paid date
• 🎉 Overdue invoices highlight automatically — the Dashboard counts them, the log flags them red
• Paid rows highlight green so your fully-collected invoices are obvious at a glance
• Dashboard breakdown by Paid / Unpaid (not due) / Overdue — count, value, % of total

100% private & offline-capable

Your data lives in your own Google Sheets copy or local Excel file — nothing is sent anywhere.

Questions