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Basic Invoice Template for Excel, PDF

Don't want to mess around with design? This free basic invoice template is perfect for you.

Download Free Template

Available for Excel & PDF

Template Highlights

  • Add your company logo and website URL to make things official
  • Don't forget the Billing and Shipping fields
  • Enter the receipt number, the date, and the account number, if you have one
  • Next, fill out each line with a description of the product and how much it costs
  • Add any discounts, tax, and shipping at the bottom
  • Let the customer know which methods of payment you accept
  • Insert your terms and conditions
  • Download it as a PDF or Excel file
  • Print it, email it, push it, push it, to the limit, limit

 

What is a basic invoice?

A basic invoice is a document that outlines the transaction between a buyer and a seller. It itemizes the exchange by recording the products delivered or services rendered and their respective costs and acts as a formal payment request from the seller. 

Benefits of a basic invoice

A well-made invoice offers several benefits to a business:

  • Record keeping: An invoice helps with record-keeping for both sellers and buyers. You can use invoices to track sales, expenses, and transactions for accounting and financial reporting. 
  • Improved cash flow: Melio found that 59% of American small and medium businesses struggle with late payments. By sending a clear invoice on time, you may have a chance of beating those odds and getting paid in a timely manner.  
  • Legal protection: A detailed invoice shows the agreed-upon terms for the products or services. It can be convenient if you’re enforcing late fees to encourage customers to pay on time. 

How to create a basic invoice

Creating a basic invoice for your business is a straightforward process. Here’s a step-by-step guide:

  • Gather information: An invoice contains information about the transaction and the involved parties. So, you must collect all the necessary information before preparing the invoice, including: 
    • Your business name and contact information
    • Customer’s name and contact information
    • Description of products or services
    • The associated cost of each product or service
    • A unique invoice number
    • Invoice date and payment due date — and payment term
  • Use a template: Instead of creating an invoice from scratch, you can use great templates like HubSpot’s free basic invoice template — available as an Excel and a PDF template.
  • Customize the template: Once you have chosen a template, make it your own by populating it with the data you gathered in the first step.
  • Review and proofread: Review all the items on the invoice to avoid typos or missing zeros.
  • Send the invoice: Save your invoice as a PDF or print it and then send it via email, mail, or your chosen communication channel. 

Frequently Asked Questions

A basic invoice consists of several key elements. At the top, you have the invoice number, sender’s information, and customer’s details. In the middle, you have a description of products or services and their associated costs. Finally, the total price, taxes, and payment terms are at the bottom.

Yes, you can edit HubSpot's free basic invoice template with Excel or as a PDF. You can add your details and use the invoice for your business worry-free. 

If you want to create a simple invoice, you can start with HubSpot’s free basic invoice template and fill in the fields with your company details.

As free can be. Once you’ve entered your contact information, you can instantly download this template (along with all the other templates in this collection!). That’s it.

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