-  - [Resources](https://www.hubspot.com/resources) - [Templates](https://www.hubspot.com/resources/templates) - Basic Invoice Template # Basic Invoice Template - Excel, PDF Don't want to mess around with design? This free basic invoice template is perfect for you.    Join thousands of professionals using this resource. Download for Free Previous slide Next slide -  ## 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](https://meliopayments.com/blog/should-businesses-continue-to-tolerate-late-payments/) 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](https://www.paidnice.com/blog/late-fee-laws-by-all-us-states) 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: 1. - 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. Download for Free ## Frequently Asked Questions ### What is the basic structure of an invoice? 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. ### Can I edit the basic invoice template? 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.  ### How do you lay out a simple invoice? 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. ### Is this template free? __Yes, HubSpot invoice templates are completely free.__ 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. ### Related Tags: - [Templates](https://www.hubspot.com/resources/templates) - [Excel](https://www.hubspot.com/resources/templates/excel) - [PDF](https://www.hubspot.com/resources/templates/pdf) - [Sales](https://www.hubspot.com/resources/templates/sales) - [Startup](https://www.hubspot.com/resources/templates/startups) - [Agency](https://www.hubspot.com/resources/templates/agencies) - [Invoices & Receipts](https://www.hubspot.com/resources/templates/invoices-receipts) ## See other Business Templates Previous Next - ### Cost Estimate Template With this cost estimate template, you can provide your clients with an estimate of how much a project would cost. [Download Template](https://www.hubspot.com/resources/templates/cost-estimate) - ### Delivery Note Template Ensure a quick overview of the ordered services and goods. Upon receiving the goods, customers can check whether the order is complete. [Download Template](https://www.hubspot.com/resources/templates/delivery-note) - ### Order Form Template Simplify order management with this easily customizable free online order form template. [Download Template](https://www.hubspot.com/resources/templates/order-form-template) - ### Payment Reminder Template We have created a free template for payment reminders that allows you to quickly and easily enter the necessary information. [Download Template](https://www.hubspot.com/resources/templates/payment-reminder) - ### Price Quote Template Send price quotes to potential customers with this high-quality template. [Download Template](https://www.hubspot.com/resources/templates/price-quote) - ### Sales Receipt Template Quickly add the description and cost of the product/service your customer bought to this sales receipt template. [Download Template](https://www.hubspot.com/resources/templates/sales-receipt) - ### Vendor List Template Organize the businesses you purchase products and services from with this essential vendor list template. [Download Template](https://www.hubspot.com/resources/templates/vendor-list) - ### Work Order Template Use this work order template to document the work you've done and request payment. [Download Template](https://www.hubspot.com/resources/templates/work-order) - ### Service Invoice Template Use this professional template to request payment for your services. [Download Template](https://www.hubspot.com/resources/templates/service-invoice) - ### Questionnaire Template Use this free questionnaire template to collect data and understand how customers feel about your business. [Download Template](https://www.hubspot.com/resources/templates/questionnaire) - ### Fact Sheet Template Share information about your company with this compelling, versatile fact sheet template. [Download Template](https://www.hubspot.com/resources/templates/fact-sheet) [See All Business Templates](https://www.hubspot.com/resources/templates) Get the template for free! Download for Free These are templates provided for your convenience and use. Nothing on this page creates an attorney client relationship and is not legal advice. If you want professional information, please consult your own attorney. Close ## Download Free Template Available for Excel & PDF Form not available Copyright © 2026 HubSpot, Inc. - [Legal Center](https://legal.hubspot.com/legal-center) - [Privacy Policy](https://legal.hubspot.com/privacy-policy) - [Security](https://legal.hubspot.com/security) - [Website Accessibility](https://legal.hubspot.com/website-accessibility) - [Manage Cookies](https://www.hubspot.com)