Invoice Template

Issue a clean invoice with per-line discount and per-line tax, and a total that recalculates itself

✓ No account, no email · ✓ Excel 2016+ and Google Sheets · ✓ Free for commercial use

Most invoice templates break the moment one line is taxed differently from another, because the tax sits at the bottom as a single rate. This one carries the rate on the line, so a mixed invoice — standard-rated work beside a zero-rated expense — needs no second table and no manual arithmetic. The due date follows from the invoice date and your payment terms, which is the field people most often forget to update.

What the worksheet looks like

The actual columns, with sample rows

Invoice sheet: tax and discount live on the line, not at the bottom.
A	B	C	D	E	F	G
1	Description	Qty	Unit price	Discount %	Tax %	Amount
2	Dashboard build — 2 days	2	450.00	0%	20%	900.00
3	Monthly data refresh	1	120.00	10%	20%	108.00
4	Travel, rebilled at cost	1	86.40	0%	0%	86.40

The formulas that do the work

Why each one is written the way it is

=IF(A18="","",B18*C18*(1-D18)) Line amount. The IF keeps unused rows blank instead of printing a row of zeros down the page, which is what makes the printed invoice look finished.
=SUMPRODUCT(IF(A18:A29="",0,B18:B29*C18:C29*(1-D18:D29)*E18:E29)) Total tax, computed line by line and then added up. A single rate applied to the subtotal would be wrong the moment two lines differ.
=B12+B13 Due date from the invoice date plus your payment terms in days, so changing the terms moves the date.

An invoice with three different tax treatments

A worked example with real numbers

Two days of build work at 450 a day, standard-rated. A monthly refresh at 120 with a 10% loyalty discount, also standard-rated. And 86.40 of travel rebilled at cost, which carries no tax. The subtotal is 1,094.40, the tax is 201.60 — charged on the first two lines only — and the total is 1,296.00. Put a single 20% rate at the bottom instead and you would over-charge the customer 17.28 and have to issue a credit note.

What is in the workbook

Every tab, and what it holds

Every tab in the workbook and what it is for.
Tab	Contents
README	What to fill in and what is calculated, with the colour key.
Invoice	The invoice itself: your details, the customer, twelve line rows, and the totals.

Features and related templates

What is included, and what to look at next

What it does

Per-line discount and per-line tax rate
Due date derived from your payment terms
Unused rows stay blank on the printed page
Twelve line items, extendable by copying a row
Excel 2016+ and Google Sheets

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Questions about this template

The ones that come up most

Can I add more than twelve lines?

Yes. Select the last line row, copy it, and insert as many as you need above the Subtotal row. The Subtotal and Tax formulas use a range, so they pick up inserted rows automatically — insert rather than overwrite the total row.

How do I charge no tax at all?

Set the Tax % column to 0 on every line. The tax row then reads zero and you can hide it. Do not delete the column: the total formula references it.

Does it handle a currency other than dollars?

Yes, it is only a number format. Select the amount cells and change the format to your currency; nothing in the formulas depends on the symbol.