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    Invoicing
    XLSX

    Invoice Template

    A clean, formula-driven invoice you can send to any client. Fill in your business details once and use it for every job.

    Why this matters

    A well-built invoice does more than request payment, it protects you legally, speeds up collection, and keeps your books clean. Every invoice you send should be numbered sequentially, dated, and tied to a specific customer and scope of work.

    The IRS requires you to keep copies of invoices for at least three years (seven years in some situations). Numbered invoices also make sales-tax filing and audits significantly easier.

    Clear payment terms (Net 15, Net 30, due on receipt) and accepted payment methods printed on the invoice reduce back-and-forth and shorten your average collection cycle.

    How to use it

    1. Replace the header block with your business name, address, phone, and email.
    2. Enter a unique invoice number using a consistent scheme (e.g. INV-1001, INV-1002).
    3. Set the invoice date and due date based on your payment terms.
    4. Fill in the Bill To block with the client's legal business name and billing address.
    5. Add one line per product or service with quantity, unit price, and tax rate, line totals calculate automatically.
    6. Enter the tax amount in cell E27 (or set to 0 if not applicable). The Total Due updates automatically.
    7. Update the payment terms footer with your accepted methods and remittance instructions.
    8. Save a copy in your records and send the PDF export to the client.

    Frequently asked questions

    Want us to set this up for you?

    Our team will implement this template into your bookkeeping workflow, connect it to your accounting software, and train your team.

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