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Vertex42's free invoice template for Excel is a perfect budget-friendly solution for service companies, consultants, and freelancers. We designed our free invoice template to be compatible with nearly every spreadsheet program. If you need to provides quotes to your customer, you can use our quote template, which is based on the same design as this invoice. If you need help with invoice management (keeping track of your invoices), read our Small Business Invoicing article.
If you are looking for pre-printed invoice forms because you want to use the white-yellow-pink carbonless forms, you don't have to settle for what you find at an office supply store. You can use a template like the one above and customize your own invoice form with your own logo, company information, and terms and conditions, etc.
A note about using an invoice template for Word: Invoices include calculations, and that is why you should use a spreadsheet. Google Docs - This is a list of the most used invoice templates in the Google Docs gallery. Customer Relationship Management (CRM) systems and CRM software can help you increase sales by streamlining communications with your potential and current customers. A critical feature of any CRM system is to track communications with customers, plan follow-up contacts, update the lead status, and after gaining a customer, schedule future communication that will help you keep them as a customer.
The CRM template provides a starting point for people looking for an Excel-based CRM solution. In it's current form, this template is just a table formatted to allow sorting, filtering, and display of important customer information - a fancier version of the Contact List Template. The most complex part of the spreadsheet has to do with the conditional formatting used to highlight the dates in the Last Contact and Next Contact columns. I personally do not use CRM software, so future updates and versions of this template will be based on the feedback and requests that I get from users. Sorting and Filtering: This template is designed around Excel's built-in Sorting and Filtering features.


Demographics - For any contact, you'll want to record their name, company, job title or position, email, phone #, etc. Estimated Sale - For active customers, this might be the average monthly or annual sales figure - something to help you easily see the value of keeping that customer.
Next Contact - Planning follow-up communication is important, so use this column to record the date for the next contact and use the Next Action column to enter a code that describes what your follow-up action will be. Notes - There are many ways that you can record notes about communications with your leads.
Sales Log - If you want to create monthly or quarterly or annual sales reports, you'll need a way to record individual sales. They all include the same basic features and layout, except that three of them allow you to enter a Unit Cost and Quantity for each item.
If you do that, you should probably check the Subtotal and Taxable formulas to make sure that the totals reference the correct rows. Unless you create and send a large number of invoices each month, you may not need expensive or complicated invoice software. If you use an invoice form created in Word, you have to use your own calculator to figure out the totals. The Microsoft gallery often requires that you have the latest version of Excel, so that may not be a great solution if you want a general invoice that can be opened by everyone in your company. Online CRM software can help you integrate revenue tracking, sales, and email into an all-in-one system. I'm a fan of conditional formatting, but if you don't like it or want to change the colors, see Excel's help system (F1) for how to clear or change conditional formats.
Information that may be nice to know what not necessary to refer to on a day-to-day basis could be saved in the optional ContactDetails worksheet (which is just the contact list added to this workbook).
For potential customers, this could be your estimate of the customer's potential monthly or annual sales. The highlighting will make the cell green if the contact was recent, pink if it has been a long time since that last contact, or yellow for somewhere in between.


The Service Invoice form for Google Sheets, based on our original Excel invoice, is one of the most popular templates in the entire Google Templates gallery. The "Taxed" column lets you easily mark whether sales tax should be applied to a line item.
Our article outlines some basic file management techniques that you can use to manage invoices created using Excel. Of course, if all you are doing is designing a blank invoice form to be printed, Word may be fine.
If you don't need that type of integration and are just looking for a simple (and free) way to keep track of leads, then you can try using an Excel template. You can use a Notes column with Wrap Text turned on (though for long notes, that will make the table messy).
You could then add a Pivot Table to summarize the data, or create your own Excel dashboard to display important summary data. We have many invoices to choose from, so if the download on this page isn't what you need, browse our other invoice templates or tell us what you need. The formats include our original classic design and a couple more ink-friendly forms (two of these are shown in the preview images to the left). You can also use the optional ContactLog worksheet, to record notes about each individual communication.
It may not be everything you want it to be, but it might give you a head start on customizing your own solution or help you decide whether a spreadsheet-based solution is right for you.



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