The free template
- A clean CSV invoice for Excel or Sheets
- You send it, track it, and follow up yourself
- Each invoice starts from a blank copy of the file
- Payment status lives in your head or a spreadsheet
Free invoice template for Excel and Sheets.
An invoice asks a client to pay for work you have delivered, with a number, a due date and clear terms. Pick a template, add your business name, and download it as a CSV that opens directly in Excel or Google Sheets. Free, instant, no signup.
No signup Instant download Works in Excel & Google Sheets
Your details
Template
Opens in Excel and Google Sheets. Need a finished invoice instead? Use the free invoice generator for a print-ready document, or print a blank invoice template to fill in by hand.
Y
Your business nameBill to Client name
INVOICE| Description | Hours | Rate | Amount |
|---|---|---|---|
| Design consultation | 2 | $150 | $300 |
| Implementation work | 6 | $150 | $900 |
| Revisions | 1.5 | $150 | $225 |
Total$1,425
Payment terms — due within 14 days.
The connected version
- Every invoice stays attached to the client record
- Payment status and reminders are tracked automatically
- Payment links let clients pay online
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
01
Pick a template
Hourly services, fixed-fee project, or monthly retainer — the line items switch with it.
02
Add two names
Your business and the client — the invoice document updates live as you type.
03
Download the CSV
One click, a clean file that opens in Excel and Google Sheets with the lines ready.
This file works once. Workspace369 makes it a workflow.
Workspace369 — the connected version
- Clients approve the proposal online, from the link
- Approved proposals convert to invoices in one click
- Payment links collect online; payment plans start on Specialist
- Follow-up reminders run on a schedule with automations
- Everything lands on the client record — status always visible
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Free done-for-you setup until December 31, 2026. After signup, claim free setup in your workspace. See free setup
If you send invoices every month, Workspace369 keeps each one tied to the client and sends automatic overdue reminders at 1, 3, 7, 14 and 30 days. Invoicing software for freelancers
What an invoice must include
An invoice is a request for payment for work you have delivered, so it should answer every question before the client has to ask it. Whatever the layout, make sure these are all present.
- Your business name and contact details, and the client's billing details.
- A unique invoice number and the issue date.
- Itemized lines, each with a description, quantity or hours, rate and amount.
- Subtotal, any taxes or discounts that apply, and the total due.
- The due date and the payment terms.
- How to pay: a payment link or your bank details.
Numbering your invoices
The invoice number is the label the client's accounts team uses to find, approve and pay the bill. Use a simple sequence such as INV-0001, INV-0002, a dated one such as 2026-0001, or a client prefix such as ACME-0001. Pick one format and keep to it.
Never reuse a number, never skip one on purpose, and pad with zeros so the list sorts properly. In a spreadsheet template, change the number in the file name and the document each time, because a duplicate is a common reason an invoice stalls.
Due dates and payment terms
Payment terms are the days the client has to pay, counted from the invoice date. Due on receipt suits small jobs and new clients. Net 14 is common for freelancers and small studios. Net 30 is the default for many established businesses. Longer terms such as net 45 or net 60 usually come from large companies and cost you cash flow.
Print the term and the exact due date on the invoice, and agree it in the proposal beforehand. Retainers are better billed on a fixed date each month than on net terms.
Late-payment reminders
Most late payments are not refusals. The invoice was missed, is waiting for approval or slipped down an inbox. A short, regular reminder routine fixes most of them without any awkwardness.
- A few days before the due date, a friendly heads-up with the invoice number and a payment link.
- On the due date, a brief note that payment is due today.
- A few days after, a polite follow-up asking whether anything is blocking payment.
- Later, a firmer message that restates the terms and any late fee you agreed in advance.
Reminders and late fees in Workspace369
Workspace369 sends late-payment reminders on every plan, and invoices carry payment links so clients can pay online. Automatic late fees on overdue invoices start on Commander.
Invoice template questions
Can I use a spreadsheet for invoices?
Yes. A spreadsheet works while you have a handful of invoices, as long as each one has a unique number and complete details. As volume grows, tracking what has been sent, paid and overdue by hand becomes the main cost, and that is when invoicing software helps.
What is the difference between an invoice and a receipt?
An invoice asks for payment and is issued before the client pays. A receipt confirms payment and is issued afterwards, showing what was paid, when and how. They usually share the same line items and invoice number so the records match.
How soon after the work should I send the invoice?
As soon as the work or milestone is delivered, or on the date you agreed for retainers. Sending the same day keeps the work fresh in the client's mind and starts the payment clock earlier, while a late invoice tends to be paid late.