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Freelance Invoice Excel Template

4.86 (7 reviews)

Freelance Invoice Template makes it easy to create hourly or project based invoices in Excel. Includes client database. Print & Export to PDF.

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TEMPLATE DESCRIPTION

To be able to maintain accounting sustainability every institution, company, and even for freelance jobs individuals must issue an invoice for the products and services they deliver, in an Excel template or any other format they prefer.

However, creating a new invoice for each job you perform could be an unpleasant errand every day. Especially if you have loyal customers and working for a small amount of money. Typing their information, day by day, all the time could be an annoying, boring, and regular errand.

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One of the methods which could help to achieve effectiveness and time-efficiency is to create a ready-to-use template. Freelance Invoice Template is a tool used to create different kinds of job invoices for different customers in a handy way. It will save your customer’s details and create an invoice according to their payment method to be able to add the transaction fees to the total cost.

Freelancer Invoice Template

Freelance Invoice Template gathers the data of customers’ addresses and contact information with their payment method. With your bank information and the payment method you choose make this template really handy because with a few clicks on the dashboard you can calculate and set the invoice easily without sparing a lot of time on it.

Basically, the tool is constructed in 4 parts:

  • Two sections to create the main invoice – Hourly Invoice, Project Invoice
  • Database section for “Customers” and “My Details“.

Once you input the necessary details of the job, the template automatically brings you a well-designed Invoice format from which you could benefit in terms of work-based and time-based.

My Details:

The personal details you input here will be used in the Invoice sheets. Therefore, once you write your details here, it is going to appear on the invoice automatically. Moreover, you may add different payment methods to the list below and expand it if you would like to get additional rows.

Also, you’ll be able to choose different payment methods for different customers. Then the payment description will display and the payment fee will be calculated automatically on the Payment Fee part of the invoice sheets according to the customer you choose.

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Freelance Invoice Template – Customer Details:

Add the details of your customers to the table in order to import their addresses on the invoices. Here you can select the payment method that they are willing to pay which is fed by My Details. So you can adjust payment methods in this section as well.

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After setting the fees in “My Details” section, select the payment method for each customer from “Payment Method”.

Project Invoice:

Billed to Part is already ready to choose your customers and besides that, you will be able to select the Payment Details that you have already typed in the Payment Description part of My Details.

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Below, type in the period of time taken for the job, the date of invoice issued, and the due date. The other table contains the project details that you are proceeding with or have already completed. Just input your project name, and milestones your customers created(if any).

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Finally, as soon as you write your charge, the freelance invoice template will calculate Total Due along with the Payment Type Fee you put into the My Details section before.

Please note that the date format that you should apply is DD/MM/YYYY.

Hourly Invoice:

The hourly Invoice is nearly the same as the Project Invoice part. The only you have to do is type in your Project Name, your hourly rate, the hours you worked for customers, and the charge again.

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Freelance Invoice Template Features Summary:

  • Ready-to-use Invoice Template for Freelance Work
  • Two billing options: Hourly and Project Based
  • Customer Database, Payment Details, Payment Fees
  • Full Print Ready
  • Informational notes included
  • No installation needed
  • Ready to use
  • Works both on Mac and Windows
  • Compatible with Excel 2010 and later versions
  • Does not include any VBA macros

Freelancer Invoice Template is a ready-to-use Excel Template and provided as-is. If you need customization on your reports or need more complex templates, please refer to our custom services.

PRODUCT VIDEO

Watch the video below to see the template in action! Presentantation also includes usage notes, explanations and tips & tricks about the template.

FREQUENTLY ASKED QUESTIONS

USER REVIEWS & COMMENTS

7 reviews for Freelance Invoice Excel Template

  1. Dominika

    Loved the product it’s good and complete, I have a question, how do I change the payment method if I use something else than PayPal??

    • Someka

      Hi Dominika,

      Thank you for your kind words.
      You can change the payment option in the invoice to any you like.
      Just make sure to unlock it using the password and then go to the ´payment option´ section and modify it as you can see in the picture.
      Make sure to change the fee, taxes, and any other parameter that may apply as well

      Freelancer-Invoice-Template_Review2

  2. Raoul Özil

    This template wonderful. It helped me a lot organizing myself and controlling my finances so I can concentrate on doing my tasks

  3. Arthur

    REALLY USEFUL!

  4. Nan G

    hey team hello everything is good can you just add my logo?

    • Someka

      Hello Nan,

      You can remove the logo or replace it with your own logo for each sheet. For Free Versions, you are not allowed to remove the logo or alter any copyrighted material in the template.
      You can do it in the full version. Please check how to do that in this link.

      how-to-remove-someka-logo

      Hope this helps!

  5. Dillon

    I love your product and want to change my license to share it with others in my department. Can you please share a multi-license? we need this as a team

    • Someka

      Hello Dillon,

      We may surely upgrade your license from single-user to multi-user. Just email us at contact@someka.net and our team will contact you with a link to upgrade your license.

  6. ANTHONY

    Hi,
    Looks great. Unfortunately no use to me as I cannot change the currency.

    • Someka

      Hi Anthony, thanks a lot for your interest!

      The modifiable version allows you to change the currency of the template. Once you unlock the template, please select the cells you would like to change the currency and open the format window. Now, you can select the currency that you would like to apply.
      For further questions please do not hesitate to contact us!

      Best regards,

  7. Asad

    Ready to use

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