Invoice Template

About this download

NEW: Now includes a native Google Sheets version

Send professional invoices and always know who owes you, what you spent, and how much to set aside for taxes. This auto-calculating spreadsheet gives a freelancer or self-employed business owner a printable invoice generator, a client directory, a full payment tracker, an expense log, a quarterly tax estimator, and a live dashboard, all in one file. Type only the white cells and every due date, balance, total, net, and set-aside builds itself.

WHAT'S INSIDE (8 tabs)

• Start Here: plain-English setup, a color key, and a works-everywhere note
• Dashboard: invoiced, collected, and spent this year, your net income after expenses, money still outstanding, overdue count, average days to get paid, this quarter's tax set-aside, plus charts for invoiced vs collected by month, invoices by status, and expenses by category
• Invoice Generator: a clean, printable one-page invoice. Pick a client and the bill-to details fill in from your Client List, type your line items, and the subtotal, tax, and total build themselves. Print it or save as PDF to send.
• Client List: your client directory and the source of the client dropdowns. Enter each client once.
• Payment Tracker: one row per invoice, from sent to paid, with an automatic due date, balance due, an OVERDUE and DUE SOON alert, and days to pay
• Expense Log: one row per business cost, with categories, payment method, an optional client for billable costs, and a tax-deductible flag. Your deductible expenses feed the dashboard and the tax estimator.
• Quarterly Tax Estimator: set your tax year and set-aside percent once and see how much to hold back each quarter. It shows a set-aside on the money you collected and a set-aside on your net after the expenses you marked deductible.
• Lists: the dropdown choices (statuses, payment terms, expense categories, and payment methods). Edit these to fit how you work.

𝗪𝗛𝗬 𝗧𝗛𝗜𝗦 𝗢𝗡𝗘

• Truly auto-calculating: type only the white cells, everything else updates itself
• A real invoice generator AND a payment tracker AND an expense log AND a tax set-aside estimator in one file, not just a blank invoice
• See your net income after expenses, not just what you invoiced
• Automatic OVERDUE and DUE SOON alerts so nothing slips through
• Set-aside follows real cash (money collected), with a second view that nets your deductible expenses
• A Show sample data switch on the Settings tab fills the Dashboard and Tax summary with example numbers so you can see how it works. The file arrives with it off.
• Room to grow: about 250 invoice rows, 250 expense rows, and 60 clients

𝗛𝗢𝗪 𝗧𝗢 𝗨𝗦𝗘 𝗜𝗡 𝗚𝗢𝗢𝗚𝗟𝗘 𝗦𝗛𝗘𝗘𝗧𝗦

Go to drive.google.com, choose New, then File upload, pick this file, then open it with Google Sheets. All formulas, dropdowns, and charts come across and recalc is automatic.

This is a digital download. Nothing will be shipped or mailed. You will receive the spreadsheet file.

Please note: this is a general planning and record-keeping template, not financial, accounting, or tax advice. The tax set-aside is an estimate. The on-collected view is figured on the money you collect, before expenses; the on-net view subtracts the expenses you mark deductible, so it depends on you flagging deductions correctly, and some costs (for example meals and home office) have special limits. IRS estimated-tax periods are not even calendar quarters. Confirm your set-aside percent, which expenses are deductible, your payment periods, and due dates with a qualified tax professional before you rely on them.

𝗦𝗘𝗘 𝗔𝗟𝗦𝗢

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