A sales invoice template for orders that get picked, packed and shipped. This template carries a teal masthead, a cream body, and a seven column table that holds quantity, item number, description, notes, unit price, discount and line total.

Get a working Excel file

Answer the questions and download a real .xlsx with live formulas, or a .pdf. When you change a quantity or a discount and the line total, the total discount, the subtotal, the tax and the grand total all move together.

What is on the invoice

A teal masthead with your company name and tagline
A bill-to block on the left, with the date, invoice number and customer ID on the right
A shipping address, separate from the billing details, and your own contact line
A terms strip: salesperson, job, shipping method, shipping terms, delivery date, payment terms and due date
A seven column items table with room for twelve rows
A totals block: total discount, subtotal, sales tax rate, tax amount and total
A thank you band across the foot

How to create your Sales Invoice

1. Open the template and click Generate.

2. Enter your company name and tagline for the masthead.

3. Add the customer's details, the invoice number and their customer ID.

4. Add the shipping address and your own contact line.

5. Fill in the terms strip: how it ships, when it arrives, when payment is due.

6. Add one row per product, with quantity, unit price and any discount as an amount.

7. Set your sales tax rate, then generate and download.

One limit worth knowing

The items table holds twelve rows. The totals sit below it, so a thirteenth line would land on top of them. For a bigger order, you can download the excel file and edit as you want.

Who is this sales invoice template for?

Wholesalers, distributors, makers and small manufacturers. Anyone selling physical products totrade customers who need item numbers to reconcile against. Anyone whose invoice has to say where the goods went as well as what they cost.

Note: This template is provided for convenience and general information only and is not legal, tax or accounting advice. What an invoice must show, which tax you must charge and how long you must keep records depend on where you and your customer are based, and selling across a border adds rules of its own. Check your local rules or ask your accountant. An invoice must reflect goods genuinely supplied.

#retail invoice template templates

Simple Sales Invoice Template (Excel)