Invoice & Quote Template

About the Invoice & Quote Template

Looking professional and getting paid on time starts with a proper invoice. This Invoice & Quote Template gives you both in one clean, branded file. Add your line items and the subtotal, VAT and total all calculate automatically — no maths, no mistakes, no scrambling in a word processor.

The invoice tab includes everything a proper invoice needs: your details, the client’s details, invoice number and dates, itemised lines, VAT and a clear total due, plus space for your payment details and terms. The matching quote tab lets you send professional quotes that convert into invoices with a couple of edits. It is the everyday essential every freelancer and small business needs.

Built in Excel and Google Sheets with clearly marked input cells and a print-ready layout, it is simple to use and yours to keep. Track what you’ve sent and what you’re owed with our [Client Management Dashboard](#/product/client-management-dashboard).

Who it's for

What's included

• Professional invoice and quote in one file
• Subtotal, VAT and total calculated automatically
• Your business details, client details, numbers and dates
• Space for payment details and terms
• Print-ready, clean layout you can brand
• Works in Excel and Google Sheets

How to download & use it

1. Check your email. The moment your payment goes through, we email your files to the address you enter at checkout. They usually arrive within a minute or two — if not, check your spam or promotions folder.
2. Download your files. Open the email and click the download button. Your files save straight to your device — nothing is posted, it is all instant and digital. Keep the email so you can re-download any time.
3. Open it. Open the file in Microsoft Excel, or upload it to Google Sheets (in Google Drive: New → File upload, then open with Google Sheets). It works on desktop, tablet and mobile.
4. Make it yours. Type into the highlighted input cells — everything else calculates automatically. Most files include a "Start Here" tab and sample data to guide you.

Need a hand? Every purchase includes free email support and free updates for life. If a file ever will not open, reply to your receipt and we will sort it.

Frequently asked questions

Can I change the VAT rate?

Yes — the 20% rate is in the formula and easily changed, or set it to zero if you are not VAT registered.

Can I add my logo?

Yes — the layout leaves room for your branding and details at the top.

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Instant digital download. Nothing is shipped. Files are delivered to your email the moment you buy, and you can re-download them any time. Single-business licence.