Hidden
Business · Plainwork
Invoice & Quote Pack (Excel)
Invoice, quote and receipt templates with automatic totals, a client list and an invoice register that shows what is paid, unpaid or overdue.
One-time price, VAT includedExcel and Google SheetsDownload link by email
Try it
Use the real workbook before you buy.
Open the actual sheets of this file, see what each yellow area does, and change the key number to see what the workbook calculates.
Explore a preview with sample inputs. The downloadable workbook is the full product.
What you get
Built, tested, ready to use.
- Invoice and quote sheets with line items, discount %, tax % and totals calculated for you, set up to print on one A4 page
- Due date worked out from your payment terms; quote validity date calculated the same way
- Receipt sheet that looks up the invoice total and shows the balance remaining
- Client list with a drop-down on every sheet, so addresses fill in by themselves
- Invoice register for up to 200 invoices: status turns Paid, Unpaid or Overdue automatically, with days overdue and totals
- Dashboard with a year selector: invoiced vs collected per month, money by status and your top clients
In the download
- invoice-quote-pack.xlsx - workbook with 8 sheets (Start here, Settings, Invoice, Quote, Receipt, Clients, Register, Dashboard)
- README.txt - quick start and how the calculations work
- LICENSE.txt - licence terms
Personal or business use. Not for resale. Refunds: see our refund page.