11 Best Excel Invoice Template Sites (2024) [FREE]

Leave a Comment Excel Solutions, Software Reviews April 16, 2024

1. Introduction

1.1 Importance of Excel Invoice Template Site

Excel invoice templates provide businesses with a practical solution for billing clients. These ready-to-use designs simplify the process of creating professional invoices, helping businesses to maintain a consistent brand identity while ensuring compliance with tax and regulatory requirements. Various online sites offer an array of Excel invoice templates, each with differing levels of customization, templating ease, and overall user experience.

1.2 Objectives of this Comparison

The goal of this article is to compare multiple websites offering Excel invoice templates, aiming to provide a comprehensive assessment of their features, strengths, and limitations. This comparison will equip businesses and individuals with the necessary information to select the most suitable invoice template site that aligns with their needs and preferences.

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2. Microsoft Free Invoice Template

Microsoft, being the creator of Excel, offers users a variety of free invoice templates that can be downloaded directly from their website. These templates are designed to integrate seamlessly with Excel and allow users to create professional and straightforward invoices.

2.1 Pros

Brand Association: As Microsoft is a global leader in office solutions, users can expect a high-quality, reliable, and secure service.
Seamless Integration: Given that the templates are designed by Microsoft, they are guaranteed to work flawlessly with Excel.
Cost: The templates are free to use, making them an excellent choice for businesses on a tight budget.

2.2 Cons

Limited Customization Options: Microsoft’s free template options are somewhat basic, offering limited opportunities for customization compared to other platforms.
No Built-In Automation: The templates lack built-in features for automating repetitive tasks, which could increase productivity.
Require Manual Updates: Owing to their simplicity, these templates often require manual updates and administration, which could be time-consuming.

3. Invoice Simple Free Invoice Templates For Excel

Invoice Simple is a platform that provides a variety of free Excel invoice templates, aiming to streamline the invoicing process for businesses and freelancers. Their templates are designed to be user-friendly and come with step-by-step instructions to make the invoicing process easy and quick.

3.1 Pros

Selection: There is a large variety of templates available catered to different business needs.
Navigation: The templates are straightforward and easy to navigate for users of all levels of expertise.
User guidance: Each template comes with step-by-step instructions on how to use it, making the platform highly user-friendly.

3.2 Cons

Limited Customization: Despite a wide variety, the site’s templates offer limited flexibility when it comes to customization.
No Advanced Features: The templates don’t have advanced features that help with automatic calculations, tracking payments, etc.
Basic Design: Some users may find the design of the templates to be somewhat basic and lacking professional appeal.

4. Vertex42 Invoice Templates for Excel

Vertex42 offers an extensive collection of high-quality Excel invoice templates. Known for detail-oriented layouts and advanced features, their templates help businesses handle a wide range of invoicing needs. These templates leverage the power of Excel formulas for automated calculations and other advanced functionalities.

4.1 Pros

Meticulous Design: The templates offered by Vertex42 are designed with great attention to detail, ensuring a professional and polished end product.
Advanced Excel Features: The user can benefit from Excel’s advanced features, such as automated calculations, making the invoicing process efficient.
Variety: Vertex42 offers a very diverse range of templates catering to various business needs.

4.2 Cons

Excel Skills Required: To take full advantage of these advanced templates, a good understanding of Excel is essential, which may not be suitable for beginners.
Could be Overwhelming: The level of detail and functionality could be overwhelming for those looking for a simple and straightforward invoice template.
Limited Support: As these templates are free, the level of customer support provided may not be up to par.

5. Zoho Free Invoice Templates

Zoho provides a myriad of free invoice templates that can be exported into Excel. Known for its business solutions, Zoho’s invoice templates are designed to be professional and easy to use, suiting various businesses and industries.

5.1 Pros

Professional Designs: Zoho offers templates with a very professional look, helping businesses maintain a professional image.
Ease of Use: Templates are designed to be user-friendly, enabling even less tech-savvy users to navigate them with ease.
Solution Integration: If a business already uses other Zoho solutions, these templates can integrate nicely in the existing workflow.

5.2 Cons

Excel Export: The templates are not native Excel templates; they must be exported into Excel after creation, which may not be convenient for everyone.
Limited Customization: Although the templates have a professional look, customization options can seem lacking for some users.
Sign Up Required: To access these free invoice templates, the user must sign up for an account first, which some people may find intrusive.

6. FreshBooks Excel Invoice Templates

FreshBooks is a well-known financial management platform that also offers free Excel invoice templates. These templates have a professional design and provide automated invoice calculations, aiming to simplify the invoicing process for businesses of all sizes.

6.1 Pros

Professional Look: FreshBooks’ templates have a clean and professional design that suits a variety of businesses.
Automation: The templates provide automated calculations, saving users from manually entering data and reducing errors.
Reputation: Backed by a company known for its robust and user-friendly financial management solutions, these templates are reliable.

6.2 Cons

Limited Options: FreshBooks does not offer a vast range of templates, limiting users in choice.
Part of Larger Product: The invoice templates are part of FreshBooks’ larger financial suite, meaning some features may not be fully accessible without subscribing to the full product.
Complex Functionality: The high level of automation and integrated features may be overwhelming for some users who are not familiar with Excel.

7. Vyapar Invoice Format in Excel

Vyapar is an Indian-based application designed for small businesses. It provides a selection of Excel invoice templates designed to accommodate the local tax structure. Vyapar’s templates allow easy customization according to business needs, while also ensuring compliance with local tax rules.

7.1 Pros

Localized Templates: Designed to be in compliance with local tax laws, these templates are ideal for businesses operating in the Indian market.
Customization: Vyapar’s invoice templates are fully customizable, allowing users to tweak them based on individual business requirements.
Integration: The templates integrate well with the Vyapar app, allowing users to manage their invoicing and accounting in one place.

7.2 Cons

Limited Global Appeal: As they were designed primarily for the Indian market, the templates may not be ideal for international users.
Complex Functionality: The complexity of Tax structure related features may confuse users unfamiliar with local tax laws.
Required App: Users must download the Vyapar app to fully take advantage of these templates, which can be inconvenient.

8. Invoicer Excel Invoice Template

Invoicer is a platform dedicated to providing an array of invoice templates, including formats compatible with Microsoft Excel. These templates are designed with a focus on simplicity and professionalism, catering to freelancers and small businesses alike.

8.1 Pros

Sleek Design: Invoicer’s templates are well known for their sleek, attractive, and professional design which gives a modern feel to invoices.
Easy to Use: The templates are user-friendly, allowing users to easily fill in necessary information.
Versatility: The range of invoice templates is quite broad, catering to different business and freelancer needs.

8.2 Cons

Limited Customization: While the templates are attractive, there might be limited possibilities for customization.
Lack of Advanced Features: The templates do not provide advanced Excel features such as automatic calculations.
No built-in automation: There are no features for automating repetitive tasks, which could increase productivity.

9. Spreadsheet123 Simple Invoice Template

Spreadsheet123 offers a wide array of Excel templates, including a specific focus on simple invoice templates. These templates focus on simplicity and functionality, making them an excellent choice for users who require a simple, straight-to-the-point invoicing solution.

9.1 Pros

Simple Design: The invoice templates are straight forward with a clear and simple design, prioritizing functionality over visual appeal.
Focus on Basic Functions: The templates provide all the basic functions required in an invoice without unnecessary complexities.
Free to Use: All templates are free to download and use, making it a cost-effective solution for small businesses or freelancers.

9.2 Cons

Basic Look: The simple design might not appeal to users looking for a more aesthetically pleasing invoice template.
Limited Customizations: The basic design also means limited customization options compared to other platforms.
No Advanced Excel Features: These templates do not utilize advanced Excel features such as automated calculations.

10. Refrens Free Invoice Templates (Excel)

Refrens is a comprehensive platform for freelancers and small businesses, providing various tools including Excel invoice templates. The templates are easy to use with a straightforward design, intended to simplify the invoicing process for users.

10.1 Pros

User-friendly: Refrens’ Excel templates are designed to be simple and intuitive, catering to users of all skill levels.
Integration: These templates can be seamlessly integrated with other Refrens’ services, providing a unified experience.
Free to Use: The templates are free, making them a cost-effective solution for freelancers or small businesses.

10.2 Cons

Basic Design: Some users might find the design too basic and prefer a more aesthetically appealing template.
Limited Customization: The options for customization are quite limited compared to other platforms.
Registration Required: Access to these free templates requires signing up, which might deter some users.

11. HubSpot Invoices & Receipts

HubSpot, a renowned name in the world of business solutions, offers a collection of Excel invoice and receipt templates. These templates, while maintaining simplicity, are designed to align with the professional look of other HubSpot tools.

11.1 Pros

Branding Consistency: HubSpot’s templates help maintain brand consistency through a polished and professional design.
Software Integration: For businesses using HubSpot’s suite of tools, these templates integrate well ensuring a smooth invoicing process.
Free Resources: HubSpot also provides a wealth of free resources and guides on how to fully utilize their templates.

11.2 Cons

Requires Familiarity: To maximize the benefits of these templates, some familiarity with HubSpot’s other tools may be necessary.
Limited Customization: There may be some constraints in terms of customization options available to users.
Registration Required: Access to these templates necessitates signing up for HubSpot, which may not be convenient for everyone.

12. Coefficient Free Invoice Templates Gallery

Coefficient offers a gallery of free Excel invoice templates that are designed to accommodate a wide range of businesses. These templates are designed to be user-friendly with significant emphasis on functionality and efficiency.

12.1 Pros

Functional Design: The templates prioritize functionality, ensuring users have all the essential features required in an invoice.
Variety: Coefficient offers a variety of templates to cater to different business requirements and preferences.
Easy to use: The templates have a user-friendly design making it easy for users to generate invoices quickly.

12.2 Cons

Basic Aesthetics: The focus on functionality results in fairly basic aesthetics which may not appeal to all users.
Limited Customization: Compared to other platforms, customization options might be fairly limited.
Relatively Unknown: As compared to established names like Microsoft or HubSpot, Coefficient is relatively unknown which might make some users skeptical.

13. Summary

13.1 Overall Comparison Table

Site	Template Count	Features	Price	Customer Support
Microsoft Free Invoice Template	Limited	Basic Excel integration, minimal customization	Free	Through Microsoft Support
Invoice Simple Free Invoice Templates For Excel	Various	Basic templates with instructions	Free	Email support
Vertex42 Invoice Templates for Excel	High	Advanced Excel features, high customization	Free	Limited Support
Zoho Free Invoice Templates	Various	Professional design, needs to be exported to Excel	Free	Available through Zoho
FreshBooks Excel Invoice Templates	Limited	Automation, professional design	Free	Available for FreshBooks users
Vyapar Invoice Format in Excel	Various	Localized templates, full customization	Free	Through Vyapar app
Invoicer Excel Invoice Template	High	Sleek design, limited customization	Free	Email support
Spreadsheet123 Simple Invoice Template	Various	Simple and functional design	Free	Email support
Refrens Free Invoice Templates (Excel)	High	User-friendly, limited customization	Free	Via Refrens platform
HubSpot Invoices & Receipts	Limited	Integration with HubSpot suite of tools	Free	Through HubSpot Support
Coefficient Free Invoice Templates Gallery	High	Functional design, limited customization	Free	Unknown

13.2 Recommended Template Site Based on Various Needs

Choosing the best template site largely depends on the specific needs of the user. For users seeking simplicity and cost-effectiveness, Spreadsheet123 or Invoice Simple might be ideal. For a more professional look, HubSpot or FreshBooks may be preferred. For those requiring customization, Vertex42 or Vyapar could be a good choice. Businesses operating in India would likely find Vyapar’s localized templates useful, while those already using HubSpot’s suite of tools may appreciate the seamless integration of their invoice templates.

14. Conclusion

14.1 Final Thoughts and Takeaways for Choosing an Excel Invoice Template Site

Choosing the right Excel invoice template site may seem daunting given the wealth of options available. However, understanding your individual business needs and preferences can streamline the selection process. Features such as template design, customization options, automation, cost, and customer support play a significant role in the final decision. While the perfect solution might not exist, there is certainly an Excel invoice template site capable of meeting the majority of your requirements. Always remember to consider your own comfort in using Excel, as advanced templates can be complicated for beginners. Ultimately, the key is to find a balance between functionality and usability that allows you to create professional invoices with ease.

Author Introduction:

Vera Chen is a data recovery expert in DataNumen, which provides a wide range of products, including a powerful tool to recover BKF files.