Invoice Generator for Sole Traders (Excel Spreadsheet)

Make a clear, professional invoice in a minute, then keep track of who has paid you. Built for sole traders and self-employed people who are tired of Word templates and manual sums.

• Printable one-page A4 invoice: pick the client, add your lines, save as PDF
• Invoice numbers count up by themselves
• Due dates worked out from your payment terms
• Optional VAT: switch it on only if you are VAT registered
• Discount and deposit lines, and your bank details on every invoice
• Invoice Log shows each invoice as Paid, Due or Overdue
• Summary shows what you have invoiced, what you are owed, and what is overdue, with a monthly chart
• Client list with a drop-down, so you never retype an address
• Works in Microsoft Excel. Formulas built in, no macros

How it works: fill in your details once on the Settings tab, add your clients, then use the Invoice tab each time you bill someone. A Start Here tab explains every step.

Includes made-up example data to show how it works. Type over it with your own. This is a record-keeping tool, not tax, VAT or legal advice. Check what your invoices must show with your tax authority or an accountant.

Made by PlanNest. Instant digital download. No physical item is posted.