Templates

Invoice template for Excel

Generate an Excel invoice built around your own currency, tax rate, line items and payment terms — with totals and tax calculated by formula and a tracking tab included.

An invoice template with your numbers already correct

A generic invoice template means editing the tax rate, the currency symbol and the payment terms every single time. Sehnna generates the invoice around your business: your VAT or sales-tax rate, your currency, your terms, and the line-item structure you actually bill with.

What the invoice includes

  • Header block for your business details, logo space and invoice number.
  • Client block with billing address and reference field.
  • Line items with quantity, unit price and line total by formula.
  • Subtotal, tax at your rate, discounts and grand total.
  • Payment terms, due date and bank or payment details.
  • A tracking tab listing every invoice with paid and outstanding status.

Invoice types you can generate

  • Hourly service invoice with rate and hours per line.
  • Product invoice with SKU, quantity and per-unit pricing.
  • Recurring retainer invoice with a fixed monthly fee.
  • Reverse-charge or zero-rated invoice for cross-border services.
  • Proforma invoice and quote that convert into a final invoice.
  • Credit note matching an earlier invoice.

How to create yours

  • Describe your business, currency, tax rate and payment terms.
  • Say what a typical line item looks like for you.
  • Preview the invoice and check the tax and total formulas.
  • Refine with prompts like 'add a deposit line' or 'include a due-date reminder'.
  • Download as .xlsx, and export each invoice as PDF to send.

Invoicing details worth getting right

  • Use a sequential invoice number with no gaps — most tax rules expect it.
  • State the due date explicitly, not just 'net 30'.
  • Keep the tax rate in one referenced cell so it is changed in one place.
  • Track paid status in the tracking tab rather than in the invoice itself.

Frequently asked questions

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