Invoice Template Spreadsheet UK, Invoice Generator and Payment Tracker

Make a professional invoice in seconds, keep every invoice in one file, and always know who has paid and who is late.

Most invoice templates give you one page that you overwrite each time, so you lose track of what you've sent. This one keeps a register of every invoice. Type an invoice number and the finished invoice appears, laid out and ready to print or save as a PDF. When money arrives, type it in: the status changes to Paid and the invoice shows "PAID - THANK YOU", so it doubles as a receipt.

Made for UK sole traders, freelancers and small businesses: £, A4, VAT with a rate per item (20%, 5% or 0%), and a VAT number on the invoice. Not VAT registered? Switch it off and the VAT columns disappear. For business clients it also estimates the late payment interest and fixed compensation you could claim under UK law. A US edition ($, Letter, optional sales tax and late fee) is included. Works in Google Sheets AND Excel.

WHAT'S INSIDE (8 tabs)
- Invoice: type an invoice number and your invoice fills itself in: your details, the client's address, dates, up to 15 lines, VAT, total, amount paid, balance due, bank details and a payment reference
- Register: one row per invoice. Due date (from your terms or the client's own terms), net, VAT, total, still owed, status (Due, Part paid, Overdue, Paid) and days late are worked out for you
- Items: the lines on each invoice. Pick an item from your price list and the price and VAT rate fill in. Change the price for one line, or type a one-off item
- Clients: up to 60 clients with addresses and emails, plus what each has been invoiced, paid and still owes
- Prices: up to 80 products or services with prices and VAT rates
- Dashboard: invoiced and paid this year, money owed, overdue total, average days to get paid, next invoice number, month by month totals with a chart, how late the money is (1-30, 31-60, 61-90, 90+ days) and a "chase these first" list with each client's email
- Setup: your business name, address, bank details, payment terms, VAT, invoice numbering and thank-you message, typed once
- Start Here: plain-English instructions

Room for 400 invoices and 800 invoice lines. Comes with sample data so you can see how it works, and instructions for clearing it.

WHAT YOU GET
- 2 versions: £ (UK, VAT, A4) and $ (US, sales tax, Letter)
- Quick Start guide (PDF)

HOW IT WORKS
- Download the files from your Etsy Purchases page
- Google Sheets: upload the .xlsx to Google Drive, open it, then File > Save as Google Sheets
- Excel: just open it (Excel 2010 or later, Windows or Mac, or Excel for the web)
- Type in the cream cells. Everything else updates on its own
- A Quick Start PDF walks you through setup in 5 minutes

GOOD TO KNOW
- Plain formulas only: no macros, no add-ins, no subscriptions
- Formula cells are locked so you can't break them by accident (no password, so you can unlock and customise)
- Apple Numbers and LibreOffice aren't officially supported

PLEASE NOTE
- This is a DIGITAL download. Nothing physical will be shipped.
- Personal use only. Please don't share or resell the files.

The late payment figures are estimates to help you decide whether to chase. They're not legal or tax advice: check the current rules and your own terms.

Designed by Thexton Labs. Artwork and layouts were created with our own code, with the help of AI tools.