This free Sales Invoice template is a ready-to-use document you can fill in, export and send today. Sales department invoice for B2B and B2C product transactions with volume tiers, sales rep attribution, commission tracking, and multi-currency. Use it to bill a client clearly enough that finance can pay it without asking you a single question. Every field is editable, the preview updates as you type, and the finished file downloads as PDF or Word with no watermark and no sign-up.
Who this Sales Invoice template is for
- Freelancers and consultants billing clients directly
- Small businesses that invoice a handful of customers each month
- Anyone who needs a compliant record for their accountant
What's included in this Sales Invoice template
- Seller company name
- Seller tax id
- Sales region
- Sales representative name
- Sales rep employee id
- Seller address
- Seller email
- Seller phone
- Customer name
- Customer id
- Customer class
- Customer address
- Customer email
- Customer phone
- Shipping address
- Quote reference number
- Sales order number
- Invoice number
- Invoice date
- Delivery date
- Payment due date
- Payment terms
- Currency
- Product code
- Product name
- Product category
- Unit of measure
- Quantity ordered
- Quantity delivered
- List price
- Volume discount tier
- Volume discount percent
- Volume discount amount
- Sale price
- Line subtotal
- Bundle promotion description
- Bundle discount amount
- Coupon or promo code
- Additional discount percent
- Additional discount amount
- Subtotal
- Freight cost
- Handling fee
- Insurance premium
- Tax zone
- Tax percent
- Tax amount
- Surcharge
- Invoice total
- Deposit applied
- Credit note applied
- Amount due
- Commission rate
- Commission amount
- Payment method
- Return and refund policy
How to use this Sales Invoice template
- 1Replace the sender block with your own name, address and tax number.
- 2Add the client's legal name and billing address exactly as they gave it.
- 3Set a sequential invoice number and an explicit due date, not just "Net 30".
- 4Enter each line item with a description, quantity and rate — the totals compute themselves.
- 5Export to PDF and attach it to a short email naming the invoice number.
Sales Invoice: mistakes to avoid
- Never reuse an invoice number. Cancel and issue a credit note instead.
- Write the due date as a real date. "Net 30" invites an argument about day one.
- Include the purchase order number if your client uses one — some finance systems will not pay without it.
- Send PDF, not Word, so the layout cannot shift on the client's machine.
Frequently asked questions
Is this Sales Invoice template really free?
Yes. You can fill it in, export it to PDF or Word, and send it to a client without creating an account, and the exported file carries no watermark or branding of ours.
What must a Sales Invoice include to be valid?
A unique sequential number, the issue date, an explicit due date, both parties' names and addresses, an itemised breakdown of what you delivered, the subtotal, any tax shown separately, the total due, and how to pay you. Most tax authorities also require your registration number where you have one.
Can I edit the line items and tax rate?
Yes. Add or remove rows, change descriptions and rates, and set your own tax percentage. The subtotal, tax and total recalculate from the rows, so the arithmetic on the page always adds up.
PDF or Word — which should I send?
Send the PDF. It renders identically everywhere and cannot be altered by accident. Keep the Word file for the occasional client whose finance system asks for an editable copy.