Estimate & Invoice Builder | Auto-Calculating Excel Template

Turn service line items into a clear customer estimate or invoice with this black-and-gold, auto-calculating Excel template. Enter your service details, review the totals, and prepare a customer-facing document without building a spreadsheet from scratch.

Create estimates and invoices for your business

The Excel .xlsx workbook includes a customer-facing Document sheet and an editable Details sheet. Choose Invoice or Estimate, manually assign a unique document number, and enter your business and client contact details and dates. Save a separate workbook for each document.

• 12 reusable line-item rows with quantity or hours, rate, and a Yes/No taxable selection.
• Automatic calculations for line amounts, subtotal, an optional percentage discount, a single optional tax rate, and total.
• Enter an amount already paid or deposit credit to calculate the remaining balance.
• The discount applies proportionally across every line before tax. No advanced tax rules are included.
• Input warning flags help catch incomplete rows and overpayments.
• Fictional samples and step-by-step instructions help you get started.

Make PDFs manually in Excel

Use Excel Print Selection to create a PDF manually. There is no one-click PDF export. This template creates customer estimates and invoices; it is not an invoice tracking dashboard.

What's included

A ZIP containing the Excel .xlsx workbook and a TXT guide. This is a digital download only. No physical product will be shipped.

Requirements and limitations

Requires Microsoft Excel 2021 or Microsoft 365 desktop. Uses one currency with USD labels. No macros, automatic numbering, automated sending, payment collection, live integrations, history tracker, or Google Sheets edition are included.

Use and support

One purchaser may reuse the template for their own business. No resale or redistribution.

Support: devinedigitalsupply@gmail.com