Contractor Invoice Template: a one-page invoice that adds the lines, tax and deposit, with the invoice log

Contractor Invoice Template

CA$15
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Contractor Invoice Template: a one-page invoice that adds the lines, tax and deposit, with the invoice log
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  • Contractor Invoice Template: a one-page invoice that adds the lines, tax and deposit, with the invoice log
  • What's included: the invoice workbook, Word and printable invoice, and Start Here guide
  • Price every line, log every invoice and see who owes what
  • Close-up of the invoice lines: description, quantity, unit price and amount, with the subtotal
  • Close-up of the Invoice Log: each invoice with its total, amount outstanding, status and days overdue
  • Close-up of the Ageing sheet: amounts owed, from not yet due to over 90 days overdue
  • How it works: download, open the workbook and enter your company, tax settings and client
  • Example and blank versions of the invoice workbook
  • Contractor Invoice Template: a one-page invoice that adds the lines, tax and deposit, with the invoice log
  • What's included: the invoice workbook, Word and printable invoice, and Start Here guide
  • Price every line, log every invoice and see who owes what
  • Close-up of the invoice lines: description, quantity, unit price and amount, with the subtotal
  • Close-up of the Invoice Log: each invoice with its total, amount outstanding, status and days overdue
  • Close-up of the Ageing sheet: amounts owed, from not yet due to over 90 days overdue
  • How it works: download, open the workbook and enter your company, tax settings and client
  • Example and blank versions of the invoice workbook
Contractor Invoice Template
Back-Office

Contractor Invoice Template

CA$15

Prices in Canadian dollars. Any tax that applies is shown at checkout.

A contractor invoice in Excel that adds up the lines, the discount, the tax and the deposit for you, with an invoice log and ageing, plus an editable Word invoice and a printable PDF.

Enter the client, the project and up to 20 lines: description, quantity, unit and unit price, and Yes or No for each tax. The workbook rounds every line to the cent, takes any discount off the taxable lines, adds up to two taxes at the rates you set, subtracts the deposit and shows the balance due and the due date from your payment terms. It prints on one letter page under your company name.

Copy each invoice into the log when you send it and record payments as they arrive. The log shows what is paid, part paid, open and overdue at the date you choose, and the ageing sheet shows what clients owe, from not yet due to over 90 days overdue.

  • Invoice Excel, 20 lines, up to two taxes, one letter page
  • Invoice log 100 invoices, status, days overdue and ageing
  • Word invoice Editable, 1 page, under your company name
  • Paper invoice 1-page PDF to fill in by hand
  • Start Here 5-page PDF guide
  • Page size Letter, 8.5 × 11 in

Instant download after checkout, with the link also sent by email

30-day money-back guarantee, no questions asked

Secure checkout through Shopify

One business, unlimited use on its own projects

What's inside

Invoice workbook, Excel (.xlsx), five sheets, in two versions. Settings for your company details, registration number, payment terms, up to two taxes with your own names and rates, payment instructions and a status date. The Invoice sheet takes the client, project, reference, number and date, and up to 20 lines; amounts, discount, tax, total, deposit, balance due and the due date are calculated. A check column, not printed, flags a line with no price, no quantity or no tax choice.

Invoice Log and Ageing. Up to 100 invoices with payments, due dates, status (Paid, Part paid, Open, Overdue) and days overdue at the status date, and the amount owed in five age bands.

Word invoice (.docx), 1 page. The same layout to edit in Word, under your company name.

Printable invoice, 1-page PDF. For writing by hand on site.

Start Here guide, 5-page PDF. What is included and how to set up your company and taxes, fill in and print an invoice, use the paper invoice, and keep the log and ageing.
Formats
  • Excel (.xlsx): the workbook in example and blank versions, standard formulas and no macros. Shaded cells are inputs; formula cells are locked with sheet protection that has no password. Made for Microsoft Excel: desktop Excel 2016 or later and Excel for the web.
  • Word (.docx): the editable one-page invoice, in Georgia and Arial. Made for Microsoft Word: desktop Word 2016 or later and Word for the web.
  • PDF, letter size: the printable invoice (1 page) and the Start Here guide (5 pages).
  • Fonts: the PDFs use Cormorant Garamond and Inter, built into the files. The workbook and the Word invoice use Georgia and Arial.
  • Not included: progress billing against a schedule of values, PowerPoint or Canva files, and page-preview images.
  • Delivery: one ZIP file (about 0.19 MB) holding all five files, on the order page right after checkout and by email.
Licence

One purchase covers one business, with unlimited use on that business's own projects. Your employees may use it for the business's work. Edit it freely and give your clients the finished documents. Reselling, sharing or uploading the template files, edited or not, is not permitted. Read the full licence.
Refunds

If the invoice template isn't right for you, email support@thebuildersledger.com within 30 days of purchase with your order number for a full refund, no questions asked. After a refund the licence ends and the download link is turned off, so please delete your copies of the files. Refund policy.
FAQ

How is tax worked out?

You set up to two taxes with your own names and rates on the Settings sheet; the rates are samples to replace. Each line is marked Yes or No for each tax, and any discount comes off the taxable lines before tax. Which taxes apply and what an invoice must show depend on where you work, so confirm them with your own accountant or tax adviser.

Can I number and keep each invoice?

Save a copy of the workbook, or a PDF of the Invoice sheet, for each invoice you send, and copy its number, date, client and total into the Invoice Log.

Does it handle draws on a larger job?

This is a single invoice for any job. For draws against a schedule of values, use the schedule of values workbook (PAY-14); its invoices can be logged here too.
A note on invoices and tax

The tax names and rates, payment terms and deposit are editable samples, not recommendations. Which taxes apply, and what an invoice must show, depend on where you work, so confirm your settings with your own accountant or tax adviser before you rely on them. Not legal or tax advice.