Jira & Confluence 
Bitrix24 Invoice · Excel · automatic totals
Free invoice template — quantities, tax, and balance calculate automatically
Short answer. Enter line items, discount, tax, and payment. Line amount: quantity multiplied by rate (arithmetic).
- Confirm details and send the invoicetype the date
Check your own case.
This date is an organization reminder and does not replace the agreed due date.
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Invoice totals
Calculate line items, discount, tax, payment, and balance
Enter two line items here, then open the Excel invoice for ten. Confirm the agreed terms and applicable tax treatment before sending.
- Confirm the legal business and customer details.
- Match descriptions, quantities, rates, tax, and due date to the agreement.
- Keep the invoice and supporting records in an orderly, secure system.
Recordkeeping aid only, not a tax form or legal/tax advice. Requirements and tax treatment vary by transaction and jurisdiction.
Lida, Layers template assistant
Enter two quantities and rates plus discount, tax, and amount paid; I will show the invoice totals.
Open or download the ten-line Excel invoice below.
Deadlines
The rules, with the source
| What | Deadline | Source |
|---|---|---|
| Line amount | quantity multiplied by rate | arithmetic |
| Subtotal | sum of the ten line amounts | arithmetic |
| Discount | subtotal multiplied by the editable discount rate | arithmetic |
| Tax | discounted amount multiplied by the editable tax rate | user input + arithmetic |
| Balance due | invoice total minus amount already paid, never below zero | arithmetic |
The workbook does not determine whether a transaction is taxable. Confirm the applicable treatment and any state, local, industry, or contract requirements.
Step by step
What to do, in order
1
Add both parties
Confirm legal business and customer names and contact details.
2
Match the agreement
Review descriptions, quantities, rates, discount, tax, and due date.
3
Keep the records
Save the invoice and supporting documents in an orderly, secure system.
Questions
Is the invoice template free?
Yes. Fill it in and download Excel without paying or signing up.
Does it calculate tax?
Yes, using the rate you enter; it does not decide which rate or treatment applies.
How many items can I add?
The workbook has ten editable line-item rows.
Can it show partial payment?
Yes. Enter the amount paid and the balance updates automatically.
Is this an official tax form?
No. It is a recordkeeping template, not a tax form or legal advice.
Official sources
Other documents
Keep the papers in one place
Letters, receipts and notices in one folder you can share with family or a lawyer. The templates and the editor are free; Layers is free for up to 20 people.
Recordkeeping aid only, not a tax form or legal/tax advice. Requirements vary by transaction and jurisdiction.