Invoice

Description

This invoice template captures key billing components including customer details, invoice number, date, payment terms, item descriptions, quantities, unit prices, taxes, and totals. It dynamically calculates line totals, subtotal, tax, discounts or adjustments, and grand total using built-in expressions. A checkbox field indicates whether the invoice has been paid.

Visual badges are used to display:

• Invoice Number
• Payment Due Date
• Total Amount
• PAID Status

The design includes header and footer text, support for uploading a company logo, and formatted sections for contact details, line items, notes, and terms. Additional fields support customization for sales tax percentage, discount logic, and payment methods.

Key Data Stored

• Invoice Number
• Invoice Date and Payment Due Date
• Billing To / Customer Address
• Line Items:
  • Description
  • Quantity
  • Price per Unit
  • Line Total (calculated)
• Subtotal
• Sales Tax (%) and Tax Amount (calculated)
• Discounts or Adjustments
• Total Amount Due
• Payment Terms – ON RECEIPT, NET 30, etc.
• PAID Status – Checkbox
• Notes / Adjustment Details – Rich-text formatting
• Company Contact Information
• Logo Upload Field
• Footer Message – e.g., “Thank you for your business!”

Business Use Cases

• Freelancer & Consulting Invoices – Generate one-time or recurring invoices with tax and payment terms
• Product Sales – Bill for items with quantity and price breakdowns
• Service-Based Businesses – Use for time-based or deliverable-based invoicing
• Finance & Accounting – Track payments, outstanding balances, and billing history
• Internal Chargebacks – Use for inter-department billing or cost tracking

Why This Template is Powerful

• Auto-Calculated Fields – Ensures math is accurate and real-time
• Status Badging – Color-coded badges for Paid/Unpaid, Total, Due Date
• Formatted for Print or PDF Export – Ready to send to clients
• Sales Tax & Discount Handling – Built-in logic for compliance and flexibility
• Visual Layout & Branding – Supports logo and footer for professionalism
• Dynamic Title Expression – Auto-generates invoice title based on customer, number, amount, and payment status

This template simplifies the invoicing process by combining structured calculations with a clean, professional layout—making it easier to bill clients and track payments at scale.