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Excel Invoice Template

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Need an invoice out the door today?

Build your invoice in Excel. Or skip the rebuild.

You need to bill a customer and get every line right. Below is the short list of what every invoice needs, so your file is right. Then see what changes when the invoice goes out with a payment link inside.

  • What every invoice needs, in plain words
  • Spreadsheet vs ZIL MONEY, side by side
  • Email or text it with a payment link
Get startedBook a demo
AICPA SOC 1AICPA SOC 2PCI DSS CertifiedISO 27001 CertifiedISO 9001 CertifiedISO 20000 CertifiedNIST SP 800-53A Revision 5HIPAA CompliantCCPAGDPR

Same invoice. Two ways to send it.

Pick the one that fits how many invoices you send.

A spreadsheet fileYou fill in your template, save it, and attach it to an email.
A payment linkYou fill in a form, and the invoice goes out with a link your customer can pay from.

Fill in a form. Send the link.

Pick who you are billing, then choose email or text.

Request the payment

Pick your customer and enter the amount you are owed.

Send it your way

Choose Email or SMS. The payment link goes with it.

Watch it get paid

Each request shows in Payments In, from Requested to Paid.

Invoice managementReceive payments

Add the details

Put an invoice number and a memo on each request.

Invoice no.MemoDue date

Keep your books in sync

Works with QuickBooks, Xero, Zoho, and other accounting tools.

See all integrations

Works with the tools you already use.

Connect your accounting tools and more. See all integrations

QuickBooks OnlineQuickBooks DesktopXeroZoho BooksFreshBooksSage Business Cloud AccountingOracle NetSuiteMicrosoft Dynamics 365WaveBill.comOdooSalesforceHubSpotZapierSlack

Where a spreadsheet slows you down.

A spreadsheet is a fine start. Here is where the work piles up.

I copy the file and edit it every time.

Fill in a simple form. Add your customer, each item, tax, and discounts.

I lose track of the last invoice number.

Enter a number on each invoice. The invoice form has an Invoice No field.

I save a file and attach it to an email.

Send the invoice from ZIL MONEY. Email it or text it, with a payment link inside.

My customer pays in a separate step.

Put the link in the invoice. They can pay by bank account or credit card.

I rebuild the same invoice every month.

Repeat it on a schedule. Set an invoice to repeat, such as monthly or quarterly.

I do not know who has paid.

Look at your list. Payments In shows paid and unpaid in one place.

I am not always at my desk.

Use your phone or tablet. Do it from anywhere.

Send your first invoice in four steps.

Use the same details you had in your template.

1

Add your customer

Choose a payer, or add a new one.

2

Fill in the invoice

Enter the invoice number, the dates, and each item. Add tax or a discount if you need one.

3

Send it

Email it or send it by text (SMS). The payment link goes with it.

4

Watch it get paid

Follow the status of the invoice in your list.

Easy to learn. Quick to help.

In their own words, from businesses that use ZIL MONEY.

Rachel Ruiz, Business Strategy Manager at Lennar Title

“Working with ZIL MONEY has been such a great experience.”

We use their platform to create and send eChecks to multiple parties, and it’s been incredibly smooth and efficient. Anytime we have a question or run into an issue, their team is quick to respond and always helpful.

Rachel RuizBusiness Strategy Manager, Lennar Title
Mike S. of Experity

“ZIL MONEY has been a game-changer for our business!”

Their payment support is top-notch, quick, reliable, and always ready to assist with any questions we have.

Mike S.Experity
Cory Edwards, Owner of Edwards Holdings Realty

“The most helpful part is that ZIL MONEY can be used by everyone.”

It’s very easy to navigate. The user interface is very easy to learn. It solves the problem of having various accounting software separately and unable to integrate.

Cory EdwardsOwner, Edwards Holdings Realty

Common questions

What should an invoice template include?
Your business details, your customer’s details, an invoice number, the invoice and due dates, each item with quantity and cost, tax or discounts, the total, and how to pay.
Is an Excel invoice template good enough?
For a few invoices, yes. When you send many, or want customers to pay online, a tool that sends the invoice and collects the payment saves steps.
Can I send an invoice by text message?
Yes. You can send an invoice by email or by text (SMS), with a payment link.
How will my customer pay?
They open the payment link and choose to pay by bank account or by credit card.
Can I set an invoice to repeat?
Yes. You can repeat an invoice on a schedule, such as monthly or quarterly.
Can I add tax and a discount?
Yes. The invoice form has fields for tax and discounts, plus a memo your customer can see.
Can I add a private note?
Yes. A private note stays hidden from your customer.
Does it work with QuickBooks?
ZIL MONEY connects with QuickBooks, Xero, Zoho, and other accounting tools, so your payments and books stay in sync.

Ready to send an invoice with a payment link?

Open an account, or book a short demo and we will show you around.

Get startedBook a demo

Have a question? Talk to our team