Invoice template for Excel (South Africa) — free, with VAT and EFT details

Why Excel works for invoicing

Excel calculates VAT and totals for you, keeps a record of every invoice, and is already on most computers. The Starter Kit's tracker is an Excel-compatible spreadsheet that logs income, expenses and your tax set-aside alongside your invoices.

What your Excel invoice must include

• The words "Tax Invoice" (only if you're VAT registered)
• A sequential invoice number and date
• Your and your client's names, addresses and VAT numbers
• Line items with amounts, VAT at 15% if registered, and the total
• Bank name, account number, universal branch code and payment reference

Excel tips that prevent mistakes

• Use a formula for VAT: =amount*0.15 — never type it by hand
• Lock your invoice number cell so duplicates can't happen
• Save each invoice as a PDF before sending — never send the editable file

Faster option

Use the free invoice generator on this site: fill in the fields, and it produces a clean, print-ready South African invoice in your browser — no spreadsheet setup needed.