Why send invoices as PDFs
A PDF looks identical on every device, can’t be edited by accident and is the format most accounts teams expect. The best workflow is to fill the invoice in an editable format, then export a PDF for each invoice you send.
| If you want to… | Do this |
|---|---|
| Print a blank invoice to fill by hand | Use Print or save as PDF in the template section below |
| Fill it on screen and send a PDF | Edit the Word file, then File → Save As → PDF |
| Have totals calculated | Use the Excel file, then export to PDF |
| Work in Google Drive | Open the Word file with Google Docs, then File → Download → PDF document |
The guide to every field is on the free invoice template page.