Simple invoice template

A no-frills invoice for freelancers, sitters, tutors and small shops. Type your details once, list up to ten items, add tax and a total, and send a tidy PDF.

When a simple invoice is enough

If you bill a handful of clients a month, accounting software can be overkill. What a client's accounts-payable team actually needs is short: who is billing, who should pay, a unique invoice number, the date, what the charges are for, the total and how to pay. This template has a box for each of those and nothing else.

Filling it in

Use a new invoice number every time — many people use the year plus a running count, such as 2026-014. Write the due date as a date rather than "Net 30" so there is no doubt. In the payment notes, give the method you prefer (ACH details, a payment link or a mailing address for checks) and your late-payment terms, if any. The amount fields are plain text boxes, so add the totals yourself and double-check them before sending.

Sending and keeping copies

Flatten the invoice before sending so the numbers cannot be changed, then save a copy with the invoice number in the file name. If a client asks for a W-9 with your first invoice, see our guide to filling out a W-9 PDF.

Tips

• Put your business name in the "From" box exactly as it appears on your W-9.
• Sales tax rules vary by state and by what you sell; check with your state revenue department.
• Want a fully custom layout? Open your own design in Create fillable PDF and add fields.

Related tools: Fill PDF form · Sign PDF · Extract form data · Create your own fillable form