Small Business Excel Templates

Line items price themselves, with subtotal, tax at your rate and total due.

For: A freelancer or sole trader billing a client

Claimable and non-claimable split out automatically, with a category breakdown.

For: An employee or contractor claiming costs back

Every invoice you have raised, what is still unpaid, and how many days late each one is.

For: Whoever keeps track of who has paid

Three quotes side by side, the cheapest picked per line, and what buying the best of each saves you.

For: A buyer comparing quotes from several suppliers

Line totals, an optional discount, tax and a valid-until date that sets itself.

For: A tradesperson or small supplier pricing a job

Supplier details, line items, delivery and tax — totalled and ready to send.

For: Whoever orders stock or materials

Flags "Reorder" and "Out of stock" against your own levels, with total stock value.

For: A shop owner, maker or reseller

Running balance down every row, so the last figure is what should be in the tin.

For: An office manager or bookkeeper

Set your rate once and every journey plus the claim total follows it.

For: A self-employed driver or field worker

Hours from start and end times, minus breaks, costed at your rate.

For: A contractor billing by the hour

Labour, materials and subcontractors priced per line, with the margin on the job worked out as you go.

For: A builder or agency owner costing a job

What a salary really costs once employer NI, pension and everything else is added on top.

For: An owner deciding whether they can afford a hire

One-off spend and monthly running costs separated out, then turned into how long your funding lasts.

For: Someone about to start a business

Every asset with its straight-line depreciation, accumulated charge and current book value.

For: A bookkeeper tracking depreciation