Free invoice template for Word and Excel

We offer a free invoice template for Word or Excel as a convenient download.

Looking for an invoice template? We have an invoice template for you for Word or Excel that you can download for free. Simply download and adapt to suit your needs!

By the way: with an invoice program like bexio, you can create invoices (almost) automatically! bexio users are paid 26% faster on average. Try it now for free or find out more.

Download our invoice templates for Word or Excel for free

Our invoice templates can be customized as desired and then filled out and printed or saved as a PDF. We will provide you with an example of an invoice for Excel and Word.


Generate invoices (almost) automatically!

Generate invoices (almost) automatically with bexio!

Invoice template for Word

Download our invoice template for Word now for free.

Invoice templates for Excel

Download our invoice template for Excel now for free.

Writing an invoice in Switzerland: mandatory information

To ensure that both you and the recipient of the invoice can meet their tax obligations, your invoices should meet certain formal criteria. According to the Swiss SME Portal, the following information must be included on invoices in Switzerland:

  • The supplier’s name, address and VAT number
  • The recipient’s name and address
  • The invoice date and, if not identical, the delivery date
  • The description of the delivery or service
  • The price of the delivery or service
  • The net amount
  • The value added tax amount and rate, e.g., "plus 7.7% VAT."

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Proforma invoice template

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Business quote template

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Payment slip template

Paying-in slip template (orange or red) for download.

Should you use special software instead of Word or Excel templates?

If you spend a lot of time creating invoices, it may be worthwhile to try out specialized invoicing software as an alternative to using Excel or Word: With the right tool, you can have fun drafting invoices, even after a long and tiring day of work!

With bexio, you can generate, fill out, and then send out your invoices almost automatically, with just one click. Do everything online in your bexio account. It is simple, clear, and automated.

TasksWith Word/Excel templatesWith bexio
Generate the invoice
  • Type/copy: Address data
  • Type/copy: Product items
  • Type/copy: Invoice number
  • Manually calculate the total amount due and VAT
  • Import: Address data
  • Import: Product items
  • Automatically generate: Invoice number
  • Automatically generate the total amount due and VAT
File the invoiceManualAutomatic

Post the invoice


Check for receipt of payment

Send a payment reminder notice when requiredManualAutomatic

You can create an invoice in bexio in just a few steps.

  1. Adjust your template once: With just a few simple clicks, you can adapt your invoice template to suit your needs: Change the layout and design and add your own logo and stationery.
  2. Insert customer information: Never have to type in address details again! With bexio, you can import customer data into your invoice with just one click from the integrated contact management.
  3. Enter your services: You can quickly and easily import the products or services that you need to bill into your invoice from the integrated product catalog or project.
  4. Send invoice: Send your invoice in hard copy by the mail or as a PDF by e-mail. It is very easy to do online using your bexio account.

Example of an invoice template that was generated in bexio

Test out bexio now for 30 days free of charge and with no obligation

Test all the features of bexio, the simple business software for your SME administration.

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