Invoice and Quote Templates

Three ways to use the pack

1. In the browser. Open invoice.html or quote.html, click any text and type. Quantities and prices update the line totals, subtotal, discount, tax and grand total as you go.
2. As a PDF. Press Print or save PDF and choose Save as PDF. The toolbar disappears and the page is set to A4 with sensible margins.
3. In Word. Open the DOCX files in Word, Pages, Google Docs or LibreOffice when you prefer a document you can email and edit.

Fill in an invoice

Start with the top-right box: invoice number, date and due date. Use a sequential numbering system, such as INV-0001, so you never reuse a number. Enter your company and the client's details, then list each line with a quantity and price. Set the tax rate and any discount, then check the total. Add your bank details or payment link under the payment section and a short note on late fees.

Fill in a quote

A quote is a price offer, so the document asks for a validity date and terms instead of payment details. Describe the work in plain words, include what is not covered, and ask for acceptance with a signature line. When the client accepts, turn the quote into an invoice by copying the lines across.

Customise the design

Colours are variables at the top of assets/doc.css, and the layout is simple HTML you can edit directly. To add a logo, put an img tag before the title. To change the default tax rate, edit the value on the tax input in the HTML.

Keep records

Save every PDF with a clear name, such as client-and-invoice-number. Store copies for the period your tax rules require.

Want more automation?

The free DEV3 Invoice Generator on this site builds invoices with a logo, multiple tax modes and a PDF download. For recurring billing and customer accounts, DEV3 can build an invoicing feature into your own software.