- What Are Commercial Invoice Templates?<\/a><\/li>
- What Makes a Good Commercial Invoice Template?<\/a><\/li>
- 11 Free Commercial Invoice Templates<\/a>
- 1.\u00a0ClickUp Invoice Template<\/a><\/li>
- 2. ClickUp Invoice Tracking Template<\/a><\/li>
- 3. ClickUp Request for Quote Template<\/a><\/li>
- 4. ClickUp Trucking Invoice Template<\/a><\/li>
- 5. ClickUp Product Order Form Template<\/a><\/li>
- 6. ClickUp Purchase Order and Inventory Template<\/a><\/li>
- 7.\u00a0 PDF Commercial Invoice Template by IncoDocs<\/a><\/li>
- 8. Commercial Invoice Template by QuickBooks<\/a><\/li>
- 9. Commercial Invoice Template by Xero<\/a><\/li>
- 10. International Commercial Invoice Template by Invoice Simple<\/a><\/li>
- 11. Blank Commercial Invoice Template by Flexport<\/a><\/li><\/ul><\/li><\/ul>\n\t\t\t<\/div>\n\t\t<\/div><\/div>\n\n\n
What Are Commercial Invoice Templates?<\/h2>\n\n\n\n
A commercial invoice template is a ready-to-use document that makes invoicing quick and easy<\/strong> for businesses. It includes all the key details you need to bill a client<\/a>, like the seller’s and buyer’s information, invoice number, and billing and due dates.<\/p>\n\n\n\n
You\u2019ll also find the list of products or services sold with descriptions, quantities, unit prices, and totals. Many layouts include applicable taxes, the final amount due, and the payment terms.<\/p>\n\n\n\n
\ud83d\udcccExample: A subscription invoice template is perfect for businesses offering software memberships or media streaming services. Instead of listing individual products or one-time services, this invoice outlines subscription details like the plan type, how long the subscription lasts, and any extra features or add-ons.<\/p>\n\n\n
\n\ud83d\udca1 Pro Tip:<\/strong> If you’re invoicing for goods, it\u2019s helpful to keep track of what\u2019s actually been received by the buyer. A Goods Received Note<\/a> is a great tool to match your commercial invoice with the items physically received.\u00a0<\/p>\n\n\n<\/div>\n\n\n
What Makes a Good Commercial Invoice Template?<\/h2>\n\n\n\n
An effective invoice template sets the tone for a professional billing experience, ensuring your payment request<\/a> is crystal clear. Here\u2019s what to look for:<\/p>\n\n\n\n
- \n
- Complete, clear information<\/strong>: Choose a template that includes all key details, from seller and buyer contact information to invoice number and dates, so clients can easily verify and process payment<\/li>\n\n\n\n
- Itemized details<\/strong>: Look for a template that includes a cost breakdown structure<\/a> of goods or services with descriptions, quantities, unit prices, and totals, giving clients full visibility on each charge<\/li>\n\n\n\n
- Defined payment terms<\/strong>: Pick a template that specifies due dates, accepted payment methods, and any applicable late fees, setting clear expectations<\/li>\n\n\n\n
- Tax and shipping fields<\/strong>: Select a template with space for tax rates, shipping fees, or customs information, especially if you deal with international clients or have specific compliance needs<\/li>\n\n\n\n
- Professional layout<\/strong>: Use a template with an organized, visually appealing design that is easy to read and reflects your professionalism<\/li>\n\n\n\n
- Customizable layout<\/strong>: Opt for a template that allows for quick updates, so you can tailor it to different transactions and capture all relevant details<\/li>\n<\/ul>\n\n\n
\n\ud83d\udca1 Pro Tip: <\/strong>A good template gets the basics right, but integrating AI in accounting<\/a> can take your invoicing further by automating data entry, flagging errors, and generating financial insights.<\/p>\n\n\n<\/div>\n\n\n
11 Free Commercial Invoice Templates<\/h2>\n\n\n\n
There are several tools out there to help you create an invoice, but sending one out is just the first step<\/strong>. To get paid effectively, you must track your bills and follow up when needed.<\/p>\n\n\n\n
But again, invoicing is one part of the bigger picture. To grow your business, you need to look at your incoming orders and existing inventory in parallel. And managing all these processes across separate tools can quickly become a logistical headache.<\/p>\n\n\n\n
Enter ClickUp<\/a>.This all-in-one project management platform can smoothen your workflows, including the ones related to invoicing. It also doubles as an order management software<\/a>, helping you track incoming sale opportunities and ensuring you have enough stock to fulfill them. <\/p>\n\n\n\n
ClickUp\u2019s Workspace features built-in automation for overdue payment reminders<\/strong> and integrations with CRM tools or<\/strong> general ledger templates<\/strong><\/a>, helping you maintain accurate and up-to-date financial records. It also has an AI assistant that can generate actionable insights<\/strong> to keep your invoice workflow on track.\u00a0\u00a0<\/p>\n\n\n\n
That said, if your needs are simpler, there are many offline templates to get you going. Whether you need a feature-packed suite or just a straightforward format, we\u2019ve gathered our favorite templates below to help you find the perfect fit.<\/p>\n\n\n\n
1. ClickUp Invoice Template<\/h3>\n\n\n\n
![\"ClickUp](\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/07\/ClickUp-Invoice-Template.png\")
Download This Template<\/a><\/div><\/div>Create professional invoices directly on an online Wiki page using the ClickUp Invoice Template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n The ClickUp Invoice Template<\/a> is a beginner-friendly Wiki-style page that simplifies the billing process for products or services you’ve provided.<\/p>\n\n\n\n
The template is fully customizable, helping you add your company logo, contact details, and key invoice information like the invoice number, billing date, and due date. <\/strong>There\u2019s also dedicated space for your client\u2019s address and any payment terms or conditions you need to include.<\/p>\n\n\n\n
Plus, the layout features a built-in table with predefined columns for item quantities and prices. You can easily expand with additional tables<\/strong> to accommodate larger or more detailed projects.<\/p>\n\n\n
\n\u26a1\ufe0fIdeal for: <\/strong>Freelancers managing multiple client projects and looking to create detailed, professional invoices<\/p>\n\n\n<\/div>\n\n\n
Download This Template<\/a><\/div>\n\n\n\n2. ClickUp Invoice Tracking Template<\/h3>\n\n\n\n
![\"ClickUp](\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/07\/image-516.png\")
Download This Template<\/a><\/div><\/div>Monitor the payment status of each invoice with color-coded payment type for easy tracking using the ClickUp Invoice Tracking Template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n The ClickUp Invoice Tracking Template<\/a> gives you a flexible way to keep tabs on your invoices.<\/p>\n\n\n\n
In the template\u2019s list view, you can add each invoice as a task<\/strong> and track key details like client information, payment type, and status (unpaid, overdue, or paid). And by setting due dates for each invoice, you’ll always know when follow-up is needed.<\/p>\n\n\n\n
This intermediate-level template also features a board view, so you can easily move invoices through your workflow, keeping everything organized by status.<\/p>\n\n\n\n
Plus, the calendar view lets you visualize upcoming due dates<\/strong>, and you can adjust them by simply dragging tasks around. Lastly, the timeline view helps you track invoices by client, giving you a clear overview of deadlines over time.<\/p>\n\n\n\n
With ClickUp Brain<\/a>, you can automate invoice tracking even further\u2014like setting up reminders when an invoice is approaching its due date or is overdue. The AI-powered tool can also help simplify follow-up tasks, such as notifying the relevant team members or clients about outstanding invoices.<\/p>\n\n\n
\n\u26a1\ufe0fIdeal for: <\/strong>Agencies looking to track multiple client invoices, deadlines, and payment statuses in one place<\/p>\n\n\n<\/div>\n\n\n
Download This Template<\/a><\/div>\n\n\n\n3. ClickUp Request for Quote Template<\/h3>\n\n\n\n
![\"ClickUp](\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/07\/image-517.png\")
Download This Template<\/a><\/div><\/div>Use the ClickUp Request for Quote Template to gather vendor quotes on a custom Wiki page<\/figcaption><\/figure><\/div><\/div>\n\n\n\n Price quote templates<\/a> make it easy to collect professional quotes from potential vendors or suppliers. And the ClickUp Request for Quote (RFQ) Template<\/a> takes it further, offering a beginner-friendly Wiki page to simplify the process.<\/p>\n\n\n\n
The template includes spaces for your company logo, name, and address, along with key details like the date, quote number, and customer ID. You can also personalize it with special instructions, payment terms, taxes, <\/strong>and other requirements.<\/p>\n\n\n\n
The template additionally features two tables: one for organizing vendor details, including the salesperson’s name, purchase order number, and shipping details (such as method, date, and FOB point). The second one is for itemized pricing, which shows quantities, unit prices, and totals. <\/p>\n\n\n
\n\u26a1\ufe0fIdeal for: <\/strong>Businesses seeking to efficiently gather and compare vendor quotes to ensure the best value for their projects<\/p>\n\n\n<\/div>\n\n\n
Download This Template<\/a><\/div>\n\n\n\n4. ClickUp Trucking Invoice Template<\/h3>\n\n\n\n
![\"ClickUp](\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/11\/ClickUp-Trucking-Invoice-Template.png\")
Download This Template<\/a><\/div><\/div>Create and track detailed invoices for each trip, driver, and service using the ClickUp Trucking Invoice Template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n The ClickUp Trucking Invoice Template<\/a> is a beginner-friendly layout for trucking businesses to create and track invoices for their services on an accessible Wiki page.<\/p>\n\n\n\n
You can easily input your company\u2019s details, along with essential information like the invoice number and payment terms. Plus, the template allows you to include the trip number, trucker number, and driver\u2019s name,<\/strong> and features a table to break down activities, rates, and totals.<\/p>\n\n\n\n
The \u2018Make checks payable to\u2019 field makes it easy for clients to know where to send payment.<\/p>\n\n\n\n
If you ever need clarification on a rate, a payment term, or any other detail, you can use<\/strong> ClickUp Chat<\/strong><\/a> to get quick answers from your team<\/strong>\u2014without having to switch between different platforms or lose track of the task at hand.<\/p>\n\n\n
\n\u26a1\ufe0fIdeal for: <\/strong>Trucking companies that want to track trip details, service rates, and payment statuses all on one page<\/p>\n\n\n<\/div>\n\n\n
Download This Template<\/a><\/div>\n\n\n\n5. ClickUp Product Order Form Template<\/h3>\n\n\n\n
![\"ClickUp](\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/10\/image7-22.png\")
Download This Template<\/a><\/div><\/div>Track and manage orders by their status in the board view of the ClickUp Product Order Form Template\u00a0<\/figcaption><\/figure><\/div><\/div>\n\n\n\n Order form templates<\/a> are key to managing and tracking product movement. And the ClickUp Product Order Form Template<\/a> is no exception.<\/p>\n\n\n\n
This beginner-friendly template includes a central form for customers to submit their orders<\/strong> through your website or online store. It captures all key details, such as the product category, quantity, delivery information, and payment methods, using a combination of text-based fields and color-coded dropdown options for easy selection.<\/p>\n\n\n\n
Once an order is submitted, it appears in the template\u2019s \u2018New Order List\u2019. With custom fields to monitor customer type (D2C, C2B, B2G, etc.), order type (wholesale or retail), and shipping details, you can visualize everything at a glance. This list also includes built-in formulas to calculate the total price <\/strong>and track how many days have passed since the order was placed.<\/p>\n\n\n\n
For a more visual approach, toggle to the ‘Order Status\u2019 board, which organizes orders by their status, helping you stay on top of order progress.<\/p>\n\n\n\n
Plus, any order-related issues (such as delays, lost packages, or missing products) can be tracked in the ‘Order Issues’ list, along with any customer feedback or comments.<\/p>\n\n\n\n
If you\u2019re managing procurement contracts<\/a> as part of your ordering process, ClickUp can also help you track the terms of these contracts. This integration ensures that orders, contracts, and payments are all aligned.<\/strong><\/p>\n\n\n
\n\u26a1\ufe0fIdeal for:<\/strong> E-commerce businesses or retail companies looking to streamline the order processing and fulfillment cycle<\/p>\n\n\n<\/div>\n\n\n
Download This Template<\/a><\/div>\n\n\n\n6. ClickUp Purchase Order and Inventory Template<\/h3>\n\n\n\n
![\"ClickUp](\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/10\/image2-22.png\")
Download This Template<\/a><\/div><\/div>Keep stock of your inventory levels and incoming orders using the ClickUp Purchase Order and Inventory Template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n Purchase order templates<\/a> are essential for staying organized when balancing incoming orders against existing inventory. And the ClickUp Purchase Order and Inventory Template<\/a> makes it simple to keep everything on track. It\u2019s broken into two easy-to-navigate subfolders: \u2018Inventory\u2019 and \u2018Purchase Orders,\u2019 both offering list and board views to match your workflow style.<\/p>\n\n\n\n
In the \u2018Inventory\u2019 subfolder, you can quickly check your stock levels <\/strong>by status alongside priority and due dates, so you always know what needs attention first.<\/p>\n\n\n\n
The \u2018Purchase Orders\u2019 subfolder helps you stay on top of your orders <\/strong>by letting you organize, prioritize, and track them in an intuitive way.<\/p>\n\n\n\n
For even more control, you can integrate a procurement analytics software tool<\/a> to track trends, spending, and inventory patterns.<\/p>\n\n\n
\n\u26a1\ufe0fIdeal for: <\/strong>Procurement service managers looking for inventory templates<\/a> to avoid stockouts or overstocking<\/p>\n\n\n<\/div>\n\n\n
Download This Template<\/a><\/div>\n\n\n\n7. PDF Commercial Invoice Template by IncoDocs<\/h3>\n\n\n
\n![\"PDF](\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/11\/PDF-Commercial-Invoice-Template-by-IncoDocs.png\")
via IncoDocs<\/a><\/figcaption><\/figure><\/div>\n\n\n The PDF Commercial Invoice Template by IncoDocs<\/a> <\/strong>simplifies invoicing by organizing all the important details you need into one clear and concise document.<\/p>\n\n\n\n
From basic invoice information like the number and date to comprehensive seller and buyer contact details, the template accounts for all key data. It also includes shipment specifics such as the mode of transport, product descriptions, and HS (harmonized systems) codes,<\/strong> so your transactions are well-documented and compliant.<\/p>\n\n\n\n
With built-in sections for payment terms, insurance, and bank details, the layout sets the stage for smooth transactions. <\/p>\n\n\n
\n\u26a1\ufe0fIdeal for: <\/strong>International sellers looking to create clear, compliant invoices for easy customs clearance and payment processing<\/p>\n\n\n<\/div>\n\n\n
Download This Template<\/a><\/div>\n\n\n\n8. Commercial Invoice Template by QuickBooks<\/h3>\n\n\n
\n![\"Commercial](\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/11\/Commercial-Invoice-Template-by-QuickBooks.png\")
via QuickBooks<\/a><\/figcaption><\/figure><\/div>\n\n\n The Commercial Invoice Template by QuickBooks<\/a> is designed to make invoicing smooth and efficient, helping you quickly capture essential details like your company\u2019s information, invoice number, and payment due date<\/strong>. It\u2019s perfect for offline use or if you\u2019re looking to print your invoice in Excel, Word, or PDF.<\/p>\n\n\n\n
In the product\/service section, you can easily list each item\u2019s description, quantity, rate, and total cost, ensuring accuracy in billing. The summary section wraps everything up with clear calculations for subtotals, discounts, taxes, and the final balance due.<\/p>\n\n\n\n
Need to add a personal touch or extra instructions? There\u2019s space for that, too.<\/p>\n\n\n
\n\u26a1\ufe0fIdeal for: <\/strong>Entrepreneurs or freelancers who sell physical products or offer services on a project basis<\/p>\n\n\n<\/div>\n\n\n
Download This Template<\/a><\/div>\n\n\n\n9. Commercial Invoice Template by Xero<\/h3>\n\n\n
\n![\"Commercial](\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/11\/Commercial-Invoice-Template-by-Xero.png\")
via Xero<\/a><\/figcaption><\/figure><\/div>\n\n\n - Itemized details<\/strong>: Look for a template that includes a cost breakdown structure<\/a> of goods or services with descriptions, quantities, unit prices, and totals, giving clients full visibility on each charge<\/li>\n\n\n\n
- 2. ClickUp Invoice Tracking Template<\/a><\/li>
- What Makes a Good Commercial Invoice Template?<\/a><\/li>
![\"International](\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/11\/International-Commercial-Invoice-Template-by-Invoice-Simple.png\")