Key Facts
- Category
- Format Conversion
- Input Types
- select, text, textarea, number, date, file
- Output Type
- file
- Sample Coverage
- 4
- API Ready
- Yes
Overview
The XLSX Invoice Generator allows you to create professional, ready-to-use invoice and quotation workbooks instantly. By providing your company and customer details alongside line items, the tool automatically calculates subtotals, tax amounts, and grand totals, while supporting custom branding through logo embedding.
When to Use
- •When you need to generate a standardized invoice or quotation document in Excel format.
- •When you want to automate the calculation of taxes and totals for multiple line items.
- •When you need to create professional billing documents that include your company logo and specific payment terms.
How It Works
- •Input your company and customer information using the required JSON fields.
- •Define your line items, including quantities, unit prices, and optional per-line tax rates.
- •Configure document settings such as the invoice number, dates, and currency symbol.
- •Upload your company logo and click generate to download your formatted XLSX file.
Use Cases
Examples
1. Professional Service Invoice
Freelance Consultant- Background
- A consultant needs to bill a client for multiple services with varying tax requirements.
- Problem
- Manually calculating taxes and formatting Excel sheets is prone to errors.
- How to Use
- Input company and client details, define line items with specific tax rates, and upload a logo.
- Example Config
-
{"documentType": "invoice", "defaultTaxRate": 13, "currencySymbol": "$"} - Outcome
- A polished XLSX file with accurate tax breakdowns and totals, ready for client delivery.
Try with Samples
json, xlsx, xlsRelated Hubs
FAQ
Can I use this tool to create quotations instead of invoices?
Yes, you can select 'Quotation' as the document type in the settings to change the document header accordingly.
Does the tool support different tax rates for different items?
Yes, you can specify a unique tax rate for each line item in the Line Items JSON, or use the default tax rate for the entire document.
What image formats are supported for the company logo?
The tool supports PNG and JPEG image formats for embedding your company logo.
Are the totals calculated automatically?
Yes, the tool automatically calculates the subtotal, tax amount, and grand total based on the quantities and prices provided.
Can I add custom notes to the invoice?
Yes, you can use the 'Notes' field to include payment instructions, terms, or any other relevant information at the bottom of the document.