Guided project · 6 steps Cellwise Plus
Freelancer invoice in Excel
Bill a client correctly: line totals, a volume discount, tax, the due date and how late they paid.
You will use: SUM, IFS, ROUND, EOMONTH, MAX
Starting data
| A | B | C | D | E | F | G | |
|---|---|---|---|---|---|---|---|
| 1 | Item | Qty | Rate | Line total | Subtotal | ||
| 2 | Logo design | 1 | 450 | Discount | |||
| 3 | Website page | 6 | 180 | Tax rate | 0.0825 | ||
| 4 | Copywriting (hrs) | 8 | 65 | Tax | |||
| 5 | Stock photos | 12 | 9.5 | Total due | |||
| 6 | Revision round | 3 | 75 | ||||
| 7 | Invoice date | 2026-11-20 | |||||
| 8 | Due date | ||||||
| 9 | Paid on | 2027-01-08 | |||||
| 10 | Days late |
Build it step by step
Step 1
Each line total is quantity times rate. Write it in D2, fill to D6.
Step 2
Add up the line totals for the subtotal in G1.
Step 3
Volume discount: 10% off a subtotal of 2,500 or more, 5% off 1,000 or more, nothing below that. Put the discount amount in G2.
Step 4
Tax is charged on the discounted amount at the rate in G3, rounded to cents. Put it in G4.
Step 5
Your terms: payment is due on the last day of the month after the invoice date. Put the due date in G8.
Step 6
How many days late was the payment in G9? Show 0 if it was on time. Put it in G10.