Skip to content
Invoice Template - Updated with Invoice Tracking
Invoice TemplateDashboardInvoicesCustomersTransactionsInvoice
More
Share
Explore

Invoice Template

A V2 version of the simple invoice generator - this scales for people who are regularly sending invoices and want to track that.
Walkthrough of Updates to Doc:
⁠
⁠
⁠


Original Invoice Template Video:
⁠
⁠
⁠
Original Simple Template:
⁠
⁠

Instructions
⁠
Get Started - Copy Doc
⁠
⁠
Change the presentation and style of your invoice here:
⁠
⁠
Update the logo at the top, change the mailing address, update payment instructions
Add customers here:
⁠
⁠
Add transactions here:
⁠
⁠
Set up a new invoice here:
⁠
⁠
Update an invoice by selecting the invoice number using the dropdown in the
⁠
section.
Export by selecting the three dots next to this document title and either printing or exporting as a PDF.




Related Docs
Keep your data synced across your Coda docs and Google Sheets so you don't have to copy and paste anymore.
How to sync data from Coda to Google Sheets (and vice versa) with Google Apps Script tutorial
Al Chen
SignalFire's tools and tips for getting your startup set up as you scale from 0 to 50 employees.
SignalFire's Back-Office Adulting Guide
Elaine Zelby
This is a template to illustrate how a Coda doc can become a light-weight invoicing system.
Flexible Invoice System
Jaime Hwacinski
Coda's Employee Resource Group Playbook
Rachel Colson
A collection of free, time-saving templates for managing information.
The Knowledgement Starter Kit: Wikis, knowledge bases, and knowledge hubs
Coda
A story about how a military spouse scaled an entire business using Coda.
No code, just a Coda doc: How Squared Away saves a thousand hours and $100k a year
Michelle Penczak
Whether you run a team meeting or all-hands, handling live audience Q&A can be tricky. Instead of custom software, build your own live audience polling and voting doc.
Polling App Template For Audience Engagement
Al Chen
A perfect pairing of digital canvases.
Coda + Miro
Coda
This simple OKR tracker helps you and your team keep track of OKR owners, quarters, and a slider for the status of the OKR.
Simple OKR Tracker with Status
Al Chen
A new wave of makers can unleash their creativity like never before.
What Are No-Code Tools & How To Build No-Code Apps
Al Chen
Track the performance of the vendors you're purchasing from to better estimate everything from lead times to damage rates.
Vendor Scorecard for Inventory Management
Wilson Silva
Real time management of store inventory - [Mobile Friendly]📱
Equipment Inventory Management
Ben Lee
Connect the spaces where your team collaborates the most—with Coda Bot for Slack and the Slack Pack.
Slack + Coda
Coda templates
Log your hours worked and email a weekly timesheet with the Gmail 📩
Clocking in a Timesheet + Gmail
Ben Lee
The way teams meet has a huge impact on their success. Are your meetings working for your team? Use this doc to review your current meeting culture and begin the conversation with your team.
Meeting Culture: How to achieve meeting performance excellence
Elise Keith
Related Categories
IT admins
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.