Perly Invoice

Invoice templates

A template is a shape you have to keep. This one keeps itself: the document on the front page *is* the template, you type straight onto it, and what you download is a PDF of exactly what you were looking at.

What goes on every invoice

Whatever the layout, an invoice a client can act on and an accountant can file has to carry these. Ours has fields for all of them, and fills the ones it can work out.

  • The word invoice, and a number — one series, no gaps, no repeats.
  • Who is billing — name, address, and a tax or registration number where the country asks for one.
  • Who is being billed — the client's legal name and address, not just the person you email.
  • The issue date and the due date, so "payable on receipt" is not a matter of opinion.
  • The lines: what was done, how much of it, at what rate, in what currency.
  • The totals, with tax and discount shown as their own lines rather than buried in the rate.
  • How to pay — the bank account or wallet address, in a form somebody can copy without asking you.
  • Terms and notes, including what happens if it is paid late.

Fill it in the browser

Click any part of the document and that part opens for editing: the sheet is the form, not a preview of one. Totals recompute as you type, currency and language are yours to pick per document, and a logo goes in the corner. Then the PDF, immediately, without an account.

What a Word or Excel template cannot do

  • Keep the numbering honest. A file copied for the next client is how INV-014 gets issued twice.
  • Do the arithmetic once. A spreadsheet total is a formula somebody will eventually overwrite with a typed figure.
  • Tell you anything afterwards. A file on your desktop does not know whether it was opened, or whether it was paid.
  • Freeze what it said. Edit the client's address next quarter and last quarter's document quietly changes with it. Here, an issued document keeps its own copy of both parties.

Sign in and those four stop being your problem: the series is taken at save, the totals come from one place, the link reports back, and an issued document is a record rather than a file.

Templates by what you do

The document is the same; the habits are not. There are pages for freelancers — deposits, hourly work, one client at a time — and for agencies, where the line items are a month of several people's work. If you are paid in stablecoins, crypto invoicing covers the address, the network and the memo.

Common questions

Can I download a Word or Excel file?
No, and deliberately. What you download is the finished PDF — the document your client actually receives — rather than a file you would then have to keep in shape yourself.
Can I put my logo and my colour on it?
Yes. Upload a logo and pick an accent colour; both carry onto the sheet, the printed page and the PDF, which are all the same document.
Does it handle VAT or sales tax?
Tax is a line of its own, per document, at the rate you set. It is arithmetic, not advice — what rate applies to you is a question for your accountant.
Can I invoice in a currency that is not my own?
Yes. Currency is chosen per document and printed with the right symbol and grouping for the document's language.
Will the PDF look like what I saw on screen?
It is the same component, printed. There is no second layout for the PDF, which is the usual reason a downloaded invoice looks nothing like the preview.

Make one now

The generator is the front page. No account, no sign-up, no watermark — fill the document in and the PDF is yours.

Open the invoice generator