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Free Sales & Invoicing System (Excel, KES): invoices with 16% VAT

Selling on invoice is easy, keeping track of it is where wholesalers lose money. This free invoicing system pulls it together: a customer database, an invoices ledger with 16% VAT added for you, a per-invoice line-items sheet, and a running view of what each customer has been billed, has paid, and still owes.

Choose free basic or KES 500 premium · opens in Excel or Google Sheets
Prefer Google Sheets? You don't need Microsoft Excel →
  1. Download the file above.
  2. Open Google Drive, then New → File upload and choose the file.
  3. Right-click it in Drive → Open with → Google Sheets. It becomes a fully editable Google Sheet — every formula and tab intact — and works on your phone too.

The .xlsx format opens free in Google Sheets, LibreOffice, or Excel for the web — no paid software required.

What's inside

  • Customer database with total invoiced, paid and balance per customer
  • Invoices ledger with 16% VAT and the total worked out
  • Per-invoice line items that feed each invoice subtotal
  • Paid, Partial and Unpaid status with outstanding balances in red
  • KES throughout; only the yellow cells accept typing
  • Works in Excel, WPS or Google Sheets, on a phone too

The tabs

  • Start Here (guide)
  • Customers
  • Invoices
  • Line Items
  • Summary

Yellow cells only. You type in the yellow cells; the rest are locked formulas. Gridlines are off and it prints clean on A4.

Basic vs Premium

The free version does the job. The premium does more of it.

The free basic workbook above is a complete, formula-driven template you can use forever. The premium upgrade adds the extras that turn record-keeping into a management tool.

Basic — Free

  • The core sheets and formulas, in KES
  • Works in Excel or Google Sheets, on your phone
  • Yours to keep, no sign-up

Premium — KES 500

  • A sales dashboard with sales by month and top customers, drawn as bars
  • Sales reports broken down by month and by customer
  • A printable A4 tax invoice for any invoice you pick
  • Kiswahili labels alongside English (Mauzo, Ankara, Kodi)
Get Premium — KES 500 · Excel (.xlsx) ↓Pay once via M-Pesa (Kenya) · yours to keep · opens in Excel or Google Sheets

On Customers, add each buyer once with their name, phone and KRA PIN, and their total invoiced, paid and balance fill in on their own. On Line Items, itemise each invoice with a description, quantity and unit price. On Invoices, add the header, pick the customer and enter the amount paid: the subtotal pulls from the line items, VAT is added at 16%, and the total and balance are worked out.

The Summary shows net sales, VAT charged, gross sales, collected and outstanding across the whole book, with a Paid, Partial or Unpaid status on every invoice. Yellow cells are your only inputs. The premium version adds a sales dashboard, reports by month and customer, and a printable A4 tax invoice for any invoice number you pick. Opens in Excel, WPS or Google Sheets.

Do it online instead

Invoice and track sales automatically with Biashara Yangu

Open the free tool →

Custom work

Need a template made just for you?

Can't find the exact workbook, or want one branded and built around how your business actually runs? We build custom Excel & Google Sheets — bespoke financial models, dashboards, sector trackers, data clean-up and automation. Need it in English or Kiswahili, or another language? Just ask. Tell us what you need and we'll quote.

Frequently asked questions

Is the basic version free?

Yes. The basic invoicing system is free to download and keep. The premium upgrade, with a sales dashboard, reports by month and customer, and a printable tax invoice, is an optional KES 500.

Is the VAT worked out for me?

Yes. VAT is added at the Kenyan standard rate of 16% on each invoice subtotal, and the total and balance follow. This is a record-keeping aid, so issue an official ETR or eTIMS receipt where the law requires one.

Can I see what each customer owes?

Yes. The Customers tab totals each buyer's invoiced, paid and balance, and any customer with money still owed shows a red balance, so collections are easy to chase.