GST invoice format in Word, Excel, and PDF – Free Download with guide

Invoices are often referred to as the most crucial instrument in the running of a successful business. They contain details such as the quantity of a given good or service, its price, and terms of supply, tax if applicable, etc. to be paid by a consumer.

For the services and products sold in India, the Government has introduced the GST Act, which makes it necessary for registered business owners to issue GST invoices at the time of sale. Creating a GST Tax invoice is necessary because it not only enables the sellers to collect payments but also makes their clients eligible to collect input tax credit under the GST regime.

If you are looking to create such an invoice and looking to download the GST invoice format, you are in the right place. As we will move ahead with our article, we will come across different types of GST invoice formats like Word, Excel & PDF.

What is the best format for GST invoicing: Word, Excel or PDF?

The best option is to use the Simplest GST invoice generator. It lets you create beautiful GST invoices easily and you can download them in PDF. It makes the calculation easy, plus gives you ultimate control over the elements and design of the invoice. It also has all the elements required by the law to make your invoices GST compliant and avoid any legal troubles in the future.

The second best option is to use Microsoft Excel to create GST tax invoices. It allows you to input data conveniently due to its tabular format. Once done with creating the invoice, you can send it in Excel itself, or convert it to PDF easily. If you do not have MS Excel on your system, you can also use Google Sheets online.

Using MS Word to create a GST invoice is certainly not a good idea. Not only you will need to do all the calculations yourself, but also you would end up wasting a lot of time in managing the formatting of anything that goes wrong.

GST tax invoice format in excel – free download

Making GST invoices in Excel format provides you with better and advanced options over Word as it permits the customization at your convenience. This method of GST invoice format in Excel in India is highly popular due to its ease of use and ability to export the invoice in PDF format. Moreover, you can easily perform long calculations over Excel sheets by using formulas. Given below are the steps to the creation of a GST tax invoice format in excel.

Step 1. Click here to download the GST tax invoice format in Excel. Open the file on your computer.

Step 2. In the top area, enter the name and address of your and your client’s firm. Select states from the drop-down and also provide data like GSTIN, PAN no. etc. Mention invoice no., invoice date and payment terms. Mention ‘Yes’ in the Reverse Charge section if applicable, otherwise mention ‘No’. If you are unsure just leave it ‘Yes/No’. Other fields like Place of Supply and Due Date will automatically be populated.

Step 3. Now proceed to the items section. Mention items one by one along with HSN code, quantity, rate and GST rate. After all the items are filled, Total amount with GST will automatically be calculated. If both you and your client are in the same sate, then it will display CGST and SGST separately. But if the client’s state is different from yours, then only IGST will be displayed. If the client has provided any advance, then mention it in the Amount Paid section.

Step 4. Now move further and add your bank account details in the space provided. If you do not want to add bank account details, simply delete the Payment Details section. Also, in the notes area, you can mention any item that has not been covered in the other sections e.g. contact details, terms of payment etc.

Step 5. Lastly, save your invoice. If you are working on MS Office 2013 or later version, then you can export it in the PDF format using FIle > Export command. If it’s an older version than you can use the alternative methods to print the invoice as pdf.

GST invoice format in word – free download

Creating GST invoices in Microsoft Word is a tedious job since you have to do all the calculations yourself. But still many prefer using GST invoice format in Word rather than Excel because helps you to create aesthetically better invoices. You can add your company’s logo and add more designing elements to make your invoice look beautiful and convey your brand’s tone strongly. The creation of invoices in Word format is more presentable. Given below are the necessary steps to create an invoice format in Word.

Step 1. Click here to download GST tax invoice format in Word. Open the file on your computer.

Step 2. In the top area, enter the name and address of your and your client’s firm. Mention states and also provide data like GSTIN, PAN no. etc. Mention invoice no., invoice date and payment terms. Mention ‘Yes’ in the Reverse Charge section if applicable, otherwise mention ‘No’. If you are unsure just leave it ‘Yes/No’.

Step 3: Mention ‘Place of Supply’. Ideally it should be the state where the client is located, but depending on circumstances, it could be your state too.

Step 3. Now proceed to the items section. Mention items one by one along with HSN code, quantity, rate and GST rate. After all the items are filled, calculate the total amount and fill accordingly. If both you and your client are in the same sate, then you will need to calculate CGST and SGST separately. But if the client’s state is different from yours, then only IGST must be calculated and shown. If the client has provided any advance, then mention it in the Amount Paid section.

Step 4. Now move further and add your bank account details in the space provided. If you do not want to add bank account details, simply delete the Payment Details section. Also, in the notes area, you can mention any item that has not been covered in the other sections e.g. contact details, terms of payment etc.

Step 5. Lastly, save your invoice. If you are working on MS Office 2013 or later version, then you can export it in the PDF format using FIle > Export command. If it’s an older version than you can use the alternative methods to print the invoice as pdf.

GST invoice format in pdf

Preparing the GST invoice format in pdf is more of a task where you are required to put values and information on a set format. The creation of an invoice in pdf format allows limited access to add personalization in the final product where users can change the logo and fill the other mandatory fields like GST number, invoicing dates among others. You can, however, use an invoice generator tool to create GST-compliant invoices and download the same in PDF.