Free invoice worksheet and monthly records checklist
Edit these worksheets directly on the website, then print or save a PDF before leaving. Entries are not saved automatically. The invoice worksheet is a preparation aid, not an e-invoice or a guarantee of GST compliance.
Free GST invoice generator
Enter customer, supplier and item details to create an invoice draft with discounts, GST splits and a payment balance.
Online monthly records checklist
Tick off supporting records and note questions for your accountant.
How to keep your work
- Open the worksheet and edit the highlighted fields.
- Review your entries and check the GST invoice guide where relevant.
- Print or save as PDF before refreshing or leaving. Review does not validate or save your entries.
Prepared by Lekhiva as educational resources. Designed to help you organise clean records for your Chartered Accountant.
Invoice payment tracker for Excel
Track invoice balances, cumulative receipts and follow-up dates in a formula-based workbook. Read the payment tracker instructions and download the Excel file.