Ecommerce Invoice Template

For each new B2B or wholesale invoice, fill in the customer's billing and shipping addresses, their PO number if they have one, and the invoice date and payment terms. Enter SKUs and quantities in the line item table — the product name, variant, and price pull from the catalog automatically. Apply any wholesale discount in the discount column. Adjust the tax rate cell if the buyer is in a different state or is tax-exempt. When the invoice looks correct, export to PDF and send it, then log it in the Order Log with a status of Outstanding.

The other category that generic templates miss is returns. Ecommerce return rates typically run between 10% and 30% depending on the product category — fashion and apparel average around 20–30%, electronics around 15–20%, and home goods around 10–15%. That means for every 10 invoices sent, 1 to 3 result in at least a partial refund. Without a structured returns log, it's easy to issue refunds without tracking which SKUs drive them. A single product with a 40% return rate can quietly erode your gross margin while revenue looks fine. The Returns Tracker in this template is designed specifically for that problem: log each return, categorize the reason, and review return rate by SKU every month.