Beta noteTested on v3.1
The tax summary tab replaced a sheet I rebuilt every quarter. I'd like more than twelve currencies.
Quarterly invoices, two-person studio
Bookkeeping testerPaperwharf beta group
The kit, as it arrives
Itemized invoice, US Letter
Three formats, one download
Spec sheet
- Formats
- Google Sheets, Excel, PDF
- Pages
- A4 and US Letter
- Currencies
- 12, set once in Settings
- Layouts
- Simple, itemized, retainer, quote
- Fonts
- None to install
What the kit does for you
Four layouts, one settings tab, no formulas to touch.
Totals that add up
Line items, discounts and tax total themselves, and rounding matches what your bank shows.
Twelve currencies
Set the currency once in Settings and every layout follows, symbols and separators included.
Tax by quarter
The summary tab collects tax from every invoice you mark as paid, ready for your accountant.
Version history
Every update below was free for anyone who owned version 3.
Version 3.2
Free updateUS Letter pages for every layout and the quarterly tax summary.
- Tax summary that totals by quarter
- Letter versions of all four layouts
Version 3.1
Free updateTwelve currencies, and a fix for totals over $100,000.
Version 3.0
New versionRebuilt from scratch with a settings tab. Version 2 owners got it for $8.
- Planned
Version 3.3
In progressRecurring invoices for retainers, asked for by four beta studios.
Notes from the beta group
Named by role, tested on a real version, unedited except for length.
- Beta noteTested on v3.0
Printed all 14 files on Letter at a copy shop. Margins held and the totals column never clipped.
Printed client copiesPrint testerPaperwharf beta group - Beta noteTested on v3.2
The Excel version opens clean in older Office. Conditional colors don't carry over, which the guide says up front.
Excel 2019 on a shared studio laptopCompatibility testerPaperwharf beta group
Questions about this kit
Something else? Write to Teo, who built it.
Do I need Google Sheets and Excel?
No. Use whichever you have. Both versions are in the zip, along with print-ready PDFs.
Can I put my own logo and colors on it?
Yes. The Settings tab holds your logo, brand color, address and payment details, and every layout reads from it.
Is this legal or tax advice?
No. The kit adds up what you enter. Check rates and rules for your country with your accountant.
What happens when version 4 comes out?
Version 3 keeps working and keeps its updates. Owners get version 4 at a third of the price, and we'll say so in the Wharf Letter first.
Often bought together
Files that share the same settings tab or the same clients.
- Sale
Quiet Proposal Templates
$32was $40 - New