Logistics Planning - Invoice - Simple
Download and customize a free Logistics Planning Invoice Simple Excel template. Perfect for business, legal, and personal use. Editable and ready to boost your productivity.
| Item | Description | Quantity | Unit Price ($) | Total ($) |
|---|---|---|---|---|
| L001 | Standard Freight Shipment - Domestic | 10 | 55.00 | 550.00 |
| L002 | Express Delivery - 24H Service | 5 | 120.00 | 600.00 |
| L003 | Cold Chain Logistics - Per Unit | 25 | 35.00 | 875.00 |
| L004 | Custom Packaging & Labeling | 15 | 12.50 | 187.50 |
| Subtotal: | 2,212.50 | |||
| Tax (7%): | 154.88 | |||
| Total Amount Due: | 2,367.38 | |||
Simple Excel Template for Logistics Planning – Invoice
This simple, clean, and highly functional Excel template is specifically designed for logistics planning, focusing on invoice management within supply chain operations. Engineered with clarity and ease of use in mind, this template supports small to mid-sized logistics providers or internal logistics teams that require a streamlined method to track shipments, generate invoices, and monitor key performance indicators without complexity.
Sheet Names
- Invoice Master: Central sheet containing all invoice data including shipment details, costs, client information, and automated calculations.
- Shipment Log: A chronological record of all shipments with status tracking (Pending, In Transit, Delivered).
- Dashboard: Visual summary showing key metrics such as total revenue by month, delivery status distribution, top clients, and overdue invoices.
- Client List: Reference sheet containing client names, contact details, billing addresses, and payment terms.
Table Structures & Columns
Invoice Master (Primary Table)
| Column Name | Data Type | Description |
|---|---|---|
| Invoice ID | Text/Number (Auto-incrementing) | Unique identifier for each invoice (e.g., INV-001, INV-002). |
| Date Issued | Date | When the invoice was created. |
| Client Name | Text (Dropdown from Client List) | Name of the client, pulled from a dropdown list for consistency. |
| Shipment Ref | Text/Number | Reference number tied to the shipment in Shipment Log. |
| Service Type | Text (Dropdown: Domestic, International, Express, Freight) | Type of logistics service provided. |
| Distance (km) | Numeric | Total distance traveled for the shipment. |
| Weight (kg) | Numeric | Total weight of goods transported. |
| Rate per kg | Currency (e.g., $) | Cost per kilogram based on contract or standard rate. |
| Base Cost | Currency (Formula-based) | Calculated as: Weight × Rate per kg. |
| Surcharge (Fuel, Handling, etc.) | Currency | Additional charges for fuel, customs fees, or special handling. |
| Total Invoice Amount | Currency (Formula-based) | Base Cost + Surcharge. |
| Status | Text (Dropdown: Draft, Sent, Paid, Overdue) | |
| Conditional Formatting Rules | ||
| - Red text for "Overdue" status. - Green background for "Paid". - Yellow highlight if due date is within 7 days (calculated via formula). | ||
Formulas Required
=Weight * Rate_per_kg→ Used in Base Cost column.=Base_Cost + Surcharge→ Total Invoice Amount.=IF(Status="Overdue", "Yes", "No")→ For overdue tracking in Dashboard.=IF(TODAY()-Due_Date > 0, "Overdue", IF(TODAY()-Due_Date <= 7, "Due Soon", "On Time"))→ Dynamic status reminder.=COUNTIF(Status_Column, "Paid")/COUNTA(Status_Column)→ Payment collection rate in Dashboard.
Conditional Formatting
- Status Column: Color-coded: Red for “Overdue”, Green for “Paid”, Yellow for “Sent”.
- Total Invoice Amount: Highlight values above $10,000 in blue to flag high-value invoices.
- Dates: Shade cells with dates older than 3 months in pale gray to indicate aged entries.
User Instructions
- Open the Excel file and save it under a new name (e.g., “Logistics_Invoices_Q3_2024.xlsx”).
- Use the Client List sheet to add or update client details. Ensure all names are spelled consistently.
- Enter new shipments in the Shipment Log, including tracking number, origin, destination, and expected delivery date.
- Create a new invoice in the Invoice Master by filling out fields. The Invoice ID will auto-increment.
- The template automatically calculates Base Cost and Total Amount based on Weight and Rate per kg.
- Select the correct Status (Draft, Sent, Paid, Overdue) from the dropdown menu for tracking.
- Check the Dashboard to see real-time metrics. Refresh by pressing F9 if needed.
- To generate reports: Use Excel’s filter feature on Invoice Master and export to PDF or print directly.
Example Rows (Invoice Master)
| Invoice ID | Date Issued | Client Name | Shipment Ref | Service Type | Distance (km) | Weight (kg) | Rate per kg ($) | Base Cost ($) | Surcharges ($) | Total Invoice Amount ($) |
|---|---|---|---|---|---|---|---|---|---|---|
| INV-001 | 2024-07-15 | Global Distributors Inc. | SHP-456789 | Digital Delivery | 135 | 8.2 | 1.50 | |||
| $12.30 (calculated) | ||||||||||
| INV-002 | 2024-07-18 | Metro Freight Co. | SHP-456791 | International | 3,500 | 45.3 | $126.84 + $75 (fuel) = $201.84 | |||
Recommended Charts & Dashboard Elements
- Pie Chart: Distribution of service types (Domestic vs International).
- Bar Chart: Monthly revenue trend over the past 6 months.
- Gantt-style Timeline: Shipment delivery status visualization (using conditional formatting and progress bars).
- KPI Cards: Display total invoices, total revenue, number of overdue invoices, and collection rate on Dashboard.
- Client Revenue Heatmap: Show top 5 clients by spending using color gradients.
This simple, yet powerful Excel template integrates seamlessly with logistics planning workflows. Its clean design ensures quick onboarding, while built-in formulas and dynamic dashboards support informed decision-making for efficient invoice management within the logistics supply chain.
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