FREE RESOURCE · EXCEL + PDF + BROWSER WORKSHEET
Free Customer Order Form Template: Excel + Printable PDF
Capture one customer order before packing or invoicing. Record item variants, quantities, delivery arrangements and an amount paid to date, then keep a reviewed copy of the request.
Download Excel (.xlsx)Download printable PDFUse editable worksheet
Published October 24, 2026 · By NexalyPlanner Editorial · No signup required
What is included?
- Excel: Blank, Filled example and Instructions tabs; ten item rows with editable inputs and calculated amounts.
- Printable PDF: two US Letter landscape pages, one blank and one filled fictional example. It is a static form for handwriting, not an interactive PDF.
- Browser worksheet: ten editable rows, local save/restore, JSON backup, CSV report and browser print.
The .xlsx has no macros. There is no native Google Sheets copy or Word file. Browser JSON backups restore into this browser worksheet, not the workbook or a paid app. CSV preserves a report, not an editable backup with formulas.
Use the editable customer order form
Start blank or load the labelled fictional example. Entries stay in this page unless you save or export them. Device storage belongs to this browser; keep a JSON backup for another device. Scroll the item table horizontally on a small screen.
| SKU | Item | Size / color / unit | Quantity | Unit price | Line amount | Delivery note | Item note |
|---|---|---|---|---|---|---|---|
Typed review status is a manual record. It does not verify identity, approve spending, send an order or move money.
How to use the customer order form
- Identify the request. Enter a unique order reference, fixed date, seller and customer label. Use the notes for contact or delivery details only when needed, and store the saved copy appropriately.
- Specify the exact item. Use SKU, item and size/color or unit to avoid variant confusion. Check availability separately before promising a delivery date.
- Review the price. Enter positive quantities and nonnegative unit prices. Enter shipping, tax and discount as amounts. The worksheet does not calculate jurisdiction-specific tax or convert currencies.
- Record payments separately. Enter only the cumulative amount actually paid and keep a payment reference. A requested deposit is not a received payment. For two payments, add them once to the cumulative paid amount.
- Confirm and preserve changes. Record the manual status and review date, agree any changes with the customer, then save a version. Use a packing slip for what is shipped and an invoice for an amount requested.
Worked example: check the result
Two T-shirts at $25 each plus one $20 cap produce $70 in items. Add $8 shipping, $0 entered tax and $0 discount: the order total is $78. Record $30 paid to date with its payment reference: $48 remains. All names and amounts are fictional.
Load the fictional example above to inspect the calculation. The Excel Filled example tab and the second PDF page use the same inputs. A blank form stays incomplete until the required rows and adjustment amounts are supplied. Enter 0 for a charge that does not apply.
Keep the original order intact during partial fulfilment
If one T-shirt ships first, the original request still shows two T-shirts and one cap. Record the parcel on a packing slip and keep the remaining quantities in an order tracker. Do not reduce the original quantity merely to match one shipment.
An overpayment stays visible
If the fictional customer pays $80 against a $78 order, the balance is -$2 and the worksheet calls for an overpayment review. It does not silently cap the payment or issue a refund.
What the form sends to the customer
The browser form is a local worksheet. Saving or printing does not submit it to your customer or your shop. Review the details, then share the reviewed file through your own process. It has no checkout, inventory reservation or order inbox.
Save, reopen and print
In the browser, choose Save on this device deliberately; entries are not saved automatically. Restore device copy retrieves that browser’s last saved version. Clearing browser storage or using a private window can remove it. Download JSON backup before switching devices or closing an important session, and store files containing customer or employee details appropriately.
For Excel, save a separate .xlsx per order. Reopen it and change one value to check recalculation before using it operationally. Select A1:H33 on the required tab, use landscape Print Selection and fit to one page. Column J contains row review messages outside that print area; fix them first. Ten rows are provided: do not extend the form without checking formulas and total ranges.
The downloadable PDF has a fixed layout. Browser Print / Save PDF uses your browser’s print dialog and may span more than one page; check every row and field in preview. The workbook has been recalculated and export/import tested with Artifact Tool. Native Excel, Google Sheets, physical printer output and real-phone behavior have not been certified.
Related workflow
- Continue with the packing-slip template.
- Continue with the small-business order tracker.
- Continue with the invoice collection schedule.
For a broader optional workflow, read about the Sales Management System & Inventory Tracker. This free form works independently; its backup files do not import into the paid product.
Frequently asked questions
Can customers submit this form online?
No. It is an editable local worksheet and downloadable form. It does not collect submissions or send entered details to NexalyPlanner.
Is this also an invoice or receipt?
No. It records a customer request. Use a separate invoice to request payment and a receipt to acknowledge money received, with matching references.
Can I track several orders in this workbook?
This file is for one order. Save a separate copy per order and use the order-tracking guide for a multi-order record.
OPTIONAL NEXT STEP
When one free worksheet is not enough
This free form captures one customer order. If you need to follow several orders alongside stock and sales records, inspect the Sales Management System's listed capabilities. It does not turn a submitted form into a payment receipt or automatically transfer the free worksheet's data. The free template stays available without a purchase; its files and backups do not automatically import into the paid product.