Billing Template With Abn

1. Australian GST Invoice Template (2)

"Australian GST Invoice Template (2)" was found to be relative to Billing Template With Abn with the score grade of 84.

(From Detail Page - about 28 words) - We do the above steps for the second line on the invoice body. In the "Format Values where this formula is true" box, enter the formula "=AND(P21<>0, Q21=0)".

(From Detail Page - about 31 words) - Now by using the Format Painter of Excel, you can easily copy the conditional formatting of the first GST Amount cells to the other GST Amount Cells on the invoice body.

(From Detail Page - about 36 words) - It is possible to make the GST Amount cells show a "-" symbol when the value is zero, the advantage of using conditional formatting is that the GST Amount cells in this example are still editable.

(From Detail Page - about 26 words) - As you can see from this example, even some expensive accounting software for small businesses cannot offer this type of flexibilities on customizing the billing forms.

(From Detail Page - about 105 words) - Although it is easy to create the layout and format of Australian GST Invoice Template (2) with Microsoft Word or other Microsoft Office programs, or even with some PDF programs, the support for Excel formulas makes doing automated calculations easy to implement and modify. For example, Australian GST Invoice Template (2) uses Excel formulas extensively to do calculations whenever possible and necessary, such as the taxes, totals. If you use the Uniform Invoice Software version of Australian GST Invoice Template (2), Excel formulas are also used to create the relationship between several fields, such as one field should be the sum of two other fields.

(From Detail Page - about 58 words) - While the free edition of Australian GST Invoice Template (2), which offers a budget-free edition for creating invoices, helps you create professional invoices with an intuitive billing form, like what the Adobe PDF version shows, with Uniform Invoice Software installed, it can even being the powerful invoicing software that helps you manage your customers, products, invoices and payments!

(From Format Page - about 60 words) - On Monday, March 3, 2014 InvoicingTemplate.com released Australian GST Invoice Template (2) for the first time, and assigned "c7019" as its template#. Like all the other invoice templates here on InvoicingTemplate.com, Australian GST Invoice Template (2) has two editions, one free Australian GST Invoice Template (2) that is named "australiangst2.xls", and another Uniform Invoice Software version that is named "australiangst2-software.xls".

LEARN MORE PDF

2. Australian GST Invoice Template

"Australian GST Billing Form" was found to be relative to Billing Template With Abn with the score grade of 75.

...

(From Format Page - about 15 words) - Australian GST Invoice Template is featured on Excel Standard Invoicing Forms, Excel Tax Invoicing Layouts.

(From Format Page - about 45 words) - Including this Australian GST Invoice Template, all invoice formats available here on InvoicingTemplate.com are created from the default invoice template shipped with Uniform Invoice Software. In fact, Australian GST Invoice Template can be seen as a sample on how to customize the default invoice template.

(From Format Page - about 15 words) - Australian GST Billing Form has a PDF version too, which you can visit at australiangst.pdf.

(From Format Page - about 36 words) - With the Uniform Invoice Software version, Australian GST Invoice Template connects to an Access database "c7018.mdb" by default. The Uniform Invoice Software version Australian GST Invoice Template is fully functional only with the invocing software installed.

(From Format Page - about 28 words) - As an invoicing template in Microsoft Excel format, the format and layout of Australian GST Invoice Template can be set via the Page Setup dialog box in Excel.

(From Download Page - about 56 words) - Australian GST Invoice Template helps you to create beautiful and professional invoices/business documents with an intuitive blank form in Microsoft Excel format. Australian GST Invoice Template has 7 columns on the form body. "Australian GST Invoice Template" is categorized as "Sales Invoice Template". The template # of this Excel invoice template is "c7018" here on InvoicingTemplate.com.

LEARN MORE PDF

3. Subscription Invoice Template (Sales)

"Subscription Invoice Form (Sales)" was found to be relative to Billing Template With Abn with the score grade of 53.

...(36)...

(From Detail Page - about 55 words) - This invoice template was originally published on office-kit.com at Invoice Template for Newsletter Publishing Service (C7-007), and also on our company site UniformSoft.com at Newsletter Publishing Invoice Template. While it was named with "newsletter publishing", it is actually suitable for many subscription or rental based products and items, such as magazines, property renting or hiring.

(From Detail Page - about 44 words) - The two newly added columns, Start Month and End Month, are actually defined as "Date" data type in the database. They are, of course, custom fields that are not defined in the default database shipped with the sales invoice template of Uniform Invoice Software.

...(134)...

(From Detail Page - about 110 words) - The support for custom fields makes it possible for even an end user who does not know programming at all, could add new features to her/his invoicing creator such as Subscription Invoice Template (Sales) without writing one line of programming code. For example, in this tax invoicing template named Mixed Tax Rates in an Invoice, we implement the support of mixed tax rates in the same invoice by using custom fields. The result of the customization is offered in two editions, as what we do to all the other templates available here on InvoicingTemplate.com, that are one freeware edition, and another edition that works only with Uniform Invoice Software installed.

(From Detail Page - about 137 words) - By default, the Start Month and End Month show dates in the format "Month Name / Year". For example, if you enter a date value "12/1/2014", the text shown on the cell will be "Dec/14". If you right-click the cell, and then choose Format Cells to open the Format Cells dialog box of Microsoft Excel, on the Number tab you can find the format codes of the Start Month and End Month cells " [$-409]mmm/yy;@". You can easily change the date format by using the Format Cells dialog box. Date values are not easy to work with. If you would like to try a date picker for Excel that pops up whenever a date value is needed, try our date picker for Excel at Excel Date Picker, or at Pop-up Excel Calendar - Date Picker for Excel.

(From Detail Page - about 40 words) - By adding two new date columns, the default sales invoice template becomes Subscription Invoice Template (Sales) that is suitable for detailing product subscription or renting. If you are running a service business try Subscription Invoice Template (Service) here on InvoicingTemplate.com.

LEARN MORE PDF

4. Website Development Invoice Template

"Website Development Invoice Template" was found to be relative to Billing Template With Abn with the score grade of 28.

(From Detail Page - about 31 words) - Website Development Invoice Template is a free Excel-format invoicing template based on c4029 - Free Designer Invoice Template (Blue). Both the Description and Amount column on this template are manually fillable.

(From Detail Page - about 113 words) - Whether you are doing your website development as a freelancer, a small / home business or a well-known business, you need a way to create your invoices. Billing is a lot easier with a template, which could be in many different format, depending on which program / system you are family with - Microsoft Word "docx" format, Adobe PDF format, Excel spreadsheet format, OpenOffice.org sheet format, or even HTML format. You need to make you invoices look good and professional. A simple template, like what we offer here on InvoicingTemplate.com, could help you do that with easy - sometime you get even better results than a complex and expensive accounting or billing system.

...(74)...

...(17)...

(From Detail Page - about 125 words) - The "Lock" property is a very useful feature in Excel. When you protect a worksheet such as Website Development Invoice Template, all cells are locked by default, which means that they cannot be edited. To enable cells to be edited while leaving only some cells locked, you can unlock the cells and then lock only specific cells and ranges before you protect the Invoice worksheet of Website Development Invoice Template. To lock a cell or a range of cells, first drag your mouse to select the cell or cells, and then right-click one of the selected cell on the form, choose Format Cells. On the Number tab, check the "Locked" box. To unlock a cell or a range of cells, simply clear the "Locked" box.

(From Detail Page - about 59 words) - Tip: If you create a formula for a field or a cell be sure to lock it otherwise a warning mark appears on the cell. On the other hand, if you remove a formula from a locked cell in Website Development Invoice Template, unlock the cell to make sure it is editable when Website Development Invoice Template is protected.

LEARN MORE PDF

5. Plumbing Contractor Invoice Template

"Plumbing Contractor Receipt Form" was found to be relative to Billing Template With Abn with the score grade of 26.

(From Detail Page - about 35 words) - This sample plumbing contractor invoice template in Excel format features business owner information, client information, site address, job address and date completed. The two columns on the invoice body are "Code" and "Description of Material/Work".

...(37)...

(From Detail Page - about 37 words) - Since our invoicing templates are in Microsoft Excel format, you can easily exclude a field from printing by moving it out of the print area. To move a field, you first need to unprotect the Invoice worksheet.

(From Detail Page - about 61 words) - The protection of the Invoice worksheet in Plumbing Contractor Invoice Template prevents accidental modifications to layouts and formulas. If you have Uniform Invoice Software installed, it could even display a warning message when you close a template without protecting the invoice worksheet. However for the purpose of this sample, we should firstly unprotect the Invoice worksheet in Plumbing Contractor Invoice Template.

...(233)...

(From Detail Page - about 38 words) - The template has a default logo image on the top of the invoicing form. This is a placeholder of your own logo image. To replace or customize it, you should firstly switch the Invoice worksheet to design mode.

...(153)...

(From Detail Page - about 22 words) - Once you have finished your design work for Plumbing Contractor Invoice Template, click the Design Mode button again to exit design mode.

(From Detail Page - about 118 words) - Whether you're doing some plumbing work on the side or you own your own plumbing business, you'll need to be able to fill out basic business forms. One of the most important forms in any business is the ability to fill out an invoice correctly. This free blank Excel plumbing invoice template and plumbing receipt template helps you create professional invoices in an easy and quick way. Both the freeware edition and the Uniform Invoice Software are available for free from the download page. Once you filled in the Excel invoice form, you can either print it, or provide an electrical copy via email. Excel provides tools for you to convert your invoices to PDF or other formats.

(From Detail Page - about 48 words) - If you use the Uniform Invoice Software version of this Plumbing Contractor Invoice Template, the "Code" columns allows you to fill in material and service descriptions without typing in manually each time. You can either pick it up from a pop-up box or type in the corresponding code.

(From Detail Page - about 86 words) - Unlike the default sales invoice template shipped with Uniform Invoice Software, this service invoice template designed for VAT taxes. The computable fields available on the bottom part of the invoice form include: Materials (the cost for materials and parts), Labor, Subtotal (Materials + Labor), VAT @ 17.5% (subtotal * 17.5%), Total including VAT, "-18% tax on labour", Total, Paid, Total Due. As you can see we've used a number of custom fields here and used Excel formulas to create and define the relationship of these fields.

...(102)...

(From Detail Page - about 44 words) - This invoice template was designed with UK (United Kingdom) business in mind so that the costs and prices cells are formatted using UK currency symbol. If you like this invoice layout but need to use a different currency symbol, you can easily change it.

(From Detail Page - about 113 words) - To change the currency symbol of Plumbing Contractor Invoice Template, first make sure you've unprotected Plumbing Contractor Invoice Template spreadsheet. Select the cells (fields) for which you want to modify the currency symbol, by dragging your mouse to select multiple cells on Plumbing Contractor Invoice Template, you push CTRL key on keyboard and click each cell on Plumbing Contractor Invoice Template one by one, and then right-click one of the selected cell and choose Format Cells. From the Number tab, you can choose either "Currency" or "Accounting" from the Category list. Note that currency formats are used for general monetary values, you should use accounting formats to align decimal points in a column.

(From Detail Page - about 98 words) - While the free version of Plumbing Contractor Invoice Template is simple, the result invoice created by using this template is as beautiful and professional as many commercial invoicing software program, or even better. It is an ideal tool for small businesses and freelances who offer services and don't need a shipping section on their invoicing form. It is a good service invoice creator, but if you need more features, like management of customers, products / service items, invoices and payments, just install Uniform Invoice Software to make all the buttons on Plumbing Contractor Invoice Template work for you.

(From Detail Page - about 71 words) - Note that custom fields is a powerful feature introduced by previous version of Uniform Invoice Software, i.e. Excel Invoice Manager. The support for custom fields in Excel Invoice Manager requires a database definition file ("FDINFO10.rst") to be present in the folder where the database file was installed. With Uniform Invoice Software, using custom fields is much simpler than in Excel Invoice Manager, and the database definition file is no longer required.

LEARN MORE PDF

6. Sample Service Invoice Template: Using Line Number Instead of Item#

"Service Template with Line Number" was found to be relative to Billing Template With Abn with the score grade of 15.

(From Detail Page - about 34 words) - Sample Service Invoice Template: Using Line Number Instead of Item# is a variant of Sample Sales Invoice Template: Using Line Number Instead of Item#. It is the service edition of the original invoice template.

(From Detail Page - about 113 words) - The difference between sales invoice template and service invoice template here on InvoicingTemplate.com is simple - if a template contains the "Ship To" section on the printable section, we call it sales invoice. If it does not contain the "Ship To" section, it is categorized as service invoice. If the form has a very special design in its layout, such as Tax Invoice for Printing Shop, which moves the "Ship To" section (titled with "Delivery To") to the body of the invoice form, we add the template to both the sales invoice template and service invoice template category. Sample Service Invoice Template: Using Line Number Instead of Item# adheres to this rule too.

...(67)...

(From Detail Page - about 73 words) - The protection of the Invoice worksheet in Sample Service Invoice Template: Using Line Number Instead of Item# prevents accidental modifications to layouts and formulas. If you have Uniform Invoice Software installed, it could even display a warning message when you close a template without protecting the invoice worksheet. However for the purpose of this sample, we should firstly unprotect the Invoice worksheet in Sample Service Invoice Template: Using Line Number Instead of Item#.

(From Detail Page - about 11 words) - To show gridlines and row/column headers in Excel 2000 - 2003:

...(39)...

(From Detail Page - about 40 words) - After your customization, go back to the Tools menu, Options, View tab. Under Window options, REMOVE the checks you previously placed by the two check boxes to hide gridlines and row/column headers. This will restore the appearance of your template.

(From Detail Page - about 14 words) - To show/hide gridlines and row/column headers in Excel 2007, Excel 2010 and Excel 2013:

...(17)...

(From Detail Page - about 251 words) - Moving a cell or a group of cells is easy in Excel. First, you click to select the cell or drag your mouse to select all the cells you want to move. And then, drag the border of the selected area to move it to the new location where you want to place the cell or cells. The moving content will overwrite the content in the target location, so make sure the target range is empty (not used) in Sample Service Invoice Template: Using Line Number Instead of Item# before doing the movement. And, if the target location contains merged cells, sometimes the movement fails. So it is also helpful to make sure the target location does not contain merged cell. If the target location Sample Service Invoice Template: Using Line Number Instead of Item# is overlapping the original range and the original range contains merged cells, the movement could also fail because you cannot change part of merged cell - if this happens, you need to first move the cells to a temporal location in Sample Service Invoice Template: Using Line Number Instead of Item# that are empty (i.e. not used), unmerge cells, and then move the cells from the temporal location to the desired location. If you need to unmerge a cell, first select it and then click the "Merge and Center" command on the Format toolbar in Excel 2003; or click the "Merge and Center" command on the Home ribbon tab in Excel 2007, 2010 and Excel 2013.

(From Detail Page - about 87 words) - Sample Service Invoice Template: Using Line Number Instead of Item# demonstrates how easy it is to customize an invoice template in the way you like by using various tools provided by Excel. Regular data, such as your daily invoices, customers, items and payments, will be much easier to manipulate in the backend by using a database. So feel free to try the Uniform Invoice Software version of Service Template with Line Number, which provides all the features you need in management of customers, products, invoices and payments.

LEARN MORE PDF

7. VAT Invoice Template with VAT Rate and Amount Column

"VAT Billing Template with VAT Rate and Amount Column" was found to be relative to Billing Template With Abn with the score grade of 9.

(From Detail Page - about 50 words) - VAT Invoice Template with VAT Rate and Amount Column is the second sample of customizing VAT Invoice Template with 2 Separate Rates. It differs from the original Excel invoice templates in that this one has both the VAT rate and the VAT amount column moved into the printable invoice form.

...(34)...

(From Detail Page - about 82 words) - If you are registered for VAT you must give any VAT-registered customers a VAT invoice for any standard-rated or reduced-rated goods or services you sell them. If you are a retailer, you do not need to issue a VAT invoice or receipt unless your customer asks for one. As a VAT-registered supplier, you may be liable to a fine if you do not issue a VAT invoice for a supply you have made when asked to do so by a VAT-registered customer.

...(99)...

(From Detail Page - about 18 words) - According to UK HM Revenue & Customs VAT invoices, what they must show, a VAT invoice must show:

• An invoice number which is unique and follows on from the number of the previous invoice - if you spoil or cancel a serially numbered invoice, you must keep it to show to a VAT officer at your next VAT inspection.
• The seller's name or trading name, and address.
• The seller's VAT registration number.
• The invoice date.
• The time of supply (also known as tax point) if this is different from the invoice date.
• The customer's name or trading name, and address.
• A description sufficient to identify the goods or services supplied to the customer.
• The rate of any cash discount.
• The total amount of VAT charged expressed in sterling.

(From Detail Page - about 13 words) - For each different type of item listed on the invoice, you must show:

• The unit price or rate, excluding VAT.
• The quantity of goods or the extent of the services.
• The rate of VAT that applies to what's being sold.
• The total amount payable, excluding VAT.

...(139)...

(From Detail Page - about 115 words) - The support for custom fields makes it possible for even an end user who does not know programming at all, could add new features to her/his invoicing creator such as VAT Invoice Template with VAT Rate and Amount Column without writing one line of programming code. For example, in this tax invoicing template named Mixed Tax Rates in an Invoice, we implement the support of mixed tax rates in the same invoice by using custom fields. The result of the customization is offered in two editions, as what we do to all the other templates available here on InvoicingTemplate.com, that are one freeware edition, and another edition that works only with Uniform Invoice Software installed.

...(240)...

(From Detail Page - about 102 words) - If you installed Uniform Invoice Software and start the Custom Field Manager, you'll easily find out what custom fields we've added to the database that runs with VAT Invoice Template with VAT Rate and Amount Column - To both the Customer and Invoice Header tables, the new field "VAT ID" was added; to the Product table, "Tax Category" was added; To the Invoice Body table, we added 4 custom fields to it, including "Applied Tax Rate", "Category", "Line Tax", "Tax Category". These custom fields added to the database tables are then mapped to Excel cells / columns according the rules described above.

LEARN MORE PDF

8. Commercial Template Sample - Adding Insurance Cost Field

"Commercial Template Format - Adding Insurance Cost Field" was found to be relative to Billing Template With Abn with the score grade of 8.

(From Detail Page - about 29 words) - With the previous FedEx style commercial invoice samples the insurance cost and currency symbol fields were missed. This template shows how to add it onto the printable commercial form.

...(79)...

(From Detail Page - about 46 words) - These fields - insurance and currency code, provides important information regarding the international shipping / freight and international trading. If you have looked at Commercial Template Sample - Complete Incoterms Rules, you may notice that many Incoterms rules specify how the insurance cost will be handled.

(From Detail Page - about 113 words) - c9006 - Commercial Template Sample - Adding Insurance Cost Field (Commercial Template Format - Adding Insurance Cost Field) is one of the templates in the serial Commercial Invoices (FedEx). As of Dec/26/2015, there are 5 template(s) in this serial. For the basic version of blank FedEx format commercial invoice sample, see Commercial Invoice - FedEx Style. For the version of blank FedEx format commercial invoice sample that is printable with landscape paper orientation, see Commercial Invoice - FedEx Style (Landscape). For the version that includes payment method checkboxes, see Commercial Template Sample - Using Payment Method Checkboxes. For the version that includes complete Incoterms option, see Commercial Template Sample - Complete Incoterms Option.

(From Detail Page - about 133 words) - Unlike those invoicing templates in HTML, Adobe PDF or Microsoft Word format, it is relatively easy to add new fields to an existing invoicing form. This is true to OpenOffice spreadsheet templates too. This reason is simple - with a spreadsheet format template, the space on the blank forms was divided into cells and fields naturally. To add a new field, simply look for a blank (not used) cell and type in the related information. Of course, if you want to include the new field on the printed versions / exported PDF versions, make sure the location of the new fields is within the range defined by Print_Area name - this name defines the printable form. Cell and contents outside this area will not be printed or included in the generated PDF documents.

(From Detail Page - about 83 words) - In this sample, we placed the insurance and currency cells F15:K15. This was done by unmerge the original "Country of ultimate destination" cell to make space for the new cells. We also rearranged the "Country of Export", "Country of manufacture" cells. By moving the fields and labels, we aligned all the content in the F13:K17 section to make the form look professional and beautiful. Be sure to unlock the cells so that even if the sheet is protected, the cells are still fillable.

...(86)...

(From Detail Page - about 64 words) - In this example, we named the cells for the newly added fields "oknInsurance" and "oknCurrencyCode" respectively. In the underlying database tables, the corresponding fields are named "Insurance" and "CurrencyCode". As you can see from this sample, the mapping between database fields and Excel cells are archived by using names. To map a cell to a database field, simply name the field "okn + fieldname".

(From Detail Page - about 51 words) - This, combines the power of Excel formulas, makes Uniform Invoice Software flexible enough to handle many different invoicing forms and designs. In this sample, we've modified the formula of the Total Value cell from " =SUM(oknLineTotal_1:oknLineTotal_12)" to "=SUM(oknLineTotal_1:oknLineTotal_12)+oknInsurance". So in this free commercial invoice template, the total value includes insurance cost.

LEARN MORE PDF

9. Invoice Template with Tax Column

"Billing Form with Tax Column" was found to be relative to Billing Template With Abn with the score grade of 1.

(From Detail Page - about 27 words) - This Invoice Template with Tax Column includes both the "Bill To" and "Shipping To" sections and has 5 columns that are description, Tax, Hours, Rate/Hour, and Amount.

(From Detail Page - about 94 words) - The heading part of the invoice form, including your own company/business information section, invoice#, invoice date, "Bill To" section and "Shipping To" section are similar to the default sales invoice template included in Uniform Invoice Software setup program, which you can download and try for free, and is able to upgrade a simple Excel formatted invoice template to a fully featured invoice program. With Uniform Invoice Software installed, your Excel invoice template will not be a simple invoice creator, it will be powerful invoicing that includes features for managing customers, products/items, invoices and payments.

(From Detail Page - about 100 words) - Although the invoice template includes fields for shipping information, the body part has columns titled with "Hours" and "Rate/Hour". If you don't like these two headings, you can easily change them to Quantity and Unit Price by simply unprotect the Invoice worksheet and then type in your own text labels. However these are not the interesting parts of this invoice template. The special point of this invoice template is that it includes a Tax column, which shows the tax amount calculated based on tax rate (specified on the bottom of the form), line total and status of the "Taxable" checkbox.

(From Detail Page - about 12 words) - The Excel formula of the tax amount cells are like the following.

=IF(oknTaxable_1,oknLineTotal_1*oknTax1Rate,IF(oknLineTotal_1<>0,"-",""))

(From Detail Page - about 61 words) - This formula means that, if the "Taxable" checkbox is checked on the first line of the invoice body (identified by the " oknTaxable_1" cell value), it calculates tax amount based on line total and tax rate. If the "Taxable" checkbox is not checked, it shows either an empty string or the symbol "-" depending on whether the line total is zero.

(From Detail Page - about 122 words) - The checkbox column titled with "Taxable" is put outside the printable area, which is not printed when you execute the print command in Excel, or is not extracted when you execute the "Extract" command when Uniform Invoice Software is installed. So can the "Taxable" checkbox column be included in the printed version of an invoice? The answer is "Yes". Basically what you need to do is just to move the checkbox controls inside the printable area, and then name them with special prefix so that Uniform Invoice Software will not remove them on extracting an invoice. Please refer to the Uniform Invoice Software document, which is included in the installer program, for more detailed instructions on how to customize the invoice template.

LEARN MORE PDF

10. Commercial Template Sample - Complete Incoterms Option

"Commercial Template Format - Complete Incoterms Option" was found to be relative to Billing Template With Abn with the score grade of 1.

(From Detail Page - about 29 words) - This sample of blank commercial invoice template demonstrates how to add a complete Incoterms option, in the format of the dropdown list, to replace the existing checkbox-based freight rules.

...(230)...

(From Detail Page - about 114 words) - c9005 - Commercial Template Sample - Complete Incoterms Option (Commercial Template Format - Complete Incoterms Option) is one of the templates in the serial Commercial Invoices (FedEx). As of Dec/26/2015, there are 5 template(s) in this serial. For the basic version of blank FedEx format commercial invoice sample, see Commercial Invoice - FedEx Style. For the version of blank FedEx format commercial invoice sample that is printable with landscape paper orientation, see Commercial Invoice - FedEx Style (Landscape). For the version that includes payment method checkboxes, see Commercial Template Sample - Using Payment Method Checkboxes. For the version that includes insurance and currency symbol options, see Commercial Template Sample - Adding Insurance Cost Field.

(From Detail Page - about 98 words) - Microsoft Excel allows you to add a dropdown list to a spreadsheet document by using data validation. In this tutorial, we details the steps required to add a dropdown list to a blank commercial invoice template. This dropdown list could be found on other examples too, for example at Commercial Invoice Template (UPS Style) in the Proforma and Commercial category. But in this tutorial, we'll take a look at the steps required to create the dropdown list. This sample is based on Excel 2016. For a sample on Excel 2003, visit Invoice Template Sample - Using Drop-Down List.

(From Detail Page - about 41 words) - First, open your commercial invoice template. Make sure the "Invoice" worksheet is active (the current sheet). Push down the "Design Mode" button on the "Invoice" ribbon tab (If you don't see this tab, make sure you have Uniform Invoice Software installed).

(From Detail Page - about 29 words) - Second, choose a cell to place the Incoterms field. In this sample, we choose the range P38:P41. Clear the existing content / checkboxes. Name the "oknINCOTERM" and unlock it.

...(85)...

(From Detail Page - about 92 words) - Fourth, create the dropdown list by using Excel data validation. Select the "oknIncoterm" cell. Click Excel command on the ribbon: Data, Data Validation, and then Data Validation again. On the "Data Validation" dialog box, choose "List" from the "Allow" box, and then click the "Source" field, enter the range of the source - in this sample, it is "$W$4:$W$14". There are other options you can set on this dialog box too, for example you can specify the error message to show if a user entered an incorrect value. Once finished, click OK.

(From Detail Page - about 24 words) - Now if you click the "oknIncoterm" cell, a dropdown list mark appears. Click it to choose your Incoterms option for your next commercial invoice!

LEARN MORE PDF