Download Free Proforma Invoice

1. Invoice with Previous Balance (Sales)

"Invoice with Previous Balance (Sales)" was found to be relative to Download Free Proforma Invoice with the score grade of 84.

(From Detail Page - about 194 words) - With Uniform Invoice Software installed, the invoice template is no longer a simple invoice creator, but becomes a fully featured invoicing system with the ability to manager customers, products, invoices and payments. The data is stored in a database, which is a better way than a pure-Excel way for manipulating large amount of data. So how does Uniform Invoice Software create the link between the Excel invoice form and the backend database? Specifically, when you retrieve a customer from the backend database, how does Uniform Invoice Software know where to place the value of each field? The secret lies in field names and cell names. Uniform Invoice Software adheres to a simple rule to create the relationship between the database and the Excel invoice form. For example, when you load the data of a customer from database, the value stored in the "AccountBalance" field is filled into the cell named "oknAccountBalance". However exceptions exist, as some cell names and field names don't adhere to this rule. A detailed list on the exceptions can be found in the Cell Name Reference document included in Uniform Invoice Software, which you can download and try for free.

(From Detail Page - about 162 words) - So to create this Invoice with Previous Balance, all you need to do is to name a cell "oknAccountBalance". To do this, first unprotect the Invoice worksheet, and then select the cell you want to assign the name, and then enter the name in the name box on the formula bar. One additional step might be required, that is to unlock the named cell - If a cell is locked and the sheet is protected, Uniform Invoice Software will not be able to write to it. To unlock a cell, first unprotect the Invoice worksheet and then right-click the cell and choose Format Cells. Go to the last tab, uncheck the Lock box. After naming the cell, you can move it without breaking the functionality of the template. Moving cell to a new location could be done by dragging and dropping - more detailed sample and instructions can be found on Proforma (1st Sample of Customization) and Proforma (2nd Sample of Customization).

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2. Proforma Invoice Template (4th Sample, Landscape Page Orientation)

"Proforma Invoice Template (4th Sample, Landscape Page Orientation)" was found to be relative to Download Free Proforma Invoice with the score grade of 79.

(From Detail Page - about 138 words) - In design mode, Microsoft Excel allows you to move, add, or delete controls or images inside Proforma Invoice Template (4th Sample, Landscape Page Orientation). Note that if you have our invoicing program (Uniform Invoice Software) installed, and you are running Excel 2007, Excel 2010 and Excel 2013, it already provides a Design Mode button on the ribbon tab, so that you don't have to switch to design mode manually. Our invoicing software is able to turn a simple spreadsheet into a powerful invoicing system, with the ability to manage customers, products invoices and payments, it also includes various tools that could help you configure the layout of your form, such as the number of taxes and tax names and rates. If you don't have our invoicing program installed, here are how you can switch to design mode manually.

• In Excel 2003 click the Design Mode button on the Control Toolbox toolbar. Tip: If the Control Toolbox toolbar is invisible, click Excel menu View > Toolbars > Control Toolbox.
• In Excel 2007, Excel 2010 and Excel 2013, click the Design Mode button in the Controls group of the Developer tab.

  (From Detail Page - about 53 words) - TIP: If the Developer tab is not available in Excel 2007, do the following to display it: a) Click Microsoft Office Button, and then click Excel Options; b) In the Popular category, under Top options for working with Excel, select the Show Developer tab in the Ribbon check box, and then click OK.

  (From Detail Page - about 49 words) - Or in Excel 2010 and Excel 2013 to display the Developer tab: a) Click File > Options > Customize Ribbon; b) In the area on the right, ensure that the box next to Developer is checked; c) When you click OK, the Developer tab will appear in the ribbon.

(From Detail Page - about 26 words) - Once you have finished your design work for Proforma Invoice Template (4th Sample, Landscape Page Orientation), click the Design Mode button again to exit design mode.

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

1. Click and activate the worksheet you want to display gridlines and row/column headers for.
2. On the Tools menu, click Options, and then click the View tab.
3. Under Window options, check the Gridlines and Row & Column Headers check boxes.

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3. Invoice with Date Column

"Invoice with Date Column" was found to be relative to Download Free Proforma Invoice with the score grade of 77.

(From Detail Page - about 20 words) - This template has no shipping section, but offers 4 columns on the invoice body - date, description, quantity and amount.

(From Detail Page - about 59 words) - Since this template does not include the shipping section in the printable area, it is more suitable for service business. Compared to the default sales invoice template shipped with Uniform Invoice Software installer program, this "Invoice with Date Column" template has the Product# and Unit Price columns moved out of the printable area, and added a new column Date.

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(From Detail Page - about 85 words) - Adding a new column is a bit complex than just moving cells. With the previous generation of Uniform Invoice Software, which is named Excel Invoice Manager, you have to use Database Designer to add new fields to the Invoice Body database definition file and database table (and the field with the same name to the Product table, if you wish to fill the cell automatically when a product / service item is picked up), and then name the cells based on the database field name.

(From Detail Page - about 276 words) - With Uniform Invoice Software, which you can download and try the fully functional trial version for free, it is much easier to use custom fields. The previous standalone utility program, Database Designer, was no longer available. The feature of the Database Designer program was added to Uniform Invoice Software program itself, and database definition file is no longer required. For example, let's say you want to add the Date column to the Invoice Body database table. You first open the Invoice Edit window of any invoice, and then double-click an invoice item to open the detail window of the invoicing item, and then go to the "Custom Fields" tab. Next, click the Add Field button to open the "Add New Custom Field" window. Specify the name of the field ("DateCompleted" in this example because we want to use this field to detail when the service or job was performed / completed - you cannot name a field with the word "date" because it is a keyword used by the underlying database engine), and then select "Date" from the Type list. The "Default value", "Caption" and "Notes" fields are optional on this window. Note that if you are adding a new field that is Text type, you have to also fill in the Size field; and if you are adding a Decimal field, you have to fill in Precision and Scale too. Once the new field "Date" is added to the Invoice Body database table, all you have to do is to name the field. To do this, simply enter the name of each cell on the column "oknDateCompleted_1", "oknDateCompleted_2", and so on, from top to bottom.

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(From Detail Page - about 27 words) - Once finished the formatting work, save the template once by clicking the Save command in Excel to make change changes to the Invoice with Date Column persistent.

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4. Commercial Invoice - FedEx Style

"Commercial Invoice - FedEx Style" was found to be relative to Download Free Proforma Invoice with the score grade of 75.

(From Detail Page - about 31 words) - This sample commercial invoice offers a free downloadable and fillable template in Microsoft Excel spreadsheet (xlsx) and Adobe PDF format, with the form layout similar to the sample template on FedEx.

(From Detail Page - about 80 words) - Note that there are two styles on FedEx, FedEx Express and FedEx Ground international shipping. This sample follows the one for FedEx Express. The Commercial invoice serves as an important document international trading, especially for the customs clearance process. Customs officials use commercial invoices to classify your merchandise. This in turn will help them in correctly assessing the applicable duties and taxes. Commercial invoices, like a bill of lading, one of the important documents used in international / foreign trade.

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(From Detail Page - about 110 words) - c9002 - Commercial Invoice - FedEx Style (Commercial Invoice Format - FedEx Style) 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 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. For the version that includes insurance and currency symbol options, see Commercial Template Sample - Adding Insurance Cost Field.

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(From Detail Page - about 212 words) - While you can find many commercial invoice formats on the Internet, most of them are PDF documents which require a PDF editor program to work with, such as Adobe Acrobat. And if you have number to calculate on the invoices - surely you have on an invoice - it is hard to automate the process with PDF format. Here, you see one of the important advantages of Excel spreadsheet templates - it is very easy to do such calculation (make the calculation automated) in Excel sheet with formulas. For example, in this implementation, the total number of packages, the total weight, freight, total invoice value and value of each line are all calculated automatically. And, Microsoft Excel is now able to generate PDF invoices too. If you have installed Uniform Invoice Software, generating PDF commercial invoices can even be done with a single click of mouse. Here you see another key advantage of Excel invoice templates (all templates here on InvoicingTemplate.com are firstly published in Excel format - most in xlsx format, and some of them in xls format) - they work well with Uniform Invoice Software. If you want to create electronic invoices - the paperless way of doing invoices, Uniform Invoice Software will help you done the job with easy.

(From Detail Page - about 61 words) - All fields on this template are fillable, including Federal Express International Air Waybill Number, Date of Export, Export References and those checkboxes on the bottom of the form - FOB, C&F, CIF, except the "SHIPPER" and "DATE" fields located on the very bottom of the form. These should be manually signed, and thus not be stored into Uniform Invoice Software database.

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5. Service Invoice Form with Discount Percentage

"Service Invoice Form with Discount Percentage" was found to be relative to Download Free Proforma Invoice with the score grade of 64.

(From Detail Page - about 28 words) - This service invoice template is a variant of Service Invoice Form with Discount Amount. The template redefined several Excel formulas so the Discount field becomes a percentage value.

(From Detail Page - about 73 words) - In the original implementation that could be found at Service Invoice Form with Discount Amount, the discount field is an amount value, which is deducted from the subtotal of an invoice by using Excel formula. With this customized invoice template, we modified the formula of the "discounted subtotal" cell to be "Subtotal * (1 - Discount Percentage)". This way, the discount value saved along with other customer information becomes a discount percentage value.

(From Detail Page - about 117 words) - Besides modifying the formula, you'll also need to set the format of the discount cell to show as a percentage. To do this, first unprotect the Invoice worksheet by clicking the Unprotect Sheet command on the Review ribbon tab, and then right-click the Discount cell on the bottom of the invoice form and choose Format Cells. On the Number tab of the Format Cells dialog box, you can set the format of the discount cell to be a percentage value. Feel free to browse the other options available on the Format Cells dialog box, you may find it helps you a lot when you try to customized the invoice template to create your own style and layout.

(From Detail Page - about 102 words) - The freeware version of Service Invoice Form with Discount Percentage invoice template does help you create professional and beautiful invoices with its intuitive form layout, and printing a hardcopy of an invoice is also as easy as issuing the Print command in Excel. However a pure Excel invoice template is a simple invoice creator or invoice generator, because it lacks the ability to manage customers, products, invoices and payments. To fulfill these types of business requirements, upgrade the pure-Excel invoice template to Uniform Invoice Software version, which allows Uniform Invoice Software creates the connection between Excel formatted invoice template and backend database.

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6. Hotel Receipt Template

"Hotel Receipt Template" was found to be relative to Download Free Proforma Invoice with the score grade of 39.

(From Detail Page - about 46 words) - Hotel Receipt Template is a free Excel spreadsheet formatted template for hotel and motel / hostel businesses, for invoicing room tental and bed and breakfast. It is also one of the samples on how to customize the default sales invoice template shipped with Uniform Invoice Software.

(From Detail Page - about 121 words) - A hotel or motel needs different invoice and receipt formats than a generic sales invoice template or generic service invoice template for purchasing goods and service. The blank receipt form provided here on InvoicingTemplate.com offers a sample hotel receipt that you could use to create your hotel bills in an easy way. Our templates are in Microsoft Excel format. All templates here are not protected with password, so that you can easily customize the layout without problems. You can also download a printable PDF version of the hotel invoice template here. If you are looking for a hotel invoice template in Word ".doc" format online, we recommend this Excel-format template instead, as Excel provides more features for calculations and data validations.

(From Detail Page - about 58 words) - Front office transactions are typically charted on account statement as Invoice or Folios. Invoice consists of Debit and Credit (Also refer to Credit Memo Template) affecting the balance of a single guest account or room. This is different than general house rent, for which InvoicingTemplate.com also has a house rental invoice template too at House Rent Receipt Template.

(From Detail Page - about 29 words) - If you use the Uniform Invoice Software version of the hotel invoice template / hotel receipt template, the receipt# (or invoice#) is generated automatically when you save the document.

(From Detail Page - about 113 words) - A hotel receipt is also called guest invoice, folios or bill format for hotels. Usually when a folio is opened the starting balance is zero. All transactions which increase (debit) or decrease (credit) the balance of the account are recorded on the folio. In Uniform Invoice Software, when guest does the final settlement of the invoice should be returned to zero balance by any of the method of payment given by guest. The process of recording transactions on an Invoice or a receipt is called posting. A transaction is posted either debit or credit when it has been recorded on the proper folio in the proper location and a new balance is determined.

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(From Detail Page - about 61 words) - While there are complex and expensive hotel management software programs available, which, generally, could also produce invoices and receipts for you, this free hotel invoice template and receipt template offers a budget-free way for creating professional invoices and receipts. The intuitive blank form of this template allows you to prepare and draft your invoices and receipts without a hard learning curve.

(From Detail Page - about 43 words) - The template has two taxes defined on the bottom of the form - which you can easily change the names and rates depending on your requirements. The Taxable column found in the default sales invoice template was removed from the hotel receipt template.

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7. Consultant Template Sample - New Company Name Field

"Consulting Format Sample - New Company Name Field" was found to be relative to Download Free Proforma Invoice with the score grade of 39.

(From Detail Page - about 22 words) - This free sample template for the consulting service business demonstrates how to add a new field "Company Name" to an existing template.

(From Detail Page - about 104 words) - Every business is different, their requirements of service invoice creation are different too. Depending on the requirements, you may like to show a company name when billing a client/customer. The default template, and most samples here on InvoicingTemplates.com, include a field "Name" in the "Bill To" section. You can fill in either a contact / personal name or a business / company name into this field. However, what if you want to show both the company name and the contact name on your consultant invoice / receipt form? Of course, the newly added field should be able to work with the back-end database too.

(From Detail Page - about 61 words) - The solution is to add a new field "Company Name". In Uniform Invoice Software, we call this field "Custom Field" since it is not already defined in the template and database. On the other hand, those fields that are already included in the default template and database (as included in the setup program of Uniform Invoice Software) are called standard fields.

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(From Detail Page - about 25 words) - First, make sure you've downloaded the free Simple Consulting Invoice Template. Extract the template and database from the downloadable exe package. Open "simpleconsulting-uis.xlsx" as usual.

(From Detail Page - about 52 words) - Next, switch to design mode by clicking the "Design Mode" button on the "Invoice" ribbon tab. This command provided by Uniform Invoice Software combines several commands provided by Microsoft Excel -- it unprotects the sheet, show gridlines and row/column headings, and then push down the design mode button on Excel's "Developer" tab.

(From Detail Page - about 27 words) - Now click the heading cell of row 11, then choose "Insert". A new row is inserted between the rows that have the text labels "Name" and "Address".

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(From Detail Page - about 64 words) - Now our customization work for the template part has been done. We need additional steps to make sure it work with the backend database. That is, when you choose an existing customer, the company name information should be loaded along with other data such as the address, city state and zip. When you save an invoice, the company name information should be saved too.

(From Detail Page - about 119 words) - To accomplish this, you use the Custom Field Manager. Click the "Customers" command on the "Invoice" ribbon tab, and then choose "Custom Fields". Click "Add Field". On the New Custom Field dialog box, enter "ClientCompanyName" into the "Name" field, Make sure "Type" is "Text", and then enter the "100" into the "size" box. Click "OK" to create this custom field. Now it is returned to the "Custom Field Manager" dialog box. From the "Database Table" drop-down list, choose "Invoice Header", click "Add Field". On the New Custom Field dialog box, enter the same values as the previous entry - enter "ClientCompanyName" into the "Name" field, Make sure "Type" is "Text", and then enter the "100" into the "size" box.

(From Detail Page - about 87 words) - Note that in this step, we've created the custom field ClientCompanyName in both the "Customer" and "Invoice Header" database tables. The entry for both database tables should be exactly the same - in this sample, the field name is "ClientCompanyName", and the size is 100. Also the field name should match the cell name on the "Invoice worksheet". This this sample, the cell name is "oknClientCompanyName", the field name is "ClientCompanyName" - as you can see, the field name is the cell name without the "okn" prefix.

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8. Blank Sales Invoicing Sample (Two-tax, Long Description)

"Blank Sales Billing Sample (Two-tax, Long Description)" was found to be relative to Download Free Proforma Invoice with the score grade of 32.

(From Detail Page - about 31 words) - This simple blank template has two taxes on the bottom of the printable form identified by the Print_Area Excel range name. The detail section allows up to 6 products / items.

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(From Detail Page - about 146 words) - c2023 - Blank Sales Invoicing Sample (Two-tax, Long Description) (Blank Sales Billing Sample (Two-tax, Long Description)) is one of the templates in the serial Blank Sales Invoicing Templates. As of Dec/20/2015, there are 6 template(s) in this serial. For a version that has no tax and shows all lines on the invoice body, see Blank Sales Sample (No-tax). For a version that has one tax and shows all lines on the invoice body, see Blank Sales Invoice Sample (One-tax). For a version that has two taxes and shows all lines on the invoice body, see Blank Sales Invoice Layout (Two-tax). For a version that has no taxes and shows 6 lines on the invoice body, see Blank Sales Billing Format (No-tax, Long Description). For a version that has one tax and shows 6 lines on the invoice body, see Blank Sales Invoicing Sample (One-tax, Long Description).

(From Detail Page - about 87 words) - Note that the "Thank you for your business" message on the bottom of the invoicing form is an Excel shape object. Unlike the usual text message that could be found on most templates here on InvoicingTemplate.com, a shape object gives you more options for customizing the look and feel of the message - by the way, if you are looking for beautiful invoice templates are Photoshop / PSD as a invoicing tool is acceptable for you, maybe you could take a look at Invoice Templates PSD DOCX).

(From Detail Page - about 130 words) - If you like the invoices created by Blank Sales Invoicing Sample (Two-tax, Long Description), you may find that these Excel shapes and Smart Art objects easily make Blank Sales Invoicing Sample (Two-tax, Long Description) a beautiful invoice template. If you like the samples provided by Blank Sales Invoicing Sample (Two-tax, Long Description), here is how to use Excel shapes or SmartArt objects in your own template. In Microsoft Excel, you can add shapes, such as boxes, circles, and arrows, to your documents, email messages, slide shows, and spreadsheets. To add a shape, click Insert, click Shapes, select a shape, and then click and drag to draw the shape. After you add one or more shapes, you can add text, bullets, numbering, and Quick Styles to them. To add a shape:

1. Open Blank Sales Invoicing Sample (Two-tax, Long Description), or your invoice template. Unprotect the Invoice worksheet.
2. On the Insert tab, in the Illustrations group, click Shapes.
3. Click the shape you want, click anywhere in the workbook, and then drag to place the shape.
4. To create a perfect square or circle (or constrain the dimensions of other shapes), press and hold Shift while you drag.

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9. Commercial Invoicing Template

"Commercial Invoicing Template" was found to be relative to Download Free Proforma Invoice with the score grade of 29.

(From Detail Page - about 31 words) - Commercial Invoicing Templates is an easy way for an individual or a corporation to create commercial invoices. The free commercial invoice form produces professional invoices as good as expensive accounting systems.

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(From Detail Page - about 61 words) - Whether you are an individual or a corporation, the commercial invoicing template helps you create professional and beautiful invoices with quick and easy. However if you are a corporation we highly recommend the Uniform Invoice Software version. With Uniform Invoice Software installed, the commercial invoicing form becomes a powerful invoicing system, with the ability to manager customers, products, invoices and payments.

(From Detail Page - about 57 words) - However before using the commercial invoice template to create your first commercial invoice, there are some one-time job you should do, that is to enter your own company information and replace the default logo image. Before you can do this type of customization, you have to firstly unprotect the invoice form, and then switch to design mode.

(From Detail Page - about 59 words) - The protection of the Invoice worksheet in Commercial Invoicing 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 Commercial Invoicing Template.

(From Detail Page - about 133 words) - In design mode, Microsoft Excel allows you to move, add, or delete controls or images inside Commercial Invoicing Template. Note that if you have our invoicing program (Uniform Invoice Software) installed, and you are running Excel 2007, Excel 2010 and Excel 2013, it already provides a Design Mode button on the ribbon tab, so that you don't have to switch to design mode manually. Our invoicing software is able to turn a simple spreadsheet into a powerful invoicing system, with the ability to manage customers, products invoices and payments, it also includes various tools that could help you configure the layout of your form, such as the number of taxes and tax names and rates. If you don't have our invoicing program installed, here are how you can switch to design mode manually.

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(From Detail Page - about 21 words) - Once you have finished your design work for Commercial Invoicing Template, click the Design Mode button again to exit design mode.

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(From Detail Page - about 50 words) - Once you have entered your company information and set up your own logo image, you should exit design mode by clicking the design mode button again. It is also highly recommended to protect the commercial invoice form. Without a hard learning curve, now you can start creating your commercial invoices!

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10. Timesheet

"Time Sheet" was found to be relative to Download Free Proforma Invoice with the score grade of 19.

(From Detail Page - about 38 words) - This Timesheet template records the time your employee worked for a job. It includes fields for job location, job contact, as well as the hours each employee worked, hourly rate, administrative fee. This is a weekly time sheet.

(From Detail Page - about 92 words) - This free Timesheet template designed by InvoicingTemplate.com is in Microsoft Excel (xls) format. You can use it with Excel 2003, 2007, 2010 or 2013. A timesheet (or time sheet) is a method for recording the amount of a worker's time spent on each job. Originally developed for an employer to determine payroll, timesheets are not just for payroll any more. Timesheets may record the start and end time of tasks, or just the duration. This information may be used for payroll, client billing, and increasingly for project costing, estimation, tracking and management.

(From Detail Page - about 77 words) - The timesheet template has 11 columns on the invoice body within the printable area. The first is a Name column, where you can enter your employee's name. If you use the Uniform Invoice Software version, you can also pick up one two several employees by clicking the icon button on the current invoicing line, or you can retrieve employee information (including hourly rate) from backend database by type the ID of the employee into to "OP#" cells.

(From Detail Page - about 102 words) - Following the Name column, there are 7 columns for you to enter hours worked each day. This is the place to record how long each employee worked for a job. After that, you see the Total Hours column. This column is calculated automatically using Excel formula, so you don't have to calculate and type it manually. The next column, Hourly Rate column, should be manually filled in. However, if you have Uniform Invoice Software installed, the Hourly Rate can be retrieved from backend database automatically. The last column on the printable form is called Total, which is also calculated using Excel formula.

(From Detail Page - about 32 words) - On the bottom of the invoice form, you can find a cell titled with "administrative fee $7.00 per hour". If you don't need this field, simply delete the label and its formula.

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