Free Memo Format

1. Credit Memo Template

"Credit Note Template" was found to be relative to Free Memo Format with the score grade of 50.

(From Download Page - about 43 words) - Including this Credit Memo Template, all invoice formats available here on InvoicingTemplate.com are created from the default invoice template shipped with Uniform Invoice Software. In fact, Credit Memo Template can be seen as a sample on how to customize the default invoice template.

(From Detail Page - about 34 words) - Credit Memo Template is a free sample template that helps you create credit notes and credit memos. The credit note template in Excel format and its PDF format are all available free for download.

(From Detail Page - about 100 words) - A credit note is also called credit memo (memorandum). It is a commercial document issued by a seller to a buyer and states the amount of money that has been credited to the buyer's account. The credit note format available for free here on InvoicingTemplate.com was originally a sample on customizing the default sales invoice template shipped with Uniform Invoice Software, and it is now provided as a free template. The credit note template is offered in Microsoft Excel (.xls) format, which you can easily convert to the new (.xlsx) format by executing the "Save As" command in Microsoft Excel.

(From Detail Page - about 99 words) - Although it is easy to create the layout and format of Credit Memo Template 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, Credit Memo Template 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 Credit Memo Template, 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 39 words) - The difference between credit note and invoice lies not mainly in the form layout. A credit note or credit memo reduce the amount that a buyer owns a seller, which is exactly the opposite of what an invoice does.

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2. Hotel Receipt Template

"Hotel Receipt Template" was found to be relative to Free Memo Format with the score grade of 30.

(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.

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3. Basic Service Invoice Sample with Deposit

"Simple Service Invoicing Template with Deposit" was found to be relative to Free Memo Format with the score grade of 18.

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(From Detail Page - about 112 words) - The default template shipped with Uniform Invoice Software has a simple "Paid" and "Balance Due" or "Amount Due" cells on the bottom of the invoicing form, and the "Paid" field was not manually fillable (this is by design and in purpose). The purpose of this design is to encourage the end-users to use the "New Payment" window to post payments, instead of filling payment amount directly into the invoicing form when creating invoices. One of the advantages of using the "New Payment" window is that you have full and complete details regarding the payment, and the "Payment Report" is able to show only the payment records created using the "New Payment" window.

(From Detail Page - about 92 words) - This template is created as a service invoice template. If your business is less service orientated, but more about selling products to the customers than you may want to take a look at our Sales Invoice Template. All templates on our site, InvoicingTemplate.com, can be downloaded for free. To make your invoicing template a fully featured invoicing software app. While not as powerful and expensive as some accounting software system, Uniform Invoice Software does provide complete features required by a small business for invoicing and management of customers, products, invoices and payments.

(From Detail Page - about 25 words) - Now let's see the detailed steps involved to move back the "Total Due" cell and how to add the "Deposit" and "Deposit Payment Method" fields.

1. First, back up the template and database file. In this customization of the invoice / receipt template, we'll need to modify the database to add the custom fields. Even you are very familiar with Uniform Invoice Software and know exactly what to do, it is still recommended that you back up the template and database file before customizing it.
2. Open the template as usual.
3. Click the "Design Mode" button on the "Invoice" worksheet. This switch the Excel worksheet into design mode, and also shows the gridlines and row / column headings.
4. Click the cell where you want to put the "Deposit" field (In this case, $K$40). Name the cell "oknDeposit".
5. Click and select the cell to the left of "oknDeposit", i.e. $J$40, enter the text label "Deposit".
6. Click the cell at $I$40 and name this cell "oknDepositPaymentMethod".
7. Enter the label "Deposit Payment Method" for the field "oknDepositPaymentMethod" at $H$40.
8. Push down CTRL key on your keyboard, click the cells "oknDepositPaymentMethod" ($I$40) and "oknDeposit" ($K$40) respectively without releasing the CTRL key. Right-click on of the selected key and choose "Format Cells from the shortcut menu.
9. Choose "Format Cells". This shows the "Format Cells" dialog box.
10. Go the "Protection" tab and clear the "Locked" property. Click OK to close the "Format Cells" dialog box.
11. Select the name "oknPayments" from the name drop down list on the left-side of the formula bar. Excel selects the cell named "oknPayments" on the spreadsheet for you ($B$39).
12. With the "oknPayments" ($B$39) cell still selected, drag the border of the selection box to move it into the printable area. In this sample, we put the "oknPayments" cell underneath the "Total" cell, at $K$90.
13. Create the text label for this cell at $J$39 "Paid".
14. Drag your mouse to select both the text label "Total Due" and its corresponding field at $P$40:$Q$40. Drag the border of the selected area to move it to the destination location $J41:$K41 in the printable area.
15. Click to select the cell at $H$40, and the text label "Deposit Payment Method".
16. Fine-tune the text colors, cell borders and fonts as you needed.
17. Modify the formula of the "Total" cell, so that it becomes "=ROUND(oknSubTotal + oknShippingCost - oknDeposit+ IF(oknTaxType=0,0,IF(oknTaxType=1,oknTax1,oknTax1+oknTax2)),2)". As this shows, we are deducting the deposit amount from the total payable amount.
18. Click "Design Mode" on the "Invoice" ribbon tab to exit design mode.
19. Click the "Invoices" button on the "Invoice" ribbon tab to open the data list window.
20. Click "Custom Fields" on the toolbar.
21. Click "Add Field".
22. Fill in the definition for the deposit field: Name - "Deposit"; Type - Decimal; Precision - 8; Scale - 2. Click OK to have Uniform Invoice Software creates the custom field for you.
23. Click "Add Field" again.
24. Fill the definition for the deposit payment method field: Name - "DepositPaymentMethod"; Type - Text; Size - 50 (meaning you are able to store up to 50 characters in this field). Click OK to have Uniform Invoice Software create the field for you.
25. Close the dialog boxes and return to the Excel invoice form.
26. Save the template by clicking the "Save" button on Excel quick access toolbar.

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(From Detail Page - about 109 words) - This template "c5078 Basic Service Invoice Sample with Deposit" does not modify the taxing features defined by the based template. So like the origin one, it has two taxes, GST and PST on the bottom of the form. To change this, click the Settings button, and then go to the "Taxes" tab. For a sample on how to add the deposit to the Sales Report, refer to c4055 Simple Invoice Template - Discount Amount on Sales Report. If you would like to create a selectable drop-down list for the newly added payment method field, visit the sample and tutorial at c4062 Simple Tax Invoice Sample with Tax Rate List.

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4. Auto Repair Invoice Template (2)

"Auto Repair Invoice Template (2)" was found to be relative to Free Memo Format with the score grade of 17.

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(From Detail Page - about 150 words) - If you are interesting in the Uniform Invoice Software version of our auto invoice templates, don't worry - adding the drop-down list to the Excel invoice template will not break Uniform Invoice Software. Uniform Invoice Software welcomes any customizations and designs you could make with Microsoft Excel, as long as you adhere to the guidance described in the "Customizing Invoice Template" document included in Uniform Invoice Software. This customized auto repair invoice template, like all the other templates available here on InvoicingTemplate.com, are just examples of how to customize the default sales invoice template shipped with Uniform Invoice Software - a generic invoice template that is suitable for many business types. So to speak, InvoicingTemplate.com offers not only general invoice online, but also special formats that are suitable for different business types. Invoices are the important part in business and trading, so make sure your invoices meet your business requirements.

(From Detail Page - about 87 words) - During the past several years, we've designed thousands customized invoice template that meet requirements of different business and work with Uniform Invoice Software - which is formerly named Excel Invoice Manager and hosted on Office-Kit.com. Both Office-Kit.com and InvoicingTemplate.com are web sites built and running by Uniform Software Ltd. We'll put the invoice templates online here on InvoicingTemplate.com. Each customized template comes with two editions - one free edition that works without Uniform Invoice Software, and another enhanced edition that should run with Uniform Invoice Software installed.

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(From Detail Page - about 87 words) - All invoice templates offered here on InvoicingTemplate.com are not protected and are not locked. You don't need a password or special key in order to modify it. For example, if you use the Uniform Invoice Software version, you can even create a credit memo template or credit note template based on the sample invoice templates provided here. Remember that professional and beautiful invoices and receipts, such as the ones created by this printable garage auto repair invoice template, do help you collect your money easy and quick.

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(From Detail Page - about 63 words) - The protection of the Invoice worksheet in Auto Repair Invoice Template (2) 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 Auto Repair Invoice Template (2).

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(From Detail Page - about 23 words) - Once you have finished your design work for Auto Repair Invoice Template (2), click the Design Mode button again to exit design mode.

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

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(From Detail Page - about 17 words) - The gridlines and row/column headings could help a lot when design the layout of the invoice form.

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(From Detail Page - about 127 words) - The "Lock" property is a very useful feature in Excel. When you protect a worksheet such as Auto Repair Invoice Template (2), 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 Auto Repair Invoice Template (2). 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 61 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 Auto Repair Invoice Template (2), unlock the cell to make sure it is editable when Auto Repair Invoice Template (2) is protected.

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(From Detail Page - about 194 words) - Creating the drop-down list is in fact easy and quick in Excel. First, you must have the list of valid entries prepared. To create a list of valid entries for the drop-down list for Auto Repair Invoice Template (2), type the entries in a single column or row without blank cells. Now select the cell where you want the drop-down list added for Auto Repair Invoice Template (2). On the Data tab, in the Data Tools group, click Data Validation. In the Data Validation dialog box, click the Settings tab. In the Allow box, click List. To specify the location of the list of valid entries, do one of the following: If the list is in the current worksheet, enter a reference to your list in the Source box; if the list is on a different worksheet, enter the name that you defined for your list in the Source box. Make sure that the In-cell dropdown check box is selected. To specify whether the cell can be left blank, select or clear the Ignore blank check box. Close the dialog box to have Excel creates the drop-down list for Auto Repair Invoice Template (2).

(From Detail Page - about 49 words) - So with some simple clicks and entries, we have added a drop-down list to Auto Repair Invoice Template (2). There are many more things you can do with Excel. Feel free to play with it and use our invoicing templates as samples of creating your very own invoice templates.

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5. Debit Note Template

"Debit Note Template" was found to be relative to Free Memo Format with the score grade of 10.

(From Detail Page - about 40 words) - Debit Note Template is a general purpose Excel-formatted template for creating professional debit note with easy and quick. The debit note form has 6 columns on it, including item#, description, quantity, UOM (Unit of Measure), Unit Price and Line Total.

(From Detail Page - about 218 words) - A debit note is a note indicating an amount owed by a person or company, serves the similar function as an invoice. A debit note or debit memorandum (memo) is a commercial document issued by a buyer to a seller as a means of formally requesting a credit note. A seller might also issue a debit note instead of an invoice in order to adjust upwards the amount of an invoice already issued (as if the invoice is recorded in wrong value). A debit note is raised in number of cases as given below: a) If Material short received in quantity, 2) If excess rate charged by the party, 3) If anything which is not mentioned in purchase order is charged by party in invoice like Freight / Loading - Unloading exp. etc. As a comparison, an Invoice is prepared whenever goods are sold to customer, which contains item description / item code / quantity sold / rate per unit / Unit of Measure (UOM) / total Amount / tax etc. An Invoice is raised under the following circumstances: 1) when there is a buyer and a seller, 2) Sale transaction happens and title to the goods passes on to the buyer, 3) Complete list of such goods dealt by an enterprise, are registered with the VAT authorities.

(From Detail Page - about 78 words) - You can think that a debit note is a document used by a purchaser to inform a vendor of the quantity and dollar amount of goods being returned, and requesting that the dollar amount be returned to the purchaser. A debit note is often used to return goods on credit. The vendor then issues a credit note to the purchaser indicating that the goods have been received, and that the purchaser will not have to pay for them.

(From Detail Page - about 72 words) - Debit notes are generally used in business-to-business transactions. Such transactions often involve an extension of credit, meaning that a vendor would send a shipment of goods to a company before the goods have been paid for. Although real goods are changing hands, until an actual invoice is issued, real money is not. Rather, debits and credits are being logged in an accounting system to keep track of inventories shipped and payments owed.

(From Detail Page - about 39 words) - The implementation of this debit note template in Microsoft Spreadsheet format is designed for general purpose usage. As a sample of creating custom formats and layouts, InvoicingTemplate.com also is also providing you with another debit note template for attorney.

(From Detail Page - about 79 words) - This debit note template contains regular fields that are seen in the default sales invoice template shipped with Uniform Invoice Software. In addition to that, it also contains two custom fields - Agent and Ref#, as well as a custom column UOM (Unit of Measure). Agent and Ref# are custom fields that are added to Invoice Header database table, and the UOM field is a custom field that is added to both the Product and Invoice Body database table.

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(From Detail Page - about 86 words) - Adding a custom field to the Invoice Body database table makes it possible to save the data on the invoice form to database when the "Save To DB" button is clicked. For example, adding the custom field "Product Type" to the Invoice Body database table allows save the type value on the invoice form, such as "General" or "Labor", to database when you save an invoice by clicking the "Save To DB" button. This feature is not supported in the freeware edition of Debit Note Template.

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