Invoice Forms Online With Database

1. Snow Removal Billing Format

"Snow Removal Billing Format" was found to be relative to Invoice Forms Online With Database with the score grade of 99.

(From Detail Page - about 98 words) - While the free version of Snow Removal Billing Format 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 Snow Removal Billing Format 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.

(From Format Page - about 57 words) - On Friday, February 26, 2016 InvoicingTemplate.com released Snow Removal Billing Format for the first time, and assigned "c7026" as its template#. Like all the other invoice templates here on InvoicingTemplate.com, Snow Removal Billing Format has two editions, one free Snow Removal Billing Format that is named "snow-plowing.xlsx", and another Uniform Invoice Software version that is named "snow-plowing-software.xlsx".

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2. Welding Invoice Template

"Welding Invoice Template" was found to be relative to Invoice Forms Online With Database with the score grade of 91.

(From Detail Page - about 105 words) - InvoicingTemplate.com is also offering you other welder invoicing templates. c5064 Simple Welding Invoice Template, which contains only 5 columns, giving you the most fillable fields on the form; and c8004 Welding and Fabrication Service Invoice Template, which simplify the calculation of pricing plans. With c7021 Welder Invoicing Template, we moved the shipping address section back into the printable range, and moved out the Type column to give more space to the Description column. With c6017 Welding / Fabrication Tax Invoice, we moved the Dimension column out of the printable area, and moved in the taxable column so that it is included in the printable invoice.

(From Detail Page - about 60 words) - In order to detail the welding and fabrication job that has done, this free template has a number of custom fields added to the template. One custom fields added to the Customer database table is WhoTaxID, which replace the default CustomerID appears on the "Bill To" section, and the original CustomerID cell was moved out of the printable invoice area.

(From Detail Page - about 152 words) - The Product database table has 3 custom fields defined. The first is ItemType, which as the definition of text(50), and is designed for you to detail the type of the invoicing item, such as 304 Stainless, 6061 Alum, A36 Steel, Alloy, Aluminum, Brass, Cold Finish, CR Steel, Ea., Electric Arc, Grade 60, HR Steel, Metal Saw, Metal Shear, MIG Wire, Mild Steel, Other, Polished Steel, Seamless, Stainless, Steel, Steel Galv., Store Item, Tig/Mig, Torch, Tungsten and Weld Fab Shop. Note that there is also a Category field defined in the Product table, which allows you to categorize invoicing items - a possible category list is: Abrasive, Angle, Beam, Channel, Flat, Hardware, Metal, Misc. Supply, Pipe Fitting, Pipe Stainless, Pipe, Plate Alum, Plate S.S., Plate, Round, Saw Service, Service, Shear Service, Sheet Alum, Sheet, Square, Store Item, Trailer, Tube Alum., Tube DOM, Tube EWT., Tube Rec., Tube S.S., Tube Sq., and Welding Service.

(From Detail Page - about 26 words) - The second custom field defined in the Product table is UM, which means Unit of Measure, and the sample values could be "Ea.", "Hrs.", "Inch.", "lbs.".

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3. Debit Note Template for Attorney

"Debit Note Form for Attorney" was found to be relative to Invoice Forms Online With Database with the score grade of 89.

(From Detail Page - about 39 words) - This debit note template is customized specially for attorney or similar businesses, containing fields that are useful for attorneys, such as "File Ref#", "Off. Fee Payment Voucher No.", "Invoice Currency", as well as two price columns "Official" and "Professional".

(From Detail Page - about 47 words) - If you are looking for a general purpose debit note template, please visit Debit Note Template here on InvoicingTemplate.com. This customized debit note template for attorney was created based directly on the default sales invoice template shipped with Uniform Invoice Software installer program, by using custom fields.

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(From Detail Page - about 232 words) - When working with Uniform Invoice Software version of Debit Note Template for Attorney, how does Uniform Invoice Software know to which cell when a field value write to when loading data from the database, and to which field a cell value must save when saving an invoice, a customer or a product item? That is, how does Uniform Invoice Software create the map or relationship between Excel cells on the template Debit Note Template for Attorney and database fields? The answer is by using names. For example, if the field name in the Product table in a database is "ProductType", it is writing to a cell named "oknProductType_?" (where ? is the line number of the invoicing item) when you pick up a product or item on creating an invoice, and when saving an invoice, all cells with the name "oknProductType_?" are saved to the "ProductType" field in the Invoice Body database table. By using cell names, Uniform Invoice Software allows you to move a cell on the form without breaking the feature depending on the field / cell. You can place the "Product Type" column either inside the printable area, which is printed when you issue the Print command in Excel or click the Print command on the Invoice form; or place the Product Type column outside the printable area, which will be included when you print or extract an invoice.

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(From Detail Page - about 60 words) - In detail, the custom fields added to the Invoice Header database table are "voucher", "YourRef", "OurRef", "InvCurrency", "TotalOfficial" and "TotalProfessional". In addition to that, there are also a custom field, "Official", added to both the Product table and Invoice Body database table, which appears as a column on the debit note form, as you can see from the screenshots below.

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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 Debit Note Template for Attorney, 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 Debit Note Template for Attorney. 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 Debit Note Template for Attorney.

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(From Detail Page - about 118 words) - The freeware edition of Debit Note Template for Attorney provides exactly the same form layout and design in Microsoft Excel format as the Uniform Invoice Software edition of Debit Note Template for Attorney. The most noticeable difference, at the first glance, is that the Uniform Invoice Software edition of Debit Note Template for Attorney contains many buttons on it, such as Customers, Products, Invoices and Reports, etc. These buttons calls features and functionalities implemented by Uniform Invoice Software. For example, if you click "Save To DB", the Uniform Invoice Software validates and checks the current document on Debit Note Template for Attorney, generate a unique invoice number automatically (if necessary), and then save it to the backend database.

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4. Simple Sample - Customer Name on Product Report

"Simple Invoicing Sample - Customer Name on Product Report" was found to be relative to Invoice Forms Online With Database with the score grade of 68.

(From Detail Page - about 39 words) - The default product report contains fields defined in the "Invoice Body" database table. This simple invoice template sample demonstrates how to add fields in the "Customer" or "Invoice Header" database tables to the "Product" report by using custom fields.

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(From Detail Page - about 114 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 Simple Sample - Customer Name on Product Report 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 76 words) - In this sample, we'll take the result template built in c4051 Simple Invoice Template - Discount Amount Field as a starting point, create two custom fields, "CustomerName" and "CustomerContact" in the invoice body database table, and then add them to the product report. Note that in order to follow this tutorial, you should have Uniform Invoice Software installed, which is our invoicing software app for automated invoice processing. Download the fully functional trial version for free.

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(From Detail Page - about 49 words) - The definition of the database structure in Uniform Invoice Software established the "one-to-many" relationship between the "Invoice Header" (i.e. "InvIndr") and "Invoice Body" (i.e. "InvBdy") database tables. This means that, for each record in the invoice header database table, there might be one or many items belong to it.

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(From Detail Page - about 117 words) - However there are still situations where you prefer to know which customer purchased what product. For example, if you are service provider you may want to know what service offered to what customer from the product report. If you are selling products, the advantages of adding customer information to the product report is that you will be able to easy find where (or to whom) the products were sold to. It is common for attorney / legal, medical, catering, restaurant, law firms (whether small or big), health insurance billing or statement / timesheet, car / vehicle sales, graphic designs, freelance, plumbing, marketing, business plans, accounting, house rent (yearly or monthly), or even home businesses for monthly bill.

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5. Simple Invoice Template - Discount Amount Field

"Simple Invoice Template - Discount Amount Field" was found to be relative to Invoice Forms Online With Database with the score grade of 60.

(From Detail Page - about 35 words) - If your business applies discounts frequently, it is better to list the discount on the bottom on the invoicing form. This customized simple invoice template demonstrates the steps required to add a Discount (Amount) field.

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(From Detail Page - about 109 words) - If you use discounts rarely, a discount could be added as an item on the invoice detail section. To do this in Uniform Invoice Software, you first define the discount as a product (i.e. invoicing item). On creating an invoice if a discount must be given, you enter the item# into the proper cell to show the discount description, of pick the item by using the on-sheet picker. One of the advantages of using discount as a product / service item is that it could be shown on the "Product" report. The disadvantage is that it does not shown on other reports - such as Sales Report, Customer Report,

(From Detail Page - about 147 words) - However if you use discount frequently, or you would like to have discount figures show on the sales report and customer report etc., it could be added to the invoice form as a custom field on a fixed location, usually the bottom of the invoice form under the "Subtotal" field. It is common for attorney / legal, medical, catering, restaurant, law firms (whether small or big), health insurance billing or statement / timesheet, graphic design, freelance, plumbing, marketing, business plans, accounting, house rent (yearly or monthly), or even home businesses for monthly bill. The most obvious advantage of this method is that you don't have to pick the discount as an invoicing item each time you need it. And by adding the discount as a custom field to the "Invoice Header" database table, it is possible to add the discount to Sales Report and Customer Report too.

(From Detail Page - about 29 words) - Discount could be implemented as an amount field, or as a percentage field. In this sample, we'll define it as an amount value on the bottom of the template.

(From Detail Page - about 22 words) - There are two part of work involved to add the discount amount field - customizing the invoice template, and customizing the database.

(From Detail Page - about 68 words) - Before begin, first make sure you have backed up both the Excel template file and the Access database file (Or the SQL Server database - in case you are running Uniform Invoice Software enterprise edition and using SQL Server database). To do this, simple close Excel (and all the other apps and programs that could use the billing template and database), copy the files to make a backup.

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The steps required to customize the database are detailed below.

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(From Detail Page - about 37 words) - That it! Now you have a simple invoice template that have a Discount Amount field on the bottom of the invoicing form. Feel free to download and test it to see if it meets your business requirements.

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6. 1/2 Page Invoice Template

"1/2 Page Bill Format" was found to be relative to Invoice Forms Online With Database with the score grade of 54.

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(From Detail Page - about 79 words) - This simple template sample will be created from c4051 Simple Invoice Template - Discount Amount Field. Like the other tutorials and samples in this simple invoice template serial here on InvoicingTemplate.com, we'll mainly focus on how to do the customization. You can also refer to Customizing Invoice Template for more information on the important techniques involved in the customization of our Excel billing forms. For a quick tutorial movie on creating invoice, visit the tutorial on creating an invoice.

(From Detail Page - about 232 words) - Note that our goal is to not only create an invoice template that is printable on half paper size, but also make sure it work with Uniform Invoice Software, which is our invoicing software system for Windows desktop PCs running Windows XP, Windows Vista, Windows 7, Windows 8 and Windows 10 (Microsoft Office or Excel 2003, Excel 2007, Excel 2010, Excel 2013 or Excel 2016 is also required). Uniform Invoicing Software is an offline desktop invoicing app that does not require an Internet connection to run. By installing Uniform Invoice Software, a simple and pure Excel spreadsheet invoicing template becomes a complete invoicing management system. Uniform Invoice Software is implemented as an Excel COM add-in program, which means we don't use Excel macros to implement those advance features like connection with Access database. So, you don't have to change the security settings of your Office / Excel program in order to run Uniform Invoice Software, and all our templates here on InvoicingTemplate.com are not protected with passwords, which enable you to modify and customize the template to make sure it meets your business requirements exactly. Simply put, with Uniform Invoice Software, no matter you are a sole trader, home business, small business, limited company (ltd), you can generate professional and beautiful invoices and receipts without having to deal with complex accounting and billing systems that are usually expensive and hard to use.

(From Detail Page - about 13 words) - Now let's see the steps involved to create this 1/2 page invoice template.

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(From Detail Page - about 135 words) - All our templates are offered to you by InvoicingTemplate.com online in Microsoft Excel spreadsheet format, including this 1/2 Page Invoice Template. Microsoft Excel is a spreadsheet application developed by Microsoft for Microsoft Windows and Mac OS. It features calculation, graphing tools, pivot tables, and as a part of Microsoft Office - the other famous Office programs includes Word, PowerPoint and Access. It has been the industry standard for spreadsheets, and thus being an ideal maker and format for creating electronic (paperless) fillable, editable and printable sales orders, purchase orders, estimates, invoices, quotes, letters, brochures, receipts, time sheets, statements and other business forms. Our templates, including 1/2 Page Invoice Template, are also available in blank downloadable PDF format. We are also providing Uniform Invoice Software, which utilizes these templates and offer powerful processing and management features.

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7. Welding / Fabrication Tax Invoice

"Welding / Fabrication Tax Billing Template" was found to be relative to Invoice Forms Online With Database with the score grade of 47.

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(From Detail Page - about 178 words) - Welding Invoice Template (c8003) is our most complicated welding and fabrication invoicing template online here on InvoicingTemplate.com. It calculates prices on 3 selling modes - sold by " Foot, Shear Cut Inches, Flame Cut Inches", sold by " SQ. FT.", and sold by " INCHES". It is useful for welders who use exactly the same pricing mode, but others may need a more flexible way - more fillable invoice details - so that they can offer prices in the way they like. Simple Welding Invoice Template / Simple Welding Invoicing Form (c5064) offers the most simplified welding invoice. Welding and Fabrication Service Invoice Template / Welding and Fabrication Billing Template (c8004) is based on c8003 but removes the complex price calculation - this enables you to fill in the prices manually, and it is implemented as a service invoice template and thus does not contain the shipping address information. Welder Invoicing Template / Welder Billing Form (c7021) is based on c8004, and it restores the shipping address section, but removed the "Type" column from the invoice detail section.

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(From Detail Page - about 118 words) - Merge and Center works by merging the selected cells into one and then centering the data in the new combined cell. While design an invoice template layout like Welding / Fabrication Tax Invoice, Merge and Center could be a handy tool if used properly. One thing to note, however, since Uniform Invoice Software relies on cell names (or field names) to create the relationship between the Excel form cells and the database fields, you should make sure the cell that contains a field name is the first one in the group of cells that are to be merged. This way, Uniform Invoice Software will work with the merged cell by reading from or writing to the named cell.

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Note that if you use the Uniform Invoice Software and need to show the control on an extracted invoice, then the control should be named with an "oknWidget_" prefix. For example, if you move the Taxable checkboxes into the printable invoice form, then the checkboxes should be named with "oknWidget_" prefix, such as oknWidget_taxtable1, oknWidget_taxable2, oknWidget_taxable3...

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(From Detail Page - about 236 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 Welding / Fabrication Tax Invoice 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 Welding / Fabrication Tax Invoice 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 Welding / Fabrication Tax Invoice 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 164 words) - If you use the Uniform Invoice Software version of Welding / Fabrication Tax Invoice, there are additional taxing options on the Taxes tab of the Settings window. The first is the option for choosing the number of tax items; you have 3 choices - no tax, one tax and two taxes. Secondly, you can set the names and rates in percentage for each tax, such as VAT, GST or PST, or simply Sales Tax. Thirdly, there are a group of checkbox options on the dialog box, including: "Tax invoice total including shipping cost", which adds the shipping cost to the taxable amount when checked; "Tax 2 is applied to tax 1", which adds the amount of "tax 1" to the taxable amount if checked; and "tax rate can be zero", which allows you to set any of the tax rates to be the value of zero. If you modify the options on this dialog box, the invoice form will be changed accordingly if needed.

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8. Simple Sample - Printing on Letterhead Paper

"Simple Invoicing Template - Printing on Letterhead Paper" was found to be relative to Invoice Forms Online With Database with the score grade of 37.

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1. Before doing any customization, backup the template. In this case, we'll not touch the database fields / database definitions. So backing up the database file is not required.
2. Open the template as usual.
3. If you have Uniform Invoice Software (our Microsoft Excel-based e-billing software program / app / organizer) installed, click the "Design Mode" button.

   Otherwise, unprotect the sheet and then show gridlines and row/column headings; push down the "Design" button on Excel "Developer" ribbon tab.

4. Move the content that will provided by the letterhead out of the printable form. In this case, we'll move the default logo image (the placeholder), company name (cell name: oknCompanyName), compay address (cell name: oknCompanyAddress), company city state zip code (cell name: oknCompanyCityStateZip), and company contact (cell name: oknCompanyContact) out of the printable section.

   (From Detail Page - about 35 words) - To move the default logo image, click on it to select it, and then drag it to move it. Or in case you want to delete the logo image completely, hit DEL on your keyboard.

   (From Detail Page - about 64 words) - To move the company information labels (ranging from F2 to H14 in this sample), drag your mouse to select these cells. And push your mouse key on the border of the selected area, without releasing the mouse key drag it to the new location you want to place the fields - in this case, we put it at the new location starting from $W$3.

5. Move the big label "INVOICE", and two required fields, invoice date and invoice #, including theire labels, to proper place to leave space on the top of the form.

   (From Detail Page - about 44 words) - In this case, we move the label "INVOICE" to row 3 and the two required fields to row 4. We also merged all the cells on row 3 by clicking the "Merge and Center" command on Excel "Home" ribbon tab to make it centered.

6. Now adjust the height of the first line on the top of the printable form to make it equals to the height of the letterhead on your papers. One helper here is the ruler that shows when you switch to "Page Layout" view. To do this, switch to Excel "View" ribbon tab, push down the "Page Layout" button on the "Workbook Views" group. The page layout view shows a ruler that helps you to determine the height of each row. Once done, switch to normal view by pushing down the "Normal" button on the "Workbook Views" group.

   (From Detail Page - about 81 words) - Another way to leave space on top of the form is to set margins. To do this, you first hide the empty row on the top (in this sample, row 2) by right-clicking the row header and then choose "Hide" from the shortcut menu. And then go to Excel "Page Layout" ribbon tab, choose "Margins" in the "Page Setup" group and then choose "Custom Margins..." to set the margins based on the size of the letterhead that you want to use.

7. Once done, click the "Design Mode" button on the "Invoice" ribbon tab to exit design mode.
8. Save the template by clicking the "Save" button on Excel quick access toolbar.

(From Detail Page - about 52 words) - In real world you may have to print several times and adjust the size of the margins (or the height of the top-empty row) according the print result to archive the best result. Once you have it correctly set, your invoices will look not only professional, but also being a brand recognition.

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9. Commercial Invoice - FedEx Style

"Commercial Invoice - FedEx Style" was found to be relative to Invoice Forms Online With Database with the score grade of 35.

(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.

(From Detail Page - about 50 words) - There are already sample forms on FedEx, such as How to Complete a Commercial Invoice. The templates on FedEx is in either Adobe PDF or HTML format. Here at InvoicingTemplate.com we provide you with another alternative in Microsoft Excel spreadsheet format (and also a PDF version generated with Excel itself).

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(From Detail Page - about 167 words) - Note that there are other commercial invoicing templates too. For example, DHL has a tutorial on this topic at Prepare Your Commercial Invoice. ShipNorthAmerica Transportation provides Free generic commercial invoice forms & templates on their website. Microsoft has an online version here. And here at InvoicingTemplate.com, we've already published several sample templates too, such as Commercial Invoicing Template, Commercial Invoice Template with Colorful Business Name, Blank Commercial Invoice Template, Free Commercial Invoice Template (UPS Style). There is no specified format for either a commercial invoice or a pro forma invoice, according to the U.S. Customs and Border Protection website. However, a commercial invoice must disclose certain required information, including a description and quantity of each item being shipped, the value of the shipment in both U.S. dollars and in the foreign currency, the country of origin, location of purchase, and the names and addresses of both the seller and the purchaser. U.S. Customs and Border Protection does not require the same information on a pro forma invoice.

(From Detail Page - about 103 words) - A pro forma invoice only needs to include sufficient information to allow for a determination of duties and examination. Since there is no required format for either type of invoice, a commercial invoice and a pro forma invoice may appear virtually identical or they may appear radically different. You can find several samples on pro forma invoice templates too here on InvoicingTemplate.com, for example Proforma Invoicing Sample, Simple Proforma Invoice Template, Proforma Invoice Template (4th Sample, Landscape Page Orientation), etc. For a full list of the commercial and proforma invoice template available here, visit the category page at commercial and proforma invoice template.

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(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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10. Basic Service Invoice Sample with Deposit

"Basic Service Invoice Sample with Deposit" was found to be relative to Invoice Forms Online With Database with the score grade of 26.

(From Detail Page - about 33 words) - Large number businesses ask their clients to deposit a percentage of total amount as advance payment. This basic service invoice template with deposit deduction helps you create deposit invoices with easy and quick.

(From Detail Page - about 117 words) - While the default template comes with Uniform Invoice Software, which is our Microsoft Excel-based invoicing software program, already support dawn payment and security deposit, this feature is not specially documented (or many users simplify overlook this layout. With Uniform Invoice Software, each invoice / receipt can have several payments posted to it. When you click the "Save Invoice" button on the task pane, it not only generates a new invoice# for you automatically, there is also a "New Payment" window appears that allows you to save deposit or advance payment, including payment details like Payment Date, Total Payment, Payment Type, Reference Document#, as well as a fillable "Notes" field where you can fill in any additional information.

(From Detail Page - about 110 words) - With Uniform Invoice Software, if an invoice / receipt is overpaid then the overpaid amount becomes "credit" under the customer's account. The credit amount can then be applied to other invoices as payment. We've already published template for creating credit note (credit memo) here on InvoicingTemplate.com, at Free Credit Memo Template, or Service Credit Note Template, or Debit Note Template. If you prefer to take the security deposit or advance payment based on the percentage of the total receipt / invoice amount, such as for car rental / house rental / freelance design work / website development job, here is the template you can try at Advance Payment Invoicing Template.

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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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