Proforma Invoice Sample Download

1. Invoice with Previous Balance (Sales)

"Invoice with Previous Balance (Sales)" was found to be relative to Proforma Invoice Sample Download with the score grade of 75.

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(From Download Page - about 26 words) - The above table provides all download links for Invoice with Previous Balance (Sales). Choose the format you like and click the Download button to download it.

(From Download Page - about 84 words) - Creating a business document using this Invoice with Previous Balance (Sales) is much like filling a blank paper form using a pen, but the Excel invoice template helps you go to electronic invoicing without a hard learning curve, and it also helps in computer-based accounting. Invoice with Previous Balance (Sales) is printable like a general Excel document, and the print options can be easily adjusted by first opening Invoice with Previous Balance (Sales), and then go to the Page Setup dialog box in Excel.

(From Download Page - about 96 words) - Invoice with Previous Balance (Sales) has two editions provided in the above table. The free edition of Invoice with Previous Balance (Sales) has less features available and thus suitable for small businesses, but the result is as good as a commercial invoicing software program, which makes the Invoice with Previous Balance (Sales) an easy invoice creator or invoice generator for the companies that don't have complex requirements. If the free edition of Invoice with Previous Balance (Sales) does not fulfill your requirements simply upgrade to the Uniform Invoice Software edition of Invoice with Previous Balance (Sales).

(From Download Page - about 47 words) - Including this Invoice with Previous Balance (Sales), all invoice formats available here on InvoicingTemplate.com are created from the default invoice template shipped with Uniform Invoice Software. In fact, Invoice with Previous Balance (Sales) can be seen as a sample on how to customize the default invoice template.

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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 Proforma Invoice Sample Download with the score grade of 66.

(From Format Page - about 14 words) - Proforma (4th Sample) has a PDF version too, which you can visit at sample4proforma.pdf.

(From Format Page - about 44 words) - With the Uniform Invoice Software version, Proforma Invoice Template (4th Sample, Landscape Page Orientation) connects to an Access database "c7014.mdb" by default. The Uniform Invoice Software version Proforma Invoice Template (4th Sample, Landscape Page Orientation) is fully functional only with the invocing software installed.

(From Format Page - about 32 words) - As an invoicing template in Microsoft Excel format, the format and layout of Proforma Invoice Template (4th Sample, Landscape Page Orientation) can be set via the Page Setup dialog box in Excel.

(From Download Page - about 68 words) - Proforma Invoice Template (4th Sample, Landscape Page Orientation) helps you to create beautiful and professional invoices/business documents with an intuitive blank form in Microsoft Excel format. Proforma Invoice Template (4th Sample, Landscape Page Orientation) has 7 columns on the form body. "Proforma Invoice Template (4th Sample, Landscape Page Orientation)" is categorized as "Proforma Invoice Template". The template # of this Excel invoice template is "c7014" here on InvoicingTemplate.com.

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(From Download Page - about 25 words) - Proforma Invoice Template (4th Sample, Landscape Page Orientation) is featured on Multiple Page Invoice Forms For Excel, Excel Printable Invoicing Layouts, Free Excel Invoice Samples.

(From Download Page - about 29 words) - The above table provides all download links for Proforma Invoice Template (4th Sample, Landscape Page Orientation). Choose the format you like and click the Download button to download it.

(From Download Page - about 93 words) - Creating a business document using this Proforma Invoice Template (4th Sample, Landscape Page Orientation) is much like filling a blank paper form using a pen, but the Excel invoice template helps you go to electronic invoicing without a hard learning curve, and it also helps in computer-based accounting. Proforma Invoice Template (4th Sample, Landscape Page Orientation) is printable like a general Excel document, and the print options can be easily adjusted by first opening Proforma Invoice Template (4th Sample, Landscape Page Orientation), and then go to the Page Setup dialog box in Excel.

(From Download Page - about 111 words) - Proforma Invoice Template (4th Sample, Landscape Page Orientation) has two editions provided in the above table. The free edition of Proforma Invoice Template (4th Sample, Landscape Page Orientation) has less features available and thus suitable for small businesses, but the result is as good as a commercial invoicing software program, which makes the Proforma Invoice Template (4th Sample, Landscape Page Orientation) an easy invoice creator or invoice generator for the companies that don't have complex requirements. If the free edition of Proforma Invoice Template (4th Sample, Landscape Page Orientation) does not fulfill your requirements simply upgrade to the Uniform Invoice Software edition of Proforma Invoice Template (4th Sample, Landscape Page Orientation).

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3. Proforma (2nd Sample of Customization)

"Proforma (2nd Sample of Customization)" was found to be relative to Proforma Invoice Sample Download with the score grade of 56.

(From Detail Page - about 27 words) - This is the 2nd sample on how to create a new design for pro forma invoice template, focused on entering company information and replacing InvoicingTemplates logo image.

(From Detail Page - about 63 words) - With the first sample on how to customize the proforma invoice template, we learnt how to unprotect the Invoice worksheet and how to modify Excel color palette to change the color theme of an existing template. This second sample of customizing the pro forma invoicing template will be focused on how to enter your company information and replace the default "InvoicingTemplates" logo image.

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(From Detail Page - about 52 words) - Once the invoice spreadsheet is unprotected, it's straightforward to enter your own company information. Simply click a text label such as "Your Company Name", and then start typing in your own text. In the sample template that you can download here, we replace the placeholder text labels with our own company name.

(From Detail Page - about 55 words) - The next step is to replace the default "InvoicingTemplates" logo image. To do this, you need to switch the invoice form into design mode, which is done by clicking the "design mode" command on the Developer ribbon tab. If your Excel does not show the Developer ribbon tab, here is how to make it visible.

1. Start Excel as usual. On the File tab, choose the Options button.
2. In the Excel Options dialog box, choose the Customize Ribbon button.
3. In the list of main tabs, select the Developer check box.
4. Choose the OK button to close the Options dialog box.

(From Detail Page - about 81 words) - Now you can find the Design Mode button in the Controls group on the Developer ribbon tab. Click the Design Mode button once to put the template into design mode - in the design mode, Excel lets you change the properties of controls, such as the image control we used for the logo image. If you are using Uniform Invoice Software, our invoicing software that uses Excel templates as the front-end, the software program stops reaction to clicks on the button.

(From Detail Page - about 80 words) - Now right-click the InvoicingTemplates logo image and choose Properties from the shortcut menu. The Properties box appears. Look for the Picture property, and click the button on that line. Excel shows you a dialog box that allows you to browse to and specify your own logo image. Depending on your Excel version, the supported image file formats may vary, but JPG, PNG and GIF formats are good choices for storing your logo image that are likely supported by your Excel.

(From Detail Page - about 28 words) - Once you have specified your own logo image, exit design mode, and then protect the Invoice worksheet again. Save the invoice template once to make the changes persistent.

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4. Invoice with Date Column

"Template with Date Column" was found to be relative to Proforma Invoice Sample Download with the score grade of 45.

(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.

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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.

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(From Detail Page - about 130 words) - Of course you have to do some formatting work too to make the new Date column has the same style like the other columns. You can use Excel's format painter, which allows you to copy the formatting, to quickly duplicate the formatting (background color, border style etc) of an entire column. Next, format the Date column with appropriate date format - to do this, first select all the date cells, right-click one of the selected cell and choose Format Cells. On the Format Cells dialog box, go to the Number tab, and then choose Date from the Category list. On the right-hand of the tab, you can find various date formats that you can choose. Pick the one you like and click OK to close the Format Cells dialog box.

(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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5. Commercial Invoice - FedEx Style

"Commercial Invoice - FedEx Style" was found to be relative to Proforma Invoice Sample Download with the score grade of 36.

(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.

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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.

(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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6. Commercial Template Sample - Adding Insurance Cost Field

"Commercial Template Sample - Adding Insurance Cost Field" was found to be relative to Proforma Invoice Sample Download with the score grade of 34.

(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.

(From Detail Page - about 79 words) - Some of the commercial and proforma invoice templates here on InvoicingTemplate.com already contain the insurance cost field, for example in Commercial Invoice Template (UPS Style) the insurance cost field was located near the bottom of the form, above the "Other" field; Simple Proforma Invoice Template has this field too. For the list of all the commercial and proforma templates here on InvoicingTemplate.com, visit Pro forma and Commercial Invoice Template. On the DHL style template, you'll find these fields too.

(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 19 words) - However in this serial of FedEx style Excel-format blank commercial templates they are missed. So how we add them?

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(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.

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(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.

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7. Australian GST Invoice Template

"Australian GST Billing Form" was found to be relative to Proforma Invoice Sample Download with the score grade of 32.

(From Detail Page - about 34 words) - Australian GST Invoice Template is a sample of customization of the default sales invoice template. Australian GST Invoice Template implements the invoice layout and form according to Australian Government / Australian Taxation Office requirements.

(From Detail Page - about 68 words) - Australian GST Invoice Template was designed according to the guidelines of Australian Taxation Office "How to set out tax invoices and invoices (NAT 11675)". While this is sample invoice template, like all the other blank invoice templates available here on InvoicingTemplate.com, is also created from the default sales invoice template shipped with Uniform Invoice Software, we've customize the template to meet the standards recommended by Australian Taxation Office.

(From Detail Page - about 109 words) - Why standardize the way tax invoices and invoices are set out? As Australian Taxation Office stated, the voluntary standards have been developed in consultation with small business, in response to feedback about their frustration with inconsistent tax invoice and invoice formats. The standards will help achieve greater consistency in the set out of tax invoices and invoices, making it easier for recipients to locate the necessary information for tax purposes. For more information about the specific requirements of a tax invoice, refer to Australian Taxation Office: Valid tax invoices and GST credits (NAT 12358), 'Section 03 - Issuing and obtaining tax invoices' in GST for small business (NAT 3014).

(From Detail Page - about 12 words) - As always Australian GST Invoice Template is offered in Excel spreadsheet format.

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(From Detail Page - about 72 words) - There are two editions of Australian GST Invoice Template here on InvoicingTemplate.com - the first is a budget-friendly freeware edition, which you can download and use for free; and another which must be used with Uniform Invoice Software installed. Uniform Invoice Software is our Excel invoicing software that turns a simple Excel spreadsheet billing template into a powerful invoicing system, making automated electronic invoice processing with Excel possible and easy to do.

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• the identity of the supplier, such as the business name at the top
• the Australian business number (ABN) of the supplier at the top, near the supplier's identity
• the date of issue of the tax invoice at the top, on the right hand side
• that the document is intended as a tax invoice, such as including the words 'tax invoice' at the top
• an invoice number shown prominently alongside the words 'tax invoice'
• the purchaser's identity such as a name or ABN, for goods or services costing $1,000 or more
• a unit description of each good or service supplied, including quantities - it is optional to include item numbers, and
• the GST exclusive price, the GST amount and the GST inclusive price for each item, together with the totals for these, vertically in the bottom right hand corner.

(From Detail Page - about 29 words) - Australian GST Invoice Template includes seven columns on the invoice body - DESCRIPTION, ITEM No., PRICE (excl. GST), QTY, SUB TOTAL (excl. GST), GST AMOUNT, AMOUNT PAYABLE (incl. GST).

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8. Commercial Template Sample - Complete Incoterms Option

"Commercial Template Format - Complete Incoterms Option" was found to be relative to Proforma Invoice Sample Download with the score grade of 27.

(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.

(From Detail Page - about 230 words) - As detailed on export.gov, "The term, Incoterms®, is an abbreviation for International Commercial Terms. They are a set of rules which define the responsibilities of sellers and buyers for the delivery of goods under sales contracts for domestic and international trade." With the previous implementations of blank commercial invoice templates (FedEx style), terms of Sale (Incoterms) was limited to 3 options on the printable form - FOB (Free On Board - risk pass to buyer including payment of all transportation and insurance cost once delivered on board the ship by the seller. Used for sea or inland waterway transportation), C&F (Cost and Freight - CFR, Title, risk and insurance cost pass to buyer when delivered on board the ship by seller who pays the transportation cost to the destination port. Used for sea or inland waterway transportation) and CIF (Cost Insurance and Freight - Title and risk pass to buyer when delivered on board the ship by seller who pays transportation and insurance cost to destination port. Used for sea or inland waterway transportation). These options are implemented as checkbox on the bottom of the form. All the 3 options are rules for sea and inland waterway transport. Effective January 2010, the ICC once again updated Incoterms (see Incoterms 2010) to follow the modern trends in international trade. The number of Incoterms® rules has been reduced from 13 to 11.

(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 106 words) - What if you want to be able to choose from all the 11 available Incoterms? If we implemented the option with 11 checkbox control (see Commercial Template Sample - Using Payment Method Checkboxes), it would take over a large range of cells on our printable commercial invoicing form. In this case, a better idea is to use a dropdown list. In this sample template, we'll add the Incoterms field as a dropdown list. A drop-down list makes the fillable commercial invoice template easier to work with, because the value of a field is selectable from a list, and thus you don't have to type it manually.

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(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.

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(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!

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9. Invoice Template with Long Product Description

"Invoice Template with Long Product Description" was found to be relative to Proforma Invoice Sample Download with the score grade of 21.

(From Detail Page - about 23 words) - Invoice Template with Long Product Description is a template originally published on office-kit.com as a sample of customizing the default sales invoice template.

(From Detail Page - about 80 words) - The blank invoice template has 4 columns on the invoice body, and includes both the "Bill To" and "Ship To" sections. The detailed steps of the design could be found on office-kit.com, but the basic procedures are the same as with all the other designs here on InvoicingTemplate.com, including: unprotect the sheet, switch to design mode, move out unneeded cells (the product # column), merge cells / fields to expand the size / space of an existing cell or field.

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• 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 24 words) - Once you have finished your design work for Invoice Template with Long Product Description, click the Design Mode button again to exit design mode.

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(From Detail Page - about 109 words) - To adjust the width of one column for Invoice Template with Long Product Description, drag the boundary on the right side of the column heading until the column is the width that you want. To change the width of multiple columns for Invoice Template with Long Product Description, select the columns that you want to change, and then drag a boundary to the right of a selected column heading. To change the width of columns to fit the contents for Invoice Template with Long Product Description, select the column or columns that you want to change, and then double-click the boundary to the right of a selected column heading.

(From Detail Page - about 58 words) - The flexibility of Microsoft Excel makes creating this customized Invoice Template with Long Product Description easy and quick. Don't forget to protect the Invoice worksheet and exit design mode once the design work is finished. If you find this invoice template interesting, download and try its free format, Uniform Invoice Software format or PDF format per your requirements.

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10. Commercial Template Sample - Using Payment Method Checkboxes

"Commercial Template Sample - Using Payment Method Checkboxes" was found to be relative to Proforma Invoice Sample Download with the score grade of 21.

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(From Detail Page - about 115 words) - c9004 - Commercial Template Sample - Using Payment Method Checkboxes (Commercial Template Format - Using Payment Method Checkboxes) 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 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.

(From Detail Page - about 22 words) - So how is this designed? What is the key point to implement it and make sure they work with Uniform Invoice Software?

(From Detail Page - about 89 words) - First, 3 custom fields will be created to store the value of the checkboxes. To do this, click the Invoices button on the "Invoice" ribbon tab. Click Custom Fields, and then Add Field. Enter "PaymentMethodTT" in the "Name" box, and then choose "Integer" from the "Type" list, click OK. Click "Add Field" again, Enter "PaymentMethodLC" in the "Name" box, and then choose "Integer" from the "Type" list, click OK. Click "Add Field" again, Enter "PaymentMethodOther" in the "Name" box, and then choose "Integer" from the "Type" list, click OK.

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(From Detail Page - about 89 words) - In Microsoft Excel, there are in fact two ways to add checkbox to a spreadsheet - by using a form control, or by using an ActiveX control. Both options are located on Excel's "Developer" ribbon tab. This tab is not shown by default in Microsoft Excel. To make it visible, firstly you right-click an empty area on the ribbon and then choose "Customize the Ribbon" command from the shortcut menu. On the "Customize the Ribbon" section of the Excel Options dialog box, check the "Developer" option and click OK.

(From Detail Page - about 68 words) - Assuming you choose the "Form Control" version of the checkboxes, now right-click the one of the newly added box and choose Format Control. On the "Control" tab, enter "oknPaymentMethodTT" (or "oknPaymentMethodLC", or "oknPaymentMethodOther") into the "Cell Link" property. By setting this property, you link the state of the check box to the specified cell value, which in turn links to a database field as specified by the name.

(From Detail Page - about 74 words) - The last thing is that, if you want to be able to extract the commercial invoice (this means to create a new Excel spreadsheet file for the current invoice) along with the new checkbox, then the checkbox must be named with "oknWidget_" prefix. In this commercial invoice sample, we named the controls "oknWidget_checkTT", "oknWidget_checkLC" and "oknWidget_checkOther" respectively. More information could be found in the documentation that comes with the Uniform Invoice Software installer program.

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