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How to Use

Assuming you have downloaded and installed Uniform Invoice Software:

  1. Download Agency Billing Template. Double-click the downloaded file to extract all files.
  2. Open the template "agency-billing.xls" or "agency-billing-uis.xlsx" with Microsoft Excel.
  3. Click "Design Mode" on the "Invoice" Excel ribbon tab to put it into design mode.
  4. Enter your business information and replace the default logo image to make it your own. (How?)
  5. Click "Design Mode" again to exit design mode.
  6. Create invoice (tutorial movie)!

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Screenshots and Images

The printed version.

Agency Billing Template

Agency Billing Template (c3004)

This is how the template looks like when you open the freeware template in Microsoft Excel.

Agency Billing Template - freeware edition

Agency Billing Template - freeware edition

The following template was designed for Uniform Invoice Software version 3.

Agency Billing Template - Uniform Invoice Software V3 edition

Agency Billing Template - Uniform Invoice Software V3 edition

Download Agency Billing Template (c3004)

License: Private Use (not for distribution or resale). See our Terms of Use.

You are safe to download the resources. We've added our digital signatures to the files.

DescriptionSizeDownload

Download this if you have already installed UIS, but are looking for additional customized templates.

375 KBDownload

Download this if you want this design to be set as the default template by the installer program.

2.71 MBDownload

Detail

Designed initially for a car insurance agency company, this invoice template is actually suitable for many agency types. The template has three columns on the printable, but two interesting columns, Broke Fee and Cost, are outside the printable area.

Agency Billing Template does not have a shipping section, as a typical issued by an agency company to a customer does not have this type of requirements. The section typically designed for shipping, such as in the general sales invoice template, is replaced with P.O. #, Sales Rep Name, Terms and Due Date. The 3 columns on the printable invoice body are #, Description and Line Total, with these columns you can itemize all the service or products a client purchase. The total number of lines on the invoice body is 18, which should be enough for most invoicing requirements. Read on to find tips and guidelines on creating agency invoices and bills.

Outside the printable area, the two important columns are Broke Fee and Cost. With the Broke Fee column, you enter the gross revenue you expect, and the Cost column is calculated automatically based on Line Total and Broke Fee. This is done by using a simple Excel formula.

The template has two taxes set by default, GST and PST. These are place holders for your actual taxes. You can type in your real tax name and rate to replace the defaults. The template will calculate tax amount using Excel formula. Although Microsoft Word is as ideal as Excel for formatting data, but Excel is better in doing calculations. This template offers a good sample on this. Subtotal, Total and Balance Due on this template are all calculated using Excel formulas.

InvoicingTemplate.com offers this template in two formats. The first is a free edition - the first is a free edition, with which you can create and print invoice. The second should be used with Uniform Invoice Software installed. By installing Uniform Invoice Software, a simple invoice template turns into a powerful invoicing program that is able to manage your customers, products, invoices and payments easily and quickly. The powerful reporting feature came with Uniform Invoice Software is an ideal assistant for you to manage your business.

All invoicing templates here at InvoicingTemplate.com are created from the default invoice template shipped with the installation program of Uniform Invoice Software. You can use these templates without modifications if they meet your business requirements, or you can use them as samples for design your own. All our templates are pure Excel spreadsheets without macros and they are not protected by passwords. So feel free to download and try it.

Like other form designs here on InvoicingTemplate.com, Agency Invoice Form is free (offered to you at a price of 0.00USD). It works on Windows XP and all newer versions of Windows, and Excel 2003, 2007, 2010, 2013 or 2016.

Format and Specification

Template#c3004
NameAgency Billing Template
CategoryService Invoice Template
Release DateMonday, October 21, 2013
Format (XLS or XLSX).xls
Excel Version Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016
Feature Gallery
Columns3
Lines18
Line Height (Points)18.00
Print Area$F$2:$N$50
Printable with Papaer Size / OrientationA4 (210 mm x 297 mm) - Portrait
Default Margins (Points)
Left22.68
Right22.68
Top45.35
Bottom45.35

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