In the document Word Invoice Templates we described the benefit of using Excel as an invoice generator. For example, it is easy to do automated calculations of discounts, totals and taxes using formulas in Excel.
One of the useful feature provided by Uniform Invoice Software (UIS) is the auto generation of invoice numbers. With Microsoft Word, you can do so by applying a macro. For example, the "Autonew" macro at Creating sequentially numbered documents (such as invoices), or at Auto-incrementing Form Fields could help you. Visit Word Macro - auto increment invoice number and file name on save for more discussions on this topic.
On wikiHow you can also find a useful tutorial about Word-based invoicing, which is designed for simple and basic invoicing using Word. Zuora described another advanced way of using mail merge feature, at Customize Billing Document Templates Using Word Mail Merge.
All these Word-based solutions does not deal with the problem of saving data to database. For this, we recommend our Excel based desktop invoicing tool UIS.
Auto Invoice In Word is a sub-topic of Invoice Template For Word . Here are our templates closely related to Auto Invoice In Word.
This auto parts invoice / automotive sample invoice template is the sample invoice template shipped with Excel Invoice Manager that demonstrating the use of custom fields.
WordArt is a gallery of text styles that you can add to your Office documents, including Excel spreadsheets, to create decorative effects, such as shadowed or mirrored (reflected) text. Without requiring image processing skills, WordArt enables you to create eye-catching logos for your businesses. Feel free to take a look at the Office Document: Add, change, or delete WordArt. Microsoft Excel, Word (see Word Invoice Template), Outlook, PowerPoint and Publisher all supports this feature.
In the effort to provide you with free customized invoicing templates that are specific to different small business, InvoicingTemplate.com published several blank bill forms that are suitable for auto repair or car mechanics service. For example, Auto Repair Invoicing Sample, which has the same layout as the version published for Excel Invoice Manager on office-kit.com, i.e. Auto Repair Invoicing Template, and the version published on our company web site UniformSoft.com, i.e. Automotive Repair Invoicing Sample. There is also a revised template published here for the original auto repair bill format, at Blank Vehicle Repair Invoice (2), which added a drop-down list for the field of vehicle model. The Sample for Automotive Invoicing is a special auto service invoice format that was originally shipped with Excel Invoice Manager as a sample on how to customizing an template.
All 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 UIS version, you can even create a credit memo template or credit note template based on the sample templates provided here. Remember that professional and beautiful business documents, such as the ones created by this printable form design, do help you collect your money easy and quick.
The color column is a custom field defined both in the Product and Invoice Body database tables, which is the most noticeable difference between this customized invoice template and the original 5 Price Levels (Sales, Amount) invoice template. This means that for each product, you can set its color property, and the color values are filled automatically when you choose products from the database. Like all the other invoice templates in this serials available here on InvoicingTemplate.com, the full power of the invoice template comes only with the installation of Uniform Invoice Software, although the free version of this "Form with 5 Price Levels (Sales, Amount, Custom Column)" invoice template can also help you create professional and beautiful invoices.
Firstly you can use the "on-sheet picker" button which appears next to the active Excel cell. Clicking the "on-sheet picker" button pops up a list of active products / items that you are selling. Above the product list you'll also find a search bar which allows you to filter / search the product list with any property belongs to a product, such as product# (SKU#, barcode etc.), product name and unit price etc. The search bar allows you to enter only part of the item name. For example, if you specify the search criterion "contains words" for the field "Product Name", and then enter the search word "eye cream", all products contains that word will be listed.
Although the invoice template includes fields for shipping information, the body part has columns titled with "Hours" and "Rate/Hour". If you don't like these two headings, you can easily change them to Quantity and Unit Price by simply unprotect the Invoice worksheet and then type in your own text labels. However these are not the interesting parts of this invoice template. The special point of this invoice template is that it includes a Tax column, which shows the tax amount calculated based on tax rate (specified on the bottom of the form), line total and status of the "Taxable" checkbox.
According to UK HM Revenue & Customs VAT invoices, what they must show, it must show:
For each different type of item listed on the form, you must show:
Third, create the source of the dropdown list. In this sample, we choose the range "W4:W14" for the codes of Incoterms, and a short description of each term placed on the cell "X4:X14". The available options are as follows - EXW, EX WORKS; FCA, FREE CARRIER; CPT, CARRIAGE PAID TO; CIP, CARRIAGE AND INSURANCE PAID TO; DAT, DELIVERED AT TERMINAL; DAP, DELIVERED AT PLACE; DDP, DELIVERED DUTY PAID; FAS, FREE ALONGSIDE SHIP; FOB, FREE ON BOARD; CFR, COST AND FREIGHT; CIF, COST INSURANCE AND FREIGHT.
This is a variant of C5005 VAT Invoice Template with 2 Separate Rates. It differs from the original Excel VAT invoice template in that this variant moves in the VAT Rate into the printable Excel invoice form.
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.