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 Invoice Manager for Excel (namely 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 Sample Word Invoice . 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.
This template moves all the "Taxable" checkbox inside the printable area, and grouped all the boxes, and named the new grouped object "oknWidget_taxablegroup". This speeds up the process of extraction of invoices and generation of PDF invoices, as there is only one shape object to process. If you have lots of shape object that should be kept on the PDF invoice or extracted, it is a good idea to create a group. To do this:
July 12 2016: Please visit the revised version of this auto service invoice template at Auto Repair Service Invoice with Car Lift Background Image.
With this implementation, it also included a car lift image as the printable background. This makes the invoice design differs from others and tells what you do in an intuitive way. If you prefer to save some ink on printing (this won't be a problem if you send electronic PDF invoices only), you can remove the car lift image easy by following the steps below.
Now the steps to create the "SpellNumber" VBA macro function for the ".xlsm" Excel workbook file. The macro code was copied from Microsoft at How to convert a numeric value into English words in Excel, where you can also find step by step instructions on how the create the spreadsheet file. You can also find a similar implementation at Two best ways to convert numbers to words in Excel, and at Converting Numbers Into Words.
So how do we at InvoicingTemplate.com design this customized auto repair billing form based on the previous layout? It is in fact easy if you know Excel a little. Our procedures are as follows: unprotect the Invoice worksheet in the Excel spreadsheet and switch to design mode; select the area where you want to put your car / vehicle model list - in this sample, we choose to place the model list to the right side the printable area, starting from Q16, so that you can easily add new entries to it whenever needed. Once the car models are setup, you can then easily go to the Data ribbon tab, execute the Data Validation command to create the drop-down list.
If you compare this format with its original one c3001 Basic Sales Invoice Template (Light Blue), these two basic customizations applied to the template give the template a complete different look and feel. If you want to make your invoices and bills different from others, images and word arts are the easy and simple way that worth a try. You can find more samples in the simple invoice template gallery.
Whether you're doing some plumbing work on the side or you own your own plumbing business, you'll need to be able to fill out basic business forms. One of the most important forms in any business is the ability to fill out an invoice correctly. This free blank Excel plumbing billing template and plumbing receipt template helps you create professional invoices in an easy and quick way. Both the freeware edition and the Invoice Manager for Excel (namely Uniform Invoice Software) are available for free from the download page. Once you filled in the Excel invoice form, you can either print it, or provide an electrical copy via email. Excel provides tools for you to convert your invoices to PDF or other formats.
If you are registered for VAT you must give any VAT-registered customers a VAT invoice for any standard-rated or reduced-rated goods or services you sell them. If you are a retailer, you do not need to issue a VAT invoice or receipt unless your customer asks for one. As a VAT-registered supplier, you may be liable to a fine if you do not issue a VAT invoice for a supply you have made when asked to do so by a VAT-registered customer.
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.
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.
Moving cell or cells, or even an entire column, is easy and quick as Excel provides handy tools for you. To do this, you simply unprotect the Invoice form, and then select all the cells you want to move, and then push your mouse key on the border of the selected area, and then without releasing the mouse key move it to the new location where you want to place the cells. Several of the templates here on InvoicingTemplate.com have more detailed instructions included, such as this sample of proforma invoice template.