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Summary

automation

With Uniform Invoice Software installed, all steps of invoice processing are automated. To name a few:

  • Easy data entry. Easy pick customers, products, sales rep. names, payment term and shipping method. All the major data lists, such as customer and product, include a powerful search bar that allow easily locate the customer and product you want to invoicing ,with operators such as "starts with", "contains", "greater than" etc.
  • Update accounting records automatically. Whenever an invoice is created / a payment is received, it updates the account receivable and product stock / inventory. Pending / paid invoices are marked with different colors on the main "Invoices" window.
  • Generate invoice numbers automatically. See more information on this top at Automatic Numbering.
  • Generate reports with a few clicks of mouse.

Automated Invoice Processing is a sub-topic of Download Free Excel Invoicing Templates . Here are our templates closely related to Automated Invoice Processing.

Work Order and Processing Sheet Practical Sample

c7008
Work Order and Processing Sheet Practical Sample

"Work Order and Processing Sheet Practical Sample" was found to be relative to Automated Invoice Processing with the score grade of 93.

...(39) This template is created from the default invoice template shipped with Excel Invoice Manager for an imaginary manufacturer who makes and sales custom made Fabric Shades and Lampshades, and authentic replica lighting and components including glass and metal shades.

Credit Memo Template

c5044
Credit Note Template

"Credit Memo Template" was found to be relative to Automated Invoice Processing with the score grade of 73.

...(100) A credit note is also called credit memo (memorandum). It is a commercial document issued by a seller to a buyer and states the amount of money that has been credited to the buyer's account. The credit note format available for free here on InvoicingTemplate.com was originally a sample on customizing the default sales invoice template shipped with Uniform Invoice Software, and it is now provided as a free template. The credit note template is offered in Microsoft Excel (.xls) format, which you can easily convert to the new (.xlsx) format by executing the "Save As" command in Microsoft Excel.

Payment Receipt Template

c5045
Payment Receipt Form

"Payment Receipt Form" was found to be relative to Automated Invoice Processing with the score grade of 71.

...(118) A receipt is a document that verifies payment was received in exchange for goods or services. A receipt should contain all details about mode of payment, item details, payer details and receiver details. It also has the details of date, day and total amount. Receipt plays important role in the verification process and in the process of audit. The default sales invoice template included in the setup program of Uniform Invoice Software already provided the details of payments, but they are put into hidden cells for the purpose of simplifying the invoice template. A detailed tutorial on how to unhide the payment details section of the invoice form can be found on office-kit.com, at Creating a Receipt Form.

Soccer Shop Invoice Template

cn009
Invoicing Form for Soccer Shop

"Soccer Shop Invoice Template" was found to be relative to Automated Invoice Processing with the score grade of 71.

...(64) This updated version published on InvoicingTemplate.com we're offering only one format - i.e. the UIS edition. By using this template, you can create invoices for your soccer shop without installing Uniform Invoice Software. In this case, it is able to do formatting (providing the layout of your invoices and bills), calculations etc. However without UIS, all the buttons on the worksheet will not work.

Australian GST Invoice Template

c7018
Australian GST Invoice Template

"Australian GST Billing Form" was found to be relative to Automated Invoice Processing with the score grade of 68.

...(109) 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).

Simple Consulting Bill with Printable Background Image

c4085
Simple Consulting Billing Template with Printable Background Image

"Simple Consulting Bill with Printable Background Image" was found to be relative to Automated Invoice Processing with the score grade of 68.

...(49) This printable image is located on the center-bottom of the form, where in the original template we placed the default logo image for your consultancy business. In order to show the background image, we've moved the default logo image (the placeholder image) to the top of the form layout.

Blank Sales Invoicing Sample (One-tax, Long Description)

c2022
Blank Sales Invoicing Sample (One-tax, Long Description)

"Blank Sales Billing Sample (One-tax, Long Description)" was found to be relative to Automated Invoice Processing with the score grade of 65.

...(30) With this sample template, the base template is customized to show one tax (sales tax) on the bottom of the printable form. The tax amount is calculated using Excel formulas.

...(117)Uniform Invoice Software, our proud billing and invoicing software based on Excel spreadsheet and database technology, helps you manipulate your invoice processing in many ways. Firstly, it helps you create invoices. For example, you don't have to type in customer / client information and product information again and again, just pick up from existing records using the in-cell picker. Once all the required information is filled in, click the Save Invoice command to save it to the back end database - an invoice# is generated for you if you don't filled it in based on the serial stored in the database. There are also a number of reports that helps you track account receivable, sales, taxes etc.

General Purchase Invoice Template (Service, One Tax)

c2026
General Purchase Billing Template (Service, One Tax)

"General Purchase Invoice Template (Service, One Tax)" was found to be relative to Automated Invoice Processing with the score grade of 60.

...(148) On InvoicingTemplate.com here we distribute Sales Invoicing Template and Service Invoicing Template with a simple rule - if an invoicing form contains a shipping address section, where you can fill in the address of products / goods should be delivered to, we say it is a sales invoice template. If a form contains no shipping address (or the shipping address section is out of the printable form), we say it is a service template. A service billing format, like this one, is suitable for service providers who don't delivery products and therefore don't need the shipping address fields on the form, for example legal, medical or health care, accounting or financial services, freelance work, designer, website development, copywriting & proof, consulting, handyman work, real estate, education, communications, housecleaning and babysitting, storage, processing, landscaping and gardening, auto repairs, catering, child care, pet care, advertising, tutoring, and other service businesses.

Customization of Standard Fields

c4108
Customization of Standard Fields

"Customization of Standard Fields" was found to be relative to Automated Invoice Processing with the score grade of 60.

...(79) First, make sure you have made a backup of your current database file, so that in case something goes wrong during the following steps you are able to return to the original state easily. In this sample, we'll be using c4020 Invoice Template with Long Product Description with which we show you how to customize the invoice template so that it allows you to enter more text into the description fields of the standard invoice format shipped with UIS.

Simple Tax Invoice Sample with Tax Rate List

c4062
Simple Tax Invoicing Sample - Tax Rate List

"Simple Tax Invoicing Sample - Tax Rate List" was found to be relative to Automated Invoice Processing with the score grade of 38.

...(85) For a template support mixed tax rates on one same billing form / receipt format (for example, beverage tax must be at 3.0% and non-beverage tax rate must be at 5.0%; or if you are selling both general products (goods) and labor (service) to customers, which are two types of taxable items and should be charged with different tax rate), visit Mixed Tax Rates in an Invoice If you need to detail the tax amount for each invoicing item, try Invoice Template with Tax Column.

Invoice Template with Tax Column

c5001
Billing Form with Tax Column

"Invoice Template with Tax Column" was found to be relative to Automated Invoice Processing with the score grade of 24.

...(94) The heading part of the invoice form, including your own company/business information section, invoice#, invoice date, "Bill To" section and "Shipping To" section are similar to the default sales invoice template included in Uniform Invoice Software setup program, which you can download and try for free, and is able to upgrade a simple Excel formatted invoice template to a fully featured invoice program. With Uniform Invoice Software installed, your Excel invoice template will not be a simple invoice creator, it will be powerful invoicing that includes features for managing customers, products/items, invoices and payments.

Handyman Invoice Template

c7006
Handyman Invoicing Format

"Handyman Invoice Template" was found to be relative to Automated Invoice Processing with the score grade of 23.

...(41) Note: If you would like to see a version of the handyman billing template that has no taxes set, please visit Handyman Invoicing Template (No Tax). Or, if you prefer a single sales tax version, visit Handyman Invoicing Sample (Sales Tax).

Invoicing Template with Watermark of New York

c4101
Invoicing Format with Watermark of New York

"Invoicing Template with Watermark of New York" was found to be relative to Automated Invoice Processing with the score grade of 22.

...(79) The added image of the New York City is inserted into the form header section so that it is not visible when you are creating invoice - i.e. editing the Excel form. The New York watermark is visible on the printed version (see the screenshots below), as well as on the PDF invoice generated with Uniform Invoice Software, which you can send to your customer electronically with email (see invoice template to email for more samples on this topic).

Magazine Subscription Invoice

c7032
Magazine Subscription Invoice Template

"Magazine Subscription Invoice" was found to be relative to Automated Invoice Processing with the score grade of 21.

...(34) c7007 Subscription Invoice Template does not have a tax set by default. You can change the tax settings of c7007 subscription invoice form, by simply clicking the "Settings" button and then the "Taxes" tab.

Simple Sample - Decimal Precision of Product Prices

c4060
Simple Invoicing Sample - Decimal Precision of Product Prices

"Simple Invoicing Sample - Decimal Precision of Product Prices" was found to be relative to Automated Invoice Processing with the score grade of 18.

...(101) In the underlying database structure definition, the "Price" field appears in two places - the Product table, and the Invoice Body database table. The "Price" field is defined as "decimal (15,6)" which means you can have up to 6 digits after the decimal pointer and the field is able to store a decimal value up to 15 digits in total. However on the "Invoice" worksheet in the default template, the "Price" column is formatted to show only two digits by default. In this example, we show you how to change it so that it shows 4 digits after the decimal pointer.

Print Shop Bill Sample

c4006
Print Shop Billing Format

"Print Shop Bill Sample" was found to be relative to Automated Invoice Processing with the score grade of 8.

...(27) Some cells, such as "Date Requested" and "Date needed", are not defined in the default template. These are additional fields called custom fields in Uniform Invoice Software.

Clothing Store (Manufacturer) Invoice Template with Item Pickup Buttons

cm004
Clothing Store (Manufacturer) Invoice Format with Item Pickup Buttons

"Clothing Store (Manufacturer) Invoice Template with Item Pickup Buttons" was found to be relative to Automated Invoice Processing with the score grade of 5.

...(54) Without the item picking buttons, like what we implemented with cm003 Clothing Store (Manufacturer) Invoice Template with Size Breakdown, or the standard invoice template shipped with Uniform Invoice Software, you can use the "on-sheet picker", which appears when you click and select a supported cell. However there are users that prefer the static buttons.

Invoice and Packing List on Separate Worksheet

c4080
Invoice and Packing Slip on Separate Worksheet

"Invoice and Packing List on Separate Worksheet" was found to be relative to Automated Invoice Processing with the score grade of 3.

...(32) In this sample, we use Invoice and Packing List on Same Form (c4078) as the basic invoice template, move the packing list to a separate form. The main steps are illustrated below.

Specifications

Template#
Title
Release Date
Lines
Columns
Paper
Orientation
Category
c7008
Work Order and Processing Sheet Practical Sample
Tuesday, March 14, 2017,
16
7
A4
Portrait
Other
c5044
Credit Memo Template
Friday, January 3, 2014,
12
5
A4
Portrait
Other
c5045
Payment Receipt Template
Saturday, January 4, 2014,
12
5
A4
Portrait
Receipt
cn009
Soccer Shop Invoice Template
Monday, July 10, 2017,
12
x
Letter (8-1/2 in. x 11 in.)
Portrait
Service
c7018
Australian GST Invoice Template
Saturday, March 1, 2014,
17
7
A4
Portrait
Sales
c4085
Simple Consulting Bill with Printable Background Image
Friday, August 19, 2016,
16
4
A4
Portrait
Consulting
c2022
Blank Sales Invoicing Sample (One-tax, Long Description)
Tuesday, November 24, 2015,
6
2
A4
Portrait
Sales
c2026
General Purchase Invoice Template (Service, One Tax)
Thursday, January 21, 2016,
6
2
A4
Portrait
Service
c4108
Customization of Standard Fields
Thursday, March 30, 2017,
6
4
A4
Portrait
Sales
c4062
Simple Tax Invoice Sample with Tax Rate List
Monday, February 8, 2016,
12
4
A4
Portrait
Sales
c5001
Invoice Template with Tax Column
Tuesday, November 5, 2013,
12
5
A4
Portrait
Sales
c7006
Handyman Invoice Template
Sunday, June 1, 2014,
12
7
A4
Portrait
Service
c4101
Invoicing Template with Watermark of New York
Wednesday, November 30, 2016,
6
4
A4
Portrait
Sales
c7032
Magazine Subscription Invoice
Saturday, April 1, 2017,
6
7
A4
Portrait
Sales
c4060
Simple Sample - Decimal Precision of Product Prices
Saturday, February 6, 2016,
12
4
A4
Portrait
Sales
c4006
Print Shop Bill Sample
Friday, May 30, 2014,
12
4
A4
Portrait
Service
cm004
Clothing Store (Manufacturer) Invoice Template with Item Pickup Buttons
Monday, October 10, 2016,
12
x
A4
Portrait
Sales
c4080
Invoice and Packing List on Separate Worksheet
Sunday, July 10, 2016,
20
4
A4
Portrait
Sales

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