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Summary

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 Samplec7008

Work Order and Processing Sheet Form Practical Sample

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

...(42) This is a practical sample of work order template / processing sheet created from an invoice template. A work order template in PDF format is also included. The free printable work order (job order) template is designed for a fabric shades manufacturer.

...(52) Like other templates here on InvoicingTemplate.com, this format is provided in Excel (".xlsx") format too. You may find work order template in Microsoft Word (".docx" or ".doc") elsewhere, but Excel-based ".xlsx" format has its advantages over Word such as automated calculations etc. Furthermore, all our templates works well with Uniform Invoice Software.

Credit Memo Templatec5044

Credit Note Template

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

...(34)Credit Memo Template is a free sample template that helps you create credit notes and credit memos. The credit note template in Excel format and its PDF format are all available free for download.

...(102) Although it is easy to create the layout and format of Credit Memo Template with Microsoft Word or other Microsoft Office programs, or even with some PDF programs like Adobe Acrobat, the support for Excel formulas makes doing automated calculations easy to implement and modify. For example, Credit Memo Template uses Excel formulas extensively to do calculations whenever possible and necessary, such as the taxes, totals. If you use the Uniform Invoice Software version of Credit Memo Template, Excel formulas are also used to create the relationship between several fields, such as one field should be the sum of two other fields.

Payment Receipt Templatec5045

Payment Receipt Form

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

...(24)Payment Receipt Template uncovers a hidden feature available in the default sales invoice template shipped with Uniform Invoice Software but overlooked by most users.

...(12) The blank payment receipt template is formatted as an Excel ".xls" document.

...(102) Although it is easy to create the layout and format of Payment Receipt Template with Microsoft Word or other Microsoft Office programs, or even with some PDF programs like Adobe Acrobat, the support for Excel formulas makes doing automated calculations easy to implement and modify. For example, Payment Receipt Template uses Excel formulas extensively to do calculations whenever possible and necessary, such as the taxes, totals. If you use the Uniform Invoice Software version of Payment Receipt Template, Excel formulas are also used to create the relationship between several fields, such as one field should be the sum of two other fields.

Australian GST Invoice Templatec7018

Australian GST Billing Form

"Australian GST Billing Form" was found to be relative to Automated Invoice Processing with the score grade of 71.

...(34) 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.

...(15)Note: a revised version of this template could be found at ABN Tax Invoice Template.

...(12) As always Australian GST Invoice Template is offered in Excel spreadsheet format.

...(31) This customized invoice template is suitable for companies whose goods or services include GST. As Australian Taxation Office and the law required, the billing form should include information as detailed below.

Simple Consulting Bill with Printable Background Imagec4085

Simple Consulting Bill 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.

...(35) This bill template is a revisited version of c4017 Consulting Invoice Template (2nd Sample of Customization). While it is still a simple invoice template, we've added a background image to make it beautiful and unique.

...(38) The background image we added to the template shows a business man checking for documents. It shows on the printed version of your consulting invoices / bills, or on the PDF consultant bills generated by Uniform Invoice Software.

...(78) As you can see from the samples we published here on InvoicingTemplate.com, Microsoft Excel is a fairly flexible form designer. As detailed on the Customizing Invoice Templates document, using Excel as the form designer you can customize the layout of the form by dragging and dropping, much easier than many other form designers, like HTML & CSS, Adobe PDF / AI. Adding a simple image to the original billing template assigns it a very different look and feel.

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

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

"Blank Sales Invoicing Sample (One-tax, Long Description)" was found to be relative to Automated Invoice Processing with the score grade of 68.

...(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 65.

...(34)General Purchase Invoice Template (Service, One Tax) is a customized invoicing form based on c2025 General Purchase Invoice Template (Sales, One Tax). It differs from the original edition by removing the shipping address section.

...(87) In order to create this template - "General Purchase Billing Template (Service, One Tax)", we moved out the shipping address fields out of the "Print_Area" range. In Excel spreadsheet documents, the range name "Print_Area" defines what part of the sheet to print when you issue the print command. If the name "Print_Area" is not defined, the whole sheet will be printed; otherwise, only the range defined by the "Print_Area" name will be printed. Put it in other words, it defines what area is the printable invoicing form.

Service Invoice with Discount Amountc4024

Service Billing Form with Discount Amount

"Service Billing Form with Discount Amount" was found to be relative to Automated Invoice Processing with the score grade of 60.

...(41) Service Invoice with Discount Amount (c4024) is a customization sample and variant of Service Invoice with Discount Percentage (c4005). The modifications to the original Excel service invoice template is that the discount percentage field is now redefined as an amount field.

...(108) Although it is easy to create the layout and format of Service Invoice with Discount Amount with Microsoft Word or other Microsoft Office programs, or even with some PDF programs like Adobe Acrobat, the support for Excel formulas makes doing automated calculations easy to implement and modify. For example, Service Invoice with Discount Amount uses Excel formulas extensively to do calculations whenever possible and necessary, such as the taxes, totals. If you use the Uniform Invoice Software version of Service Invoice with Discount Amount, Excel formulas are also used to create the relationship between several fields, such as one field should be the sum of two other fields.

Customization of Standard Fieldsc4108

Customization of Standard Database Fields

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

...(42) Standard fields are those that already created in the default database file shipped with Uniform Invoice Software (UIS), as opposed to custom fields (i.e. user-defined fields) which you should create yourself. This template demonstrates how to change the definition of standard fields.

...(43) The database fields defined by the default invoice template (or standard invoice template) are useful for common situations. In most cases you don't have to change them. However if it is needed according to your business requirements, here are the steps to follow.

Simple Tax Invoice Sample with Tax Rate Listc4062

Simple Tax Invoicing Sample - Tax Rate List

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

...(43) If your business is selling to several states or countries, you may need to change the tax rates from invoice to invoice depending on shipping destination. This sample shows you how to implement a drop list to simplify the selection of tax rate.

...(55) With a drop down list, you select values from a list, instead of typing in manually. This is a great way to prevent typo errors. With the default sales invoice template shipping with Uniform Invoice Software, the tax rate is fillable when you create an invoice; but it is not implemented as a dropdown list.

Invoice Template with Tax Columnc5001

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.

...(27) This Invoice Template with Tax Column includes both the "Bill To" and "Shipping To" sections and has 5 columns that are description, Tax, Hours, Rate/Hour, and Amount.

...(12) The Excel formula of the tax amount cells are like the following.

...(61) This formula means that, if the "Taxable" checkbox is checked on the first line of the invoice body (identified by the " oknTaxable_1" cell value), it calculates tax amount based on line total and tax rate. If the "Taxable" checkbox is not checked, it shows either an empty string or the symbol "-" depending on whether the line total is zero.

Handyman Invoice Templatec7006

Handyman Invoicing Format

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

...(175) The invoicing detail section, which is also referred to as "Invoicing Body" here on InvoicingTemplate.com, is what is the special design appear. This Handyman Invoicing format offers 7 columns here that are Item #, Description, Quantity, Price, GST, PST and Line total. The item# field is here for you to enter the short code for the goods you sold or services you performed. If you use the Uniform Invoice Software (UIS) version of this invoicing template, which has exactly the same layout as the freeware edition but with many buttons on it, the item# cells are actually a handy way for you to enter item descriptions and prices. For example, you can save the product / service "fence repair" with the item# (or Product ID) "fr", and "window replacement" with the item# "wr". Once you need to invoice these items, just enter the code "fr" or "wr" into the item# cells, the fully description and unit price is automatically retrieved from saved records. This feature is called "in-cell lookup" in UIS and Excel Invoice Manager.

Invoicing Template with Watermark of New Yorkc4101

Invoicing Format with Watermark of New York

"Invoicing Format 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).

...(64) The "Paid" and "Balance Due" cells, which are put inside the printable form in the default template shipped with Uniform Invoice Software, were now moved out of the "Print_Area" section. This simplifies the form layout. If you need to keep these fields on the printed bills or the PDF version, move them back by following the instructions detailed in the "Create Invoice Template" document.

Magazine Subscription Invoicec7032

Magazine Subscription Invoice Template

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

...(31) Just like c7007 Subscription Invoice Template, this Magazine Subscription Invoice Template has 7 columns including Start Month and End Month. It differs from c7007 in several ways like sales tax etc.

...(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.

...(36) Both the "Start Month" and "End Month" are define as "Date" in the underlying database table "InvBdy". However on the Microsoft Excel worksheet, they are formatted to show only the year and month of a date.

Simple Sample - Decimal Precision of Product Pricesc4060

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.

  1. Back up your template. You can do this by simply coping the invoice template in Windows Explorer.
  2. Open the template.
  3. Click the "Design Mode" button on the "Invoice" worksheet. This switch Uniform Invoice Software, as well as the template, into design mode; and it also unprotect the sheet, shows gridlines and row/column headings.
  4. Drag your mouse to select all the Unit Price cells. To do this, push down the left mouse key on the first Unit Price cell (in this sample, $I$22). Without releasing the mouse key, drag the mouse unit all the cells on the Unit Price column are selected (selected range: $I$22:$I$33).
  5. Right-click one of the selected cell. Choose "Format Cells" from the shortcut menu.
  6. The "Format Cells" dialog box appears, with the "Number" tab activated by default.
  7. On the "Category" list, "Custom" is selected and the active format codes is something like "_* #,##0.00_ ;_ * -#,##0.00_ ;_ * ""??_ ;_ @_". For a detailed explanation on format codes, visit the Microsoft document at Number format codes, or Excel Custom Number Formats.
  8. Change the format code, so that it look likes "_* #,##0.0000_ ;_ * -#,##0.0000_ ;_ * ""??_ ;_ @_". This format code forces Excel to display 4 digits after the decimal pointer, with padding zeros added if necessary.
  9. Click OK to close the "Format Cells" dialog box.
  10. Exit design mode by clicking the "Design Mode" button again on the "Invoice" ribbon tab.
  11. Save the template by clicking the "Save" button on Microsoft Excel quick access toolbar.

Print Shop Bill Samplec4006

Print Shop Bill Sample

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

...(35) As a service bill format, this template for Print Shop does not contains the Shipping To section. This section is moved out of the printable invoice form, i.e. the section identified by the Print_Area name.

...(77) The support for custom fields makes it possible for even an end user who does not know programming at all, could add new features to her/his invoicing creator such as Print Shop Bill Sample without writing one line of programming code. Feel free to Search and download more samples. Sometimes our customization samples are offered in two editions here on InvoicingTemplate.com, that are one freeware edition, and another edition that works only with our invoicing software installed.

...(33) Note that the Invoice worksheet is protected by default. Before you can use the spreadsheet for the first time, you need to unprotect the Invoice worksheet and then type in your business details.

Clothing Store (Manufacturer) Invoice Template with Item Pickup Buttonscm004

Clothing Store (Manufacturer) Invoice Template with Item Pickup Buttons

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

...(50) This invoicing template for clothing stores or manufacturers is a variant of cm003 Clothing Store (Manufacturer) Invoice Template with Size Breakdown. It differs from the original edition in that this variant adds back the buttons that you can click to pick up customer, shipping address, sales representative and payment term.

...(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 Worksheetc4080

Invoice and Packing Slip on Separate Worksheet

"Invoice and Packing Slip 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.

...(115) Packing list and invoice are closely related business documents, yet there are significant differences between the two, in both the recipients of the document, the contents each document show include. A packing list is designed to aid recipients of the shipment in confirming that all items that were supposed to be included in the shipment have actually arrived. While slip designs vary somewhat, most will include a description of each item included, as well as the quantity of each item shipped. On the other hand, an invoice goes to the person responsible for paying the bill. The invoice is the bill for purchasing from your company and the notice to the customer to pay you.

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
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
c4024
Service Invoice with Discount Amount
Sunday, May 18, 2014,
12
4
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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