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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

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Work Order and Processing Sheet Form Practical Sample

When the invoice is created for the customer, the customer will need to know price, line total etc (but doesn't need to know which parts were used). I.e. the manufacturer wants to use the processing sheet to provide information to make the shade for the order. Then, it wants to print the same order as an invoice to send to customer with the billing information on.

Credit Memo Template

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Credit Memo Template

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

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Payment Receipt Template

Receipt plays important role in the verification process and in the process of audit. The standard 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 form. A detailed tutorial on how to unhide the payment details section of the invoice form was originally published on office-kit.com, but now moved here at Receipt Form on InvoicingTemplate.com.

Soccer Shop Invoice Template

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Invoicing Form for Soccer Shop

By installing Uniform Invoice Software, the simple pure Excel template becomes a powerful invoicing program. For example, when you finish filling the soccer shop invoice form, click the "Save To DB" button on the "Invoice" worksheet, or click the "Save Invoice" button on the task pane, an invoice number is generated automatically (See automated invoice numbering for more information).

Australian GST Invoice Template

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Australian GST Invoice Template

Australian GST Invoice Template was designed according to the guidelines of Australian Taxation Office "How to set out tax invoices and invoices (NAT 11675)". While this is sample invoice template, like all the other blank invoice templates available here on InvoicingTemplate.com, is also created from the default sales invoice template shipped with Uniform Invoice Software, we've customize the template to meet the standards recommended by Australian Taxation Office.

Simple Consulting Bill with Printable Background Image

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Simple Consulting Billing Template with Printable Background Image

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.

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

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

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)

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General Purchase Invoice Template (Service, One Tax)

Once the template is in design mode, drag your mouse to select all the cells that you want to move, then push your mouse key down on the border of the selected area and without releasing the mouse key, drag the selected to its new location. It's that simple! Once finished, you need to click the "Design Mode" button on "Invoice" ribbon tab again to switch it off, so that Uniform Invoice Software returns to its normal functional mode.

Customization of Standard Fields

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Customization of Standard Database Fields
  1. Open your template as usual.
  2. Click "Customers" on the "Invoice" ribbon tab.
  3. Click "Custom Fields", and then "Advanced..."
  4. If you have not backed up your database file yet, click the "Backup Database" to do so now.
  5. From the "Database Table" list, choose the table you want to modify. The "Fields" section shows the fields defined in this table.
  6. Double-click the field you want to modify; or click to select the field, and then click the "Customize" button.
  7. On the "Customizing Field" dialog box, you can field size (or in case of "Decimal" field, its precision and scale) and text alignment method on data list window.
  8. Click OK to apply the modification.

Simple Tax Invoice Sample with Tax Rate List

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Simple Tax Invoicing Sample - Tax Rate List

With this Simple Tax Invoice Sample with Tax Rate List, we'll create the drop down list of tax rates by using Excel's data validation features. There are already samples of using drop down list here on InvoicingTemplates.com, such as Auto Repair Invoice Template (2), which adds a "Model" drop down list to the basic template Auto Repair Invoice Template, allowing to select car or vehicle model. Note that the drop down list will not be implemented in the PDF invoice template.

Invoice Template with Tax Column

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Billing Form with Tax Column

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.

Handyman Invoice Template

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Handyman Invoicing Format

With the default template shipped with UIS, two taxes are defined by default on the bottom of the invoicing form. However taxes defined on the default template are always either all applied on the item (if the item is taxable), or not applied at all. These is no way to apply only one tax on some items (such as service), and apply two taxes on the other items. This customized handyman invoice template redefine the tax formulas, providing the ability to apply one tax (PST) on goods (materials), and apply two taxes (GST and PST) on both service (labor) and goods (materials).

Invoicing Template with Watermark of New York

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Invoicing Template with Watermark of New York

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

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Magazine Subscription Invoice Template

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

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Simple Sample - Decimal Precision of Product Prices

As stated earlier, in the database the underlying definition of the "Price" field allows up to 6 digits after the decimal pointer. So to have the Excel billing format show 4 digits, all we need to do is to change the display format.

Print Shop Bill Sample

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Print Shop Billing Format

This bill template for printing shop is set with no tax, but the tax cells and fields defined in the default template are still there.

Clothing Store (Manufacturer) Invoice Template with Item Pickup Buttons

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Clothing Store (Manufacturer) Invoice Format with Item Pickup Buttons

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.

Invoice and Packing List on Separate Worksheet

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Invoice and Packing List on Separate Worksheet

This template differs from our existing packing slip template in that we put the packing slip (waybill) in a separate worksheet, but within same Excel template as the invoice form. The advantages of this approach is that - you don't have open another template for the purpose of printing a packing slip (like what we implemented in c3010 and cn010), or you don't have to always print an invoice and a packing list together (like c4078). Since we place the packing list form in a separated worksheet, we can define its own "Print_Area", and print the number of copies as needed - for example, print one invoice, and then print 2 copies of packing list.