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Download this if you have already installed the Microsoft Store edition of Invoice Manager for Excel, and are looking for additional customized templates.
Download this if you want this design to be set as the default template by the installer program.
Screenshots and Images
The printed version.
Open the template in Excel.
Basic Sales Invoice Template (Light Blue) is a slightly modified version of the standard Excel sales template shipped with Invoice Manager for Excel installer program. The main features include a "Bill To" section, a "Shipping To" section, 3 columns on invoice body, no sales tax.
The ready-to-use Excel invoicing template can be downloaded from the "download" page. If you are interested in the details on how to create this template design from the default template, read on. To easily change the tax options, install Invoice Manager for Excel, click the Settings button and then go to the Taxes tab, where you can choose taxing type (no tax, one tax and two taxes, tax names, tax rates, as well as other taxing options).
This basic sales invoicing template was designed with the small business owner in mind. It is a simple, professional, free solution for invoicing your customers or clients. Unlike our service bill formats, the sales invoice includes shipping information.
In order to create this basic sales invoice design (light blue) from the template, we moved the item#, unit price and quantity column out of the printable area, removed the formulas from the line total cells, and set the tax type to "no tax" with the help of Invoice Manager for Excel.
Before doing these types of customizations on the default sales invoice layout, you'll have to unprotect the spreadsheet and put the template into design mode.
One the Excel spreadsheet is unprotected and put into design mode, you can move the Unit Price, Quantity and Item# columns out of the printable area.
During the design of this invoicing spreadsheet, the "Merge and Center" command is also useful to set up the item description column.
Unlick the default sales template shipping with Invoice Manager for Excel, this template has no tax set.
That's it! You've now seen the key steps involved in design this Template. Download this template for free and see if it meets your billing requirements!
Format and Specification
|Name||Basic Sales Invoice Template (Light Blue)|
|Category||Sales Invoice Template|
|Release Date||Tuesday, April 22, 2014|
|Format (XLS or XLSX)||.xlsx|
|Line Height (Points)||19.50|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|
|Price||Free (0.00 USD)|
|System||Windows 7 and later, and Excel 2007 and later.|
August 24, 2016
- The title word of "INVOICE" was replaced with a word art object, with gradient blue filling effect.
- The default logo image placeholder was implemented using Excel form control, and moved to top center.