How to Use
Assuming you have downloaded and installed Uniform Invoice Software:
- Download Bill Format with Change Calculation. Double-click the downloaded file to extract all files.
- Open the template "bill-format-with-change-calculation.xlsx" or "bill-format-with-change-calculation-uis.xlsx" with Microsoft Excel.
- Click "Design Mode" on the "Invoice" Excel ribbon tab to put it into design mode.
- Enter your business information and replace the default logo image to make it your own. (How?)
- Click "Design Mode" again to exit design mode.
- Create invoice (tutorial movie)!
Prefer to have a look at other samples? Try our Search tool!
Screenshots and Images
The printed version.
Bill Format with Change Calculation (c5021)
c5021 now includes the customized invoice template for the latest version of Uniform Invoice Software. This is what you will see when you open bill-format-with-change-calculation-uis.xlsx.
Bill Format with Change Calculation - UIS edition
Download Bill Format with Change Calculation (c5021)
License: Private Use (not for distribution or resale). See our Terms of Use.
You are safe to download the resources. We've added our digital signatures to the files.
| Description | Size | Download |
|---|---|---|
Download this if you have already installed UIS, but are looking for additional customized templates. | 325 KB | Download |
Download this if you want this design to be set as the default template by the installer program. | 2.82 MB | Download |
Detail
This simple invoice template and bill format demonstrates how you can add the feature of change calculation to an existing form design by using Excel formulas. This could be useful for businesses who receive payments in cash frequently.
The template add 3 new fields to the left bar of the form. The first one is titled with "Total", which is the total amount the customer has to pay. The value of this cell is got from the "Total" cell on the bottom by using this formula:
=oknTotal
The second cell is titled with "Paid". If you click the cell that allows you to enter the payment amount, you'll notice the cell is named "oknPaymentBeforeChange", which differs from default "oknPayments" cell in the default template shipped with Uniform Invoice Software. This is the only manually editable one in this section, identified with a special background color.
The third cell is "Change". The cell has an Excel formula cell assigned:
=oknPaymentBeforeChange-oknTotal
As you've already known, this cell is the amount of change you have to pay back.
This template was originally published on uniformsoft.com as c5-021. We revisited it here on InvoicingTemplate.com to make it work well with the latest version of Uniform Invoice Software. The following description from Uniform Invoice Software could help you get a better understanding of the billing format with change calculation. For more business invoice samples and templates visit business invoice template.
If you are running a retail store or shop, you may need a feature that could calculate change to pay back automatically. For example, if the invoice total is 105.75 and the customer pays 108.00, you would own them 0.25 cents. With this free invoice template, you just enter 108.00 into the payment cell and it calculates the change to give back (i.e. 0.25) using a simple Excel formula.
Like other form designs here on InvoicingTemplate.com, Invoice Template with Change Calculation is free (offered to you at a price of 0.00USD). It works on Windows XP and all newer versions of Windows, and Excel 2007, 2010, 2013 or 2016.
Format and Specification
| Template# | c5021 |
| Name | Bill Format with Change Calculation |
| Category | Sales Invoice Template |
| Release Date | Monday, March 27, 2017 |
| Format (XLS or XLSX) | .xlsx |
| Excel Version | Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016 |
| Feature Gallery | |
| Columns | 5 |
| Lines | 12 |
| Line Height (Points) | 19.50 |
| Print Area | $F$3:$N$43 |
| Printable with Papaer Size / Orientation | A4 (210 mm x 297 mm) - Portrait |
| Default Margins (Points) | |
| Left | 22.68 |
| Right | 22.68 |
| Top | 45.35 |
| Bottom | 45.35 |
Sample Templates
Service Invoice with Payment Advice
A general service invoice template that had the shipping section removed and added a payment advice.
Music Store Invoice Template (Retail)
Music Store Invoice Template (Retail) was designed specially for music company or store. The printable form (the main invoicing form on the center of the Invoice Excel spreadsheet is same as the default sales invoice template included in Uniform Invoice Software, but there are also several special fields added for music store business.
Business Invoice with Customer-Specific Discounting
With this business invoice template you can assign each customer a specific discounting rate. This rate is saved with other customer information such as street address and email. On creating invoices if you choose a customer, its discount level / rate is retrieved and applied too.
When an invoice is past due, you send a past due letter for collection. If the client has new purchases you can also include the overdue amount / previous balance in the new invoice to show the total amount due.
Customization of Standard Fields
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.
If you give gifts to customers to express your gratitude for their business, you may like to show this fact on your bills and invoices too. This template addresses that by modifying the Excel formulas used for the line total cells.
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.
Excel Formula to Fix the Decimal Size Warning
If you have an old invoice template, which does not have all the field values correctly rounded to proper size as defined in database, you may see the field size warning on saving an invoice. This tutorial shows you how to fix that.
This free Canadian invoice template charges both GST (Goods and Services Tax) and PST (Provincial Sales Tax). If the item being invoiced is a service, GST is charged; if the item is a material, then both GST and PST is charged. This billing format is suitable for business who sells products or provides service in Canada.
Drop-down List for Multiple Price Levels
The template c5009 offers a sample for creating a sales invoice template that supports multiple price levels. This invoice template c5113 is an updated version of c5009. Here we implement a drop-down list for you to choose a price level on creating invoices.
This Nigeria Invoice Template / Nigeria Billing Form features 4 columns including item description, quantity, unit price and line total. As a sales invoice template it also features a shipping address section, in addition to the "Bill To" section.
As a member state of European Union (EU), invoicing in Greece broadly conform to the obligations of the EU VAT Directive and its VAT invoice requirements. This invoice template meets the requirements and have all the major text labels translated to Greek.
Multiple Tax Rates on One Invoice
How can you tax items at different rates on the same invoice? This Excel sales invoice template offers a simple sample which allows you to define a tax group / type for each item, multiple tax rates is then applied according to the tax type of each item.
Create bills with less time and effort with our free billing invoice templates in Excel (".xlsx" or ".xls") formats. A PDF format is also provided with each template, which was generated using the Excel worksheet.