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Summary

How to make easy billing and invoicing software program in Excel? This is a hot topic as Excel provides vast features and tools that make it possible to create the invoice layout and bill form that not only meet your business requirements, but also professional, elegant, and even unique to your business.

On the other hand, Microsoft Excel, as a front-end spreadsheet program, lacks tools and mechanisms for handling complex processing logic - for example, whenever an invoice is created, you have to create a unique invoicing number for it; you have to update the client account receivable; and you have to update product inventory if you are selling goods.

There are many accounting / invoicing / billing software programs available. Most of them are complicated, expensive, yet they are not able to handle the invoicing form you like, or not straight forward enough for a freelancer or small business owner like shops, service providers, manufacturers etc.

Our idea is to combine the power of Microsoft Excel with a backend database system. This invoicing and billing solution, Uniform Invoice Software, formerly named Excel Invoice Manager, provides the most flexible front-end that enables you to format the bill form in the way you like, including uses Excel formulas and even VBA macros; it also maintains data integrity by using a database system (Microsoft Access or SQL Server).

This design makes Uniform Invoice Software a flexible and robust Excel-based invoice creator / generator. It supports all free invoice forms published here on InvoicingTemplate.com.

Uniform Invoice Software requires Windows XP / Windows Vista / Windows 7 / Windows 8 / Windows 10.

Billing Software Excel Free Download is a sub-topic of Billing Software Excel Free Download . Here are our templates closely related to Billing Software Excel Free Download.

Freelance Invoice Templatec6018

Freelance Billing Template

"Freelance Billing Template" was found to be relative to Billing Software Excel Free Download with the score grade of 99.

...(109) This invoice design has 6 columns on the invoice detail section - Description, Date, Hours, Rate / Fee and Amount. The Amount is calculated automatically using Excel formulas once the Hours and Rate / Fee are filled in. The other 5 columns, Description, Date, Hours and Rate / Fee are all fillable in this invoice format. As you can see from the screen shots below, this is basically a hourly service invoice template, like Hourly Service Invoice Template. You can also find other interesting invoice template in the Consulting Invoice Template category or Service Invoice Template category here on InvoicingTemplate.com, including those designed specially with UK (United Kingdom) style.

Freelance Writer Invoicec3012

Freelance Writer Billing Template

"Freelance Writer Invoice" was found to be relative to Billing Software Excel Free Download with the score grade of 98.

...(88) (Note that if you have installed the latest version of our invoicing software, Uniform Invoice Software, which is able to upgrade a simple template in Microsoft Excel spreadsheet format into a complete invoicing system, you don't have to replace the logo image manually - you can replace the default logo image by clicking the "Replace Logo Image" button on the ribbon tab in Excel 2007, Excel 2010 and Excel 2013). To replace the default LOGO image in Freelance Writer Invoice with your own image, follow the steps below:

Professional Freelance Billc4047

Professional Freelance Billing Format

"Professional Freelance Bill" was found to be relative to Billing Software Excel Free Download with the score grade of 96.

...(104) No matter what freelance service you offer - freelance web design, graphic design, photography, copywriting, computer programming, website development, consulting, video production, translation, etc. - it makes sense to have a number of documents prepared as you tend to use the same ones over and over again. Invoice Template is one of them that you will find useful. If you are not family with invoicing yet, invoices should include: Who the invoice is to (client), Who the invoice is from (you), Date and invoice number, Service(s) carried out, Total costs, Any terms e.g. Payment required on receipt of invoice, A little thank you note.

...(79) You may find many invoicing templates available here on InvoicingTemplate.com meet the above criterion, including Freelance Invoice Template, Invoice Template Hourly Rate, or visit our service invoice template category. Every business is different. You may like your invoices not only including all the required information, but also looks professional and special to your business. That is why we at InvoicingTemplate.com create this new freelance invoice template and offer you for free, Professional Freelance Bill / Professional Freelance Billing Format.

Labor Invoicing Samplec4070

Labor Billing Format for Excel

"Labor Invoicing Sample" was found to be relative to Billing Software Excel Free Download with the score grade of 92.

...(32) Just like most Excel sample invoicing template here on InvoicingTemplate.com, Labor Invoice Template has a logo placeholder image on the top of the form, which you can replace with your own image.

  • Right click the Logo image, and then select Properties from the menu.
  • Click the Picture property, and then click the "..." button.
  • Browse to the folder containing your icon file. Select and open the icon file.
  • Close the Properties dialog box.
  • Drag the border of the image object to resize it, if needed.

Billing Invoice Templatec5115

Billing Invoice Form

"Billing Invoice Template" was found to be relative to Billing Software Excel Free Download with the score grade of 88.

...(20) You may find many other templates online in various formats, such as HTML, Word (".doc" or ".docx"), or even Photoshop.

...(33) If you just started your small business and have limited budget, you need cheap and quick way to create and send bills and invoices. A billing invoice template is ideal for this purpose.

...(62) For example, you can have the program generate invoice#, customer# automatically; you can easily retrieved all information about a saved client by entering its customer#, or looking up using the data list window. Sending invoices to clients in PDF, image (PNG) or Excel format using email is also just one click away, see How to email invoice to customers for more information.

...(23) The directly base template of this form design is the default template (also called standard template) shipped with Uniform Invoice Software v 5.23.

Excel Quotation Templatec9008

Excel Quotation Format with Special Discounting Model

"Excel Quotation Template" was found to be relative to Billing Software Excel Free Download with the score grade of 72.

...(48) The discounting calculations in this template is built specially for a real business. It may not be suitable for you, but it is a good sample on how to customize the invoice template shipped with Uniform Invoice Software. For more samples on quotations and estimations, visit Estimate Templates.

...(19) The value of the "Quantity" is calculated using an Excel formula like this, where "_?" is the line number:

...(41) The formula for "Line Total" incorporates both the auto-calculated portion, and the manually fillable field ("oknLineTotalManual_?" fields, placed outside the printable area, which means it is manually editable on creating invoices / estimations, but will not be included on printable invoices).

...(15) The "LESS" is also a manually editable field, which is designed as a percentage value.

Musician Invoice Templatec2036

Musician Billing Format

"Musician Billing Format" was found to be relative to Billing Software Excel Free Download with the score grade of 60.

...(83) With this formula, if you enter a non-zero value into the "Amount saved to DB" column outside the printable area, the "amount" field inside the printable area shows the value normally; if the entered value is zero, then the corresponding cell inside the printable section shows the text "FREE". With this mechanism, a musician or artist is able to clearly list gift with no charges on invoices, and the client who is invoiced is able to know that he received something for free.

Hourly Invoice Templatec5022

Hourly Billing Form

"Hourly Invoice Template" was found to be relative to Billing Software Excel Free Download with the score grade of 59.

...(99) Near the logo image is your company information. In this section, you should detail your company/business name, address, city state and zip, contact number and Tax ID if applicable. At the right section, you may find the fields for 'invoice#' and 'invoice date'. These are two important fields that should appear on all invoices. The 'invoice#' field should be filled with a unique number - it is generally called invoice number but usually you can add prefix text to it, such as 'INV'. If you use Invoice Manager, the invoicing program will help you generate unique invoice numbers automatically.

Attorney Invoice Template (South Africa Currency)c5067

Attorney Invoice Template (South Africa Currency)

"Attorney Billing Statement (South Africa Currency)" was found to be relative to Billing Software Excel Free Download with the score grade of 48.

...(102) Adding a custom field to the "InvHdr" table in the database makes it possible to save the field value to database along with the other data of an invoice record. For example, adding the custom field Company Name to the "InvHdr" database table allows you to save the company name of a customer to the database when you save an invoice. If you use Uniform Invoice Software version template Attorney Invoice Template (South Africa Currency) and add the custom field, the value is saved from or retrieved to Attorney Invoice Template (South Africa Currency) whenever you save or reload an invoice record.

Donation Receipt Template for Excelc1004

Donation Receipt Format for Excel

"Donation Receipt Template for Excel" was found to be relative to Billing Software Excel Free Download with the score grade of 42.

...(60) First of all, the most important item to include on the receipts is the name and status of charity / organization name. It must be a non-profit, meaning you have 501c3 status under the federal government. In our donation receipt design, we simply used the fields that are usually for seller information, located on the top of the Excel form.

...(25) Third, it is also required to clearly describe the donation, including the date the donation was made, as well as the amount of the donation.

Simple Template - Moving Shipping Addressc5077

Simple Template - moving-shipping-address

"Simple Template - moving-shipping-address" was found to be relative to Billing Software Excel Free Download with the score grade of 41.

...(65) By using Excel invoicing forms, it is possible to leverage all the powerful tools provided by Microsoft Excel to do design of invoicing forms, including create relationship between Excel cells by using formulas - for example, in c4051 Simple Invoice Template - Discount Amount Field a new field Discount Amount was added and its relationship between Subtotal and taxes are established by using Excel formulas.

...(22) Sometimes it is useful on a service invoice template to have a "Service Sumarry" field. We'll add this as a custom field.

UIS V5.11 Standard Invoice Template and Shortcut Keysc5094

Standard Invoice Format and Shortcut Keys for UIS Version 5.11

"UIS V5.11 Standard Invoice Template and Shortcut Keys" was found to be relative to Billing Software Excel Free Download with the score grade of 40.

  • Backup your invoice template.
  • Open it as usual.
  • Switch to design mode by clicking the "Design Mode" button on the "Invoice" ribbon tab.
  • Go to Excel "Insert" ribbon.
  • Click "Text Box" in the "Text" group, and click the location on the sheet where you want to put the button. Excel creates a new text box on the sheet, and put the control in text edit mode.
  • Enter the button caption text, such as "Customers".
  • Click the corner of the text box. This exits text edit mode, and selects the text box itself.
  • Go to the "Format" ribbon tab (This tab shows only when the shape object is selected).
  • In the "Shape Styles" group, click the "More" down-arrow on the preset style list to show the list of all preset theme fill effects. Choose one of the feel effect from the list. For example, with the default template shipped with UIS, we choose "Subtle effect - Black, Dark 1" - the forth one on the left-most column. By assign the text box a proper background, the text box now looks like a button.
  • Name the text box by entering the name in the name box located on the left-end of Excel formula bar. For example, the text box labeled as "Customers" should be named "oknCmdCustomer".
  • Now right-click the control and choose "Assign Macro".
  • Enter the following macro command.
    UisClickProc
  • Repeat the above steps to add all the other buttons. See table below for button names and captions.
  • Once done, exit design mode by clicking the "Design Mode" button again on the "Invoice" ribbon tab.
  • Save the template by clicking the Save button on Excel quick access toolbar.

Service Credit Note Templatec5046

Service Credit Note Template

"Service Credit Note Template" was found to be relative to Billing Software Excel Free Download with the score grade of 40.

...(59) The protection of the "Invoice" worksheet in Service Credit Note Template prevents accidental modifications to layouts and formulas. If you have Uniform Invoice Software installed, it could even display a warning message when you close a template without protecting the worksheet. However for the purpose of this sample, we should firstly unprotect the worksheet in Service Credit Note Template.

  1. Click and activate the worksheet you want to display gridlines and row/column headers for.
  2. On the Tools menu, click Options, and then click the View tab.
  3. Under Window options, check the Gridlines and Row & Column Headers check boxes.

Clothing Store (Manufacturer) Invoice Template with Item Pickup Buttonscm004

Clothing Store (Manufacturer) Invoice Template with Item Pickup Buttons

"Clothing Store (Manufacturer) Invoice Template with Item Pickup Buttons" was found to be relative to Billing Software Excel Free Download with the score grade of 37.

...(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.

...(18) So with sample template, we look at how to add a button that allows you to pick customer.

Recipient Created Tax Invoices Formc4077

Template for Purchaser Created Tax Invoices

"Recipient Created Tax Invoices Form" was found to be relative to Billing Software Excel Free Download with the score grade of 33.

...(145) This invoice template for purchaser created tax invoices mimics the fields defined in the Australian Taxation Office pdf sample (NAT 73657), with only one field addition - the "Invoice#", placed above the "Invoice Date" field, as we believe it is a useful field / information for both parties (the seller and the buyer) involved in the transaction. If you have Uniform Invoice Software installed, the automatic invoice numbering feature is able to generate invoice numbers for you. The invoice generator works when you click the "Save Invoice" command and leave the "Invoice#" field empty. The sequential numbering generator provides several options that you can use to control how it works, including the next start number, the prefix text added to each invoice#, the number of digits in each invoice# (for example, "INV003" has 3 digits in the invoice#). See simple invoice templates for more samples.

...(40) On the upper-side of the invoice form you will find two sections "From Recipient" and "To-Supplier", where you, the buyer and the creator of the RCTI invoice, should provide detailed information about both businesses, both including Australian Business Number (ABN).

Simple Sample - Using Shape Objectc4057

Simple Sample - Using Shape Object

"Simple Sample - Using Shape Object" was found to be relative to Billing Software Excel Free Download with the score grade of 20.

...(63) Whether you are running your business as freelancer, a home business, a corporate small business, you can have your invoices differ from others and give your customer and client good impression that you are paying attention to every detail of your business, including invoicing. Shapes and images are the easy and effective way to make a difference on your business documents likes invoices.

...(50) In this sample, we use the template built in c4051 Simple Invoice Template - Discount Amount Field as a starting point, and add a Frame shape to the existing invoicing format to create a completely new look and feel of the form. See screen shots of the new template below.

Bill Format with Change Calculationc5021

Invoice Template with Change Calculation

"Bill Format with Change Calculation" was found to be relative to Billing Software Excel Free Download with the score grade of 15.

...(58) 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.

...(60) 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.

Transportation Invoicec5014

Transportation Bill Format

"Transportation Invoice" was found to be relative to Billing Software Excel Free Download with the score grade of 5.

...(93) The benefits of Excel transportation billing template, instead of using Microsoft Word (usually ".doc" or ".docx") format, is that you are not only able to format the document in the way you like, but also able to do calculations easily. If you install Uniform Invoice Software, the simple transportation invoice template becomes powerful transportation invoice software, allowing to easily manage clients, products, invoices, and fee, payments and account receivables easily. For example, you are no longer need to manage invoice numbers manually. See automatic invoice numbering to find out how to do that.

...(40) A service company provides transportation to various facilities and airports. These trips are billed to many corporate accounts. The invoice format or invoice layout implemented by this template is designed for such companies, and it also works for taxi/limousine service.

Welding and Fabrication Service Invoice Templatec8004

Welding and Fabrication Service Invoice Template

"Welding and Fabrication Service Invoice Template" was found to be relative to Billing Software Excel Free Download with the score grade of 5.

...(309) However in the welding and fabrication business practice, there are different ways for calculating prices and costs. The previous invoice template, Welding Invoice Template (c8003), automates unit price calculation by modeling prices into 3 plans - sold by " Foot, Shear Cut Inches, Flame Cut Inches", sold by " SQ. FT.", " INCHES". This simplify price and cost calculations, Steel Fabrication for steel fabrication - for example if you are doing semiconductor fabrication, pipe fabrication or acetylene welding, you have a different pricing model, and you may not like this implementation. The another Simple Welding Invoice Template, offers 5 columns on the invoice detail section, which offers as many as possible manually fillable fields on the invoice form - but someone may think it is just a generic service invoice template, and you may prefer to make your invoices more professional welder invoices. If you look at some welding and fabrication job estimate form, you may easily find different pricing models. This invoicing template, Welding and Fabrication Service Invoice Template, or Welding and Fabrication Billing Template, simplify the pricing model implemented in c8003 Welding Invoice Template, but offers exactly the same printable invoice as the previous one, as you can see from the screenshots or the PDF welding invoice template. This is done by removing all the 3 "Body By" columns from the invoice form. We've also modified the Excel formula of the Line Total cells so that it looks like "=quantity * units * unit price". With c7021 Welder Invoicing Template, we moved the shipping address section back into the printable range, and moved out the Type column to give more space to the Description column. With c6017 Welding / Fabrication Tax Invoice, we moved the Dimension column out of the printable area, and moved in the taxable column so that it is included in the printable invoice.

  • Right click the Logo image, and then select Properties from the menu.
  • Click the Picture property, and then click the "..." button.
  • Browse to the folder containing your icon file. Select and open the icon file.
  • Close the Properties dialog box.
  • Drag the border of the image object to resize it, if needed.

Sales Invoice Template with Discount Amount Columnc6010

Sales Template with Discount Amount Column

"Sales Template with Discount Amount Column" was found to be relative to Billing Software Excel Free Download with the score grade of 1.

...(110) There are also special ways that are not commonly appliance but do work for some business. For example, one of our customers found a new way to use the tax cells and formulas on the default sales invoice template - by naming a tax "Discount" and assigning it a negative tax rate, one of the tax field on the bottom of invoice form efficiency becomes a discount field. Since Uniform Invoice Software allows to change the tax rate (in this example it becomes discount rate) on a per-invoice basis right on the bottom of the invoice form, the customer had never encountered a problem in applying discounts in this way.

Specifications

Template#
Title
Release Date
Lines
Columns
Paper
Orientation
Category
c6018
Freelance Invoice Template
Wednesday, October 1, 2014,
12
6
A4
Portrait
Consulting
c3012
Freelance Writer Invoice
Saturday, May 14, 2016,
10
3
A4
Portrait
Service
c4047
Professional Freelance Bill
Friday, November 13, 2015,
6
4
A4
Portrait
Service
c4070
Labor Invoicing Sample
Wednesday, May 11, 2016,
8
4
A4
Portrait
Service
c5115
Billing Invoice Template
Saturday, April 8, 2017,
12
5
A4
Portrait
Sales
c9008
Excel Quotation Template
Friday, February 10, 2017,
37
9
A4
Portrait
Other
c2036
Musician Invoice Template
Sunday, October 9, 2016,
6
2
A4
Portrait
Service
c5022
Hourly Invoice Template
Tuesday, March 28, 2017,
12
5
A4
Portrait
Service
c5067
Attorney Invoice Template (South Africa Currency)
Saturday, September 27, 2014,
12
5
A4
Portrait
Consulting
c1004
Donation Receipt Template for Excel
Monday, August 22, 2016,
8
1
A4
Portrait
Receipt
c5077
Simple Template - Moving Shipping Address
Wednesday, February 3, 2016,
12
5
A4
Portrait
Service
c5094
UIS V5.11 Standard Invoice Template and Shortcut Keys
Thursday, September 29, 2016,
12
5
A4
Portrait
Sales
c5046
Service Credit Note Template
Tuesday, January 7, 2014,
12
5
A4
Portrait
Service
cm004
Clothing Store (Manufacturer) Invoice Template with Item Pickup Buttons
Monday, October 10, 2016,
12
x
A4
Portrait
Sales
c4077
Recipient Created Tax Invoices Form
Monday, July 4, 2016,
8
4
A4
Portrait
Sales
c4057
Simple Sample - Using Shape Object
Tuesday, February 2, 2016,
12
4
A4
Portrait
Sales
c5021
Bill Format with Change Calculation
Monday, March 27, 2017,
12
5
A4
Portrait
Sales
c5014
Transportation Invoice
Thursday, March 16, 2017,
16
5
A4
Portrait
Service
c8004
Welding and Fabrication Service Invoice Template
Thursday, September 25, 2014,
20
8
Letter (8-1/2 in. x 11 in.)
Portrait
Service
c6010
Sales Invoice Template with Discount Amount Column
Monday, December 23, 2013,
20
6
A4
Portrait
Sales

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