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

...(225) On the top of the freelance invoice template, you see a logo image. This is a placeholder image that you should replace with your own image. Download the template and see the instructions included to find out how to do this. Next to the logo is your company or business information, including your company name, your name, address, telephone number and email address or web site address. If you client have any questions about the charges, contacting you should be as easy as possible. On the top-right section there is two required fields, the invoice# and invoicing date. If Uniform Invoice Software - our invoicing software that is able to turn a simple Excel invoice template into a complete invoicing program, is installed, clicking on the "Clear & New" button will fill in the invoicing date automatically (as long as other usual fields such as sales person etc.), and an invoice# is generated automatically when you click "Save To DB". On the client section, you can detail the client's address. Make sure to include the name of the client's contact person who handles your account! A company with three employees can figure out what you're doing; but in big companies, invoices get misplaced, especially if there's confusion over who belongs to which project. So always fill in all the required information as detailed as possible.

Freelance Writer Invoicec3012

Freelance Writer Billing Template

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

...(152) Another important invoicing tips for freelancer writers or designers is tracking invoices and payments. While the pure Excel-formatted template does produce beautiful and professional invoices, it is not easy when it comes to number and tracking invoices / payments. With pure Excel spreadsheet template, you have to number invoices manually and track payments manually. And as a freelancer, you may not want to use those expensive and complex accounting / bookkeeping software systems. This is no longer a problem if you have Uniform Invoice Software installed, which is our Excel-based desktop invoicing software app that connect an Excel spreadsheet template with back end database, offers advanced features like management of customers, products, invoices and payments. Feel free to download the fully functional trail version and see how it works for you. The invoicing app is also able to generate PDF copy of your freelance invoice and send it to your customer electronically.

Professional Freelance Billc4047

Professional Freelance Billing Format

"Professional Freelance Billing Format" 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.

Labor Invoicing Samplec4070

Labor Billing Format for Excel

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

...(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 Labor Invoice Template with your own image, follow the steps below:

Excel Quotation Templatec9008

Excel Quotation Format with Special Discounting Model

"Excel Quotation Format with Special Discounting Model" was found to be relative to Billing Software Excel Free Download with the score grade of 88.

...(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.

...(23) "Unit Price" is a manually editable field. "Line Total" is also a calculated field, which looks like this (again, "_?" indicates line numbers):

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

Musician Invoice Templatec2036

Musician Billing Format

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

...(10) The formula assigned to the "Amount" field is like this:

...(101) The "Advertisement" section is an auxiliary section, which is not directly related to your bills or invoices, but allows you to put a brief description about your business and service, or you can also put your payment term, service term here. Note that this is a static text section - you can modify it once the template is switched to design mode, but when you are creating invoices, this section is protected and thus couldn't be modified. This also means that the section is not defined as a field in the database, and thus cannot be changed from invoice to invoice.

Web-hosting Invoicing Templatec2007

Web-hosting Billing Form

"Web-hosting Billing Form" was found to be relative to Billing Software Excel Free Download with the score grade of 60.

...(35) This free template in Excel spreadsheet format is suitable for business and companies who offer web hosting or other service, especially those small-scale businesses that are not ready for a complicated accounting or invoicing system.

...(73) There is also a payment slip attached on the bottom of the invoice form. For those of you who are new to this - a payment slip is a document sent by a creditor to a debtor with all the necessary information filled in order a payment to take place. The debtor confirms the payment by her/his signature and the sum due to be paid, in case the latter has not been included.

Psychologist Invoice Templatec6024

Psychologist Billing Format

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

...(128) Except the "Current Balance" column, which is in fact the "Line total" column in the default invoice template shipped with Uniform Invoice Software, all the other columns are manually fillable when you create an invoice. The calculation of "Current Balance" is done by "Charge - Payments - Insurance Payments" using Excel formulas. As you can see, we completely redefined the calculation method of the "Current Balance" or "Line total" cells, without breaking or modifying Uniform Invoice Software, which is our invoicing software that processes tasks like saving invoices, auto-generation of invoice numbers, tracking customers etc. Even in complex accounting / invoicing systems on the market, this level of flexibility could hardly be found. Uniform Invoice Software archived this easily because it uses Excel spreadsheets as its front end.

Attorney Invoice Template (South Africa Currency)c5067

Attorney Billing Statement (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.

...(139) Uniform Invoice Software support custom fields or user-defined fields, which is a unique feature that allows you to add new fields to the backend database as well as to the spreadsheet form. Attorney Invoice Template (South Africa Currency) uses custom fields to implement the features that are not available in the default template shipped with the invoicing program. With the support for custom fields in the database, Uniform Invoice Software has the ability to manipulate the newly added fields in database, includes adding them to reports. With the support for custom fields in the Excel worksheet, our invoicing app has the ability to create the relationship between fields - for example, one field should be the sum of the other fields, or the value of one field should be calculated only when another field value equals a certain value.

Donation Receipt Template for Excelc1004

Donation Receipt Template for Excel

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

...(61) Secondly, the receipt should include the donor's name, this is necessary in order to be legally valid. Although not required, we've placed the "Phone#", "Mobile#" fields on the top of the section outside the printable area. In case you want to include these information on the PDF donation receipt or printed receipt, you can easily move them into the "Donor" section.

...(109) While not required, this form includes a "Receipt#" field on the top of the form under the "Date" field. If you have used one of our form designs for invoicing, you may know it is just the "Invoice#" field - we just place a new label "Receipt#" before the cell. So all features Uniform Invoice Software offer for the "Invoice#" field, works for the "Receipt#" field too. For example, the automatic receipt numbering feature, which generates a unique, sequential and unique based on a counter stored in the backend database. You can also retrieve information about an already-saved receipt by type in the receipt number into the "Receipt#" field.

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.

...(33) This customized simple invoice template is based on the result of c5076 Simple Invoice Template - Moving Taxable Controls, which was categorized as sales invoice template because it contains the shipping address section.

...(34) Usually creating a new invoice template that works an invoicing software app sounds difficult. This is not true with Uniform Invoice Software, which is our invoicing software that use Excel spreadsheets as the front-end.

...(38) One of the most powerful feature supported by Uniform Invoice Software invoicing formats is that it allows you to move the fields around. This is the most simple yet powerful way of create new invoice layouts and designs.

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.

...(24) If you are using a template that does not have buttons on the sheet, but want to add the buttons, follow the steps below.

#CommandShortcut KeyName
1Clear & NewCTRL + SHIFT + CoknCmdClear
2Save To DB (Save Invoice)CTRL + SHIFT + SoknCmdSave
3Extract / EmailCTRL + SHIFT + EoknCmdExtract
4PrintCTRL + SHIFT + PoknCmdPrint
5PaymentCTRL + SHIFT + AoknCmdPayment
6DetailCTRL + SHIFT + DoknCmdDetail
7CustomersCTRL + SHIFT + UoknCmdCustomer
8ProductsCTRL + SHIFT + RoknCmdProduct
9InvoicesCTRL + SHIFT + IoknCmdInvoice
10ReportCTRL + SHIFT + OoknCmdReport
11SettingsCTRL + SHIFT + ToknCmdSettings
12HelpCTRL + SHIFT + HoknCmdHelp
13As As New CustomerCTRL + SHIFT + VoknCmdSaveAsNewCustomer
14Customer EditCTRL + SHIFT + MoknCmdCustomerEdit
15About / RegistrationCTRL + SHIFT + BoknCmdAbout
16Same As Bill ToCTRL + SHIFT + LoknCmdSameAsBillTo
17Pick CustomerCTRL + SHIFT + F1 
18Pick Shipping AddressCTRL + SHIFT + F2 
19Pick Sales Rep. NameCTRL + SHIFT + F3 
20Pick "Ship Via" / Shipping MethodCTRL + SHIFT + F4 
21Pick Payment TermCTRL + SHIFT + F5 
22Pick Product / ItemCTRL + SHIFT + F6 

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.

...(34) The result template of this customization can be downloaded for free here on InvoicingTemplate.com. If you are interesting in the implementation details on how to create this customized service credit note template, read on.

  • In Excel 2003 click the Design Mode button on the Control Toolbox toolbar. Tip: If the Control Toolbox toolbar is invisible, click Excel menu View > Toolbars > Control Toolbox.
  • In Excel 2007, Excel 2010 and Excel 2013, click the Design Mode button in the Controls group of the Developer tab.

    TIP: If the Developer tab is not available in Excel 2007, do the following to display it: a) Click Microsoft Office Button, and then click Excel Options; b) In the Popular category, under Top options for working with Excel, select the Show Developer tab in the Ribbon check box, and then click OK.

    Or in Excel 2010 and Excel 2013 to display the Developer tab: a) Click File > Options > Customize Ribbon; b) In the area on the right, ensure that the box next to Developer is checked; c) When you click OK, the Developer tab will appear in the ribbon.

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.

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.

Simple Sample - Using Shape Objectc4057

Simple Invoicing Sample - Using Shape Object

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

...(106) With simple invoice template, we take a look at how to add a shape to the invoice form. Although many template here on InvoicingTemplate.com do use shapes, like the horizontal line (bar) above the "Bill To" and "Ship To" section, in this tutorial we'll uncover the detailed steps and procedures involved to add a shape, including the key points to make it work with Uniform Invoice Software, which is our invoicing software app that uses Microsoft Excel as the front-end, and by using a COM-Adin program, connect the template with a backend database to provide powerful features like searching and manipulating customers, items, invoices and payments.

VAT Service Invoice Template - Price Excluding Taxc6014

VAT Service Invoicing Template - Price Excluding Tax

"VAT Service Invoice Template - Price Excluding Tax" was found to be relative to Billing Software Excel Free Download with the score grade of 15.

...(38) VAT Service Invoice Template - Price Excluding Tax is a sample invoice template demonstrating how to customize an existing invoice template, VAT Sales Invoice Template - Price Excluding Tax, to create a new design that meets your requirements.

...(75) If you offer different product types that have different tax rates, it is better to details this fact on your invoices. InvoicingTemplate.com has designed such a template for you too, which is available at VAT Invoice Template with VAT Rate Column and VAT Invoice Template with 2 Separate Rates. If you need to show both the VAT rate and VAT amount for each invoicing item, visit VAT Invoice Template with VAT Rate and Amount Column.

Transportation Invoicec5014

Transportation Invoice

"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.

Welding and Fabrication Service Invoice Templatec8004

Welding and Fabrication Billing Template

"Welding and Fabrication Billing 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.

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.

...(258) To adjust the existing columns to leave space for new column or columns that will be added to the printable form for Sales Invoice Template with Discount Amount Column, we first unmerge the item# (or product#), description and quantity columns - these are usually merged columns that each contains several Excel raw columns. To do this, after opening Sales Invoice Template with Discount Amount Column as usual, select all the cells belong to these columns and then click the "Merge and Center" button on the Format toolbar in Excel 2003; in Excel 2003, the "Merge and Center" button can be found on the Home ribbon tab. Drag your mouse to select the Description column (this time, you select Excel raw column since the Description is no longer a merged column) and drag it one column left. Select the "oknProductName_1" cell (the first cell on the moved Description column) and drag your mouse to select the two adjacent cells at the right-hand too - so, you now select 3 cells started with the "oknProductName_1" cell. Now click the Merge and Center command again. This will expand the width of "oknProductName_1" to 3 columns. Do this process for all the other Description cells. Once done, you have one empty column that was left by moving the Description column to the left-hand of this original position. Adjust the columns widths of all the columns to make sure they have the proper widths that are able to hold the content they will display on this Sales Invoice Template with Discount Amount Column.

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
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
c2007
Web-hosting Invoicing Template
Wednesday, October 23, 2013,
6
2
A4
Portrait
Service
c6024
Psychologist Invoice Template
Saturday, February 27, 2016,
20
6
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
c6014
VAT Service Invoice Template - Price Excluding Tax
Thursday, May 29, 2014,
18
6
A4
Portrait
Service
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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