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Proforma (2nd Sample of Customization)c7012

Proforma Invoicing Form

"Proforma Invoicing Form" was found to be relative to H Form Invoice with the score grade of 82.

...(55) The next step is to replace the default "InvoicingTemplates" logo image. To do this, you need to switch the invoice form into design mode, which is done by clicking the "design mode" command on the Developer ribbon tab. If your Excel does not show the Developer ribbon tab, here is how to make it visible.

Proforma Invoice Formatc7010

Proforma Invoice Format

"Proforma Invoice Format" was found to be relative to H Form Invoice with the score grade of 81.

...(35) This simple but useful Proforma Invoice Template help you, as a supplier that is trading across countries, create professional and beautiful proforma invoices required by the buyer in advance of providing the goods or service.

Proforma (1st Sample of Customization)c7011

Proforma Invoicing Form

"Proforma (1st Sample of Customization)" was found to be relative to H Form Invoice with the score grade of 77.

  1. First, open the original ".xls" formatted proforma invoice template in Excel 2010 (Excel 2007 and all the later versions support ".xlsx" spreadsheet format).
  2. Click Excel menu File / Save As. If you have Uniform Invoice Software installed, a warning message appears that says "If you save this workbook with a different file name, you must re-open it to ensure Uniform Invoice Software functions properly. Are you sure you want to continue? " Choose Yes.
  3. On the "Save As" dialog box, choose "Excel Workbook" from the "Save as type" drop-down list. Name the new template "proforma 1st sample", or something else you like.
  4. If you have Uniform Invoice Software installed, you may find that after executing Excel "Save As" command, all the buttons on the new template stop working. This is not a bug, bug by design - as stated above, you need to close and then reopen the template if you want to make the buttons work. But for the purpose of this sample, we'll skip this step.
  5. Now unprotect the Invoice worksheet. To do this in Excel 2010, go to the "Review" ribbon tab and click the Unprotect Sheet command.

    The protection of the "Invoice" worksheet in Proforma (1st Sample of Customization) 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 Proforma (1st Sample of Customization).

  6. The background color we used for the labels "SHIP TO", "BILL TO", "SHIPPING DETAILS" and the heading line of the invoice body, as well as the fore color of the big title "PRO FORMA INVOICE", is a custom color defined in Excel palette. You can find this color on many of the templates designed by us here on InvoicingTemplate.com - In fact, we use this color since 2005 - when we released Excel Invoice Manager for the first time. To make sure all of our templates have a similar style, this color has never been changed.

    However, to make your own invoice template, you may like to change it. Here is how you can do it (Again, we are using Excel 2010 in this tutorial.)

    • Open Proforma (1st Sample of Customization) as usual.
    • Click Excel menu File, and then click Options.
    • Click Save.
    • Next to Choose what colors will be seen in previous versions of Excel, click Colors.
    • Click the color that you want to change - for example, the fourth on the last line, and then click Modify.
    • Specify the new color. Click OK to close the Colors dialog box.
    • Click OK to close the Color dialog box. Click OK again to close the Excel Options dialog box.
  7. Once returned to the Invoice worksheet, you can find the new color applied to the invoice form. See the figures below to find an example.

Proforma (3rd Sample of Customization)c7013

Proforma (3rd Sample of Customization)

"Proforma (3rd Sample of Customization)" was found to be relative to H Form Invoice with the score grade of 72.

...(113) The default implementation of the Proforma Invoice Template here on InvoicingTemplate.com has a currency field on the Shipping Details section, which is a manually editable field. In practice the currency usually could be picked up from a limited set. For this reason, it could be implemented as a drop-down list, instead of a manually editable field. The benefit of using a drop-down list here is obvious - it is not only easy to use than a manually editable field, but also avoids typo mistakes. And the best part is that, Microsoft Excel provides direct support for this. Here are the steps to add the currency drop-down list to the pro forma invoice template.

Simple Proforma Invoicing Samplec6019

Simple Proforma Invoice Format

"Simple Proforma Invoice Format" was found to be relative to H Form Invoice with the score grade of 57.

...(175) This sample template belongs to simple invoice template. As compared to our previous Proforma Invoicing Template (Template# c7010), this template does not contains the "Taxable" checkbox column on the invoice detail section, assuming all items invoiced are all taxable. Further more, this template has only on tax set on the bottom form, with the name set as Sales Tax. The other samples of Proforma Invoicing Templates here on InvoicingTemplate.com include: Proforma (1st Sample of Customization), demonstrating how to change the color theme of the proforma invoicing sample; Proforma (2nd Sample of Customization), demonstrating how to enter your business information and replace the default logo image; Proforma (3rd Sample of Customization), demonstrating how to add a drop-down list to an existing proforma invoicing form, so that you can choose the currency for the current transaction from a list, instead of typing in manually; Proforma Invoicing Format (4th Sample, Landscape Page Orientation), demonstrating how to change the paper orientation so that the proforma invoices created with the template could be printed on papers with landscape paper orientation.

Proforma Invoice Template (4th Sample, Landscape Page Orientation)c7014

Proforma (4th Sample)

"Proforma Invoice Template (4th Sample, Landscape Page Orientation)" was found to be relative to H Form Invoice with the score grade of 55.

...(54) To address this issue one way is to wrap the text so that they can span several raw Excel rows. Another way described in this sample is to expand the form horizontally so that it can would be printable with landscape paper orientation. Both methods require decreasing the number of lines on the form.

Billing Summary Templatec5122

Billing Summary Template

"Billing Statement Form" was found to be relative to H Form Invoice with the score grade of 54.

...(32) This billing summary in Excel spreadsheet format was originally designed for an office of information technology that provides radio communication services. The downloadable package includes two formats, one-page template and two-page template.

Engineering Estimate Templatecm006

Engineering Estimate Form

"Engineering Estimate Template" was found to be relative to H Form Invoice with the score grade of 51.

  • There are 3 unit types used by the products offered by the service company, i.e. "per Sq.ft.", "per Rn.ft." and "per PC". If the unit type is "per PC", the Line Total of a service item should be calculated from Quantity and Rate. Otherwise, the Line Total should be "Quantity * Price * Area or Length".

    Here is a formula example of how the Line Total is calculated:

    =ROUND(IF(NOT(ISERR(SEARCH("per pc",oknUnit_1,1))),
    oknQuantity_1*oknPrice_1,
    oknQuantity_1*oknPrice_1*oknAreaLength_1),2)
  • If the unit is "per Sq.ft." the Area or Length should be Area Temp, with a minimum value of 10.76; or in case the unit is "per Rn.ft.", the Area or Length should be Area Temp with a minimum value of 3.

    Here is a formula example of how the Area or Length is calculated:

    =ROUND(IF(OR(oknUnit_1="",NOT(ISERR(SEARCH("per pc",oknUnit_1,
    1)))),0,IF(NOT(ISERR(SEARCH("Sq",oknUnit_1,1))),
    IF(oknAreaTemp_1<10.76,10.76,oknAreaTemp_1),
    IF(oknAreaTemp_1<3,3,oknAreaTemp_1))),2)
  • Area Temp is a temporary value stored in a hidden column outside the Print_Area. The value is calculated from the other two columns, W and D, which could be measured in different ways, including CMS, Inch and Ft. The choice of measurement unit is implemented as a drop-down list labeled "Choose W/D type here", and the column titles are changed depending on the current measurement unit, such as W[CMS] and D[CMS], W[Inch] and D[Inch], etc.

    Below is a formula example of how the Area Temp value is calculated.

    =IF(NOT(ISERR(SEARCH("Sq",oknUnit_1,1))),(oknItemW_1*oknItemD_1)/
    IF(oknWDType="CMS",929,IF(oknWDType="Inch",144,1)),oknItemW_1/
    IF(oknWDType="CMS",30.48,IF(oknWDType="Inch",12,1)))
  • On the bottom of the form, in additional to those cells defined by the default/standard invoice template included in Excel Invoice Manager setup program, there should be a field for discount, a field for labour charges, a field for advance payment, and a field for balance due. All these fields should either be manually editable, or be calculated automatically, depending on the meaning of each field/cell.

Singapore GST Invoice Template (Service)c6022

Singapore GST Billing Format (Service)

"Singapore GST Invoice Template (Service)" was found to be relative to H Form Invoice with the score grade of 49.

...(36) This service invoicing template is named with "Singapore" but it should be suitable for many other countries and regions too, as long as they have similar taxing and invoicing requires, such as Hong Kong and Malaysia.

Invoice with Previous Balance (Sales)c5007

Invoice with Previous Balance (Sales)

"Invoice with Previous Balance (Sales)" was found to be relative to H Form Invoice with the score grade of 49.

...(162) So to create this Invoice with Previous Balance, all you need to do is to name a cell "oknAccountBalance". To do this, first unprotect the Invoice worksheet, and then select the cell you want to assign the name, and then enter the name in the name box on the formula bar. One additional step might be required, that is to unlock the named cell - If a cell is locked and the sheet is protected, Uniform Invoice Software will not be able to write to it. To unlock a cell, first unprotect the Invoice worksheet and then right-click the cell and choose Format Cells. Go to the last tab, uncheck the Lock box. After naming the cell, you can move it without breaking the functionality of the template. Moving cell to a new location could be done by dragging and dropping - more detailed sample and instructions can be found on Proforma (1st Sample of Customization) and Proforma (2nd Sample of Customization).

Simple Lightweight Service Invoicec4073

Simple Lightweight Service Invoice

"Simple Lightweight Service Invoice" was found to be relative to H Form Invoice with the score grade of 28.

...(38) This Simple Lightweight Service Billing Format is designed with the "simple" and "lightweight" principle in mind. It uses only black font color, no logo image (should be printed on company letter-head paper). It's clean and ink-saving invoice design.

Invoice Template with Long Product Descriptionc4020

Billing Form with Long Product Description

"Billing Form with Long Product Description" was found to be relative to H Form Invoice with the score grade of 25.

...(12)Note: For information on customizing standard fields visit Customization of Standard Fields.

  • 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.

Plumbing Service Invoicing Sample (Sales Tax)c4022

Plumbing Service Invoicing Sample (Sales Tax)

"Plumbing Service Billing Template (Sales Tax)" was found to be relative to H Form Invoice with the score grade of 6.

...(18) The tax options supported by this sample is similar to the default template shipped with Uniform Invoice Software.

  • 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.

Singapore GST Invoice Template (Sales)c6021

Singapore GST Billing Format (Sales)

"Singapore GST Invoice Template (Sales)" was found to be relative to H Form Invoice with the score grade of 5.

...(85) This invoice template, c6021 Singapore GST Invoice Template (Sales), also named Singapore GST Billing Format (Sales), designed by InvoicingTemplate.com, was customized based on c6007 VAT Sales Invoice Template - Price Including Tax and c6008 VAT Sales Invoice Template - Price Excluding Tax. The service editions of these VAT invoice template could be found at c6013 VAT Service Invoice Template - Price Including Tax, and at c6014 VAT Service Invoice Template - Price Excluding Tax. The original invoice layouts were customized to meet the IRAS requirements:

Invoice Template with 4 Pagesc5083

Invoice Template with 4 Pages

"Invoice Template with 4 Pages" was found to be relative to H Form Invoice with the score grade of 4.

...(49) This Excel Invoicing Template contains 84 lines on the invoice detail section and is printable on 4 pages of standard A4 paper. It also contains fields that are required on general sales invoices such as invoice#, invoice date, client details, shipping details, P.O.#, sales rep. name, payment term etc.

Specifications

Template#
Title
Release Date
Lines
Columns
Paper
Orientation
Category
c7012
Proforma (2nd Sample of Customization)
Wednesday, October 30, 2013,
20
7
A4
Portrait
Pro-forma
c7010
Proforma Invoice Format
Saturday, October 26, 2013,
20
7
A4
Portrait
Pro-forma
c7011
Proforma (1st Sample of Customization)
Tuesday, October 29, 2013,
20
7
A4
Portrait
Pro-forma
c7013
Proforma (3rd Sample of Customization)
Saturday, November 23, 2013,
20
7
A4
Portrait
Pro-forma
c6019
Simple Proforma Invoicing Sample
Thursday, October 9, 2014,
20
6
A4
Portrait
Pro-forma
c7014
Proforma Invoice Template (4th Sample, Landscape Page Orientation)
Monday, December 9, 2013,
20
7
A4
Landscape
Pro-forma
c5122
Billing Summary Template
Thursday, August 3, 2017,
19
5
Letter (8-1/2 in. x 11 in.)
Portrait
Other
cm006
Engineering Estimate Template
Sunday, March 12, 2017,
12
x
A4
Portrait
Service
c6022
Singapore GST Invoice Template (Service)
Saturday, August 22, 2015,
18
6
A4
Portrait
Service
c5007
Invoice with Previous Balance (Sales)
Friday, November 8, 2013,
12
5
A4
Portrait
Sales
c4073
Simple Lightweight Service Invoice
Monday, May 9, 2016,
12
4
A4
Portrait
Service
c4020
Invoice Template with Long Product Description
Monday, December 16, 2013,
6
4
A4
Portrait
Sales
c4022
Plumbing Service Invoicing Sample (Sales Tax)
Thursday, May 15, 2014,
12
4
A4
Portrait
Service
c6021
Singapore GST Invoice Template (Sales)
Sunday, August 23, 2015,
18
6
A4
Portrait
Sales
c5083
Invoice Template with 4 Pages
Sunday, May 8, 2016,
84
5
Letter (8-1/2 in. x 11 in.)
Portrait
Sales

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