The printed version.
Consultant Invoice with Travel and Hourly Expenses (cm022)
cm022 now includes the customized invoice template for the latest version of Invoice Manager for Excel. This is what you will see when you open
Consultant Invoice with Travel and Hourly Expenses - IMFE edition
You are safe to download the resources. We've added our digital signatures to the files.
Download this if you want this design to be set as the default template by the installer program.
Without database file. How to download and use
Download this if you have already installed IMFE, but are looking for additional customized templates.
Designed for consulting businesses in oil and gas industry who provide professional services and charge expenses for travel and legal copies. The services are charged to a designated "Prospect" or "Well Name" to the clients.
Find another simplified version of this template at landman invoice template.
The template is also able to charge on either hourly or per diem basis at a predetermined price. It allows to bill for time as consultants based upon either an hourly or day rate. To create invoices using this template, basically, you plug in date, time worked (pre-determined hourly or day rate) select a project name/ID, input mileage and expenses and print an invoice! While integrated with Invoice Manager for Excel (namely Uniform Invoice Software), it is a fairly simple / ready to go billing and invoicing system.
This form is a legal sized - landscape format invoice form. It contains 11 columns, including "DATE", "PROSPECT / WELL NAME", "LODGING EXPENSE", "POSTAGE & OTHER EXPENSES ", "Meals / Entertainment", "MILEAGE", "MILEAGE EXPENSE", "TIME (p/hour or day)", "RATE (p/hr. or day))", "TIME TOTAL", "WORK "DESCRIPTION - SERVICES PERFORMED", and "DATE TOTAL".
The "MILEAGE EXPENSE" column is a calculated field. Even the column heading is calculated using the Excel formula:
=CONCATENATE("MILEAGE EXPENSE (@ ",IF(oknChargePerMile=0,0.585,oknChargePerMile)*100,"¢ p/mile)")
So if the cell "oknChargePerMile" (marked with blue background color) is filled, is shows the travel cost from that cell; otherwise, it shows "MILEAGE EXPENSE (@ 58.5¢ p/mile)".
Under the "TIME (p/hour or day)" heading there are two columns, the first allows you to enter a numeric value, and the second is implemented as a drop-down list with options "DAY" and "HOUR".
This consulting invoice template also features an "Open PDF File" hyperlink, which is generated using the following Excel formula:
=HYPERLINK(CONCATENATE(oknPdfFolder,oknInvoiceID,".PDF"),"open PDF file")
So the target of the hyperlink comprises three parts -- the value of the "oknPDFFolder", the current invoice number, and the file extension ".pdf". So if you generated PDF invoices and save it to the folder specified in the cell named "oknPDFFolder", you can click the hyperlink "Open PDF file" to open the PDF version of the current invoice template.
Each template here on InvoicingTemplate.com comes with the corresponding PDF version, visit Adobe PDF invoice templates for more information.
There are 4 templates included in the downloadable package, each designed for different page numbers (from one page to four pages). All templates connect to one same database cm022.mdb. For more samples on multiple-page invoices, visit multiple-page invoice template.
Here are the key points on how to use this consulting invoice format.
How to create an invoice?
How to edit an existing invoice?
For example, if the "one-page" template is not enough, you need to edit an invoice in the "two-page" template. First of all, you open the "two-page" template.
How to use the "Open PDF file" button?
Generate PDF file automatically.
You can create a PDF document manually by clicking "File" / "Print" Excel menu, or have Invoice Manager for Excel (namely Uniform Invoice Software) generates PDF invoice automatically when you click "Save To DB". Here is how to set this.
Like other form designs here on InvoicingTemplate.com, Consultant Invoice with Mileage and Hourly Expenses 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.
|Name||Consultant Invoice with Travel and Hourly Expenses|
|Category||Consulting Invoice Template|
|Release Date||Saturday, August 5, 2017|
|Format (XLS or XLSX)||.xlsx|
|Excel Version||Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016|
|Line Height (Points)||45.75|
|Papaer Size / Orientation||Landscape|
|Default Margins (Points)|