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Screenshots and Images
The printed version.
Open the template in Excel.
This free blank consulting invoicing and billing template in Microsoft Excel format shows 4 consultants in a background picture. The picture is also included in the consultancy PDF invoice sample too.
This template used Excel themed colors, so you can easily change the colors by going to the "Page Layout" ribbon tab, from the "Themes" group, you can click the "Themes" button to choose a new theme, or click the "Colors" button to choose predefined color groups. Changing the theme or colors will change all the colors used in the sheet. As you can see, this is the most easy and quick way to give the template a new look and feel.
This blank consultancy bill format is created based on c4016 Consulting Invoice Template (1st Sample of Customization) in the consulting invoice template category here on InvoicingTemplate.com. The picture / image added as the background is firstly set to 35% opacity, and then have a gradient opacity effect applied using Adobe Photo Shop. The combination of these adjustments to the image makes sure the background is as clear as possible, and meanwhile it does not affect the readability of the foreground text such as the "Invoice#" and "Invoice Date" fields, and the fields in the "Bill To" section. See our bill sample images for more information.
The template has one tax set by default which is named "TAX" and the rate is set to 8%. To change the tax name to either "GST" or "VAT", first click the "Settings" button on the "Invoice" worksheet or on Excel ribbon, and then go to the "Taxes" tab, fill in the new tax name ("GST" or "VAT") and rate that are suitable for region. You can also find options for changing to 2 taxes or no-tax and the other taxation rules on the "Taxes" tab. Besides requesting payments and managing account receivables, taxing is also another major purpose of a business invoice. So make sure it is clear and correct. Consult with your local taxing department when necessary.
Although we categorize the template as consulting invoice template, by nature it is also a service invoice template. So you may like to take a look at our service invoicing forms too if this particular one does not meet your business requirements exactly, for example some samples are designed for charging on the job hours / billable hours and hourly rate. Looking to make a great impression with your clients? Our templates offer you the easy way to go.
By using an Excel template, you can create your bills as easy as filling a blank paper form. Compared to those complex and expensive accounting system, a free and simple template is an ideal solution for small business invoicing. And, if you need more, such as management of account receivables, simply install Invoice Manager for Excel.
Whether you are a management consultant, damage-control consultant, security adviser, course counselor or mentor, or whether you are offering your service as a limited company or a freelancer, you can use this template to create professional bills. See the screenshot below and the UIS-generated PDF consulting bill sample to get an idea on what the final result will look like.
Format and Specification
|Name||Consulting Invoicing Sample with Consultants Background Picture|
|Category||Consulting Invoice Template|
|Release Date||Tuesday, October 25, 2016|
|Format (XLS or XLSX)||.xlsx|
|Line Height (Points)||19.50|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|
|Price||Free (0.00 USD)|
|System||Windows 7 and later, and Excel 2007 and later.|
September 27, 2018
- Updated the "Customer Report" for consulting-invoicing-sample-with-consultant-background-picture.xlsx.