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How to Use

Assuming you have downloaded and installed Uniform Invoice Software:

  1. Download Consulting Invoicing Form. Double-click the downloaded file to extract all files.
  2. Open the template "consulting-template.xlsx" or "consulting-template-uis.xlsx" with Microsoft Excel.
  3. Click "Design Mode" on the "Invoice" Excel ribbon tab to put it into design mode.
  4. Enter your business information and replace the default logo image to make it your own. (How?)
  5. Click "Design Mode" again to exit design mode.
  6. Create invoice (tutorial movie)!

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Screenshots and Images

The printed version.

Consulting Invoicing Form

Consulting Invoicing Form (c4008)

c4008 now includes the customized invoice template for the latest version of Uniform Invoice Software. This is what you will see when you open consulting-template-uis.xlsx.

Consulting Invoicing Form (UIS Edition)

Consulting Invoicing Form - UIS edition

Download Consulting Invoicing Form (c4008)

License: Private Use (not for distribution or resale). See our Terms of Use.

You are safe to download the resources. We've added our digital signatures to the files.

DescriptionSizeDownload

Download this if you have already installed UIS, but are looking for additional customized templates.

362 KBDownload

Download this if you want this design to be set as the default template by the installer program.

2.82 MBDownload

Detail

Consulting Invoice Template is suitable for those who provide consulting service. It details invoice #, invoice date, client information, service provided. Two tax types are supported but customization is possible.

If you running a consulting business, this simple consulting invoice could be used as a sample or starting point of your own invoices. Being a consultant your most important work includes setting consulting fee rates and making money, but providing a professional and beautiful consulting invoices could help you collect payments easily and quickly.

The template is in Microsoft Excel spreadsheet format. Compared to a Word document, it is much easier to do calculations using Excel. It is a simple template, with only a limited feature set that cannot be compared with a fully featured accounting system or invoicing program, such as Uniform Invoice Software. However, the invoices produced by the consulting form are just as good as many professional billing software programs. Please feel free to try the Uniform Invoice Software version too, which is also provided here on InvoicingTemplate.com.

On the top of the invoice, there are fields for you to detail your company or business information, such as your name / company name, address, phone, fax, email, web, and you can also add your US Federal Tax Payer ID (Business Number in Canada) if applicable.

Since this is a service invoice, there is no space for you to enter shipping information. A few new fields added to the right of the client section are Requisition #, Machine #, Work Order #, P.O. # and Terms. If you don't need one or all of them, simply move them out of the print area. To do this, drag your mouse to select the cell or cells you don't need, and then push your mouse key on the border of the selected area and then drag it out side the print area.

Like other form designs here on InvoicingTemplate.com, Consulting Billing Template 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.

Format and Specification

Template#c4008
NameConsulting Invoicing Form
CategoryConsulting Invoice Template
Release DateSunday, October 20, 2013
Format (XLS or XLSX).xlsx
Excel Version Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016
Columns4
Lines16
Line Height (Points)19.50
Print Area$F$3:$N$49
Printable with Papaer Size / OrientationA4 (210 mm x 297 mm) - Portrait
Default Margins (Points)
Left18.00
Right18.00
Top75.60
Bottom75.60

Update History

August 27, 2016

  • The top bar is now filled with gradient color.
  • Font types and sizes fined tuned.
  • Adjustments of text alignment.

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