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Consulting Invoice Template (1st Sample of Customization)

Consulting (1st Sample)

The original consulting invoice template in the Consulting category contains a "Machine#" field. This sample demonstrates how to remove it.

If you use the Invoice Manager for Excel version of Consulting Invoice Template (1st Sample of Customization), note that this invoice template uses custom fields. Custom fields are the fields that are not defined in the default database design, but added by the end-users.

Consulting Invoicing Form

Consulting Billing Template

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 Invoice Manager for Excel. However, the invoices produced by the consulting form are just as good as many professional billing software programs. Please feel free to try the Invoice Manager for Excel version too, which is also provided here on

Consulting Invoice Template (2nd Sample of Customization)

Consulting (2nd Sample)

While it's understandable to have so many invoice templates in the similar color style, your business is different and special, so without doubt it is better to have a special invoice design that meets your business style and requirements. In addition to changing company details and replacing the logo image on the top of the invoice form, applying a new color theme is an easy and quick way to let your invoices stand out. So, here is the steps to quickly change the color palette in Excel 2010 to apply a new color to the consultant invoice template.

Simple Consulting Invoice Template

Simple Consulting Billing Format

As a consultant you need a beautiful invoicing template to bill your clients, yet the template should be simple and easy to use. Simple Consulting Invoice Template might be your choice for creating invoices.

Environmental Consulting Invoice Template

Environmental Consulting Billing Form

If you have an environmental consulting firm that provides comprehensive regulatory and technical consulting services to municipalities, private industry, and government agencies, this consulting service invoice template designed by Uniform Software might be ideal for you. The service provided by the sample company in this template focuses on groundwater and surface water characterization, impact assessments, compliance monitoring, and permitting approvals (e.g. Permits to Take Water under the Ontario Water Resources Act), and specializes in aggregate resource investigations and provides scientifically defensible solutions to complex hydro geological issues.

One Column Consulting Invoice Sample

One Column Consulting Invoice Sample

The 3 lines of "Job Location" fields are now defined as custom fields. The fields are added to the "Invoice Header" database table. See How to use custom field to learn more.

Consulting Invoice Template (4th Sample - Taxable Column)

Consulting (4th Sample - Taxable Column)

The third sample of customization how to apply only one tax, instead of 2 as in the original free consulting bill samples. The desired format is archived by firstly deleting the Excel formula from the second tax, and followed by hidden the entire row of the second tax.

Consulting Invoice Template (3rd Sample - One Tax)

Consulting (3rd Sample - One Tax)

Before you can modify the layout of the template, note that many invoice templates here on have the Invoice worksheet protected. It is necessary to unprotect it before you modify it.

Simple Sample - Using Segoe Print Font

Simple Invoice Sample - Using Segoe Print Font

The default invoice format shipped with Invoice Manager for Excel installer program uses the default font of Excel. To make your business documents differ from others you can simply change the font face.

Simple Sample - Manually Fillable Line-totals

Simple Invoicing Format - Manually Fillable Line-totals

We've already seen sample on how to moving fields to create a new invoicing format in this serial of simple invoice templates. Such as with c4049 Simple Invoice Template - Moving Item# Column, we moved out the entire Item# column to create a new layout. Invoice Manager for Excel is flexible enough to support this type customizations. By adjusting / customizing the formulas, it is also possible to define (or re-define) the relationship between cells.

Sales Invoice Form with Discount Amount

Sales Invoice Template - Discount Amount

Most invoice templates available here on have the printable area defined on the center of the Invoice worksheet with white background. This printable area, which is identified by Excel range name Print_Area, defines what will be printed when you execute the Print command in Excel. To setup/define the Print_Area name in Excel 2013, first select the cells you want to add to Print_Area, and then click Page Layout > Print Area > Set Print Area. When you save your workbook, the print area is saved too.

VAT Service Invoice Template - Price Including Tax

VAT Service Invoicing Template - Price Including Tax

If you don't need the "Service Location" at all, as we did with many other service billing forms here on, you can move the section completely out of the printable invoice form - i.e. the area named "Print_Area", you can easily do this by unprotecting the sheet and then dragging and dropping.

UK Tax Invoice Template

UK Tax Billing Form

This template might be ideal for UK (United Kingdom) based stores or limited companies. The template shows postcode on a separate line, and an extra column was added for discounting.

Clothing Store (Manufacturer) Invoice Template with Discount Percentage

Clothing Store (Manufacturer) Invoice Format with Discount Percentage

The new discount percentage field, which is a custom field (user-defined field), is add to the bottom of the form layout, to the left of the percentage amount field, marked with "12.5% gray" fill pattern. Note this marked cell is formatted as percentage value. So if you type in 15 into this cell, it shows "15%". The percentage amount is calculated automatically using the following Excel formula: