Consulting Invoice Template Mac

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.

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 InvoicingTemplate.com.

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.

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.

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.

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.

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.

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

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.

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.

Most invoice templates available here on InvoicingTemplate.com 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.

If you don't need the "Service Location" at all, as we did with many other service billing forms here on InvoicingTemplate.com, 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.

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.

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: