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Consulting Invoice Template (1st Sample of Customization)

Consulting Invoice Template (1st Sample of Customization)

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

Consulting Invoicing Form

Consulting Billing Template

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.

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

The default rate on this template was named HST, and there are also space for you to fill in your company's GST/HST numbers on the top of the spreadsheet. If you need to rename the tax, for Uniform Invoice Software users it is recommended to do this by using the "Settings" window -- first, you click the "Settings" button on the "Invoice" ribbon tab to open the "Settings" dialog box, and then click the "Taxes" tab. Fill in the taxing options you want to apply to this template, and then click "Apply". You need to save this template (either ".xlsx" or ".xls") to make the changes persist.

Consulting Invoice Template (4th Sample - Taxable Column)

Consulting (4th Sample - Taxable Column)

This forth sample consulting bill format is created based on the third sample consultant bill format. Before we begin modifying the layout of the consultant invoicing form, first we take a look what we have regarding taxes with the basic invoicing template.

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.

General Purchase Invoice Template (Consulting, One Tax)

General Purchase Billing Template (Consulting, One Tax)

The "Project Summary" box is in fact the "oknNotes" field defined by the default invoice template shipped with Uniform Invoice Software. It can also create it as a custom field if you prefer. See the help document included in Uniform Invoice Software help file.

Simple Sample - Using Segoe Print Font

Simple Invoice Sample - Using Segoe Print Font

Segoe Print font is part of the Segoe family of fonts from Microsoft. It is a scalable, readable handwriting script fonts. The letterforms in Segoe Print are simple and without the embellishments of a cursive script. If you think the default font used by Microsoft Excel (and by the default invoice sample included in Uniform Invoice Software - as of version 4.16) is too generic, this customization tutorial could give you some idea.

Simple Sample - Manually Fillable Line-totals

Simple Sample - Manually Fillable Line-totals

In this sample of simple invoice template, we look at how to move out the Quantity and Unit Price column, remove the formulas of all the "Line-total" cells to make it manually fillable. With this design, the line totals will not be calculated automatically, but be filled in manually. This is useful businesses, such as service providers, who charge customers on a project-basis.

Sales Invoice Form with Discount Amount

Sales Invoice Template - Discount Amount

By moving the shipping fields back into the printable area on the Excel Invoice form, the original service invoice template now becomes a sales invoice template that supports per customer discount amount.

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

With this design for cloth shopping, the form layout is also rearranged so that the "Bill To" and "Ship To" section appear on the same horizontal line. The logo image for clothing shop is moved to the new location too. There are now 12 columns in the printable invoice - Style and color, Size-XS, Size-S, Size-M, Size-L, Size-XL, size-O/S, Size-14, Size-16, Units (i.e. Quantity), Cost (Unit Price), and Line Total.