By moving the "Machine#" field out of the printable invoice form, the original Consulting Invoicing Template becomes more universal and thus be suitable for more types of constants. The sample consulting invoice template created in this tutorial, like all the other templates here on InvoicingTemplate.com, has a free edition and an edition that should be used with Invoice Manager for Excel (namely Uniform Invoice Software).
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.
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.
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 Invoice Manager for Excel (namely 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.
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.
As always, modifying the design layout of the invoice format requires you to firstly unprotect the Invoice worksheet, and using controls (such as the images and buttons on the form) requires the template to be put into design mode.
It is also very helpful for customizing the sample template if you display gridlines and row and column headings.
The first sample consulting invoice template in this serial talks about how to move cells. With the second sample, we take an easy way to change the appearance of the invoice form by changing the color theme of the form. With this third sample of customizing the original consulting invoice template, we look at another common problem faced by many of our users - how to change the tax items. That is, if you charge only one tax, how to implement it with the consulting invoice template?
These fields - insurance and currency code, provides important information regarding the international shipping / freight and international trading. If you have looked at Commercial Template Sample - Complete Incoterms Rules, you may notice that many Incoterms rules specify how the insurance cost will be handled.
By adding thefield to the database table, you don't have to reenter the tax type of the specified product each time it is picked on creating invoices, because the information is loaded automatically when you pick up the product. By adding the field to the database table, the tax type information is saved along with other product data, as well as customer data, when you click , so that you can easily restore a previously saved invoice at a later time.