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Consulting Invoice Template (1st Sample of Customization)

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Consulting (1st Sample)

While designing the layout of an invoice form we mention the word "move a field" or "move a cell" frequently. This is a process to change the location of a field or cell without breaking the predefined relationship between fields and cells.

Consulting Invoicing Form

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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)

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Consulting (2nd Sample)

Note that if you use the Uniform Invoice Software version of the consulting invoice template, it is necessary to unprotect the Invoice form before you can customize it.

Simple Consulting Invoice Template

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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.

does not include the shipping address section on the printable invoicing form. If you need the shipping address fields, try

Environmental Consulting Invoice Template

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Environmental Consulting Billing Form

This template was originally published on uniformsoft.com with template# c5-024. We revisited and moved it here on InvoicingTemplate.com. The following description of this template is also a republication from uniformsoft.com.

Consulting Invoice Template (4th Sample - Taxable Column)

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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)

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Consulting (3rd Sample - One 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.

Consulting Invoicing Sample with Consultants Background Picture

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Consulting Invoicing Sample with Consultants Background Picture

The template has one tax set by default which is named "TAX" and the rate is set to 8%. To change the tax name to either "GST" or "VAT", first click the "Settings" button on the "Invoice" worksheet or on Excel ribbon, and then go to the "Taxes" tab, fill in the new tax name ("GST" or "VAT") and rate that are suitable for region. You can also find options for changing to 2 taxes or no-tax and the other taxation rules on the "Taxes" tab. Besides requesting payments and managing account receivables, taxing is also another major purpose of a business invoice. So make sure it is clear and correct. Consult with your local taxing department when necessary.

Commercial Template Sample - Adding Insurance Cost Field

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Commercial Template Sample - Adding Insurance Cost Field

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.

UK Tax Invoice Template

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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.

Multiple Tax Rates on One Invoice

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Multiple Tax Types on One Invoice

One thing to note is that, since the formulas and relationship of fields on the form are deeply customized, the options on the "Taxes" tab of the "Settings" window may not work. So if you want to further customize such templates / forms, you may need to do that manually -- i.e. without using the options on the "Taxes" tab.

Sample Sales Invoice Template 2

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Sample Sales Invoice Template 2

To remove the formulas from the line total cells, first drag your mouse to select all the cells, and then hit DEL key on your keyboard.