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Vehicle Rental and Travel
Travel and Vehicle Rental

"Invoice Header" and "Invocie Body" are two different sections on a form. Each invoice (or bill) has one header, and one or several records in the body section. In the underlying database system, they are stored in different tables, "InvHdr" and "InvBdy". Since the customer information in the "Bill To" section and the shipping address information in the "Shipping To" section should appear once only on an invoice, they are stored in the "InvHdr" database table; on the other hand, each invoice could have one or more invoiced item, they are stored in the "InvBdy" database table.

Blank Service Invoice with Green Gradient Design
Blank Service Invoice with Green Gradient Design
  1. Backup your template.
  2. Click the "Design Mode" button on the "Invoice" ribbon tab.
  3. Click a "Taxable" checkbox to select it.
  4. Hit the DEL key on your keyboard to delete the selected checkbox control.
  5. Repeat the above steps to delete other "Taxable" controls.
  6. Exit design mode and save the template.
Locksmith Invoice Sample
Locksmith Invoice Sample

The "Payment Detail" section on the bottom of the form occupies 4 lines of the form space. It stays as the foreground of the locksmith who carries a toolbox. You can hide the "Payment Detail" section completely without breaking the template. To do this, follow steps below.

Bill Format for Painting Service
painters invoice template

While the title of the current template is set to "INVOICE", you can easily modify it to be a work order by moving out cells like "Total Due" and "Paid" to the area out of the printable invoicing form.

Home Inspection Invoice Sample
Home Inspection Bill Form

On the "Description" section, you can write down the assessments you've done, for example the physical structure and systems of a house, from the foundation to the roof. The key components of inspection usually include driveway, sidewalk, roof structure and covering, attic area (truss & insulation), heating system, electrical panel, central air conditioning system, interior plumbing (kitchen and bathrooms), visible wiring, electric outlets & switches, water heater, appliances included in sale, walls, ceilings, floors, windows, siding, foundation and basement, attached porches or decks. The benefit of this one blank description column is that you can write down all the services you've performed. Visit our blank invoice templates for more samples.

Two Receipts on One Sheet
Two House Rent Receipts on One Sheet

In this sample, we create the second copy by duplicate the image of the original receipt. As you can see from the steps described below, it is much easier than the procedure described in c4067.

5.5 Inch X 8.5 Inch - 2 Invoices On One Template
Duplicate 5.5 X 8.5 Invoices per Page

Now let's how to make a duplicate copy of the form, which could be printed on the same paper when you click the "Print" command to print invoices. This sample template is based on the simple template created with c4066 1/2 Page Invoice Template, where the form occupies only a half of the paper size.

Invoice and Packing List on Same Form
Invoice and Packing Slip on Same Form

The packing slip template here on Invoicing Template shows you how to create a standalone pack list template. With the help of Invoice Manager for Excel, you can easily loaded an existing invoice using the packing list template, and thus to print the packing list for shipment using the packing list template. If you always have the need to print both an invoice and a packing list at the same time, then consider to have both documents - invoice and packing list, on the same form, as shown in this sample.

Generic Service Invoice Template
Generic Service Billing Form

However if you are interested in the implementation details of this template, read on.

This basic service invoice template has 3 columns on the invoice body - #, which is the line number column that is filled automatically when you fill in the corresponding Amount cell; Description, which is the description of the service you performed, such as lawn care or cleaning service; and Amount, which is a manually editable or fillable field detailing the cost of service.

Standard Business Invoicing Template with Oval Button
Standard Business Invoicing Template with Oval Button

Both the buttons existing templates, and those converted by UIS 5, are all traditional rectangle buttons. As mentioned before in this article, any shape objects could be used as a button if the shape object could have a macro assign to. In this sample, we change the "Save As New Customer", "View Customer Info." and "Same As Bill To" button to oval buttons. Although this is an advanced customization technique, you can do it yourself if you follow the steps carefully. In this tutorial, we'll use Microsoft Excel 2013.

Blank Sales Format (No-tax)
Blank Sales Sample (No-tax)

On we distinguish sales invoice template and service invoice template, which are the two major categories, with a simple rule - if a template contains shipping address section, it is seen as a sales invoice. The default template comes with the installer program of Invoice Manager for Excel is a sales invoicing template. This sample template, c2018 Blank Sales Format (No-tax), offers another style that includes no tax, suitable businesses that don't pay taxes, such as nonprofit and tax-exempt businesses. Note that be nonprofit and tax-exempt are not the same thing, but they are closely related. Nearly all organizations that are nonprofit wish to be tax-exempt as well, so the terms are often confused. Many charitable organizations, for example, are nonprofit organizations and are recognized by the federal government as being tax-exempt. But becoming nonprofit and becoming tax-exempt are different processes, done at different times (usually), and by different government agencies. A first important distinction to make is that granting nonprofit status is done by the state, while applying for tax-exempt designation (such as 501(c) (3), the charitable tax-exemption) is granted by the federal government in the form of the IRS.

Job Invoice Sample (Taxable Column)
Job Billing Sample (Taxable Column)

Job Invoice Sample (Taxable Column) is the second sample on customizing the original Job Invoice Sample. With this sample template, we moved the Taxable checkbox column into the printable invoice form.

GST and PST Invoice Template
GST and PST Billing Form

In order to display GST, PST on the invoice detail section, we need to add two custom fields to the "InvBdy" database table. To make sure we can restore a saved invoice completely after it is saved, we also need to add the "Is Service" field to the "InvBdy" database table. The following table shows all the custom fields added to implement the GST / PST template as required.

Basic Sales Invoice Template (Light Blue)
Basic Sales Invoice Design (Light Blue)

Before doing these types of customizations on the default sales invoice layout, you'll have to unprotect the spreadsheet and put the template into design mode.

Proforma Invoice with Printable Earth Map Background
Pro-Forma Invoice with Printable Earth Map Background

This sample, Proforma Invoice with Printable Earth Map Background, is based on c7014 Proforma Invoice Template (4th Sample, Landscape Page Orientation). This new version differs from the original one in that we've released all unnecessary button from the invoice form, replaced all ActiveX "Taxable" checkboxes with form controls, etc. However the most noticeable change is that we've add an earth map background image to the printable form (it will also be included in the auto-generated PDF proforma invoices too). Again, each of our template on includes a PDF invoice template. Feel free to visit our PDF invoice templates to find out more invoice samples.

Basic Blank Service Invoicing Format (One-tax, Long Description)
Basic Blank Service Invoicing Layout (One-tax, Long Description)

Fifth, set the "Wrap text" property. Drag your mouse to select all the "Description" cells. Right-click one of the selected cell and choose "Properties". On the "Properties" dialog box, choose "Alignment" tab, and then check the "Wrap text" option.

Consultant VAT Invoice for U.K. Limited Company
Consultant VAT Invoice Format for UK Limited Company

On the top of the invoice, there are several lines added to provide additional information that is required in a full valid invoice. Now the section includes fields for your business name, address, city, postal code, phone and contact#, company number and VAT registration number. In the "Bill To" section, there are 6 fields for you to detail customer's information, including Client# (ID number), address, city, postal code, and phone / contact number.

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