How to make invoice template in Excel? Creating an invoice template is easy than you might think.
For further customizing, read our document about customizations.
Here are our templates closely related to Create Invoice Template.
The detail section of the form provides 4 columns, Description, Value, GST and Price, exactly like the PDF sample provided by Australian Taxation Office, where "Value" is the total amount of the invoicing item excluding GST, and "Price" equals to "Value" plus "GST". Since this template does not calculates "Value" from "Quantity" and "Unit Price", like what Australian GST Invoice Template and ABN Tax Invoice Template do, we've placed "Quantity" and "Unit Price" outside the printable form (which you can use to do the calculation, but will not be printed). The amount of GST will also be calculated automatically using Excel formulas based on the "Value" and tax rate, which can be set on the "Taxes" tab of the "Settings" window. To open the "Settings" window, click the "Settings" button on the "Invoice" worksheet.
This is the 1st sample on how to create a new design by customizing the existing pro forma invoice template.
For the purpose of this sample, now let's do the trick of conversion and remove the "Compatibility Mode" comment from Excel title bar. To do this, follow the steps below.
With c5067 Attorney Invoice Template / Attorney Billing Statement (South Africa Currency) we provided a general sample for attorney invoices which includes special fields that are not found in the standard invoice template included in Uniform Invoice Software, i.e. "case#", "Case Reference", and also a "Date" column that allows you to detail the date the invoiced law service performed.
This is the 2nd sample on how to create a new design for pro forma invoice template, focused on entering company information and replacing InvoicingTemplates logo image.
When you need to bill your clients in Estonia it is better to have your invoicing form translated to Estonian. As shown in this bill format sample, you can do this easily within Excel spreadsheet template by simply replacing existing text labels.
Tip: The link or map between an Excel cell and the database is created by names. You name the cell, automatically loads the value of database field into this cell, and saves the value of this cell into field on saving an invoice. " " is the name prefix of all custom fields.
Tip: If the cell of the custom field contains a formula, thebox must be checked to protect the formula. This way, does not write to / alter the value of the cell, but will let Excel calculate the cell value.
With this simple customization tutorial, we simply set its font face to Segoe Print font family, and by default with one tax, no tax column (all items are taxable). By making these easy and quick modifications to the standard template, it now has a completely different look & feel, as you can see from the screenshots here on InvoicingTemplate.com. Need more samples on customization? Start by searching and downloading our free invoice templates!
As per the requirements, to create this template, a new column "Discount" was added to the base template VAT Sales Invoice Template - Price Excluding Tax. The "Discount" field is a custom field which is not included in the default invoice template shipped with Uniform Invoice Software installer program.
Most templates here on InvoicingTemplate.com are formatted with cool color themes like green and blue, to meet the fact that invoices are business documents that must be accurate and strict. However a bakery or cake shop provides delicacies, such as cupcake, so we used a warm color theme with this form design.
This soccer shop invoice template is an updated version of cn-009 Soccer Shop Invoice Template published on our company web site UniformSoft.com.com. The form design is a deeply customized Excel spreadsheet with 16 columns on the detail section.
As detailed at Invoicing requirements for Germany, each invoice requires its own unique identifier number - i.e. invoice number. Without Uniform Invoice Software installed, you have to fill in the invoice# field manually, and you are also responsible to make sure the invoice numbers are unique.