Can I edit your invoice template? You may ask. Yes absolutely! All our templates are editable and fillable - although we usually use the term "customize" instead of "edit", but the fact is that our templates are not protected with password. You can freely download and customize / edit the template to make it suitable for your business.
Please also refer to Customizing Invoice Template. And, here also come the templates for you to EDIT!
While all the invoicing templates online here on InvoicingTemplate.com is has the final common source - the default template shipped with Invoice Manager for Excel (namely Uniform Invoice Software), our invoicing software that is able to turns a pure Excel-formatted spreadsheet template into a complete invoicing program, the direct source of this design, Hourly Service Billing Template (or Hourly Service Billing Form) is actually based on c4001 Billing Template with 4 Columns.
In this commercial invoice template sample, Commercial Invoice Format with Word Art Logo, we first delete the existing ActiveX logo image control from the base template Commercial Template Sample - Complete Incoterms Option (c9005), and then insert a Word Art to create a new text logo. As you'll find from the screenshot images, if you have only limited budget for your logo images, using WordArt to create your logo on commercial invoices could result in ideal effect too.
The template features an artist (painter) image on the left-top of the form. It belongs to our invoice template for art sale. Prefer to use your own image, for example if you are not a freelance painter, but a musician? No problem. You can easily delete it and add your own image by switching the template into design mode.
Unlike Microsoft Word (".doc" or ".docx" format), the background image / watermark we added to an Excel file (".xls" or ".xlsx" format) does not show in the edit mode. Instead, it shows only on the printed document, or the PDF format editable bill sample for furniture and appliances.
The third category includes all the other fields on the sheet. These fields are filled with a default value of an empty text string, or numeric value zero. By assign an empty text string or zero values to these fields, the "Clear & New" button makes the form clean, so that it is ready for you to create next invoice. What if we want to assign a non-empty text to the one of the fields?
If you need to set "Lock" property yourself on designing an invoice template (to prevent Excel from showing a warning on the cells that have formulas when the spreadsheet is protected), first you have to switch the template into design mode by clicking the "Design Mode" button on the "Invoice" worksheet, and then drag your mouse to select all the cells which you want to set the "lock" property for. And then, right-click one of the selected cells and then choose "Format Cells". On the "Protection" tab, check or uncheck the "lock" property to make the cells editable / not editable when the spreadsheet is protected.
Like the original template, this new design does not use the customer account feature - that is, when run with Invoice Manager for Excel (namely Uniform Invoice Software), it does not distinguish between customers, and thus not keep customer accounting / bookkeeping data. We simply assign a letter "A" automatically to the field "oknWhoID" (database field "CustomerID" in both the "Customer" and "Invoice Header" database tables), so that Invoice Manager for Excel (namely Uniform Invoice Software) will not create a new customer account. With this voucher format, The "Name" and "Address" field on the printable form is always manually entered (See all our editable invoicing templates).
With Invoice Manager for Excel (namely Uniform Invoice Software), which you can download and try the fully functional trial version for free, it is much easier to use custom fields. The previous standalone utility program, Database Designer, was no longer available. The feature of the Database Designer program was added to Invoice Manager for Excel (namely Uniform Invoice Software) program itself, and database definition file is no longer required. For example, let's say you want to add the Date column to the Invoice Body database table. You first open the Invoice Edit window of any invoice, and then double-click an invoice item to open the detail window of the invoicing item, and then go to the "Custom Fields" tab. Next, click the Add Field button to open the "Add New Custom Field" window. Specify the name of the field ("DateCompleted" in this example because we want to use this field to detail when the service or job was performed / completed - you cannot name a field with the word "date" because it is a keyword used by the underlying database engine), and then select "Date" from the Type list. The "Default value", "Caption" and "Notes" fields are optional on this window. Note that if you are adding a new field that is Text type, you have to also fill in the Size field; and if you are adding a Decimal field, you have to fill in Precision and Scale too. Once the new field "Date" is added to the Invoice Body database table, all you have to do is to name the field. To do this, simply enter the name of each cell on the column "oknDateCompleted_1", "oknDateCompleted_2", and so on, from top to bottom.
The original voucher template, Payment Voucher Template (Golden Shop), has a custom field Weight defined in both the Product and Invoice Body database tables. With this general purpose Excel Payment Voucher Template, InvoicingTemplate.com removed the Weight custom field from it and made it a general purpose voucher template.
This general purpose price quote template in Microsoft Excel spreadsheet format is a slightly modified version of the General Estimate Template. With this form design all fields and columns are manually editable, except the subtotal, tax and total fields that are calculated using Excel formulas.
For this reason, the "ESTIMATE#" support all the features assigned to the "Invoice#" cell by Invoice Manager for Excel (namely Uniform Invoice Software). For example, if you click "Save To DB" or "Save Invoice", a sequential, progressive and unique estimate# is generated automatically if the "Estimate#" cell is left blank (see our gallery page at Excel Invoice Template Automatic Invoice Numbering). With pure-Excel spreadsheet solutions, this automatic numbering is not possible without using macros. To display / retrieve an existing estimate or quote, you can simply enter the estimate# into the cell. With the support from Invoice Manager for Excel (namely Uniform Invoice Software), the pure-Excel spreadsheet template is not only printable, but also enables features that could be hardly to implement with pure-Excel estimating and quoting software apps.