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Vendor Invoice Template for California

Vendor Invoice Template for California

This free template is an editable version of the General Vendor Invoice Template published on the California State web site. The original version is an image titled as "Sample Vocational Rehabilitation Vendor Invoice". Our template is Excel spreadsheet. PDF version is downloadable too.

Hourly Service Billing Sample

Hourly Service Billing Statement

If you are in the service business and you charge your customers based on the time (hours) spent to render the service, this template should be a welcome addition to you if you think the item-based form layout, which is implemented in the default invoicing template shipped with Invoice Manager for Excel (namely Uniform Invoice Software), never quite matches the nature of your business. This ready-to-use template could be your favor on creating invoices, quotes or estimates. It offers a professional yet simple Hourly Billing Sample that can help you in creating service based invoices quickly and effectively. This template is created using Microsoft xlsx format so that anyone can easily use it for his/her own purpose.

Electrician Service Invoice

Electrician Bill Format

Designed for electrician and wireman, this free electrician service invoice template differs from any other forms here on by using a watermark image that shows a happy electrical engineer working with a screwdriver and a universal meter.

Building Construction Bill Format

Building Construction Bill Format

Designed for general contractors and operative builders in the construction industry, this free building construction bill format in Excel is suitable for small businesses like family owned and operated contractor.

Firearm Shop Invoice Template

Gun Store Billing Format

Besides the serial# columns, there are also other fields designed especially for the gun stores. For example, the "Order Date" field under the "Bill To" and "Ship To" sections is new (not defined in the standard database shipped with Invoice Manager).

Net 30 Invoice Sample

Invoice Sample with Net 30 Payment Term

However if you always use the same payment term, it is easier to just fix the value. There are two options for you to archive this. First, you can apply a default value to the field. Secondly, you can use an Excel formula to fill the payment term field. Invoice Manager for Excel (namely Uniform Invoice Software) will not overwrite field values that should are filled with Excel formulas.

Artist Receipt

Artist Bill of Sale

This template is not an itemized layout, as it provides only one field for you to write down the amount of money involved in the sale. This is sometimes referred as project-based. On the form body section you should describe the art or service as detailed as possible. For example, if it's artwork you should include the dimensions, media and title, whether or not it is framed etc. You may also need to write down the commission details of the transaction.

One Column Consulting Invoice Sample

One Column Consulting Invoice Form

This sample consulting invoice template has only one column, consisting of 16 lines of the "Description" fields. The total invoiced amount cell is manually editable. It also includes the "SpellNumber" VBA procedure to show the invoiced amount in English words.

Editable Bill Sample for Furniture and Appliances

Fillable Billing Template for Furniture and Appliances

The idea to remove the "Taxable" boxes is that for many business entities either all the invoiced items are taxable, or all are not taxable (or tax-exempt). In such situation showing the "Taxable" boxes on the printable form is not necessary and redundant, as the boxes occupy editable Description space on the form. With the removal of the "Taxable" options, we also modify the Excel formula assigned to the fields that calculates taxes. So in this version, taxes are calculated based "oknSubtotal", but not "oknLineTotalTaxable".

Simple Sample - Default Value

Simple Sample - Editable Default Value
  • Before you begin, make sure you have created a backup copy of the template, so that you can restore to a working version easy.
  • Open the template.
  • Switch to design mode by clicking the "Design Mode" button on the "Invoice" ribbon tab.
  • Choose an empty (not used) area outside of the printable invoice form to place the editable field. In this sample, we choose Q30:U37. Click the "Merge and Center" button on Excel "Home" ribbon tab.
  • Name this cell "oknDescriptionManual".
  • Click to select the first "Description" cell on the invoice detail section.
  • Add formula for this cell:
    =IF(oknDescriptionManual="","Print documents, A4 paper",oknDescriptionManual)

    This formula means that, if "oknDescriptionManual" is empty, then show the default value "Print documents, A4 paper"; otherwise show the text from the "oknDescriptionManual" cell.

  • Click the "Design Mode" button again to exit design mode. Starting from Invoice Manager for Excel (namely Uniform Invoice Software) version 5.25, the "Design Mode" button takes care of the "locked" property so that you don't have worry about this.
  • Click the "Invoices" button on the ribbon tab.
  • Click "Custom Fields".
  • Click "Add Field".
  • Input new field information - name: DescriptionManual; size: 100.
  • Click "OK".
  • Close other windows.
  • By define the manually editable fields as a custom field, we make sure it is saved to the backend Access (or SQL Server) database whenever an invoice is saved. This ensures the previously saved invoices could be completely restored at a later time.

Junk Removal Bill Sample

Trash Removal Invoice

This trash Removal Invoice sample is based on c4070 Labor Invoice. As the original design, it is a service invoice template. While in the original format the columns are titled as "Hours" and "Rate", this redesigned template has the columns titled as "QTY" and "PRICE". The Excel formulas that calculate the line totals remain the same. It looks like the sample given below.

Service Credit Note Template

Service Credit Note Template

Service Credit Note Template is a variant of Credit Note Template. It differs from the original one by moving all shipping fields out of the printable credit note form, making the template more suitable for service business.

Moving a cell or a group of cells in an Excel template is easy.

Clothing Store (Manufacturer) Invoice with Size Breakdown

Clothing Store (Manufacturer) Format with Size Breakdown

There is also a "Discount" field on the bottom of the form, which is implemented as an amount value. The form firstly calculates the subtotal (cell name "oknSubtotal") using Excel formula "=SUM(oknLineTotal_1:oknLineTotal_12)", and then calculates Total (cell name "oknTotal") using Excel formula " =ROUND(oknSubTotal - oknDiscount + oknShippingCost + IF(oknTaxType = 0,0,IF ( oknTaxType = 1,oknTax1, oknTax1 + oknTax2 )), 2)". This is one of the advantages of using Excel formatted invoice templates as you can easily using formulas to define the relationships between cells and fields.

Payment Voucher Template for B5 Paper

Payment Voucher Template for B5 Paper

Step 2: Open the voucher template as usual, switch to design mode by clicking the "Design Mode" button on the "Invoice" worksheet.

Invoice with Date Column

Template with Date Column

Adding a new column is a bit complex than just moving cells. With the previous generation of Invoice Manager for Excel, which is named Excel Invoice Manager, you have to use Database Designer to add new fields to the Invoice Body database definition file and database table (and the field with the same name to the Product table, if you wish to fill the cell automatically when a product / service item is picked up), and then name the cells based on the database field name.

Simple Invoice Sample - Sales Rep Name on Product Report

Simple Invoicing Sample - Sales Rep Name on Product Report

By default, the main contents of the "Product" report come from "Invoice Body" database table, including fields such as Product#, Product Description, invoice#, invoice date, quantity, unit price, line total. It also includes the cost field for each invoiced item.

Excel Quotation Template

Excel Quotation Format with Special Discounting Model

This free quotation and estimation template in Microsoft Excel ".xlsx" format provides a sample of customizing the default invoice template shipped with Invoice Manager for Excel (namely Uniform Invoice Software). It implements a special / complex discounting model to meet practical business requirements.

Excel Payment Voucher Template

Payment Voucher Template

If you use the Invoice Manager for Excel (namely Uniform Invoice Software) edition, note that the "Discount" and "Advance" are custom fields.