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!
On the vendor information section on top of the form, note a line of "Federal Tax I.D. Number" is added. This could be FEIN or SS#. In the "Bill To" section, we reuse the original "Client#" and titled it with "DOR Number". If you have both customer# and DOR authorization number to be included on your invoices, simply add a custom field for the DOR number to the "Invoice Header" database table. See How to add custom fields to "Invoice Header" database table for detailed tutorials.
To create Hourly Service Billing Template from c4001 Template with 4 Columns, we moved out the Shipping Address section because this is a service billing template, and then change the column headings from Quantity and Unit Price to Hours and Rate. It is a basic sample on how we customize the invoicing templates here on InvoicingTemplate.com. As long as you follow the guidelines detailed in the Invoice Manager for Excel (namely Uniform Invoice Software) documents, all templates customized in this way will work with Invoice Manager for Excel (namely Uniform Invoice Software) without problem. One last word, however, always protect the Invoice worksheet once you have done your customization. This prevents unexpected modifications to the format and layout of the template.
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.
This enables advanced features to this pure-Excel template, such as easily searchable customers, products and invoices. UIS is able to turn the Excel template to be a fully featured electrician invoicing and billing software. Feel free to download and try UIS. It is fully functional within the trial period. After the trial period, simply purchase a license key to unlock the trail version.
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.
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.
The 3 lines of "Job Location" fields are now defined as custom fields. The fields are added to the "Invoice Header" database table. See How to use custom field to learn more.
Like the original form design, all columns on this form, including "Product#", "Description", "Unit Price" and "Quantity" are manually fillable / editable on creating invoices, except the "Line total" cells which are calculated using a group of Excel formulas. All line totals are rounded to 2 decimals after the point, which is suitable for many countries / regions around the world like United States, United Kingdom and Australia etc. And by default, the "Unit Price" field, although is formatted to show 2 decimals after the point, you can in fact enter up to 4 digits after the point by simply apply an Excel numbering format to the cells.
Clothing Store (Manufacturer) Invoice Format with Size Breakdown has other two columns that designed specifically for clothing store and manufacturers that are "Style #and Color". The actual usage of these fields could vary from business and business, but general speaking, they allow you to further detail the items and products you are selling.
Moving cell or cells, or even an entire column, is easy and quick as Excel provides handy tools for you. To do this, you simply unprotect the Invoice form, and then select all the cells you want to move, and then push your mouse key on the border of the selected area, and then without releasing the mouse key move it to the new location where you want to place the cells. Several of the templates here on InvoicingTemplate.com have more detailed instructions included, such as this sample of proforma invoice template.
The columns are titled with "Hours" and "Hourly Rate". However we didn't change the underlying database field names. So in the underlying database, which could be either Microsoft Access or Microsoft SQL Server, the corresponding fields are still "Quantity" and "Unit Price". Nearly all invoice templates created for hours worked take the same approach. The purpose of this is to simplify database design. Likewise, the field titled with "Work Description" is in face the "Notes" field in the underlying database.