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The printed version.

Engineering Invoice Template

Engineering Invoice Template (c2006)

c2006 now includes the customized invoice template for the latest version of Invoice Manager for Excel. This is what you will see when you open engineeringinvoicetemplate.xlsx.

Engineering Invoice Template (IMFE Edition)

Engineering Invoice Template - IMFE edition

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License: Private Use (not for distribution or resale). See our Terms of Use.

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DescriptionSizeDownload

Download this if you want this design to be set as the default template by the installer program.

3.34 MBDownload

Without database file. How to download and use

86 KBDownload

Download this if you have already installed IMFE, but are looking for additional customized templates.

287 KBDownload

Detail

This two-column engineering invoice template is suitable for project architects & engineers who offers service to customers and has the need to bill the customers. It is another sample on customizing the default sales invoice template shipped with Invoice Manager for Excel (namely Uniform Invoice Software).

Like most other invoice templates available here on InvoicingTemplate.com, the engineering invoice template has a "Print Area" name defined which refers to the area on the center of the spreadsheet form. This is the printable area that defines the actual invoice format and layout. If you click the Print button on the invoice form of the Invoice Manager for Excel (namely Uniform Invoice Software) version, or click the "Print" command in Excel, only the section defined by the "Print Area" name will be printed. And similarly, if you execute "Extract" command in Invoice Manager for Excel (namely Uniform Invoice Software), only the section referred by the "Print Area" will be kept.

For another engineering service invoice template here on InvoicingTemplate.com, please refer to Free Engineering Service Invoice Template.

On the top-left corner of the engineering invoice form, there is a logo image. The default logo image is a placeholder image which you should replace it with your own.

The architect/engineer invoice form / billing form, like all the other invoicing templates available here on InvoicingTemplate.com, is created based on the default sales invoice template that is included in the Invoice Manager for Excel (namely Uniform Invoice Software) setup package. In order to create this invoicing template, we've added a number of new fields - they are called custom fields in Invoice Manager for Excel (namely Uniform Invoice Software). For example, the Job ID and Project Name, which are not present in the default sales invoice template, allow you to detail job and project information.

Note to users of the old versions of Invoice Manager for Excel (namely Uniform Invoice Software) (i.e. Excel Invoice Manager) - although the support for custom fields was already implemented in Excel Invoice Manager, the use of custom fields was much more simplified in Invoice Manager for Excel (namely Uniform Invoice Software).

The template has two columns - Description and Total. Both are manually editable fields on the Excel form.

On the bottom of the invoicing form, the section starting with the label "Payment" is designed for hand writing - it will not be included in the invoice that you'll send to your customer.

One thing that may not obvious from the screenshots below is that Engineering Invoice Template supports change order. In project management, a change order is a component of the change management process whereby changes in the Scope of Work agreed to by the Owner, Contractor and Architect/Engineer are implemented. A change order is work that is added to or deleted from the original scope of work of a contract, which alters the original contract amount and/or completion date. A change order may fork a new project to handle significant changes to the current project. Change orders are common to most projects, and very common with large projects. After the original scope (or contract) is formed, complete with the total price to be paid and the specific work to be completed, a client may decide that the original plans do not best represent his definition for the finished project. Accordingly, the client will suggest an alternate approach.

In order to implement the support for change order with this Engineering Invoice Template, InvoicingTemplate.com modified the Excel formula of the Total cell, so that it searches for the keyword "Change Order" on the description column, and if that keyword is present, the total will be the amount appears on the change order line; if the "Change Order" keyword isn't present, the total is calculated from the line totals.

For a variant of this engineering service template that has no support for change order and has one predefined tax, please see Architect Invoice Template.

Like other form designs here on InvoicingTemplate.com, Engineering Billing Template is free (offered to you at a price of 0.00USD). It works on Windows XP and all newer versions of Windows, and Excel 2007, 2010, 2013 or 2016.

Format and Specification

Template#c2006
NameEngineering Invoice Template
CategoryService Invoice Template
Release DateMonday, September 15, 2014
Format (XLS or XLSX).xlsx
Excel Version Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016
Columns2
Lines16
Line Height (Points)12.75
Print Area$F$3:$R$55
Papaer Size / OrientationPortrait
Default Margins (Points)
Left36.00
Right36.00
Top72.00
Bottom72.00

Update History

December 24, 2017

  • The new design emphasize the "Change Order" portion placed outside of the printable area.
  • Rearranged all the cells and fields so that the form looks more organized.

September 27, 2018

  • Updated the "Customer Report" for engineeringinvoicetemplate.xlsx.