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How to Use

Assuming you have downloaded and installed Uniform Invoice Software:

  1. Download Engineering Service Billing Sample. Double-click the downloaded file to extract all files.
  2. Open the template "engineeringservice.xls" or "engineeringservice-uis.xlsx" with Microsoft Excel.
  3. Click "Design Mode" on the "Invoice" Excel ribbon tab to put it into design mode.
  4. Enter your business information and replace the default logo image to make it your own. (How?)
  5. Click "Design Mode" again to exit design mode.
  6. Create invoice (tutorial movie)!

Prefer to have a look at other samples? Try our Search tool!

Screenshots and Images

The printed version.

Engineering Service Billing Sample

Engineering Service Billing Sample (c3006)

This is how the template looks like when you open the freeware template in Microsoft Excel.

Engineering Service Billing Sample - freeware edition

Engineering Service Billing Sample - freeware edition

The following template was designed for Uniform Invoice Software version 3.

Engineering Service Billing Sample - Uniform Invoice Software V3 edition

Engineering Service Billing Sample - Uniform Invoice Software V3 edition

Download Engineering Service Billing Sample (c3006)

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

You are safe to download the resources. We've added our digital signatures to the files.

DescriptionSizeDownload

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

443 KBDownload

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

2.84 MBDownload

Detail

Engineering Service Invoice Template offers a sample on how to customize the default sales template included with Uniform Invoice Software installer program.

While all template available here on InvoicingTemplate.com are created from the default sales invoicing template included with Uniform Invoice Software setup program, Engineering Service Invoicing Format differs from other templates not only in the layout of the form, but also in that it uses a number of custom fields for detailing the engineering service offered by the business.

By using custom fields, the simple Excel template powered by Uniform Invoice Software, our Excel invoice software that uses Excel invoicing templates as its front end, the template is not only an easy to use spreadsheet invoice creator, but also a helpful organizer app of your bill data. For example, this form design uses two custom fields on the heading part, Product# and Project Description, which allow you to record the detailed information about the engineering service project. This type of advanced features even cannot be found in some complicated and expensive bookkeeping or accounting system. The support for custom fields in Uniform Invoice Software makes a simple Excel spreadsheet invoicing template a powerful electronic invoicing program.

Uniform Invoice Software support custom fields or user-defined fields, which is a unique feature that allows you to add new fields to the backend database as well as to the spreadsheet form. Engineering Service Invoice Template uses custom fields to implement the features that are not available in the default template shipped with the invoicing program. With the support for custom fields in the database, Uniform Invoice Software has the ability to manipulate the newly added fields in database, includes adding them to reports. With the support for custom fields in the Excel worksheet, our invoicing app has the ability to create the relationship between fields - for example, one field should be the sum of the other fields, or the value of one field should be calculated only when another field value equals a certain value.

The support for custom fields makes it possible for even an end user who does not know programming at all, could add new features to her/his invoicing creator such as Engineering Service Invoice Template without writing one line of programming code. Feel free to Search and download more samples. Sometimes our customization samples are offered in two editions here on InvoicingTemplate.com, that are one freeware edition, and another edition that works only with our invoicing software installed.

Adding a custom field to the "InvBdy" database table makes it possible to save the data on the invoice spreadsheet to database when the "Save To DB" button is clicked. For example, adding the custom field "Product Type" to the "InvBdy" database table allows save the type value on the invoicing form, such as "General" or "Labor", to database when you save an invoice by clicking the "Save To DB" button. This feature is not supported in the freeware edition of Engineering Service Invoice Template.

When working with Uniform Invoice Software (UIS) version of Engineering Service Invoice Template, how does UIS know to which cell when a field value write to when loading data from the database, and to which field a cell value must save when saving an invoice record, a customer or a product item? That is, how does UIS create the map or relationship between Excel cells on the template Engineering Service Invoice Template and database fields? The answer is by using names. For example, if the field name in the Product table in a database is "ProductType", it is writing to a cell named "oknProductType_?" (where ? is the line number of the invoicing item) when you pick up a product or item on creating an invoice, and when saving an invoice, all cells with the name "oknProductType_?" are saved to the "ProductType" field in the "InvBdy" database table. By using cell names, UIS allows you to move a cell on the form without breaking the feature depending on the field / cell. You can place the "Product Type" column either inside the printable area, which is printed when you issue the Print command in Excel or click the Print command on the "Invoice" worksheet form; or place the Product Type column outside the printable area, which will be included when you print or extract an invoice or receipt.

Like other templates available here on InvoicingTemplate.com, the most important job to do on creating this customized template from the default sales invoicing sample involves moving the cells around to create a new form design. Microsoft Excel provides handy support for this type of jobs. For example, this template design has 3 columns on the invoice body - Description, Reference, and Fee. The Reference is a newly added column defined as custom fields (The definition of this custom field is added to the "Invoice Body" database table, so it becomes a column on the invoice body, but not a single cell on the invoice header or bottom). The "Fee" column, which is manually editable in this sample template, is actually the Unit Price column on the default sales invoice sample template. Compared to the default template, engineering service bill has the Product#, Quantity, and Line Total columns moved out of the printable invoice form. Unlike those service invoice samples that bill a client based on hourly rate or daily rate, by allowing to manually edit the Fee fields this invoice design becomes more general / generic that suits more business situations.

Moving a cell or a group of cells is easy in Excel. First, you click to select the cell or drag your mouse to select all the cells you want to move. And then, drag the border of the selected area to move it to the new location where you want to place the cell or cells. The moving content will overwrite the content in the target location, so make sure the target range is empty (not used) in Engineering Service Invoice Template before doing the movement. And, if the target location contains merged cells, sometimes the movement fails. So it is also helpful to make sure the target location does not contain merged cell. If the target location Engineering Service Invoice Template is overlapping the original range and the original range contains merged cells, the movement could also fail because you cannot change part of merged cell - if this happens, you need to first move the cells to a temporal location in Engineering Service Invoice Template that are empty (i.e. not used), unmerge cells, and then move the cells from the temporal location to the desired location. If you need to unmerge a cell, first select it and then click the "Merge and Center" command on the Format toolbar in Excel 2003; or click the "Merge and Center" command on the Home ribbon tab in Excel 2007, 2010 and Excel 2013.

This engineering service bill sample has one VAT tax defined on the bottom of the invoice form. The tax rate cells has also been moved of out the printable invoice form.

This template also includes space for you to add a handwriting signature image on the bottom of the invoice form. Like the default LOGO image placed on the heading of the invoice form, if you need to keep the signature image in the extracted copy of your invoice, the image should be named with "oknWidget_" prefix.

Naming a control or an image is easy in Microsoft Excel. First make sure your template Engineering Service Invoice Template is in design mode. Right-click the control or image you want to assign it a name, choose Properties. On the Properties box, enter the name into the "name" field and press enter. Note that if you have several controls that you want to assign different names, you can do so by entering the name and then clicking to choose another control without closing the Properties window.

Like other form designs here on InvoicingTemplate.com, Engineering Service Billing Form is free (offered to you at a price of 0.00USD). It works on Windows XP and all newer versions of Windows, and Excel 2003, 2007, 2010, 2013 or 2016.

Format and Specification

Template#c3006
NameEngineering Service Billing Sample
CategoryService Invoice Template
Release DateFriday, February 28, 2014
Format (XLS or XLSX).xls
Excel Version Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016
Columns3
Lines12
Line Height (Points)19.50
Print Area$E$2:$N$57
Printable with Papaer Size / OrientationA4 (210 mm x 297 mm) - Portrait
Default Margins (Points)
Left22.68
Right22.68
Top45.35
Bottom45.35

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