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Job Estimate Template for Excelc4084

Job Estimate Template for Excel

"Job Estimate in Excel Format" was found to be relative to Estimate Templates with the score grade of 91.

... For this reason, the "ESTIMATE#" support all the features assigned to the "Invoice#" cell by 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 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.

Telecom Consultant Estimation Templatec3005

Telecom Consultant Estimate Form

"Telecom Consultant Estimate Form" was found to be relative to Estimate Templates with the score grade of 76.

A telecom consultant business sends estimations to their customers based on recommendation letters. Telecom Consultant Estimation Template makes the creation of the estimations easy and quick.

... Since this is an estimate template, the "Payment" button in the Uniform Invoice Software edition is actually useless. It is kept in case you need to convert this estimate template into an invoice template for billing and payments. Also there is one tax named GST on the bottom of the form, which you can easily modify or completely delete it once the invoice form is unprotected.

... Like most invoice templates available here on InvoicingTemplate.com, Telecom Consultant Estimation Template also contains a default LOGO image on the top right of the form.

General Estimate Templatec2034

General Estimate Template

"General Estimate Template" was found to be relative to Estimate Templates with the score grade of 72.

... Although the "Item#" column is moved out of the printable estimate form, it is still functional - that is, Uniform Invoice Software still supports the "in-cell lookup" feature. Which means that, you can simply enter the item# into a cell to retrieve the description from the backend Access database, to avoid typing the same text again and again. If you have a very long product list, another tool provided by Uniform Invoice Software could help, which is called on-sheet picker. When you click and select any cell on the item line, a litter button appear underneath the cell. Click this button to open a window that contains the full list of your products / items. On the top of the window you can find a "search bar", which allows you to search for an item by any field defined for your products - Item# (SKU#), description, prices, or even custom fields (if you use it).

General Quote Template for Excelc2035

General Quote Format in Excel Spreadsheet Format

"General Quote Format in Excel Spreadsheet Format" was found to be relative to Estimate Templates with the score grade of 71.

... Due to this difference, it is important to clearly identify the document type on the header - whether it is a quote or an estimate. It is also useful, at least in some business areas, to include an expiry date on the document, if your prices are subject to change on the time. In this sample, we added it as a custom field "ExpiryDate". This field is defined as "text (100)" in the backend Access database, and the corresponding cell is named "oknExpiryDate" on the top quote form.

... 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. General Quote Template for Excel 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.

Job Invoice Samplec5006

Job Billing Sample

"Job Invoice Sample" was found to be relative to Estimate Templates with the score grade of 67.

... Unlike the default template that is shipped with UIS installer program, this sample choose to put the "InvoiceID" and "Invoice Date" cells on the bottom of the spreadsheet form. The other cell on the form bottom, which is labels with "SIGNATURE", is designed for hand writing - so, this cell does not has a cell name.

... Like most free templates here on InvoicingTemplate.com, Job Invoicing Sample has a default logo image on the top of the billing form. This logo image is a placeholder which you should replace with your own image before you can use the template to create your first bill. To do this, first unprotect the worksheet, and then switch to design mode.

Job Invoicing Templatec5018

Job Invoice Format

"Job Invoice Format" was found to be relative to Estimate Templates with the score grade of 66.

Job Invoicing Sample is a service invoicing template that does not include the shipping fields in the printable spreadsheet form. The template added several job related fields to the form, including job start and finish date, work or job address etc.

... When working with Uniform Invoice Software (UIS) version of Job Invoicing 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 Job Invoicing 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.

Job Invoice Sample (2 Taxes)c5056

Job Billing Sample (2 Taxes)

"Job Invoice Sample (2 Taxes)" was found to be relative to Estimate Templates with the score grade of 63.

... If you use the Uniform Invoice Software version of Job Invoice Sample (2 Taxes), there are additional taxing options on the Taxes tab of the Settings window. The first is the option for choosing the number of tax items; you have 3 choices - no tax, one tax and two taxes. Secondly, you can set the names and rates in percentage for each tax, such as VAT, GST or PST, or simply Sales Tax. Thirdly, there are a group of checkbox options on the dialog box, including: "Tax invoice total including shipping cost", which adds the shipping cost to the taxable amount when checked; "Tax 2 is applied to tax 1", which adds the amount of "tax 1" to the taxable amount if checked; and "tax rate can be zero", which allows you to set any of the tax rates to be the value of zero. If you modify the options on this dialog box, the spreadsheet will be changed accordingly if needed.

...Job Invoice Sample (2 Taxes) is provided in two editions - a freeware editions of Job Invoice Sample (2 Taxes), and a Uniform Invoice Software (UIS) edition of Job Invoice Sample (2 Taxes). Both editions can be downloaded for free from the download page. A PDF edition is also provided at the right section of this page.

Job Invoice Sample (Taxable Column)c5057

Job Invoice Sample (Taxable Column)

"Job Invoice Sample (Taxable Column)" was found to be relative to Estimate Templates with the score grade of 61.

Job Invoice Sample (Taxable Column) is the second sample on customizing the original Job Invoice Sample. With this sample template, we moved the Taxable checkbox column into the printable invoice form.

... The protection of the "Invoice" worksheet in Job Invoice Sample (Taxable Column) prevents accidental modifications to layouts and formulas. If you have Uniform Invoice Software installed, it could even display a warning message when you close a template without protecting the worksheet. However for the purpose of this sample, we should firstly unprotect the worksheet in Job Invoice Sample (Taxable Column).

... To show gridlines and row/column headers in Excel 2000 - 2003:

... To show/hide gridlines and row/column headers in Excel 2007, Excel 2010 and Excel 2013:

Sample Format for Job Invoicing (Tax Column)c6015

Job Billing Sample (Tax Column)

"Sample Format for Job Invoicing (Tax Column)" was found to be relative to Estimate Templates with the score grade of 43.

... The finished template, including both the freeware edition and the UIS edition, as well as the PDF Job Billing Sample Template, could be downloaded here for free. If you are interested in the design details regarding this template, read on.

  1. Click and activate the worksheet you want to display gridlines and row/column headers for.
  2. Go to the View tab of the Ribbon.
  3. Click Show/Hide, and then check or uncheck the Gridlines and Headings options.

... 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 Sample Format for Job Invoicing (Tax Column).

Construction Proposal Templatec1001

Construction Estimate Form

"Construction Proposal Template" was found to be relative to Estimate Templates with the score grade of 41.

Construction Proposal Template allows you to create a customized proposal or contract for your construction or building project. The template has 1 column on the body part and calculations must be done manually.

... InvoicingTemplate.com offers this as a construction proposal template free download. As always, the contractor proposal template also has a Uniform Invoice Software version, which you can download for free from the download page too. The free construction estimate template or construction contract template has many static text labels on it, which you must replace with your own text before you can create your first construction proposal, contract or estimate. To do this, you first have to unprotect the Invoice worksheet.

Advanced Invoicing Sample - Macro-Enabled Invoicing Templatec5101

Advanced Invoicing Sample - Macro-Enabled Invoicing Template

"Advanced Invoicing Sample - Macro-Enabled Invoicing Template" was found to be relative to Estimate Templates with the score grade of 30.

... Uniform Invoice Software supports all the Excel file formats, including the traditional ".xls" and ".xla" formats, and the new ".xlsx" (Excel XML-based file format), ".xlsm" (Excel XML-based and macro-enabled file format), and ".xlsb" (Excel Binary (or BIFF12) file format). ".xlsx" are now the most widely used workbook file format. Feel free to see our Invoice Template ".xlsx" topic page.

... To convert an Excel workbook or template from ".xlsx" to ".xlsm" format, simply issue the "File" and "Save As" command. We'll skip the detailed steps here as there are already many resource online, such as Create a Macro in Excel - EASY Excel VBA, and How to Use Macros in Excel: 15 Steps (with Pictures), and Quick start: Create a macro.

Recruitment Agency Invoice Templatec3011

Recruitment Firm Billing Sample

"Recruitment Firm Billing Sample" was found to be relative to Estimate Templates with the score grade of 22.

... Underneath the recruitment agency business name, you can enter the address, city state and zip, phone, email and website address. If you have registered for VAT, or operate the business as a licensed company, it is a good idea to detail these facts on the invoice heading too.

... The invoice body section features 3 columns - "#", "Description" and "Amount". The "#" column is a simple line# column which is assigned automatically using Excel formulas when you fill in the "Description" column, so this column is not manually fillable when you create an invoice. The other two columns, "Description" and "Amount", are all manually fillable.

Five Price Percentage Levels (Service, Custom Column)c5030

Five Price Percentage Levels (Service, Custom Column)

"Five Price Percentage Levels (Service, Custom Column)" was found to be relative to Estimate Templates with the score grade of 21.

This is the eighth sample of the multiple-price serial invoice templates. The template uses percentage discounts, and has no shipping fields.

... Moving the location of a cell or field is easy in Excel. To do this, you first unprotect the sheet (if the sheet is protected), and then select all the cells or fields you want to move, and then drag the border of the selected area to move it to the new location. If you need to move an Active X control, such as the "select a shipping address" icon button, you first need to switch to design mode, and then click and drag the icon button to the new location - in this case, outside the printable area.

Five Price Levels (Sales, Amount, Custom Column)c5009

Form with 5 Price Levels

"Form with 5 Price Levels" was found to be relative to Estimate Templates with the score grade of 15.

... The color column is a custom field defined both in the Product and Invoice Body database tables, which is the most noticeable difference between this customized invoice template and the original 5 Price Levels (Sales, Amount) invoice template. This means that for each product, you can set its color property, and the color values are filled automatically when you choose products from the database. Like all the other invoice templates in this serials available here on InvoicingTemplate.com, the full power of the invoice template comes only with the installation of Uniform Invoice Software, although the free version of this "Form with 5 Price Levels (Sales, Amount, Custom Column)" invoice template can also help you create professional and beautiful invoices.

Consulting Invoice Template (3rd Sample - One Tax)c4018

Consulting Invoice Template (3rd Sample - One Tax)

"Consulting Invoice Template (3rd Sample - One Tax)" was found to be relative to Estimate Templates with the score grade of 13.

... If you use the Uniform Invoice Software version of Consulting Invoice Template (3rd Sample - One Tax), there are additional taxing options on the Taxes tab of the Settings window. The first is the option for choosing the number of tax items; you have 3 choices - no tax, one tax and two taxes. Secondly, you can set the names and rates in percentage for each tax, such as VAT, GST or PST, or simply Sales Tax. Thirdly, there are a group of checkbox options on the dialog box, including: "Tax invoice total including shipping cost", which adds the shipping cost to the taxable amount when checked; "Tax 2 is applied to tax 1", which adds the amount of "tax 1" to the taxable amount if checked; and "tax rate can be zero", which allows you to set any of the tax rates to be the value of zero. If you modify the options on this dialog box, the spreadsheet will be changed accordingly if needed.

... From the above description, we know that it is easy to let the consulting invoice form charge or show only one tax - just set the options on the Taxes tab of the Settings window. But how about the free consulting invoice template?

... Before you can modify the layout of the template, note that many invoice templates here on InvoicingTemplate.com have the Invoice worksheet protected. It is necessary to unprotect it before you modify it.

Proforma (2nd Sample of Customization)c7012

Proforma (2nd Sample of Customization)

"Proforma (2nd Sample of Customization)" was found to be relative to Estimate Templates with the score grade of 12.

... Once the invoice spreadsheet is unprotected, it's straightforward to enter your own company information. Simply click a text label such as "Your Company Name", and then start typing in your own text. In the sample template that you can download here, we replace the placeholder text labels with our own company name.

... The next step is to replace the default "InvoicingTemplates" logo image. To do this, you need to switch the invoice form into design mode, which is done by clicking the "design mode" command on the Developer ribbon tab. If your Excel does not show the Developer ribbon tab, here is how to make it visible.

  1. Start Excel as usual. On the File tab, choose the Options button.
  2. In the Excel Options dialog box, choose the Customize Ribbon button.
  3. In the list of main tabs, select the Developer check box.
  4. Choose the OK button to close the Options dialog box.

Bill Format for Computer Repair Servicec5096

Bill Format for Computer Repair Service

"Bill Format for Computer Repair Service" was found to be relative to Estimate Templates with the score grade of 9.

... This blank bill template is a variant of c5020 Appliance Repair Service Bill Template / Appliance Repair Service Invoice Template here on InvoicingTemplate.com. Like c5020, as a service invoice template the form does not offer the "Shipping Address" section. To fill the blank left by moving the shipping fields out of the printable section, a carton image of a desktop computer was added. This is a vector image with transparent background so you can easily resize it by dragging the image border in design mode. Visit printable invoice template to find more options and tutorials on customizations related to printing and page setup.

... The "Bill To" section includes 6 fields - client#, name, address, city state and zip, email and phone. In many situations email is a key field now, especially if you want to send PDF invoices to your clients via email. By adding the email field to the "Bill To" section, you are able to create new customer records along with their email address populated; and besides that, it also ensure you can send a PDF version of the invoice to the customer by simply clicking the "Extract/Email" button.

Shipping Invoice Template (1)c5013

Freight Invoice Format (1)

"Shipping Invoice Template (1)" was found to be relative to Estimate Templates with the score grade of 2.

... Although it is easy to create the layout and format of Shipping Invoice Template (1) with Microsoft Word or other Microsoft Office programs, or even with some PDF programs like Adobe Acrobat, the support for Excel formulas makes doing automated calculations easy to implement and modify. For example, Shipping Invoice Template (1) uses Excel formulas extensively to do calculations whenever possible and necessary, such as the taxes, totals. If you use the Uniform Invoice Software version of Shipping Invoice Template (1), Excel formulas are also used to create the relationship between several fields, such as one field should be the sum of two other fields.

Advanced Invoicing Sample - Email Is Required Before Saving Invoicec5103

Advanced Invoicing Format - Email Is Required Before Saving Invoice

"Advanced Invoicing Format - Email Is Required Before Saving Invoice" was found to be relative to Estimate Templates with the score grade of 2.

Starting from Uniform Invoice Software version 5, a new Excel add-in module "Uniform Invoice Software Helper" was introduced to provide functions for the Excel on-sheet buttons on the Invoice and report worksheets. This sample demonstrates how you can call the action procedures from your own macro.

... This sample template takes Advanced Invoicing Sample - Invoiced Total in English Words as the base template, which is a title featured on the "Business Invoice Templates" gallery. We'll add macro code to check if the email field in the "Bill To" section is blank - if so, saving invoice will be failed and a message is shown to ask the user to enter the email address. (Feel free to see samples in the email invoice template gallery).

Specifications

Template#
Title
Release Date
Lines
Columns
Paper
Orientation
Category
c4084
Job Estimate Template for Excel
Wednesday, August 17, 2016,
10
4
Letter (8-1/2 in. x 11 in.)
Portrait
Other
c3005
Telecom Consultant Estimation Template
Wednesday, February 26, 2014,
10
3
A4
Portrait
Consulting
c2034
General Estimate Template
Monday, August 15, 2016,
18
2
Letter (8-1/2 in. x 11 in.)
Portrait
Other
c2035
General Quote Template for Excel
Friday, August 19, 2016,
18
2
Letter (8-1/2 in. x 11 in.)
Portrait
Other
c5006
Job Invoice Sample
Tuesday, September 16, 2014,
12
5
A4
Portrait
Service
c5018
Job Invoicing Template
Saturday, January 11, 2014,
16
5
A4
Portrait
Service
c5056
Job Invoice Sample (2 Taxes)
Wednesday, September 17, 2014,
12
5
A4
Portrait
Service
c5057
Job Invoice Sample (Taxable Column)
Wednesday, June 4, 2014,
12
5
A4
Portrait
Service
c6015
Sample Format for Job Invoicing (Tax Column)
Wednesday, June 4, 2014,
12
6
A4
Portrait
Service
c1001
Construction Proposal Template
Friday, December 13, 2013,
16
1
A4
Portrait
Other
c5101
Advanced Invoicing Sample - Macro-Enabled Invoicing Template
Sunday, November 20, 2016,
12
5
A4
Portrait
Sales
c3011
Recruitment Agency Invoice Template
Thursday, February 25, 2016,
12
3
A4
Portrait
Consulting
c5030
Five Price Percentage Levels (Service, Custom Column)
Monday, November 18, 2013,
30
5
A4
Portrait
Service
c9007
Commercial Invoice Format with Editable Word Art Logo
Wednesday, July 13, 2016,
9
9
A4
Landscape
Pro-forma
c5009
Five Price Levels (Sales, Amount, Custom Column)
Friday, November 15, 2013,
30
5
A4
Portrait
Sales
c4018
Consulting Invoice Template (3rd Sample - One Tax)
Friday, December 6, 2013,
16
4
A4
Portrait
Consulting
c7012
Proforma (2nd Sample of Customization)
Wednesday, October 30, 2013,
20
7
A4
Portrait
Pro-forma
c5096
Bill Format for Computer Repair Service
Tuesday, October 18, 2016,
12
5
A4
Portrait
Service
c5013
Shipping Invoice Template (1)
Tuesday, January 14, 2014,
16
5
A4
Portrait
Sales
c5103
Advanced Invoicing Sample - Email Is Required Before Saving Invoice
Tuesday, November 22, 2016,
12
5
A4
Portrait
Sales

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