Looking for easy-to-use invoicing estimating software? Our job and work estimate template / quoting template collected here could be used for cost estimate of jobs, works and projects. All the template are in Microsoft Excel spreadsheet (".xlsx" or ".xls") format. Each template comes with a PDF estimate / quotation template too. Download any template for free by clicking the corresponding "DOWNLOAD" button.
For example, the unit price of your product or service might be determined by many factors that should also be listed on the invoice form, such as customer category (VIP, wholesale, or general customer), measurement unit, etc.
Here is a brief description of what implemented by this engineering service invoice or estimate template by using Excel formula.
Consultant Estimation Template includes 10 lines on the body section for you to itemize service details. Following the service details, there is a declaration that says "This invoice is an estimation based on our recommendation letter. The next invoice, due in approximately 3 months, will be based on actual savings. Any over/under estimations will be adjusted at that time." If you prefer to customize this estimate template for creating actual invoices, it's recommended to remove this declaration.
Both the "Description" and "Amount" column on this form are manually editable / fillable. The "Item#" column, which is required by Uniform Invoice Software, is moved out of the printable form. The printable form is the area defined by the "Print_Area" name. In Microsoft Excel spreadsheets, each worksheet could have a print area defined - you it is not defined, the whole used area is printed when you issue the print command; otherwise, only the area identified by "Print_Area" name is printed.
In a business scenario, quotes and estimates are two types of closely related documents, but there are still important differences between them. Understanding the difference between a quote and an estimate can save you time and money and protect you from legal risks and business losses. A quotation is a fixed price offer that can't be changed once accepted by the customer. This holds true even if you have to carry out much more work than you expected. On the other hand, an estimate is an educated guess at what a job may cost - but it usually isn't binding. To take account of possible unforeseen developments, you could provide several estimates based on various circumstances. This will prevent your customer from being surprised by the costs.
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 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.
In case you need to further customize the tax system implemented by this job invoice template, InvoicingTemplate.com is providing you with other 2 variants two. First, if you need to move the Taxable checkbox column inside the printable invoicing form, please see Job Invoice Sample (Taxable Column); if you want to make it as detailed as possible and show the tax amount charged on each invoicing item, Job Invoice Sample (Tax Column). We're also providing another flavor of the job invoice template, which provides less fields on the heading section of the invoice form, at Job Invoice Template.
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.
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?
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.
The manually editable fields for the "Bill To" are placed on the left bar on the worksheet, where all the fields related to a customer are editable separately, including "Category", "Customer#", "First Name", "Last Name", "Address", "City", "State", "Zip", "Phone".
The "Shipping Address" section now has a new title, "Service Address".