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 this reason, the "ESTIMATE#" support all the features assigned to the "Invoice#" cell by Invoice Manager for Excel (namely 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 Invoice Manager for Excel (namely 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.
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.
Although the "Item#" column is moved out of the printable estimate form, it is still functional - that is, Invoice Manager for Excel (namely 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 Invoice Manager for Excel (namely 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).
The formula for "Line Total" incorporates both the auto-calculated portion, and the manually fillable field ("oknLineTotalManual_?" fields, placed outside the printable area, which means it is manually editable on creating invoices / estimations, but will not be included on printable invoices).
The "LESS" is also a manually editable field, which is designed as a percentage value.
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.
This job invoicing form is provided you by InvoicingTemplate.com (Uniform Software Ltd) in Microsoft Excel format. It is perfect for freelance, contractors, sub-contractors or any project based contract. The invoicing form contains a customer information section, job information section, insurance section and agency section. The 5 columns on the detail section are Qty., Part No., Description, List and Amount. The amount is a line total value which is calculated automatically using Excel formulas. If you are looking for a sample job billing template that excludes the insurance and agency fields, please visit this sample template for job invoicing.
This free template, just like all the other free invoice templates available here on InvoicingTemplate.com, is created from the default sales invoicing template shipped with Invoice Manager for Excel (namely Uniform Invoice Software) (UIS). The free job work invoice added several new fields that are not found in the default template, i.e. Start Date, Finish Date and Job Address. If you use the UIS version of this free Template, these are custom fields defined both on the database and the template level.
Invoice Manager for Excel (namely 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.
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.
This template features a carton image that shows a carpenter holds a plasterboard or sheetrock. If you are offering services related to construction, wallcovering, dry wall, plywood, this design may be ideal for you.
The first sample consulting invoice template in this serial talks about how to move cells. With the second sample, we take an easy way to change the appearance of the invoice form by changing the color theme of the form. With this third sample of customizing the original consulting invoice template, we look at another common problem faced by many of our users - how to change the tax items. That is, if you charge only one tax, how to implement it with the consulting invoice template?
If you are familiar with Microsoft Excel, you probably already know how to do this.