Excel Database Template For Invoicing

The "LESS" is also a manually editable field, which is designed as a percentage value.

On the bottom of the form, you'll find the usual "Subtotal", "Discount" and "Total" fields. There is also the "Last Balance" field and the "Total Due" cell. The "Last Balance" cell has its field name set to "oknAccountBalance", which is filled whenever you fill in the quotation form / estimation form with an existing client by using the on-sheet picker button, you by enter the client# into the "Customer#" cell (also located outside of the printable quotation form, at $U$2). See Invoice with Previous Balance (Sales) and Invoice with Previous Balance (Service) for more information on how to show previous balance on the form. The "Total Due" is the sum of the previous account balance and the total of the current quotation.

If you use the Uniform Invoice Software edition, note that the "Discount" and "Advance" are custom fields.

Note that there is a default Logo image on the top of form, which you must replace with your own logo image. To do this, unprotect the Invoice worksheet, and then switch to design mode.

This sample template also adds the line of "United States Federal Tax I.D." to the bottom of worker information. We also formatted several fields to show the US Dollar currency symbol, such as "Subtotal", "Tax" and "Total".

This general purpose price quote template in Microsoft Excel spreadsheet format is a slightly modified version of the General Estimate Template. With this form design all fields and columns are manually editable, except the subtotal, tax and total fields that are calculated using Excel formulas.

This job and work estimate template in Excel spreadsheet format is a design based on c4009 Service Proposal and Quote. With this blank sample template, we move in the "ESTIMATE#" cell and the "Item#" column.

This general donation receipt template in Microsoft Excel spreadsheet format (".xlsx") includes fields for charity / organization name, address, contact information, donor name, several lines of description, an amount field, a handwriting signature field.

This Excel labor invoice template calculates line totals from hours and hourly rates. There are many other samples here on InvoicingTemplate.com that could be used for invoicing parts, labors and services. For example, Invoice Template Labor Excel Spreadsheet, Contract Labor Invoice Template and Excel Job Invoice Template collect the top 10 invoice templates in our database that are closely related to labor invoicing; for specific implementations, there are samples like Handyman Invoice Template, Engineering Service Invoice Template, Welding and Fabrication Service Invoice Template, Freelance Invoice Template, etc. Still not find your desired invoice template? We've developed a search box for you to find and download invoice template with template# or name.

The database fields defined by the default invoice template (or standard invoice template) are useful for common situations. In most cases you don't have to change them. However if it is needed according to your business requirements, here are the steps to follow.

This template has one single tax named "VAT" set by default. To change the tax name or rate using Uniform Invoice Software, which is our invoicing software program that enhances any Excel invoicing template here on InvoicingTemplate to be a complete invoicing system, first click the "Settings" button on the "Invoice" ribbon tab, go to the "Taxes" tab and then choose the number of taxes applied to this form, the names of the taxes, and the rates of the taxes. You can also enable options like "Tax invoice total including shipping cost" etc. Make sure you click the "Apply" button after modifying the taxing options, otherwise the template layout won't be changed according to the options you choose. If you accept the changes after verifying the form, click the "Save" button on Excel quick access tool bar to make the changes persistent. For more customization samples on VAT, visit VAT invoicing templates. Also refer to VAT invoicing rules on EU Taxation and customs union / European Commission.

This free service invoice template differs from the general sales invoice template in that the service billing form does not contain shipping information. If you don't sell and deliver products then this template might be interesting for you.

With this design, we've also removed the original "Country" field, placed the "Email Address" field in the "Bill To" section. "Other Information" is now a general purpose, multiple lined "Notes" box.

These new custom fields, combined with the default fields defined by the sales invoice template, make the billing template has the ability to detail shipping company, sender, recipient, description of the goods being shipped, total items shipped in one package, cost of shipment, date of shipment, name of the company which is the manufacturer of the goods, shipment code, etc. The shipping invoice sample also defines one tax, named "Service Tax", on the bottom of the form. You can easily change the tax name and tax rate by typing whatever you like.

On the top of the invoice form, you should first detail your own business information, including Your Name / Business Name, Street Address, City, State and Zip Code, Phone #, Email Address. The client information section, titled with "Bill To", there are fields for your client Name, Street Address, City, State and Zip Code, Phone # and Fax #.

While the default template comes with Uniform Invoice Software, which is our Microsoft Excel-based invoicing software program, already support dawn payment and security deposit, this feature is not specially documented (or many users simplify overlook this layout. With Uniform Invoice Software, each invoice / receipt can have several payments posted to it. When you click the "Save Invoice" button on the task pane, it not only generates a new invoice# for you automatically, there is also a "New Payment" window appears that allows you to save deposit or advance payment, including payment details like Payment Date, Total Payment, Payment Type, Reference Document#, as well as a fillable "Notes" field where you can fill in any additional information.

This free service invoicing form in Microsoft Excel spreadsheet and PDF format for German is a variant of c4098 sales invoicing template for Germany. This sample differs from the original version in that it has all the shipping fields moved out of the printable form.

This invoice design has 6 columns on the invoice detail section - Description, Date, Hours, Rate / Fee and Amount. The Amount is calculated automatically using Excel formulas once the Hours and Rate / Fee are filled in. The other 5 columns, Description, Date, Hours and Rate / Fee are all fillable in this invoice format. As you can see from the screen shots below, this is basically a hourly service invoice template, like Hourly Service Invoice Template. You can also find other interesting invoice template in the Consulting Invoice Template category or Service Invoice Template category here on InvoicingTemplate.com, including those designed specially with UK (United Kingdom) style.

Service VAT Invoice Template is an Excel format VAT invoice template designed mainly for United Kingdom (UK) businesses, including fields designed for VAT such as VAT Registration No., a VAT column and a VAT Rate column.