Excel Database Template For Invoicing

The value of the "Quantity" is calculated using an Excel formula like this, where "_?" is the line number:

"Unit Price" is a manually editable field. "Line Total" is also a calculated field, which looks like this (again, "_?" indicates line numbers):

InvoicingTemplate.com also offers the Invoice Manager for Excel version of this Excel Payment Voucher Template / receipt template. The Invoice Manager for Excel version is also free if you have Invoice Manager for Excel installed, and it has exactly the same layout as the freeware edition of the Payment Voucher Template, but with many buttons on it, such as "Clear & New", "Save To DB", "Exact / Email", "Print". Invoice Manager for Excel, as the name suggests, is our invoicing software that has the ability to make any invoicing templates available here on InvoicingTemplate.com a complete invoicing program that is able to manage customers, products, invoices and payments. For example, if you click the "Clear & New" button, the payment voucher form is cleared and is ready for you to enter a new payment voucher, with several fields filled with default data - for example, the current date is filled into the "Date" field. If you click "Save To DB", the current voucher is saved to backend database and a voucher# is generated automatically. If you click "Exact / Email", a standard Excel spreadsheet is created and the current voucher is copied to the newly created Excel spreadsheet file, which you can email to your client. You can also create a PDF voucher document using Microsoft Excel.

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".

The "Tax Exempt" checkbox is linked to a hidden Excel cell "oknTaxExempt". If this box is check, the result of the tax formula should be zero. To archive this, the taxing formula was modifed.

Once the form is unprotected and switched to design mode, you simply type in your own business name, address, city state and ZIP, contact phone and web site etc., on the top of the form.

As an Excel spreadsheet template, we use Excel formulas to calculate subtotal, tax and total. For example, for the subtotal field, the Excel formula assigned to the subtotal field is "=SUM(oknLinetotal_1:oknLinetotal_22)". This is one of the big advantages of using Excel spreadsheet templates. While you can create beautiful and professional forms too using Microsoft Word, Publisher, PowerPoint or even Adobe Photoshop, it is much easier when you need to do some calculations. This ability, combined with custom fields (user-defined fields) supported by Invoice Manager for Excel, resulting extremely flexible form designs, as you can see from the samples online here on InvoicingTemplate.com. Or see the PDF quotation sample to find out what it will like when your customer receive the quotation created using UIS.

In addition to the required "Bill To" section, this form design has a section for "Job Information", including fields like "Job Name", "Subdivision" and "Lot No.", making it easy to further detail the project to bill, such spec homes, custom homes, room additions, outdoor living (decks, patios, and retaining walls), and remodeling.

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

As a simple customized sample of VAT invoice created for Germany (See c4098 Sales Invoicing Format for Germany and Service Billing Template for Germany), we make the currency symbol shown for the appropriate cells. This customization is easy and simple. If you are interesting in the details, here is how.

The service billing form is suitable for service providers, like freelancers, contractors and consultants, solicitors, advisers and many other small businesses. InvoicingTemplate.com offers this template for free, which will give your order invoices a professional look.

Looking for hotel billing software in Excel? This is the one you need. In the hotel / motel businesses customers usually pay at the front office. For those clients who are under long term contracts, or for the rental of meeting room etc., it is useful to add a PayPal button to invoices / receipts so that the clients are able to pay online.

Unlike the packing slip template, Shipping Invoice Template includes the "Unit Price" and the "Line Total" columns on the invoice body, whereas a packing list usually does not include this type of information.

This invoice template provides 3 columns on the invoice form - Date, Description and Amount. The Amount here is a manually fillable field. A notary is a lawyer or person with legal training who is licensed by the government to perform acts in legal affairs, in particular witnessing signatures on documents. The form that the notarial profession takes varies with local legal systems. A notary public (or notary or public notary) of the common law is a public officer constituted by law to serve the public in non-contentious matters usually concerned with estates, deeds, powers-of-attorney, and foreign and international business. As a general rule, on the invoice that you write out for your client, line-item each charge and expense along with each fee for performing a notarial act. Clearly state what each charge, expense and notary fee is for and the amount that you are charging for each item. If your first contact with the client is by phone, provide the same information to him that you will write on the invoice to present to him in person and have him agree to the charges before you provide services as a notary. When you present your invoice to the client, you may wish to have him sign it to show that he agrees with the charges and understands the purpose of each line-itemed charge. Some Notaries provide services that, in addition to authorized notarial acts, include other non-notarial aspects of the job assignment. Or, a notary can incur expenses associated with performing a notarial act. When invoicing a client for notarial services, the notary would like to invoice for any other charges and expenses as well. ALWAYS discuss your fees with the client before you perform any service. It is unwise and could be seen as unethical for you to wait to tell your client about your fees until after your services are performed. Always give clients the chance, up front, to accept or decline your fees.

Now you can test the template to see if it works in the way you like. Since an invoice is not just a document of sales but it is essentially an accounting tool. It is utilized by an organization to make communication with the customer who is making a purchase or getting services. Every business has its own requirements regarding invoices. Fortunately, compared to Microsoft Word, or even Adobe Acrobat PDF and Photoshop, or OpenOffice programs, or some online accounting / billing or spreadsheet tools like Google Docs, Microsoft Excel wins in many areas when it comes to customizing a form. This, combined with the backend database, makes Invoice Manager for Excel an ideal invoice creator for small businesses. Feel free to download and try it to see how it works for you.

If you install Invoice Manager for Excel, this process is much easier as our Excel-based invoicing program stores a counter in the backend Access database (or SQL-Server database if you choose the highest edition). When you create invoice by clicking the "Save To DB" on the "Invoice" Excel worksheet, or click the "Save Invoice" command on the taskpane, a new invoice# / bill# is generated automatically if that cell is left blank. See invoicing template with auto-numbering for more samples on this topic.

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.

As HMRC states, "If you are registered for VAT, then whenever you supply goods or services to someone else who is also registered for VAT you must give them a VAT invoice." A VAT invoice must show certain VAT details. This VAT invoice template meets the requirements detailed on the HMRC web site. A PDF version is also provided for free. You can use this VAT Service Invoice Template as a sample of your own VAT invoices.