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Excel Quotation Templatec9008

Excel Quotation Format with Special Discounting Model

"Excel Quotation Template" was found to be relative to Excel Hourly Timesheet Template with the score grade of 95.

...(48) The discounting calculations in this template is built specially for a real business. It may not be suitable for you, but it is a good sample on how to customize the invoice template shipped with Uniform Invoice Software. For more samples on quotations and estimations, visit Estimate Templates.

...(31) This template is created for businesses who sell goods. For a job estimating and quoting template, visit Job Estimate Template for Excel. For a general estimate template, see General Estimate Template.

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

Excel Payment Voucher Templatec5052

Payment Voucher Template

"Excel Payment Voucher Template" was found to be relative to Excel Hourly Timesheet Template with the score grade of 85.

...(109) Are you a small business owner? If so, you know just how important a payment voucher can be when making purchases or paying for services. This general purpose payment voucher template in Microsoft Excel spreadsheet format can help you create a voucher that is professional looking and easy to understand. Excel Payment voucher template is daily use document for every kind of sealing and purchasing businesses and payment voucher template is a designed format of professional voucher. All you need to do is download the free voucher template and open it using Microsoft Excel 2003 or later version and then update important info such as company's logo contact details.

Hourly Invoice Templatec5022

Hourly Billing Form

"Hourly Billing Form" was found to be relative to Excel Hourly Timesheet Template with the score grade of 83.

...(31) This template was originally published on uniformsoft.com as c5-022. It is revisited and published here on InvoicingTemplate.com. The following description from c5-022 on uniformsoft.com offers more information about this template design.

...(57) While it is a service invoice template for hourly rate billing, the free hourly invoice form still keeps the 'Ship To' section from the general sales invoice template designed by us at UniformSoft.com, but now the section has a new title labeled with 'Job Location', with which you can detail the place where the services are performed.

...(20) Next are 4 fields for you to fill in: Purchase Order #, Sales Person Name, Payment Term, Payment Due Date.

General Quote Template for Excelc2035

General Quote Format in Excel Spreadsheet Format

"General Quote Template for Excel" was found to be relative to Excel Hourly Timesheet Template with the score grade of 83.

...(27) Since the line totals are manually editable, i.e. not calculated from hours and rate or quantity and unit price, it is more like a general invoice template.

...(78) The support for custom fields makes it possible for even an end user who does not know programming at all, could add new features to her/his invoicing creator such as General Quote Template for Excel without writing one line of programming code. Feel free to Search and download more samples. Sometimes our customization samples are offered in two editions here on InvoicingTemplate.com, that are one freeware edition, and another edition that works only with our invoicing software installed.

Job Estimate Template for Excelc4084

Job Estimate in Excel Format

"Job Estimate Template for Excel" was found to be relative to Excel Hourly Timesheet Template with the score grade of 76.

...(119) 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.

Donation Receipt Template for Excelc1004

Donation Receipt Format for Excel

"Donation Receipt Template for Excel" was found to be relative to Excel Hourly Timesheet Template with the score grade of 74.

...(43) According to IRS Publication 1771, Charitable Contributions Substantiation and Disclosure, charitable donations are tax-deductible for the donor and reportable by the nonprofit organization. A donation receipt must include specific information about the value of the donation and what the donor received in return.

...(61) Secondly, the receipt should include the donor's name, this is necessary in order to be legally valid. Although not required, we've placed the "Phone#", "Mobile#" fields on the top of the section outside the printable area. In case you want to include these information on the PDF donation receipt or printed receipt, you can easily move them into the "Donor" section.

...(15) The receipt must also declare whether the donor received goods in return for the donation.

Labor Invoicing Samplec4070

Labor Billing Format for Excel

"Labor Invoicing Sample" was found to be relative to Excel Hourly Timesheet Template with the score grade of 55.

...(54) This labor billing format for Excel is in Microsoft Excel spreadsheet "xlsx" format. A PDF format is also generated using Excel, including the document for this template. If you have Uniform Invoice Software installed, the invoicing software app is able to create PDF invoice automatically and send to your clients with simple mouse clicks.

  • Right click the Logo image, and then select Properties from the menu.
  • Click the Picture property, and then click the "..." button.
  • Browse to the folder containing your icon file. Select and open the icon file.
  • Close the Properties dialog box.
  • Drag the border of the image object to resize it, if needed.

Hourly Service Bill Sample (Price Including Tax)c5068

Hourly Service Billing Statement (Price Including Tax)

"Hourly Service Billing Statement (Price Including Tax)" was found to be relative to Excel Hourly Timesheet Template with the score grade of 52.

...(165) If you use the Uniform Invoice Software version of Hourly Service Invoice Template (Price Including 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.

PDF Invoice with PayPal Buttonc5093

PayPay Payment Button on PDF Invoices

"PDF Invoice with PayPal Button" was found to be relative to Excel Hourly Timesheet Template with the score grade of 50.

  • Open your invoicing template as usual.
  • Click the "Add / Update PayPal Button" command on the "Invoice" ribbon tab.
  • Enter your PayPal account email address in the first text box. Note this is the account where your customer will send money to. So double check it to make sure it is correctly.
  • In the "Information sent to PayPal" section, you'll find 3 fields.
    • Item name: This field describes why the customer is paying you. The default value for this field is "Invoice Number: oknInvoiceID", where "oknInvoiceID" will be replaced with real invoice numbers when a PDF invoice is generated. You can include your company / business name here. For example, it could be "ABC Company Invoice Number: oknInvoiceID".
    • Currency: This field should specify the 3-letter currency code to use. The default currency is "USD". It is implemented as a drop-down selection list. Note that UIS does not convert currency automatically. So make sure this choice in this field matches the currency used on your invoices.
    • Amout: By default this field is "oknBalanceDue". This will be the balance of the invoice that is being created. On generating a PDF invoice, UIS replace this with the value of the "oknBalanceDue" cell.
  • Click "Test" to open a browser window to verify what you customers will see when they click he PayPal payment button on your invoices. In this test link, "oknInvoiceID" will be replaced with "INV100", the amount will show "123.00".
  • Click "Add / Update PayPal button" to add the PayPal button to your Excel invoice template.
  • The template is now switched to design mode with the new payment button selected. You can move it to a proper location by dragging and dropping, or resize it by dragging the border of the button image.
  • Once done, switch off design mode by clicking the "Design Mode" button again.
  • Save the template by clicking the Save button on Excel quick access toolbar.

Customer Value Based Pricingc6006

Special Customer Pricing

"Special Customer Pricing" was found to be relative to Excel Hourly Timesheet Template with the score grade of 48.

...(61) Fourthly, the relationship between the cells on the invoice form should be defined to implement the business logic between cells. For example, the amount of Case Discount should be deducted from Line Total. The most important business logic here to implement is how to choose the correct price level according to the customer's price type. The Excel formula is as follows:

...(12) Here are some tips and notes on using the downloadable invoice template.

  • For each product, you can now set 3 prices on the Product Edit window. The regular Price is used as "Wholesale Price". You can also set a DistributorPrice and a RetailPrice in the Custom Fields tab of the Product Edit window - To open a Product Edit window, double click a product line in the Products list window which can be opened by clicking the Products button on the Invoice form.
  • When creating invoice, you enter customer information as usual, then choose products by clicking the icon button on the product lines. You can set the Customer Type (CustType) by using the drop-down list on the left pane. The price on the invoice will be changed according to the customer type you choose.
  • In case you want to enter price manually, choose Special as the Customer Type, and then enter prices into the Special column located on the left pane.
  • The "Customer" column has been added to the Sales Report, but it cannot be printed on a standard A4 paper now. Hide one or two of the other columns if you want to print the Sales Report on A4 paper.
  • There are several columns put outside the Print Area of the invoice form. These columns are not included in the printed invoices, but are necessary for the invoice template to function as designed. You can resize or hide one or several of the columns, but cannot delete the columns.

Invoice and Packing List on Separate Worksheetc4080

Invoice and Packing Slip on Separate Worksheet

"Invoice and Packing List on Separate Worksheet" was found to be relative to Excel Hourly Timesheet Template with the score grade of 42.

...(47) This shipping packing slip template is designed for small business that sells and ships goods. Unlike our previous designs of pack list templates for shipping goods, this template implement the packing slip form in a separate form but within the same Excel template as the invoice form.

...(32) In this sample, we use Invoice and Packing List on Same Form (c4078) as the basic invoice template, move the packing list to a separate form. The main steps are illustrated below.

...(115) Packing list and invoice are closely related business documents, yet there are significant differences between the two, in both the recipients of the document, the contents each document show include. A packing list is designed to aid recipients of the shipment in confirming that all items that were supposed to be included in the shipment have actually arrived. While slip designs vary somewhat, most will include a description of each item included, as well as the quantity of each item shipped. On the other hand, an invoice goes to the person responsible for paying the bill. The invoice is the bill for purchasing from your company and the notice to the customer to pay you.

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 Excel Hourly Timesheet Template with the score grade of 42.

...(31) While most templates here on InvoicingTemplate.com are ".xlsx" and ".xls" formats, Uniform Invoice Software does work with macro-enabled invoice templates. This sample introduces the steps to use ".xlsm" workbooks and templates.

...(59) 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.

Sales Invoice Form with Discount Percentagec5033

Sales Invoice Template - Discount Percentage

"Sales Invoice Form with Discount Percentage" was found to be relative to Excel Hourly Timesheet Template with the score grade of 35.

...(33) As the name implies this variant of the original Service Invoice Form with Discount Amount is a sales invoice template with shipping fields inside the printable area, and the discounts use percentage values.

...(58) All templates available here on InvoicingTemplate.com, including this Sales Form with Discount Percentage, are created based on the sales invoice template that is shipped with Uniform Invoice Software. Uniform Invoice Software is our invoicing software that turns a simple Excel formatted invoice template to a powerful invoicing program with the ability to manage customers, products, payments and invoices.

Work Order and Processing Sheet Practical Samplec7008

Work Order and Processing Sheet Practical Sample

"Work Order and Processing Sheet Form Practical Sample" was found to be relative to Excel Hourly Timesheet Template with the score grade of 34.

...(52) Like other templates here on InvoicingTemplate.com, this format is provided in Excel (".xlsx") format too. You may find work order template in Microsoft Word (".docx" or ".doc") elsewhere, but Excel-based ".xlsx" format has its advantages over Word such as automated calculations etc. Furthermore, all our templates works well with Uniform Invoice Software.

Column headingColumn name prefixInside Print_AreaFormulaCustom fields
Product IDoknProductIDYes No
PageoknPrdPageYes Yes
DescriptionoknProductNameYes No
FinishoknPrdFinishYes Yes
QuantityoknQuantityYes No
Unit priceoknPriceYes No
Line totaloknLinetotalYes=ROUND(oknQuantity_?*oknPrice_?,2)No
FabricoknPrdFabricNo Yes
TrimoknPrdTrimNo Yes
TypeoknPrdTypeNo Yes
CategoryoknPrdCategoryNo Yes
FramesoknPrdFramesNo Yes

Telecom Consultant Estimation Templatec3005

Telecom Consultant Estimate Form

"Telecom Consultant Estimate Form" was found to be relative to Excel Hourly Timesheet Template with the score grade of 32.

...(108) The estimation template does not include the section for the shipping fields that could be found on the default sales invoice template shipped with Uniform Invoice Software. On the body section it contains 3 columns - "Our Billing for Professional Services", which is the Product Description column in the default sales invoice template; " Estimated Savings", which is the Price / Unit Price column in the default sales invoice template; and " Fee @ 50%", which is the Line Total column in the default sales invoice template. As the name implies, "Fee @ 50%" is calculated automatically from "Estimated Savings", using the formula "= Estimated Savings * 0.5".

...(59) The protection of the "Invoice" worksheet in Telecom Consultant Estimation Template 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 Telecom Consultant Estimation Template.

Bike Shop Invoice Templatec4069

Bike Shop Invoice Template

"Bike Shop Invoice Template" was found to be relative to Excel Hourly Timesheet Template with the score grade of 24.

...(38) This bike shop invoice template in Microsoft Excel xlsx format provides a simple invoices generator for bicycle retail shops or warehouses for the bikes, clothing, accessories, chain whip, and parts sold and related services / repair works rendered.

...(67) Like all the other Excel invoicing templates here on InvoicingTemplate.com, this invoicing layout for bike shop works well too with Uniform Invoice Software. By installing Uniform Invoice Software, which is our Excel-based invoicing software app, this simple Excel-formatted invoice template becomes a powerful invoicing software program that is able to manipulate your client, products, invoices / receipts and payments data, saving your time and effort on invoicing.

Limousine Service Invoicec4104

Limousine Service Bill

"Limousine Service Bill" was found to be relative to Excel Hourly Timesheet Template with the score grade of 24.

...(82) With this sample bill for limo service, the usual "Bill To" is modified to show "Passenger Information". A "Itinerary" section is also added, which includes fields like "Pick Up", "Ceremony", "Park", "Hall" and "Late Night". All these are defined as custom fields, which means they are not only shown on the Excel limousine invoice form, but also they are fined in the background Access database. If you choose to install Uniform Invoice Software, it becomes a fully featured limousine service invoice software.

Simple 2-Column Sales Invoice Samplec2002

Simple 2-Column Sales Invoice Sample

"Simple 2-Column Sales Invoice Form" was found to be relative to Excel Hourly Timesheet Template with the score grade of 3.

...(64) The default template has 5 columns within the printable invoice body - product#, description, quantity, unit price, line total. This simple 2-column sales invoicing form, designed for general invoicing purpose, moved the product#, quantity, and unit price columns out of the printable area. The description and amount columns left inside the printable area are all manually editable, making it suitable for general invoicing needs.

...(61) The protection of the "Invoice" worksheet in Simple 2-Column Sales Invoice Sample 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 Simple 2-Column Sales Invoice Sample.

Independent Contractor Invoicec2032

Independent Contractor Invoice

"Independent Contractor Invoice" was found to be relative to Excel Hourly Timesheet Template with the score grade of 1.

...(90) However if you install Uniform Invoice Software, the pure-Excel invoice template becomes a powerful invoicing software, offering a number of powerful time-saving features, such as automated invoice numbering (generate unique and sequential invoice numbers based on previous invoice#); quick and easy picker for customers, products and invoices using any criteria available that enables you to locate the data you want to use in no time; and the flexible reporting features, with which you can have sales report, product report, customer statement, payment report etc. with just a few mouse clicks.

Specifications

Template#
Title
Release Date
Lines
Columns
Paper
Orientation
Category
c9008
Excel Quotation Template
Friday, February 10, 2017,
37
9
A4
Portrait
Other
c5052
Excel Payment Voucher Template
Thursday, May 29, 2014,
12
5
A4
Portrait
Receipt
c5022
Hourly Invoice Template
Tuesday, March 28, 2017,
12
5
A4
Portrait
Service
c2035
General Quote Template for Excel
Friday, August 19, 2016,
18
2
Letter (8-1/2 in. x 11 in.)
Portrait
Other
c4084
Job Estimate Template for Excel
Wednesday, August 17, 2016,
10
4
Letter (8-1/2 in. x 11 in.)
Portrait
Other
c1004
Donation Receipt Template for Excel
Monday, August 22, 2016,
8
1
A4
Portrait
Receipt
c4070
Labor Invoicing Sample
Wednesday, May 11, 2016,
8
4
A4
Portrait
Service
c5068
Hourly Service Bill Sample (Price Including Tax)
Tuesday, September 30, 2014,
12
5
A4
Portrait
Service
c5093
PDF Invoice with PayPal Button
Wednesday, August 10, 2016,
12
5
A4
Portrait
Sales
c6006
Customer Value Based Pricing
Saturday, March 11, 2017,
20
6
A4
Portrait
Sales
c4080
Invoice and Packing List on Separate Worksheet
Sunday, July 10, 2016,
20
4
A4
Portrait
Sales
c5101
Advanced Invoicing Sample - Macro-Enabled Invoicing Template
Sunday, November 20, 2016,
12
5
A4
Portrait
Sales
c5033
Sales Invoice Form with Discount Percentage
Friday, November 22, 2013,
8
5
A4
Portrait
Sales
c7008
Work Order and Processing Sheet Practical Sample
Tuesday, March 14, 2017,
16
7
A4
Portrait
Other
c3005
Telecom Consultant Estimation Template
Wednesday, February 26, 2014,
10
3
A4
Portrait
Consulting
c4069
Bike Shop Invoice Template
Tuesday, May 10, 2016,
12
4
A4
Portrait
Sales
c4104
Limousine Service Invoice
Sunday, March 19, 2017,
5
4
A4
Portrait
Service
c2002
Simple 2-Column Sales Invoice Sample
Monday, February 24, 2014,
12
2
A4
Portrait
Sales
c2032
Independent Contractor Invoice
Monday, July 11, 2016,
6
2
A4
Portrait
Service

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