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Excel Quotation Templatec9008

Excel Quotation Template

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

...(38) This free quotation and estimation template in Microsoft Excel ".xlsx" format provides a sample of customizing the default invoice template shipped with Uniform Invoice Software. It implements a special / complex discounting model to meet practical business requirements.

...(58) The template includes 9 columns. The first two columns are titled with "PACKAGE", under which two columns allows you to enter number of packages, and the package type that is implemented as a drop-down list with 3 options - "BOX", "S.BOX" and "GUDDI". Followed are the columns "BOX No.", "Description", "Per", "Quantity", "Unit Price", "Line Total" and "LESS".

Excel Payment Voucher Templatec5052

Excel Payment Voucher Template

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

...(36) Excel Payment Voucher Template is a editable sample voucher template created from Payment Voucher Template (Golden Shop). It differs from the original voucher template in that this sample Excel voucher template is suitable for general business.

...(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 Invoice Template

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

...(47) This classic hourly invoice template is a service invoice template with 5 columns. It is a work hours invoice template that calculates totals from hours worked and rate using Excel formulas for freelancers and other service providers. An hourly billing form in PDF format is also provided.

...(164) Hourly invoice templates could be used in many businesses. For example consultants and designers usually charges based on the hours they worked for a customer. Here on InvoicingTemplate.com we've already published a number of samples for you to choose from. Visit the subject page at Invoice Template For Hours Worked to find the favorite bill form for hourly invoicing. If you need a timesheet (or timesheet app) that shows how many hours worked in a time period, see our timesheet invoice template. A 4-column variant of this template is available at c4031 Invoice Template with Hours and Rate; For an hourly billing format with UK currency set by default, visit c4026 Hourly Service Invoice Template (UK Currency); If you would like to show GST tax for each invoiced item, see c5069 Hourly Service Invoice Template (Price Excluding Tax) and c5068 Hourly Service Bill Sample (Price Including Tax); If you are offering freelance services you may be interested in templates shown at Freelance Invoice Templates.

General Quote Template for Excelc2035

General Quote Format in Excel Spreadsheet Format

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

...(45) 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.

...(127) 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.

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.

...(47) While in the Estimate Templates gallery we've already published several templates that could be used for estimating and quoting purpose, like the General Estimate Template and Telecom Consultant Estimation Template, this template differs from other in the number of columns and the layout of the form itself.

...(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.

...(25) With Uniform Invoice Software, the auto-generation of invoice# (in this case, estimate# or quote#) is based on a counter stored in the backend Access database.

Donation Receipt Template for Excelc1004

Donation Receipt Template for Excel

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

...(60) First of all, the most important item to include on the receipts is the name and status of charity / organization name. It must be a non-profit, meaning you have 501c3 status under the federal government. In our donation receipt design, we simply used the fields that are usually for seller information, located on the top of the Excel form.

...(109) While not required, this form includes a "Receipt#" field on the top of the form under the "Date" field. If you have used one of our form designs for invoicing, you may know it is just the "Invoice#" field - we just place a new label "Receipt#" before the cell. So all features Uniform Invoice Software offer for the "Invoice#" field, works for the "Receipt#" field too. For example, the automatic receipt numbering feature, which generates a unique, sequential and unique based on a counter stored in the backend database. You can also retrieve information about an already-saved receipt by type in the receipt number into the "Receipt#" field.

Labor Invoicing Samplec4070

Labor Invoicing Sample

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

...(32) Just like most Excel sample invoicing template here on InvoicingTemplate.com, Labor Invoice Template has a logo placeholder image on the top of the form, which you can replace with your own image.

...(100) If you don't need the LOGO image and want to delete it, simply hit the DEL key on your keyboard after you selected it with your mouse key. Deleting the LOGO image leaves an empty area to the left of the Company Information section. You may like to move the entire Company Information section to fill in the empty area. To do this: Drag your mouse to select the entire Company Information area, including Company Name, Street Address, City, ST Zip Code, etc.; Push your mouse key on the border of the selected area; drag it to the new location.

Hourly Service Bill Sample (Price Including Tax)c5068

Hourly Service Billing Statement (Price Including Tax)

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

...(59) The above formula means that, if the current item is taxable, the amount of tax will be "Line Total * (1-1/(1+Tax Rate)). For example, if the price is 10 and the quantity is 1, tax rate is 17.50%, then the tax amount equals 1.49 after rounding to 2 decimal digits. Also, in the example, the net price is 8.51.

...(258) To adjust the existing columns to leave space for new column or columns that will be added to the printable form for Hourly Service Invoice Template (Price Including Tax), we first unmerge the item# (or product#), description and quantity columns - these are usually merged columns that each contains several Excel raw columns. To do this, after opening Hourly Service Invoice Template (Price Including Tax) as usual, select all the cells belong to these columns and then click the "Merge and Center" button on the Format toolbar in Excel 2003; in Excel 2003, the "Merge and Center" button can be found on the Home ribbon tab. Drag your mouse to select the Description column (this time, you select Excel raw column since the Description is no longer a merged column) and drag it one column left. Select the "oknProductName_1" cell (the first cell on the moved Description column) and drag your mouse to select the two adjacent cells at the right-hand too - so, you now select 3 cells started with the "oknProductName_1" cell. Now click the Merge and Center command again. This will expand the width of "oknProductName_1" to 3 columns. Do this process for all the other Description cells. Once done, you have one empty column that was left by moving the Description column to the left-hand of this original position. Adjust the columns widths of all the columns to make sure they have the proper widths that are able to hold the content they will display on this Hourly Service Invoice Template (Price Including Tax).

PDF Invoice with PayPal Buttonc5093

PDF Invoice with PayPal Button

"PayPay Payment Button on PDF Invoices" 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

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

...(121) Thirdly, the link between the cells on the invoice form and the fields in the backend database should be established. This link is created by using names. For example, if a field is named CustType in the backend database, the cell name should be "oknCustType", where "okn" is the prefix which is always the same for all the custom fields used by Excel Invoice Manager, and "CustType" is the database field name. That is, on loading customer information, Excel Invoice Manager writes the value of the field CustType to the cell named oknCustType on the invoice form, and on saving an invoice, the value of the oknCustType cell is saved to the field named CustType in the Invoice Header database table.

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.

...(115) This template differs from our existing packing slip template in that we put the packing slip (waybill) in a separate worksheet, but within same Excel template as the invoice form. The advantages of this approach is that - you don't have open another template for the purpose of printing a packing slip (like what we implemented in c3010 and cn010), or you don't have to always print an invoice and a packing list together (like c4078). Since we place the packing list form in a separated worksheet, we can define its own "Print_Area", and print the number of copies as needed - for example, print one invoice, and then print 2 copies of packing list.

...(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.

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.

...(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.

...(40) One of the major concerns about using macro-enabled templates is that security settings of Microsoft Excel. If the macro you create does not have a digital signature, with the default security settings Excel disables it with a warning message shown.

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.

...(46) The meaning and the usage of the discount values, including the implementation details, can be found at Service Invoice Form with Discount Percentage. If you are look for information on moving Excel cells and controls, you can find it at Sales Invoice Form with Discount Amount.

...(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 Form 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.

...(48) A processing sheet that shares database with the invoice template is also included. The processing sheet is a working sheet that will be giving to the person assembling the shade, i.e. they don't need to know price etc but they do need to know what parts to use.

...(59) To meet this requirement, the invoice template and processing sheet must connect to the same database file, so that when a document (stored in the Invoice Header and Invoice Body database tables) is loaded by the invoice template, it appears as an invoice; and when it is loaded by the processing sheet template, it appears as a processing sheet.

...(13) And, for the processing sheet templates, the columns are implemented as detailed below.

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.

...(66) Since this is an estimate template, the "Payment" button in the Uniform Invoice Software edition is actually useless. It is kept in case you need to convert this estimate template into an invoice template for billing and payments. Also there is one tax named GST on the bottom of the form, which you can easily modify or completely delete it once the invoice form is unprotected.

...(86) Naming a control or an image is easy in Microsoft Excel. First make sure your template Telecom Consultant Estimation Template is in design mode. Right-click the control or image you want to assign it a name, choose Properties. On the Properties box, enter the name into the "name" field and press enter. Note that if you have several controls that you want to assign different names, you can do so by entering the name and then clicking to choose another control without closing the Properties window.

Bike Shop Invoice Templatec4069

Invoicing Layout for Bike Shop

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

...(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.

...(129) For a simple example, without Uniform Invoice Software installed, to create a new invoice you have to clear the fields manually, one by one. If Uniform Invoice Software is installed, clearing the template (make the template ready for next new invoice) is as simple as clicking the "Clear & New" command. Without Uniform Invoice Software, you have to number your invoices manually (i.e. assign each invoice a unique, continuous number. This is not as easy as it sounds; with Uniform Invoice Software installed, you don't have worry about these things because invoice numbering is handled by the Excel invoicing app automatically - when you click "Save Invoice" and left the "Invoice#" cell blank, a new invoice number is generated automatically based on the previous number stored in the database.

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.

...(33) The sample template has our logo placeholder image on it, which you should replace with your own logo image. To do this, simple unprotect the Invoice worksheet, and then switch to design mode.

...(100) If you don't need the LOGO image and want to delete it, simply hit the DEL key on your keyboard after you selected it with your mouse key. Deleting the LOGO image leaves an empty area to the left of the Company Information section. You may like to move the entire Company Information section to fill in the empty area. To do this: Drag your mouse to select the entire Company Information area, including Company Name, Street Address, City, ST Zip Code, etc.; Push your mouse key on the border of the selected area; drag it to the new location.

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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