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Since August 4, 2013, Excel Invoice Manager was renamed to Invoice Manager for Excel. Here is the version history of Invoice Manager for Excel.

Upgrade to Invoice Manager for Excel

If you are our existing user, we highly recommend you to upgrade to Invoice Manager for Excel. Depending on when you purchased the license of Excel Invoice Manager, the upgrade might be free - if not, we offer great discount for you to upgrade from Excel Invoice Manager to Invoice Manager for Excel.

You currently havePurchase dateUpgrade
Excel Invoice Manager ExpressAfter August 5, 2012Free. Upgrade to Invoice Manager for Excel Standard
Excel Invoice Manager PlatinumAfter August 5, 2012Free. Upgrade to Invoice Manager for Excel Standard.
Excel Invoice Manager ProAfter August 5, 2012Free. Upgrade to Invoice Manager for Excel Net
Excel Invoice Manager EnterpriseAfter August 5, 2011Free. Upgrade to Invoice Manager for Excel Enterprise.

If your current licenses are within the above free upgrade plans, simply download and install Invoice Manager for Excel. Your existing license key will work with this new version.

If the free upgrade plans are not suitable for your current licenses of version 2.x of Excel Invoice Manager, get 60% off your new purchase of Invoice Manager for Excel by entering a coupon code into the shopping cart.

We sent the 60% discount coupon code to the email address you used when purchasing our products. If you didn't get the coupon code, please contact us and provide your existing license key for Excel Invoice Manager, or use your email address used for purchasing when contacting us so that we're able to locate your original order details.

We've made the required modifications to template and database files automated, so the upgrade process is straightforward.

  • IMPORTANT: Backup your database and invoice template, by simply copying the two files to another location.
  • Download and install Invoice Manager for Excel.
  • Open your invoice template. Invoice Manager for Excel will make modifications to your template and database to make them compatible with the new program.


If, for some reason, you have to keep using Excel Invoice Manager, and need to download the installer program again, contact us for a link where you can download Excel Invoice Manager for free. Please provide us with your existing license key / registration code for Excel Invoice Manager.

Excel Invoice Manager is a sub-topic of Excel Invoicing Templates . Here are our templates closely related to Excel Invoice Manager.

Excel Retail Invoice Template

Excel Retail Invoice Template

We have already published several formats for retail selling. For example c5010 Music Store Invoice Template (Retail), c3013 Pet Food Store Invoice, c7003 Book Store Invoice Format etc. also has published a popular title for clothing stores. While many of the templates are named with specific industry names, they are in fact not limited to what the names suggest. If you are looking for a billing template for your retail business, the most important thing to look for is whether the fields offered by a template meets your requirements.

Commercial Invoice for Export in Excel

Commercial Invoice in Excel

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.

Building Construction Bill Format

Construction Bill Format in Excel

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.

Sales Tax Invoice Format in Excel

Sales Tax Invoice Format in Excel

This formula means that, if the "Taxable" checkbox is checked on the first line of the invoice body (identified by the " oknTaxable_1" cell value), it calculates tax amount based on line total and tax rate. If the "Taxable" checkbox is not checked, it shows either an empty string or the symbol "-" depending on whether the line total is zero.

Form with Product Category

Template with Product Category

However the support for custom fields in Invoice Manager for Excel makes overcoming this limitation easy and quick. What you need to do is to add the custom field "Product Category" to the invoice body database table, and then name a column of cells where you want to display the category when creating an invoice - in this sample, we don't want to show product category on printed invoices, so the product category column is defined outside the printable area.

Invoice Template with 4 Columns

Invoice Template with 4 Columns

This invoice template is originally published on our oldest web site,, as a sample in the member area. We published it here on for you to choose. The layout of this invoice template is similar to the default sales invoice template shipped with Invoice Manager for Excel (namely Uniform Invoice Software) (originally named Excel Invoice Manager). The most noticeable difference is that with this template we moved out the "Product#" column, leaving more space for the product description column.

Sales Invoice Form in Croatian

Sales Invoice Template in Croatian

This Croatian Invoice Template is translated from the standard invoice template (default template) shipped with Invoice Manager.

Like the c5156 Turkish version and the c5157 Italian version, only the text inside the printable area is translated. Visit Croatia invoice requirements and VAT invoicing rules for VAT invoicing requirements in Croatia. See this document for more information on basic rules and techniques of customization.

Five Price Levels (Sales, Amount)

Form with 5 Price Levels

The prices in this template are defined as amount value. For the editions that support discount percentage, see Form with Five Price Percentage Levels (Sales) and Form with Five Price Percentage Levels (Service).

Blank Sales Invoice Layout (Two-tax)

Blank Sales Invoice Sample (Two-tax)

This two taxes invoice sample was created based on c2019 Blank Sales Invoice Format (One-tax). This customized template has similar layout as the original version, but differs from the original in that it has two taxes.

Babysitting Invoice (Happy Kids on Earth Style)

Babysitting Invoice (Happy Kids on Earth Style)

The purpose of removing background colors and fill patterns is to show the background image that shows a group of happy kids sitting on the top of the earth. As you can see from the screenshots, by adding this colorful, vivid background picture, the original daycare invoice design suddenly gets a very different look and feel. You can say that this isn't an ink-friendly invoice design, but it surely an easy way to make your invoices stand out from the generic invoice and receipt designs.

Blank Sales Invoice Format (One-tax)

Blank Sales Invoice Format (One-tax)

If you have taken a look at the documents included in Invoice Manager for Excel (namely Uniform Invoice Software), you knew that all Excel spreadsheet invoice samples here on are created from the default sales invoice template shipped with Invoice Manager for Excel (namely Uniform Invoice Software). If a field is not needed in a customized template, we simply move it out of the printable area.

Blank Sales Format (No-tax)

Blank Sales Format (No-tax)

Since our templates are in Microsoft Excel spreadsheet format (most of them are xlsx format). It is easy to do calculation using Excel formulas. This is one of the big advantages of Excel formatted template. If you try to design an invoice template in Word format, doing calculations will not as easy as it is in Excel. If you prefer, another popular office / productive system, they also have a number of sales invoice template sample. For example, with this sample template - Blank Sales Format (No-tax), we use Excel formulas for calculating subtotal and total. Note that with the default implementation, the "Payments" and "Balance Due" fields are put inside the Print_Area - the area that will be printed when you click the Print command in Invoice Manager for Excel (namely Uniform Invoice Software), or click Excel's own Print command. By utilizing the Print_Area name, we make this template more printer-friendly - and more printable.

Advanced Sample - Macro-Enabled Invoicing Template

Advanced Bill Sample - Macro-Enabled Billing Template

If you are an expert in Microsoft Excel if may want to do more with your invoice template. One of the advanced way is to use Excel macros.

Invoice Template VAT UK

Invoice Template VAT UK

Considering this VAT invoice template, we use two custom columns (i.e. custom fields), VatAmt and ProdVat. ProdVat means the VAT percentage rate of product or service; VatAmt means VAT amount, which is calculate from VAT percentage rate and Price (as this is a service VAT invoice template and the Quantity is assumed to be 1). Based on this usage analysis, it is clear that ProdVat should be added to both Product and Invoice Body database tables, and VatAmt should be added to Invoice Body database table.

Agency Billing Template

Agency Billing Template

Agency Billing Template does not have a shipping section, as a typical issued by an agency company to a customer does not have this type of requirements. The section typically designed for shipping, such as in the general sales invoice template, is replaced with P.O. #, Sales Rep Name, Terms and Due Date. The 3 columns on the printable invoice body are #, Description and Line Total, with these columns you can itemize all the service or products a client purchase. The total number of lines on the invoice body is 18, which should be enough for most invoicing requirements. Read on to find tips and guidelines on creating agency invoices and bills.

Basic Blank Service Invoicing Format (One-tax, Long Description)

Basic Blank Service Invoicing Format (One-tax, Long Description)

Many business entities never have the need of putting more than 5 items on one invoice, but they do need to be able to write done several lines of text for each service item they perform. For this reason, designed this serial of Excel invoicing template that you can download and use for free. All the templates are compatible with Invoice Manager for Excel (namely Uniform Invoice Software).

Basic Sales Invoice Template (Light Blue)

Basic Sales Invoice Design (Light Blue)

Before doing these types of customizations on the default sales invoice layout, you'll have to unprotect the spreadsheet and put the template into design mode.