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Summary

Manager

Thanks for your care about Excel Invoice Manager.

Since August 4, 2013, Excel Invoice Manager was renamed to Invoice Manager for Excel (namely Uniform Invoice Software). Here is the version history of Invoice Manager for Excel (namely Uniform Invoice Software).

Upgrade to Invoice Manager for Excel (namely Uniform Invoice Software)

If you are our existing user, we highly recommend you to upgrade to Invoice Manager for Excel (namely Uniform Invoice Software). 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 (namely Uniform Invoice Software).

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

If your current licenses are within the above free upgrade plans, simply download and install Invoice Manager for Excel (namely Uniform Invoice Software). 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 (namely Uniform Invoice Software) 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 (namely Uniform Invoice Software).
  • Open your invoice template. Invoice Manager for Excel (namely Uniform Invoice Software) will make modifications to your template and database to make them compatible with the new program.

Download

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.

Building Construction Bill Format

c4130
Building Construction Bill Format

Like c4046 Construction Invoice Template, this template has 4 columns too, namely "Description", "Quantity", "Unit Price" and "Line total". This differs from c1001 Construction Proposal Template and c1005 Construction Contract Template, where there is only 1 column and the total amount is manually editable.

Sales Tax Invoice Format in Excel

c5001
Sales Tax Invoice Format in Excel

This Invoice Template with Tax Column includes both the "Bill To" and "Shipping To" sections and has 5 columns that are description, Tax, Hours, Rate/Hour, and Amount.

Form with Product Category

c5008
Template with Product Category

The main purpose of creating this invoice template on InvoicingTemplate.com is to provide a sample on using custom fields with Invoice Manager for Excel.

Invoice Template with 4 Columns

c4001
4-Column Invoice Template

The template has one tax set on the bottom of the invoice form. If you have Invoice Manager for Excel (namely Uniform Invoice Software) installed, you can easily change it to two-tax or non-tax by clicking the Settings button on the Invoice worksheet, and then go to the Taxes tab.

Five Price Levels (Sales, Amount)

c4012
Form with 5 Price Levels

Built specially for Invoice Manager for Excel users, it supports 5 levels of prices or discounts - that is, you can define 5 prices for each invoicing item, and then assign level number from 1 to 5 for each customer.

Wholesale Invoice Format with Per-Customer Discount Rate

c5146
Wholesale Invoice Format with Per-Customer Discount Rate

This is a general purpose wholesale invoice template. It includes both the "Bill To" and "Ship To" sections. The 5 columns on the detail section includes "Item#", "Description", "Quantity", "Price" and "Line Total". The 2 taxese set by default are "GST" and "PST", but they could be easily changed by using Invoice Manager for Excel.

The result of the above formula is filled into the cell "oknLineTotalTaxable". Now let's see the first tax cell:

Two Receipts on One Sheet

c1012
Two Receipts on One Sheet

In this sample, we create the second copy by duplicate the image of the original receipt. As you can see from the steps described below, it is much easier than the procedure described in c4067.

Service VAT Invoice Template

c4010
Service VAT Invoice Format

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.

Sample Sales Invoice Template 2

c2001
Sample Sales Invoice Form 2

Sample Sales Invoice Template 2 is a free general purpose sales invoicing template that has 2 columns on the invoice body. The line total (titled "Amount") in this form is manually editable on the printable form.

Blank Sales Invoice Layout (Two-tax)

c2020
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.

Independent Contractor Invoice

c2032
Independent Contractor Billing Format

However if you install Invoice Manager for Excel (namely 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.

Babysitting Invoice (Happy Kids on Earth Style)

c5088
Babysitting Receipt Format (Happy Kids on Earth Style)

Whether you are a part-time or full-time babysitter, a small home-based daycare business, a large daycare and babysitting center, a receipt or an invoice is a formal way to confirm / ensure your services are get paid on time.

Blank Sales Invoice Format (One-tax)

c2019
Blank Sales Invoice Sample (One-tax)

This template has one tax set by default, and the tax is assigned the name "TAX". You can change it to any name you like according to your business requirements and local economic design, such as VAT, GST. The tax name and rate can be changed directly after you unprotect the sheet. If you have Invoice Manager for Excel (namely Uniform Invoice Software) installed, changing tax name and rate is much simpler - you can done this by clicking the Settings button on the ribbon tab, and then go to the Taxes tab. With Invoice Manager for Excel (namely Uniform Invoice Software) installed, each time you click the "Clear & New" command, the tax name and rate are restored to the default values you set on the Taxes tab of the Settings window.

Blank Sales Format (No-tax)

c2018
Blank Sales Sample (No-tax)

On InvoicingTemplate.com we distinguish sales invoice template and service invoice template, which are the two major categories, with a simple rule - if a template contains shipping address section, it is seen as a sales invoice. The default template comes with the installer program of Invoice Manager for Excel (namely Uniform Invoice Software) is a sales invoicing template. This sample template, c2018 Blank Sales Format (No-tax), offers another style that includes no tax, suitable businesses that don't pay taxes, such as nonprofit and tax-exempt businesses. Note that be nonprofit and tax-exempt are not the same thing, but they are closely related. Nearly all organizations that are nonprofit wish to be tax-exempt as well, so the terms are often confused. Many charitable organizations, for example, are nonprofit organizations and are recognized by the federal government as being tax-exempt. But becoming nonprofit and becoming tax-exempt are different processes, done at different times (usually), and by different government agencies. A first important distinction to make is that granting nonprofit status is done by the state, while applying for tax-exempt designation (such as 501(c) (3), the charitable tax-exemption) is granted by the federal government in the form of the IRS.

Advanced Sample - Macro-Enabled Invoicing Template

c5101
Advanced Sample - Macro-Enabled Invoicing Template

The sample invoice template used here is c5099 Standard Business Invoicing Template. See our business invoice templates for more samples that are most closely related to "BUSINESS".

Invoice Template VAT UK

c4106
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

c3004
Agency Invoice Form

The template has two taxes set by default, GST and PST. These are place holders for your actual taxes. You can type in your real tax name and rate to replace the defaults. The template will calculate tax amount using Excel formula. Although Microsoft Word is as ideal as Excel for formatting data, but Excel is better in doing calculations. This template offers a good sample on this. Subtotal, Total and Balance Due on this template are all calculated using Excel formulas.