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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.


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

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

Although the invoice template includes fields for shipping information, the body part has columns titled with "Hours" and "Rate/Hour". If you don't like these two headings, you can easily change them to Quantity and Unit Price by simply unprotect the Invoice worksheet and then type in your own text labels. However these are not the interesting parts of this invoice template. The special point of this invoice template is that it includes a Tax column, which shows the tax amount calculated based on tax rate (specified on the bottom of the form), line total and status of the "Taxable" checkbox.

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

Similar to the general sales invoice template shipped with Invoice Manager for Excel (namely Uniform Invoice Software), but has the product ID column moved out of the printable area.

Five Price Levels (Sales, Amount)

Form with 5 Price Levels

The discount level number of a customer and the discounted prices of the selected invoicing items, although appear on the invoice form when you create an invoice, they will not be included in the printed hard copy of an invoice or the extracted invoice that you sent to your customer. This happens because all these fields are placed outside the printable area, which is the area that will get printed when you issue the "Print" command in Excel. You can find more examples at blank invoice templates and printable invoice templates.

Wholesale Invoice Format with Per-Customer Discount Rate

Wholesale Invoice Form with Per-Customer Discount Rate

This formula is a bit complex then what you might think. It is created this way in order to work with the "Settings" dialog box where you can choose the number of taxes, tax names and rates, whether taxes is applied to shipping cost, etc.

Two Receipts on One Sheet

Two House Rent 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.

Printable Receipt Template for Pet Boarding

Printable Invoice Template for Pet Grooming

The sample template shows the pet photo next to the "Bill To" section. The formula looks like this:

The $A$20 cell calculates full folder path of the current invoice. The "CONCATENATE" formula combines this path, the subfolder name "\dogs\", the customer ID, a hyphen, the I21 cell (which is the pet name, and the file extension ".jpg", to construct the full path name of the photo image file. So for example, if the receipt template is stored in the "c:\MyInvoices" folder, the customer ID is "c1001", and the dog name is "Apple", then the image that will be shown is "c:\MyInvoices\dogs\c1001-apple.jpg. See the screenshot to find out how it looks when the pet photo is displayed.

Sample Sales Invoice Template 2

Sample Sales Invoice Form 2

To remove the formulas from the line total cells, first drag your mouse to select all the cells, and then hit DEL key on your keyboard.

Blank Sales Invoice Layout (Two-tax)

Blank Sales Invoice Sample (Two-tax)

The tax names are set to its default values, "TAX1" and "TAX2". To change the tax names and rates, simply unprotect the "Invoice" worksheet by clicking the "Unprotect Sheet" command in the "Review" Excel ribbon tab. All the templates here on are protected by default. This is a good way to prevent modifications to the layout and formulas of the template. All editable / fillable cells are unlocked so that they are selectable and editable even when the spreadsheet is protected. To set / view the locking status of a cell, first unprotect the sheet, and then right-click the cell you want to set, choose Properties. On the "Protection" tab of the "Format Cells" dialog box, you'll find the "Locked" property. If this property is checked, the cell will not be editable / fillable when the sheet is protected.

Independent Contractor Invoice

Independent Contractor Billing Format

As a freelancer, independent contractor, sub-contractors, or any self-employed person offering services to others like actors, you need to create invoices to get payments in time. Creating invoices using Independent Contractor Invoice Template is as easy as fill in a blank paper form.

Babysitting Invoice (Happy Kids on Earth Style)

Babysitting Receipt Format (Happy Kids on Earth Style)

Choosing a trustworthy babysitter or nanny is serious business and no parents will take lightly! Managing kids can be a challenge. One moment they're snuggling up for stories and introducing you to their imaginary friends. The next, they're biting their siblings and painting the new puppy purple. So save time on creating invoices by using our templates. This Babysitting Receipt Format (Happy Kids on Earth Style), like all the other templates available here on, fully support Invoice Manager for Excel (namely Uniform Invoice Software). Which means you can easily make this simple pure-Excel invoice template a powerful invoicing software system, utilizing the features such as automatic invoice numbering, management of clients, invoicing items, payments, and taxes and reporting.

Blank Sales Invoice Format (One-tax)

Blank Sales Invoice Sample (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 Sample (No-tax)

On 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

Advanced Sample - Macro-Enabled Invoicing Template

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.

Invoice Template VAT UK

Invoice Form VAT UK

The current UK VAT rate could be found on VAT rates - GOV.UK. For example if you are providing children's car seats and home energy, you should choose reduced rate at 5%; if the invoiced item is food or children's clothes, you should choose zero rate (0%).

Agency Billing Template

Agency Billing Template

Outside the printable area, the two important columns are Broke Fee and Cost. With the Broke Fee column, you enter the gross revenue you expect, and the Cost column is calculated automatically based on Line Total and Broke Fee. This is done by using a simple Excel formula.