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Excel Quotation Template
Excel Quotation Format with Special Discounting Model

On the bottom of the form, you'll find the usual "Subtotal", "Discount" and "Total" fields. There is also the "Last Balance" field and the "Total Due" cell. The "Last Balance" cell has its field name set to "oknAccountBalance", which is filled whenever you fill in the quotation form / estimation form with an existing client by using the on-sheet picker button, you by enter the client# into the "Customer#" cell (also located outside of the printable quotation form, at $U$2). See Invoice with Previous Balance (Sales) and Invoice with Previous Balance (Service) for more information on how to show previous balance on the form. The "Total Due" is the sum of the previous account balance and the total of the current quotation.

Excel Payment Voucher Template
Payment Voucher Template

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.

Work Invoice in Excel
Work Billing Template in Excel

This work invoice template in Excel is designed for freelance workers who charges on an hourly basis. It has a word art logo that shows "WORK INVOICE", a "Work Description" section near the "Bill To" fields, and 4 columns that calculate totals using Excel formulas.

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.

General Quote Template for Excel
General Quote Format in Excel Spreadsheet Format

As an Excel spreadsheet template, we use Excel formulas to calculate subtotal, tax and total. For example, for the subtotal field, the Excel formula assigned to the subtotal field is "=SUM(oknLinetotal_1:oknLinetotal_22)". This is one of the big advantages of using Excel spreadsheet templates. While you can create beautiful and professional forms too using Microsoft Word, Publisher, PowerPoint or even Adobe Photoshop, it is much easier when you need to do some calculations. This ability, combined with custom fields (user-defined fields) supported by Invoice Manager for Excel, resulting extremely flexible form designs, as you can see from the samples online here on Or see the PDF quotation sample to find out what it will like when your customer receive the quotation created using UIS.

Building Construction Bill Format
Building Construction Bill Format

Like other templates here on, this template for civil construction contractor is an Excel spreadsheet template. It works with Invoice Manager for Excel, but could be used standalone for billing construction projects. As an Excel workbook file, it do calculations automatically using Excel formula functions. Compared to construction invoice templates in Microsoft Word / Office or PDF format, this is one of big advantage of Excel ".xlsx" or ".xls" file formats.

Job Estimate Template for Excel
Job Estimate Template for Excel

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

Backorder Invoice Template (Landscape)
Backorder Billing Form (Landscape)

Note that both these two Backorder Invoice Templates define one tax on the bottom of the form. The "Taxable" column is also provided but placed outside the printable invoice form.

Service Invoice with Profit Calculation
Service Invoice with Profit Calculation

There are other variants and designs here on too. For example, Sales Invoice Template with Profit and Taxable Column offers a similar invoicing form as Sales Invoice Template with Profit Calculation, but added a "Taxable" column on the printable area. And Service Invoice Template with Profit and Taxable Column offers a similar invoicing form as Service Invoice Template with Profit Calculation but with a "Taxable" column on the printable invoice design. As the name implies, the "Taxable" column is a checkbox column, which is placed outside the printable area on most invoice designs here on Microsoft Excel provides powerful features that let you easily customize the forms, such as adjust the fonts / colors, or even moving cells and controls. Invoice Manager for Excel uses Excel templates and its front-end, allowing you leverage the full power of Microsoft Excel, the most used spreadsheet program around the world.

Lumber Company Invoice
Lumber Company Invoice Template

This invoice template designed for New Zealand (NZ) lumber company has 24 columns and custom fields for lumbering business, such as "Customer O/N", "SLC Ref No.", "Freight Details", and "Tally" etc.

For a sample of general tax invoice template for New Zealand, visit c4038 New Zealand Tax Invoice Template.

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