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Excel Quotation Template

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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

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Excel Payment Voucher Template

The voucher# field is a must-filled-in field. It should be filled with a unique (and usually consecutive) value. If you use Uniform Invoice Software, the voucher# could be generated automatically by clicking the "Save To DB" button.

Work Invoice in Excel

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Work Billing Template in Excel

The word art feature is an interesting and useful feature available in Microsoft Office programs such as Word, Excel and Power Point. The basic usage of word art is described at Insert WordArt document on Microsoft's web site. With word art, you can create fancy text effects with just a few mouse clicks. Programs like Adobe Photoshop is able to create beautiful arts of word too, the advantages of using Office's built-in word art feature are obvious - it is simple, and the result is easily editable within Excel and Word itself.

General Quote Template for Excel

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General Quote Template for Excel

Due to this difference, it is important to clearly identify the document type on the header - whether it is a quote or an estimate. It is also useful, at least in some business areas, to include an expiry date on the document, if your prices are subject to change on the time. In this sample, we added it as a custom field "ExpiryDate". This field is defined as "text (100)" in the backend Access database, and the corresponding cell is named "oknExpiryDate" on the top quote form.

Job Estimate Template for Excel

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Job Estimate Template for Excel

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 Excel

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Donation Receipt Template for Excel

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 Sample

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Labor Invoicing Sample

This labor billing format for Excel is in Microsoft Excel spreadsheet "xlsx" format. A PDF format is also generated using Excel, including the document for this template. If you have Uniform Invoice Software installed, the invoicing software app is able to create PDF invoice automatically and send to your clients with simple mouse clicks.

Generic Sponsorship Invoice Sample

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Generic Sponsorship Invoice Sample

This is a general invoice sample, which means the template could be used by many entities like individuals, sport teams, philanthropy organization, music events etc. The template has only one column of the "Description" fields, where you can write down anything you think necessary to be put on the invoice, like any contract, agreement, marketing plan, sponsorship level description. As detailed on How To Get Your Sponsorship Invoices Paid On Time, it is necessary to make everything as clear as possible.

Backorder Invoice Template (Landscape)

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Backorder Invoice Template (Landscape)

Backorder Invoice Template (Landscape) is a variant and customization sample of c7002 Backorder Invoice Template. This Excel invoice template has the similar form layout and design as the original version, but is customized for being printable on standard A4 paper with landscape paper orientation.

Service Invoice with Profit Calculation

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Service Invoice with Profit Calculation

There are other variants and designs here on InvoicingTemplate.com 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 InvoicingTemplate.com. Microsoft Excel provides powerful features that let you easily customize the forms, such as adjust the fonts / colors, or even moving cells and controls. Uniform Invoice Software 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

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Lumber Company Invoice Template

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

The "Quantity (LM)" column was calculated using Excel array formula, like this: