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Excel Quotation Template

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Excel Quotation Format with Special Discounting Model

This free quotation and estimation template in Microsoft Excel ".xlsx" format provides a sample of customizing the default invoice template shipped with Invoice Manager for Excel (namely Uniform Invoice Software). It implements a special / complex discounting model to meet practical business requirements.

Excel Payment Voucher Template

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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

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Work Invoice 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.

General Quote Template for Excel

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General Quote Format in Excel Spreadsheet Format

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.

Building Construction Bill Format

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Construction Bill Format in Excel

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.

Job Estimate Template for Excel

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Job Estimate Template for Excel

While in the Estimate Templates gallery we've already published several templates that could be used for estimating and quoting purpose, like the General Estimate Template and Telecom Consultant Estimation Template, this template differs from other in the number of columns and the layout of the form itself.

Donation Receipt Template for Excel

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Donation Receipt Format 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 Invoice Manager for Excel (namely 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 Billing Format for Excel

This printable labor invoice template covers job descriptions, hours, rates and total amounts, as well as the general fields for invoices such as invoice#, invoice date and payment term. It calculates taxes, subtotal, discount and total using Excel formulas.

Backorder Invoice Template (Landscape)

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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

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Service Invoicing Form with Profit Calculation

You don't have to be a technician in order to do general customizations to an Excel template. With Microsoft Excel, you can easily modify the layout and format of the template, such as moving cells and controls, change font and color, etc. However if you want to database level customizations such as using custom fields, it is helpful to learn the basic concepts about database and Excel. In conclusion, custom fields offer the offer an ideal way for you to detail everything mentioned in the orders sent from your customers.

Lumber Company Invoice

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Lumber Company Invoice

By design, this template assuming your logo image includes company name and address information, so we put the text name and address cells outside of the printable invoice form. If you don't such a logo, simply move the fields into the printable section to replace the default logo image placeholder.