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Summary

NUMBERING

When you click the "Save Invoice" or "Save To DB" button, Uniform Invoice Software generates a unique, sequential and progressive (increment) invoice / receipt number if the cell is left blank. This automatic numbering generator is based on a counter stored in the backend database. You can set the "Next Number", "Prefix" and "Numbers of Digits in ID" options on the "Database" tab of "Settings" window. Without Uniform Invoice Software, you have to use Excel macros, as detailed on Generate invoice numbers in Excel, or at Excel - A macro to perform the automatic numbering of invoices.

Excel Invoice Template With Automatic Numbering is a sub-topic of Excel Invoicing Templates . Here are our templates closely related to Excel Invoice Template With Automatic Numbering.

Receipt Sample for Seafood Restaurant

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Receipt Sample for Seafood Restaurant

Unlike the c7005 hotel receipt template, this layout designed specifically for restaurants does not include fields for rooms.

  1. Click the Settings button on the "Invoice" ribbon tab.
  2. Go to the "Taxes" tab.
  3. Enter your tax name in the appropriate text box.
  4. Click "Apply".
  5. Close the "Settings" window.
  6. Save the template by clicking the "Save" button on Excel quick access toolbar.

Service Billing Template for Germany

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Service Invoicing Template for Germany

If you install Uniform Invoice Software, this process is much easier as our Excel-based invoicing program stores a counter in the backend Access database (or SQL-Server database if you choose the highest edition). When you create invoice by clicking the "Save To DB" on the "Invoice" Excel worksheet, or click the "Save Invoice" command on the taskpane, a new invoice# / bill# is generated automatically if that cell is left blank. See invoicing template with auto-numbering for more samples on this topic.

Soccer Shop Invoice Template

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Soccer Shop Invoice Template

Clicking any cells within the "Bill To" section, a small rectangle button appears underneath the active cell, clicking that button shows a list of all customers you've invoiced for. Double-click a customer on the list, Uniform Invoice Software retrieves the customer information form the underlying Microsoft Access database (or SQL Server database, see UIS editions), and populates the cells within the "Bill To" section. This feature is called "on-sheet picker", which you can easily disable or enable using the button on the ribbon tab.

Bricklayer Invoice Template

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Bricklaying Bill Form

On the "Services" section, the 4 columns are titled with "Details", "Rate", "Hours" and "Amount"; on the "Parts and Materials" section, the columns are titled with "Details", "Price", "Quantity" and "Amount". If you charge only for hours worked, see invoice template for hourly work for more samples. All the itemized lines on this template have Excel formulas assigned, so that you don't have to do calculations manually, even without installing Uniform Invoice Software. This is a big benefit of Excel invoice templates than Word-formatted bill templates.

Simple Sample - Default Value

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Simple Sample - Default Value

The following tutorial takes c2005 print shop invoice template as a sample, and add non-empty default value to the first "Description".

Translation Service Receipt

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Translation Receipt Template

If you need more, such as automatic numbering, tracking and logging, co-working, or even sharing via Internet so that you can work remotely, simply install Uniform Invoice Software.

Excel Quotation Template

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Excel Quotation Format with Special Discounting Model

The value of the "Quantity" is calculated using an Excel formula like this, where "_?" is the line number:

The "LESS" is also a manually editable field, which is designed as a percentage value.

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.

Sample Sales Invoice Template: Using Line Number Instead of Item#

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Sales Template with line Number

This sample invoice template was originally published as a customization sample on office-kit.com at Sample Invoice Template: Using Line# as Product IDs, where you can also find detailed steps on how to create the sample invoice template based on the default sales invoice template shipped with Uniform Invoice Software.

Sample Service Invoice Template: Using Line Number Instead of Item#

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Service Template with Line Number

If you know Microsoft Excel, creating this sample invoice template from the original sample sales invoice template should be easy. If you are not, but interesting in how to do the customization, here are the processes involved in creating the sample service invoice template. The detailed tutorial on creating the sample sales invoice template can also be found at Sample Invoice Template: Using Line# as Product IDs,

General Quote Template for Excel

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General Quote Format in Excel Spreadsheet Format

Since the line totals are manually editable, i.e. not calculated from hours and rate or quantity and unit price, it is more like a general invoice template.

Job Estimate Template for Excel

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Job Estimate in Excel Format

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 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 Excel labor invoice template calculates line totals from hours and hourly rates. There are many other samples here on InvoicingTemplate.com that could be used for invoicing parts, labors and services. For example, Invoice Template Labor Excel Spreadsheet, Contract Labor Invoice Template and Excel Job Invoice Template collect the top 10 invoice templates in our database that are closely related to labor invoicing; for specific implementations, there are samples like Handyman Invoice Template, Engineering Service Invoice Template, Welding and Fabrication Service Invoice Template, Freelance Invoice Template, etc. Still not find your desired invoice template? We've developed a search box for you to find and download invoice template with template# or name.

Bill Sample with Sports Theme

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Invoicing Template with Sports Theme

Designed for sports shops and stores that sell sports goods, accessories and equipment, or for sports training and education organizations. Download this free billing and invoicing sample in Excel or PDF format that features a translucent sportsman background.

Simple Invoice for Construction Business

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Simple Invoice for Construction Business

A printable invoice for use by a general contractor in the construction industry. Besides electronic format as either PDF or Excel spreadsheet (xlsx or xls) document, you can also print invoices. You need this simple invoice because you can use it anytime, anywhere. It has lines for description, quantity, rate, and amount, for both materials and labor. It automatically subtotals the items, adds sales tax and totals everything for you!

Hotel Bill Format with Online Payment Button

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Hotel Bill Format with PayPal Payment Button

With this design, we've also removed the original "Country" field, placed the "Email Address" field in the "Bill To" section. "Other Information" is now a general purpose, multiple lined "Notes" box.

Simple Sales Invoice Template without Item Description

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Simple Sales Invoice Template without Item Description

Please refer to Simple Service Invoice Template without Item Description to learn how we prevent the warning message shown by Uniform Invoice Software regarding the missing of a description.

Customization of Standard Fields

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Customization of Standard Database Fields
  • When the Invoice worksheet is active, push the "Design Mode" button on the "Invoice" ribbon tab.
  • Click and choose the customer name cell that is named "oknWhoName".
  • Go to "Data" Excel ribbon tab, and then click "Data Validation" in the "Data Tools" group.
  • Specify the new validation - for this example, you just need to modify the "Maximum" field to be 80.
  • Exit design mode.
  • Save the invoice template.