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Packing List Template

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Packing Slip Form

If you use the freeware version of our packing list template, there is no need to install Uniform Invoice Software. But if you need those advanced features, such as management of customers, products, invoices and payments, or want to be able to convert an invoice to a packing list, installing Uniform Invoice Software is necessary. The trial version of Uniform Invoice Software works for 30 days, within this period you can test it to see if it meets your business requirements.

Excel Quotation Template

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Excel Quotation Format with Special Discounting Model

"Unit Price" is a manually editable field. "Line Total" is also a calculated field, which looks like this (again, "_?" indicates line numbers):

Production Assistant Bill Sample

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Production Assistant Bill Sample

This template defines all the required fields of a valid invoice on the spreadsheet form, such as your own business information, "invoice#" and "invoice date", a "Bill To" section, payment term, tax and totals. There are also 2 special fields that don't appear on general invoices - "Requisition #" and "Work Order #". They are two custom fields defined in the "InvHdr" database table.

Excel Payment Voucher Template

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Payment Voucher Template

This Excel payment voucher template contains 4 fields on the bottom of the voucher form, there are Discount, Total, Advance, and Balance. Both "Discount" and "Advance" are manually editable fields. "Total" is calculated from the sum of all the line totals subtracted by discount; "Balance" is calculated from Total subtracted by "Advance". If you prefer a voucher template that does not have the advance field, take a look at Cash Payment Voucher Template.

Form with Product Category

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Form with Product Category

However the support for custom fields in Uniform Invoice Software 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.

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.

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.

General Purchase Invoice Template (Consulting, One Tax)

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General Purchase Billing Template (Consulting, One Tax)

The "Project Summary" box is in fact the "oknNotes" field defined by the default invoice template shipped with Uniform Invoice Software. It can also create it as a custom field if you prefer. See the help document included in Uniform Invoice Software help file.

Plumbing Service Invoice Template (Landscape)

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Plumbing Service Billing Template (Landscape)

Please go to the download page to download the Plumbing Service Bill Sample (Landscape) in the format you like. If you are interested in the implementation details of Plumbing Service Billing Template (Landscape), read on.

Transport Invoice with GST

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Transport Invoicing Form with GST

This free Excel invoice template could be used by transport businesses. The shipping service invoice layout includes 11 columns inside the printable form including "date", "customer reference", "From", "To", "description", "cubic", and "weight"," Fuel Levy" etc.

PDF Invoice with PayPal Button

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PayPay Payment Button on PDF Invoices
  • Open your invoicing template as usual.
  • Click the "Add / Update PayPal Button" command on the "Invoice" ribbon tab.
  • Enter your PayPal account email address in the first text box. Note this is the account where your customer will send money to. So double check it to make sure it is correctly.
  • In the "Information sent to PayPal" section, you'll find 3 fields.
    • Item name: This field describes why the customer is paying you. The default value for this field is "Invoice Number: oknInvoiceID", where "oknInvoiceID" will be replaced with real invoice numbers when a PDF invoice is generated. You can include your company / business name here. For example, it could be "ABC Company Invoice Number: oknInvoiceID".
    • Currency: This field should specify the 3-letter currency code to use. The default currency is "USD". It is implemented as a drop-down selection list. Note that UIS does not convert currency automatically. So make sure this choice in this field matches the currency used on your invoices.
    • Amout: By default this field is "oknBalanceDue". This will be the balance of the invoice that is being created. On generating a PDF invoice, UIS replace this with the value of the "oknBalanceDue" cell.
  • Click "Test" to open a browser window to verify what you customers will see when they click he PayPal payment button on your invoices. In this test link, "oknInvoiceID" will be replaced with "INV100", the amount will show "123.00".
  • Click "Add / Update PayPal button" to add the PayPal button to your Excel invoice template.
  • The template is now switched to design mode with the new payment button selected. You can move it to a proper location by dragging and dropping, or resize it by dragging the border of the button image.
  • Once done, switch off design mode by clicking the "Design Mode" button again.
  • Save the template by clicking the Save button on Excel quick access toolbar.

Here are some important notes about the PayPal payment button.

General Purchase Invoice Template (Service, One Tax)

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General Purchase Invoice Template (Service, One Tax)

In order to create this template - "General Purchase Billing Template (Service, One Tax)", we moved out the shipping address fields out of the "Print_Area" range. In Excel spreadsheet documents, the range name "Print_Area" defines what part of the sheet to print when you issue the print command. If the name "Print_Area" is not defined, the whole sheet will be printed; otherwise, only the range defined by the "Print_Area" name will be printed. Put it in other words, it defines what area is the printable invoicing form.

Service Invoicing Template

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Service Invoice Form

The service billing form is suitable for service providers, like freelancers, contractors and consultants, solicitors, advisers and many other small businesses. InvoicingTemplate.com offers this template for free, which will give your order invoices a professional look.