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Packing List Templatecn010

Packing Slip Form

"Packing Slip Form" was found to be relative to Excel Invoice Template With Product List with the score grade of 77.

...(42) A packing list is also known as shipping list and packing slip, and is included with product shipments to detail the contents for the recipient. Packing list can also be used as Bill of Lading that shows the information about order delivery.

...(11) You may also like to take a look at General Waybill.

...(59) The template has a default Logo image on the top-left corner. This is a placeholder for your own logo image. To replace it with your own logo, first switch to design mode and then right-click the default image and choose Properties. Click the button on the "Picture" line, choose the image want to use on this Packing List Template.

Excel Quotation Templatec9008

Excel Quotation Template

"Excel Quotation Template" was found to be relative to Excel Invoice Template With Product List with the score grade of 70.

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

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

...(41) The formula for "Line Total" incorporates both the auto-calculated portion, and the manually fillable field ("oknLineTotalManual_?" fields, placed outside the printable area, which means it is manually editable on creating invoices / estimations, but will not be included on printable invoices).

Excel Payment Voucher Templatec5052

Excel Payment Voucher Template

"Payment Voucher Template" was found to be relative to Excel Invoice Template With Product List with the score grade of 60.

...(48) The original voucher template, Payment Voucher Template (Golden Shop), has a custom field Weight defined in both the Product and Invoice Body database tables. With this general purpose Excel Payment Voucher Template, InvoicingTemplate.com removed the Weight custom field from it and made it a general purpose voucher template.

...(131) In design mode, Microsoft Excel allows you to move, add, or delete controls or images inside Excel Payment Voucher Template. Note that if you have our invoicing program installed, and you are running Excel 2007, Excel 2010 and Excel 2013, it already provides a Design Mode button on the ribbon tab, so that you don't have to switch to design mode manually. Our invoicing software is able to turn a simple spreadsheet into a powerful invoicing system, with the ability to manage customers, products, bills and payments, it also includes various tools that could help you configure the layout of your form, such as the number of taxes and tax names and rates. If you don't have our invoicing program installed, here are how you can switch to design mode manually.

Form with Product Categoryc5008

Template with Product Category

"Template with Product Category" was found to be relative to Excel Invoice Template With Product List with the score grade of 54.

...(50) "Product Category" is a standard field defined in the Product database table, but not added to the "Invoice Body" database table. So when you create an invoice with Uniform Invoice Software, the category information is not loaded along with product data, and thus not saved along with other invoice details.

...(79) 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 Excelc2035

General Quote Template for Excel

"General Quote Template for Excel" was found to be relative to Excel Invoice Template With Product List with the score grade of 50.

...(88) 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 Excelc4084

Job Estimate in Excel Format

"Job Estimate in Excel Format" was found to be relative to Excel Invoice Template With Product List with the score grade of 49.

...(47) 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.

...(45) On the top of the blank estimate form you see the service business name. Next to it is the highlighted "ESTIMATE#" and "ESTIMATE DATE" fields. These fields are essentially the "Invoice#" and "Invoice Date" cells that appear on most free invoice templates here on InvoicingTemplate.com.

...(25) 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 Excelc1004

Donation Receipt Format for Excel

"Donation Receipt Template for Excel" was found to be relative to Excel Invoice Template With Product List with the score grade of 45.

...(61) Secondly, the receipt should include the donor's name, this is necessary in order to be legally valid. Although not required, we've placed the "Phone#", "Mobile#" fields on the top of the section outside the printable area. In case you want to include these information on the PDF donation receipt or printed receipt, you can easily move them into the "Donor" section.

...(109) 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 Samplec4070

Labor Invoicing Sample

"Labor Invoicing Sample" was found to be relative to Excel Invoice Template With Product List with the score grade of 44.

...(88) (Note that if you have installed the latest version of our invoicing software, Uniform Invoice Software, which is able to upgrade a simple template in Microsoft Excel spreadsheet format into a complete invoicing system, you don't have to replace the logo image manually - you can replace the default logo image by clicking the "Replace Logo Image" button on the ribbon tab in Excel 2007, Excel 2010 and Excel 2013). To replace the default LOGO image in Labor Invoice Template with your own image, follow the steps below:

General Purchase Invoice Template (Consulting, One Tax)c2027

General Purchase Invoice Template (Consulting, One Tax)

"General Purchase Billing Template (Consulting, One Tax)" was found to be relative to Excel Invoice Template With Product List with the score grade of 41.

...(40) There is also a Taxable column on the invoice details section. If you have Uniform Invoice Software installed and your billable items are saved as products, the taxable boxes are also filled automatically when you pick products from saved items.

...(44) 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)c4023

Plumbing Service Billing Template (Landscape)

"Plumbing Service Invoice Template (Landscape)" was found to be relative to Excel Invoice Template With Product List with the score grade of 28.

...(230) When working with Uniform Invoice Software (UIS) version of Plumbing Service Invoice Template (Landscape), how does UIS know to which cell when a field value write to when loading data from the database, and to which field a cell value must save when saving an invoice record, a customer or a product item? That is, how does UIS create the map or relationship between Excel cells on the template Plumbing Service Invoice Template (Landscape) and database fields? The answer is by using names. For example, if the field name in the Product table in a database is "ProductType", it is writing to a cell named "oknProductType_?" (where ? is the line number of the invoicing item) when you pick up a product or item on creating an invoice, and when saving an invoice, all cells with the name "oknProductType_?" are saved to the "ProductType" field in the "InvBdy" database table. By using cell names, UIS allows you to move a cell on the form without breaking the feature depending on the field / cell. You can place the "Product Type" column either inside the printable area, which is printed when you issue the Print command in Excel or click the Print command on the "Invoice" worksheet form; or place the Product Type column outside the printable area, which will be included when you print or extract an invoice or receipt.

Invoice with Previous Balance (Sales)c5007

Invoice Forwarding Outstanding Balance

"Invoice with Previous Balance (Sales)" was found to be relative to Excel Invoice Template With Product List with the score grade of 23.

...(84) Sometimes it's helpful and necessary to add past due balance to the current new invoice. Although this feature is not directly implemented in the default invoice template shipped with Uniform Invoice Software installer program, it is easy to implement such a feature so that whenever you pick up a customer, the past balance is shown automatically on the currently invoice, and added to the total due. If you decide not to use Uniform Invoice Software, the previous balance should be retrieved and added manually.

PDF Invoice with PayPal Buttonc5093

PDF Invoice with PayPal Button

"PDF Invoice with PayPal Button" was found to be relative to Excel Invoice Template With Product List with the score grade of 6.

  • 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.

General Purchase Invoice Template (Service, One Tax)c2026

General Purchase Billing Template (Service, One Tax)

"General Purchase Invoice Template (Service, One Tax)" was found to be relative to Excel Invoice Template With Product List with the score grade of 3.

...(148) On InvoicingTemplate.com here we distribute Sales Invoicing Template and Service Invoicing Template with a simple rule - if an invoicing form contains a shipping address section, where you can fill in the address of products / goods should be delivered to, we say it is a sales invoice template. If a form contains no shipping address (or the shipping address section is out of the printable form), we say it is a service template. A service billing format, like this one, is suitable for service providers who don't delivery products and therefore don't need the shipping address fields on the form, for example legal, medical or health care, accounting or financial services, freelance work, designer, website development, copywriting & proof, consulting, handyman work, real estate, education, communications, housecleaning and babysitting, storage, processing, landscaping and gardening, auto repairs, catering, child care, pet care, advertising, tutoring, and other service businesses.

...(79) Once the template is in design mode, drag your mouse to select all the cells that you want to move, then push your mouse key down on the border of the selected area and without releasing the mouse key, drag the selected to its new location. It's that simple! Once finished, you need to click the "Design Mode" button on "Invoice" ribbon tab again to switch it off, so that Uniform Invoice Software returns to its normal functional mode.

Service Invoicing Templatecn003

Service Invoice Form

"Service Invoicing Template" was found to be relative to Excel Invoice Template With Product List with the score grade of 1.

...(38) This free service invoice template differs from the general sales invoice template in that the service billing form does not contain shipping information. If you don't sell and deliver products then this template might be interesting for you.

...(78) On the top of the invoice form, you can find the fields for invoice number and invoice date. These are required fields that help you to track the invoice and keep your book organized. In the Bill To section, you can add the customer details including name, address, city, state, zip code and phone. A list of itemized services, including description, quantity, unit price and line item total, allow you to enter your services and cost of each.

Specifications

Template#
Title
Release Date
Lines
Columns
Paper
Orientation
Category
cn010
Packing List Template
Thursday, October 24, 2013,
12
x
A4
Portrait
Other
c9008
Excel Quotation Template
Friday, February 10, 2017,
37
9
A4
Portrait
Other
c5052
Excel Payment Voucher Template
Thursday, May 29, 2014,
12
5
A4
Portrait
Receipt
c5008
Form with Product Category
Sunday, November 10, 2013,
12
5
A4
Portrait
Sales
c2035
General Quote Template for Excel
Friday, August 19, 2016,
18
2
Letter (8-1/2 in. x 11 in.)
Portrait
Other
c4084
Job Estimate Template for Excel
Wednesday, August 17, 2016,
10
4
Letter (8-1/2 in. x 11 in.)
Portrait
Other
c1004
Donation Receipt Template for Excel
Monday, August 22, 2016,
8
1
A4
Portrait
Receipt
c4070
Labor Invoicing Sample
Wednesday, May 11, 2016,
8
4
A4
Portrait
Service
c2027
General Purchase Invoice Template (Consulting, One Tax)
Friday, January 22, 2016,
6
2
A4
Portrait
Receipt
c4023
Plumbing Service Invoice Template (Landscape)
Friday, May 16, 2014,
6
4
A4
Landscape
Service
c5007
Invoice with Previous Balance (Sales)
Friday, November 8, 2013,
12
5
A4
Portrait
Sales
c5093
PDF Invoice with PayPal Button
Wednesday, August 10, 2016,
12
5
A4
Portrait
Sales
c2026
General Purchase Invoice Template (Service, One Tax)
Thursday, January 21, 2016,
6
2
A4
Portrait
Service
cn003
Service Invoicing Template
Saturday, October 19, 2013,
12
x
A4
Portrait
Service

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