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Consultant Template Sample - New Company Name Field

Consultant Template Sample - New Company Name Field

Now our customization work for the template part has been done. We need additional steps to make sure it work with the backend database. That is, when you choose an existing customer, the company name information should be loaded along with other data such as the address, city state and zip. When you save an invoice, the company name information should be saved too.

Excel Quotation Template

Excel Quotation Template

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.

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

Excel Payment Voucher Template

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 Invoice Manager for Excel (namely Uniform Invoice Software), the voucher# could be generated automatically by clicking the "Save To DB" button.

Work Invoice in Excel

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

General Quote Template for Excel

As an Excel spreadsheet template, we use Excel formulas to calculate subtotal, tax and total. For example, for the subtotal field, the Excel formula assigned to the subtotal field is "=SUM(oknLinetotal_1:oknLinetotal_22)". This is one of the big advantages of using Excel spreadsheet templates. While you can create beautiful and professional forms too using Microsoft Word, Publisher, PowerPoint or even Adobe Photoshop, it is much easier when you need to do some calculations. This ability, combined with custom fields (user-defined fields) supported by Invoice Manager for Excel (namely Uniform Invoice Software), resulting extremely flexible form designs, as you can see from the samples online here on Or see the PDF quotation sample to find out what it will like when your customer receive the quotation created using UIS.

Job Estimate Template for Excel

Job Estimate in Excel Format

With Invoice Manager for Excel (namely 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

Donation Receipt Template for Excel

First of all, the most important item to include on the receipts is the name and status of charity / organization name. It must be a non-profit, meaning you have 501c3 status under the federal government. In our donation receipt design, we simply used the fields that are usually for seller information, located on the top of the Excel form.

Labor Invoicing Sample

Labor Billing Format for Excel

Just like most Excel sample invoicing template here on, Labor Invoice Template has a logo placeholder image on the top of the form, which you can replace with your own image.

Generic Sponsorship Invoice Sample

General Sponsor Invoice Sample in Excel

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.

UIS V5.11 Standard Invoice Template and Shortcut Keys

Standard Invoice Format and Shortcut Keys for UIS Version 5.11
#CommandShortcut KeyName
1Clear & NewCTRL + SHIFT + CoknCmdClear
2Save To DB (Save Invoice)CTRL + SHIFT + SoknCmdSave
3Extract / EmailCTRL + SHIFT + EoknCmdExtract
4PrintCTRL + SHIFT + PoknCmdPrint
5PaymentCTRL + SHIFT + AoknCmdPayment
6DetailCTRL + SHIFT + DoknCmdDetail
7CustomersCTRL + SHIFT + UoknCmdCustomer
8ProductsCTRL + SHIFT + RoknCmdProduct
9InvoicesCTRL + SHIFT + IoknCmdInvoice
10ReportCTRL + SHIFT + OoknCmdReport
11SettingsCTRL + SHIFT + ToknCmdSettings
12HelpCTRL + SHIFT + HoknCmdHelp
13As As New CustomerCTRL + SHIFT + VoknCmdSaveAsNewCustomer
14Customer EditCTRL + SHIFT + MoknCmdCustomerEdit
15About / RegistrationCTRL + SHIFT + BoknCmdAbout
16Same As Bill ToCTRL + SHIFT + LoknCmdSameAsBillTo
17Pick CustomerCTRL + SHIFT + F1 
18Pick Shipping AddressCTRL + SHIFT + F2 
19Pick Sales Rep. NameCTRL + SHIFT + F3 
20Pick "Ship Via" / Shipping MethodCTRL + SHIFT + F4 
21Pick Payment TermCTRL + SHIFT + F5 
22Pick Product / ItemCTRL + SHIFT + F6 

Bill Format with Modern Design

Invoicing Template with Modern Design

The logo image on the top-left corner, which shows our web site name "" in an image created by using the Word Art feature of Excel. This is a placeholder image that you should replace with your own design. If you are one of those professional graphic designers / photographers that also like Excel, you make also like to replace the default background image with your own modern designs.

Simple Consulting Invoice Template

Simple Consulting Billing Format

As a consultant you need a beautiful invoicing template to bill your clients, yet the template should be simple and easy to use. Simple Consulting Invoice Template might be your choice for creating invoices.

Sales Invoicing Format for Germany

Sales Invoicing Example for Germany

This template shows no currency symbols. If you want to show the EURO symbols with certain cells, follow the steps below.

GST and PST Invoice Template

GST and PST Billing Form
Table nameField nameField type
InvBdyGSTdecimal (15,4)
InvBdyPSTdecimal (15,4)

The "Is Service" field appears as a checkbox on the Product Edit window, and its underlying value stored in the backend database is an integer - For a service whose box is checked on the Product Edit window, its underlying value is 1; otherwise it is 0.

Simple Service Invoice Template

Simple Service Billing Format

To create this simple service invoice template from c4032 Simple Sales Invoice Template / Simple Sales Billing Format, we move the shipping address section of out the printable invoicing form, which is identified by the "Print_Area" name in the Excel spreadsheet. In order to do this, we first unprotect the Invoice worksheet, and then do the movement.

Service Invoicing Template in Excel

Service Invoice Form in Excel

You can also use this template as a sample, and do further customizations using various tools provided by Excel. For example, you can easily change the fonts, colors, borders, patterns and number formats using the Format Cells dialog box that can be opened by right-clicking a cell and then choose Format Cells from the shortcut menu.

Proforma Invoice Format in Excel

Proforma Invoice Format in Excel

A proforma invoice is a quote in an invoice format that may be required by the buyer to apply for an import license, contract for pre-shipment inspection, open a letter of credit or arrange for transfer of hard currency. A proforma may not be a required shipping document, but it can provide detailed information that buyers need in order to legally import the product. If you are a small business that is not ready for an expensive and complete invoicing system, then offers you this free Proforma Invoice Template for free. Once you are ready to do an upgrade, our fully featured invoicing program, Invoice Manager for Excel (namely Uniform Invoice Software), is able to turn your simple Excel invoice template into a powerful invoicing program.

Auto Repair Invoicing Sample (2)

Blank Vehicle Repair Invoice (2)

All templates offered here on are not protected and are not locked. You don't need a password or special key in order to modify it. For example, if you use the UIS version, you can even create a credit memo template or credit note template based on the sample templates provided here. Remember that professional and beautiful business documents, such as the ones created by this printable form design, do help you collect your money easy and quick.

Once everything is prepared, it is the time to use the Data Validation to create the drop-down list.