Excel Invoice Template With Vba is a sub-topic of Excel Invoicing Templates . Here are our templates closely related to Excel Invoice Template With Vba.
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.
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:
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.
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 InvoicingTemplate.com. Or see the PDF quotation sample to find out what it will like when your customer receive the quotation created using UIS.
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.
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.
|1||Clear & New||CTRL + SHIFT + C||oknCmdClear|
|2||Save To DB (Save Invoice)||CTRL + SHIFT + S||oknCmdSave|
|3||Extract / Email||CTRL + SHIFT + E||oknCmdExtract|
|4||CTRL + SHIFT + P||oknCmdPrint|
|5||Payment||CTRL + SHIFT + A||oknCmdPayment|
|6||Detail||CTRL + SHIFT + D||oknCmdDetail|
|7||Customers||CTRL + SHIFT + U||oknCmdCustomer|
|8||Products||CTRL + SHIFT + R||oknCmdProduct|
|9||Invoices||CTRL + SHIFT + I||oknCmdInvoice|
|10||Report||CTRL + SHIFT + O||oknCmdReport|
|11||Settings||CTRL + SHIFT + T||oknCmdSettings|
|12||Help||CTRL + SHIFT + H||oknCmdHelp|
|13||As As New Customer||CTRL + SHIFT + V||oknCmdSaveAsNewCustomer|
|14||Customer Edit||CTRL + SHIFT + M||oknCmdCustomerEdit|
|15||About / Registration||CTRL + SHIFT + B||oknCmdAbout|
|16||Same As Bill To||CTRL + SHIFT + L||oknCmdSameAsBillTo|
|17||Pick Customer||CTRL + SHIFT + F1|
|18||Pick Shipping Address||CTRL + SHIFT + F2|
|19||Pick Sales Rep. Name||CTRL + SHIFT + F3|
|20||Pick "Ship Via" / Shipping Method||CTRL + SHIFT + F4|
|21||Pick Payment Term||CTRL + SHIFT + F5|
|22||Pick Product / Item||CTRL + SHIFT + F6|
The logo image on the top-left corner, which shows our web site name "InvoicingTemplate.com" 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.
|Table name||Field name||Field type|
The "" field appears as a checkbox on the window, and its underlying value stored in the backend database is an integer - For a service whose box is checked on the window, its underlying value is ; otherwise it is .
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.
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.
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 InvoicingTemplate.com 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.
All templates offered here on InvoicingTemplate.com 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.
As you can see from the formula above, the proper price is chosen according to the value of "oknDiscountRate". The value of "oknDiscountRate" could be any value from 1 to 5. For example, if you enter "1" into "oknDiscountRate", then the value of "oknDiscountPriceA_1" is applied to "oknPrice_1". Then the value of "oknPrice_1" is used for calculating line totals.