Free Excel Proposal Template is a sub-topic of Excel Invoicing Templates . Here are our templates closely related to Free Excel Proposal Template.
The template includes 9 columns. The first two columns are titled with "PACKAGE", under which two columns allows you to enter number of packages, and the package type that is implemented as a drop-down list with 3 options - "BOX", "S.BOX" and "GUDDI". Followed are the columns "BOX No.", "Description", "Per", "Quantity", "Unit Price", "Line Total" and "LESS".
On the top of the freelance invoice template, you see a logo image. This is a placeholder image that you should replace with your own image. Download the template and see the instructions included to find out how to do this. Next to the logo is your company or business information, including your company name, your name, address, telephone number and email address or web site address. If you client have any questions about the charges, contacting you should be as easy as possible. On the top-right section there is two required fields, the invoice# and invoicing date. If Invoice Manager for Excel (namely Uniform Invoice Software) - our invoicing software that is able to turn a simple Excel invoice template into a complete invoicing program, is installed, clicking on the "Clear & New" button will fill in the invoicing date automatically (as long as other usual fields such as sales person etc.), and an invoice# is generated automatically when you click "Save To DB". On the client section, you can detail the client's address. Make sure to include the name of the client's contact person who handles your account! A company with three employees can figure out what you're doing; but in big companies, invoices get misplaced, especially if there's confusion over who belongs to which project. So always fill in all the required information as detailed as possible.
Another important invoicing tips for freelancer writers or designers is tracking invoices and payments. While the pure Excel-formatted template does produce beautiful and professional invoices, it is not easy when it comes to number and tracking invoices / payments. With pure Excel spreadsheet template, you have to number invoices manually and track payments manually. And as a freelancer, you may not want to use those expensive and complex accounting / bookkeeping software systems. This is no longer a problem if you have Invoice Manager for Excel (namely Uniform Invoice Software) installed, which is our Excel-based desktop invoicing software app that connect an Excel spreadsheet template with back end database, offers advanced features like management of customers, products, invoices and payments. Feel free to download the fully functional trail version and see how it works for you. The invoicing app is also able to generate PDF copy of your freelance invoice and send it to your customer electronically.
All templates available here on InvoicingTemplate.com are in Microsoft spreadsheet format, including this template - Professional Freelance Bill or Professional Freelance Billing Format. On the Internet you may find that there are freelance invoice template in Microsoft Word format or Google Docs too. But Excel formatted spreadsheet format has its unique features. For example, you can easily apply formulas to do calculations.
The columns are titled with "Hours" and "Hourly Rate". However we didn't change the underlying database field names. So in the underlying database, which could be either Microsoft Access or Microsoft SQL Server, the corresponding fields are still "Quantity" and "Unit Price". Nearly all invoice templates created for hours worked take the same approach. The purpose of this is to simplify database design. Likewise, the field titled with "Work Description" is in face the "Notes" field in the underlying database.
If you use the Invoice Manager for Excel (namely Uniform Invoice Software) edition, note that the "Discount" and "Advance" are custom fields.
Note that there is a default Logo image on the top of form, which you must replace with your own logo image. To do this, unprotect the Invoice worksheet, and then switch to design mode.
Note: An updated version, including description of how the checkbox was implemented, is published at c4107 Service Proposal Template with Checkbox Column.
This updated version published on InvoicingTemplate.com we're offering only one format - i.e. the UIS edition. By using this template, you can create invoices for your soccer shop without installing Invoice Manager for Excel (namely Uniform Invoice Software). In this case, it is able to do formatting (providing the layout of your invoices and bills), calculations etc. However without UIS, all the buttons on the worksheet will not work.
Both the "Description" and "Amount" column on this form are manually editable / fillable. The "Item#" column, which is required by Invoice Manager for Excel (namely Uniform Invoice Software), is moved out of the printable form. The printable form is the area defined by the "Print_Area" name. In Microsoft Excel spreadsheets, each worksheet could have a print area defined - you it is not defined, the whole used area is printed when you issue the print command; otherwise, only the area identified by "Print_Area" name is printed.
Microsoft Excel provides handy tools for customizing the invoice form. This invoice template "Template with Summary on Top", likes many other invoice templates here on InvoicingTemplate.com, demonstrating how the template can be customized to create the format and layout you like. Your business is special, so your invoices should be. With Microsoft Excel, you can easily change the font, colors, patterns and borders etc.
Invoice Manager for Excel (namely Uniform Invoice Software) uses Excel invoice templates as its front-end so that all Excel features are available to you. For example, you can easily move the fields on an existing template, such as this lightweight sales invoice template, to create a new invoice layout.
Why standardize the way tax invoices and invoices are set out? As Australian Taxation Office stated, the voluntary standards have been developed in consultation with small business, in response to feedback about their frustration with inconsistent tax invoice and invoice formats. The standards will help achieve greater consistency in the set out of tax invoices and invoices, making it easier for recipients to locate the necessary information for tax purposes. For more information about the specific requirements of a tax invoice, refer to Australian Taxation Office: Valid tax invoices and GST credits (NAT 12358), 'Section 03 - Issuing and obtaining tax invoices' in GST for small business (NAT 3014).