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Proforma Invoice Template (4th Sample, Landscape Page Orientation)c7014

Proforma (4th Sample)

"Proforma Invoice Template (4th Sample, Landscape Page Orientation)" was found to be relative to Free Sample Work Order Form with the score grade of 98.

  1. Click and activate the worksheet you want to display gridlines and row/column headers for.
  2. On the Tools menu, click Options, and then click the View tab.
  3. Under Window options, check the Gridlines and Row & Column Headers check boxes.

... The original proforma invoice template has about 20 lines on the invoice body. Changing to landscape A4 paper allows less lines in order to print the entire form on a single page. With the sample proforma invoice template attached here for download, there are 8 lines left on the invoice body, and we hide the other 12 lines. If you prefer, you can delete the hidden 12 lines from the proforma invoice template, but deleting the lines requires modifying the formulas that calculates totals on the bottom of the form. For simplicity we skip this step in this tutorial.

Backorder Invoice Templatec7002

Backorder Invoice Template

"Backorder Invoice Template" was found to be relative to Free Sample Work Order Form with the score grade of 97.

When an order for inventory items is partially fulfilled, the portion of the order that has not yet been fulfilled is called a backorder. Backorder Invoice Template includes additional columns for you to detail Quantity Ordered, Quantity Shipped and Quantity Backordered.

... While the free version of Backorder Invoice Template is simple, the result created by using this Microsoft Excel spreadsheet template is as beautiful and professional as many commercial invoicing software program, or even better. It is an ideal tool for small businesses and freelancers who sales products and do need a shipping section on their invoicing form. It is a good invoice generator, but if you need more features, like management of customers, products / items, invoices and payments, just install Uniform Invoice Software to make all the buttons on Backorder Invoice Template work for you.

Proforma (2nd Sample of Customization)c7012

Proforma (2nd Sample of Customization)

"Proforma Invoicing Form" was found to be relative to Free Sample Work Order Form with the score grade of 91.

... The next step is to replace the default "InvoicingTemplates" logo image. To do this, you need to switch the invoice form into design mode, which is done by clicking the "design mode" command on the Developer ribbon tab. If your Excel does not show the Developer ribbon tab, here is how to make it visible.

... Now you can find the Design Mode button in the Controls group on the Developer ribbon tab. Click the Design Mode button once to put the template into design mode - in the design mode, Excel lets you change the properties of controls, such as the image control we used for the logo image. If you are using Uniform Invoice Software, our invoicing software that uses Excel templates as the front-end, the software program stops reaction to clicks on the button.

Proforma (1st Sample of Customization)c7011

Proforma Invoicing Form

"Proforma Invoicing Form" was found to be relative to Free Sample Work Order Form with the score grade of 83.

  1. First, open the original ".xls" formatted proforma invoice template in Excel 2010 (Excel 2007 and all the later versions support ".xlsx" spreadsheet format).
  2. Click Excel menu File / Save As. If you have Uniform Invoice Software installed, a warning message appears that says "If you save this workbook with a different file name, you must re-open it to ensure Uniform Invoice Software functions properly. Are you sure you want to continue? " Choose Yes.
  3. On the "Save As" dialog box, choose "Excel Workbook" from the "Save as type" drop-down list. Name the new template "proforma 1st sample", or something else you like.
  4. If you have Uniform Invoice Software installed, you may find that after executing Excel "Save As" command, all the buttons on the new template stop working. This is not a bug, bug by design - as stated above, you need to close and then reopen the template if you want to make the buttons work. But for the purpose of this sample, we'll skip this step.
  5. Now unprotect the Invoice worksheet. To do this in Excel 2010, go to the "Review" ribbon tab and click the Unprotect Sheet command.

    The protection of the "Invoice" worksheet in Proforma (1st Sample of Customization) prevents accidental modifications to layouts and formulas. If you have Uniform Invoice Software installed, it could even display a warning message when you close a template without protecting the worksheet. However for the purpose of this sample, we should firstly unprotect the worksheet in Proforma (1st Sample of Customization).

  6. The background color we used for the labels "SHIP TO", "BILL TO", "SHIPPING DETAILS" and the heading line of the invoice body, as well as the fore color of the big title "PRO FORMA INVOICE", is a custom color defined in Excel palette. You can find this color on many of the templates designed by us here on InvoicingTemplate.com - In fact, we use this color since 2005 - when we released Excel Invoice Manager for the first time. To make sure all of our templates have a similar style, this color has never been changed.

    However, to make your own invoice template, you may like to change it. Here is how you can do it (Again, we are using Excel 2010 in this tutorial.)

    • Open Proforma (1st Sample of Customization) as usual.
    • Click Excel menu File, and then click Options.
    • Click Save.
    • Next to Choose what colors will be seen in previous versions of Excel, click Colors.
    • Click the color that you want to change - for example, the fourth on the last line, and then click Modify.
    • Specify the new color. Click OK to close the Colors dialog box.
    • Click OK to close the Color dialog box. Click OK again to close the Excel Options dialog box.
  7. Once returned to the Invoice worksheet, you can find the new color applied to the invoice form. See the figures below to find an example.

Proforma (3rd Sample of Customization)c7013

Proforma (3rd Sample of Customization)

"Proforma Invoicing Form" was found to be relative to Free Sample Work Order Form with the score grade of 81.

With the first and second samples on customizing the basic proforma invoice template, we learnt how to unprotect the Invoice worksheet and how to modify Excel color palette to change the color theme of an existing template, as well as how to enter your own company information, including replacing the default InvoicingTemplate.com logo image. This is the 3rd sample on how to create a new design for pro forma invoice template, focused on creating a drop-down list using the data validation feature of Microsoft Excel.

...Tip: The width of the drop-down list is determined by the width of the cell that has the data validation. You may need to adjust the width of that cell to prevent truncating the width of valid entries that are wider than the width of the drop-down list.

Proforma Invoice Templatec7010

Proforma Invoice Template

"Proforma Invoicing Form" was found to be relative to Free Sample Work Order Form with the score grade of 65.

This simple but useful Proforma Invoice Template help you, as a supplier that is trading across countries, create professional and beautiful proforma invoices required by the buyer in advance of providing the goods or service.

... Proforma invoices basically contain much of the same information as the formal quotation. It should give the buyer as much information about the order as possible so arrangements can be made efficiently. The invoices inform the buyer and the appropriate import government authority's details of the future shipment. This Pro Forma Invoice Template is professionally designed document for need of many small business companies that require simple, great looking, and yet reliable invoicing solution, which could be used as for domestic as well as international trade purposes.

Simple Proforma Invoicing Samplec6019

Simple Proforma Invoicing Sample

"Simple Proforma Invoicing Sample" was found to be relative to Free Sample Work Order Form with the score grade of 62.

... This sample template belongs to simple invoice template. As compared to our previous Proforma Invoicing Template (Template# c7010), this template does not contains the "Taxable" checkbox column on the invoice detail section, assuming all items invoiced are all taxable. Further more, this template has only on tax set on the bottom form, with the name set as Sales Tax. The other samples of Proforma Invoicing Templates here on InvoicingTemplate.com include: Proforma (1st Sample of Customization), demonstrating how to change the color theme of the proforma invoicing sample; Proforma (2nd Sample of Customization), demonstrating how to enter your business information and replace the default logo image; Proforma (3rd Sample of Customization), demonstrating how to add a drop-down list to an existing proforma invoicing form, so that you can choose the currency for the current transaction from a list, instead of typing in manually; Proforma Invoicing Format (4th Sample, Landscape Page Orientation), demonstrating how to change the paper orientation so that the proforma invoices created with the template could be printed on papers with landscape paper orientation.

Automotive Sample Invoice Templatec9001

Automotive Sample Invoice Format

"Automotive Sample Invoice Template" was found to be relative to Free Sample Work Order Form with the score grade of 55.

Automotive Sample Invoice Template is the sample invoice template shipped with Excel Invoice Manager that demonstrating the use of custom fields.

Consultant Template Sample - New Company Name Fieldc4048

Consulting Format Sample - New Company Name Field

"Consultant Template Sample - New Company Name Field" was found to be relative to Free Sample Work Order Form with the score grade of 54.

... To accomplish this, you use the Custom Field Manager. Click the "Customers" command on the "Invoice" ribbon tab, and then choose "Custom Fields". Click "Add Field". On the New Custom Field dialog box, enter "ClientCompanyName" into the "Name" field, Make sure "Type" is "Text", and then enter the "100" into the "size" box. Click "OK" to create this custom field. Now it is returned to the "Custom Field Manager" dialog box. From the "Database Table" drop-down list, choose "Invoice Header", click "Add Field". On the New Custom Field dialog box, enter the same values as the previous entry - enter "ClientCompanyName" into the "Name" field, Make sure "Type" is "Text", and then enter the "100" into the "size" box.

Service Invoice Form with Discount Amountc5011

Service Invoice Template - Discount Amount

"Service Invoice Form with Discount Amount" was found to be relative to Free Sample Work Order Form with the score grade of 45.

This template includes a Discount field in the bottom of the form, allowing you to specify the discount in amount. The service invoice template includes no shipping field.

... Just like a general sales invoice template, this service invoice template includes required fields on the form, including your logo, company name, date of order, buyer's name, description of product, amount due, taxes and anything else you specifically need for your company. However, since this is a service invoice template, we moved out all the fields that are defined for providing shipping information. If you would like a version that includes the shipping fields on the printable invoice, see Sales Invoice Form with Discount Amount here on InvoicingTemplate.com.

Blank Sales Invoicing Sample (Two-tax, Long Description)c2023

Blank Sales Billing Sample (Two-tax, Long Description)

"Blank Sales Invoicing Sample (Two-tax, Long Description)" was found to be relative to Free Sample Work Order Form with the score grade of 15.

This simple blank template has two taxes on the bottom of the printable form identified by the Print_Area Excel range name. The detail section allows up to 6 products / items.

... In order to create this template from the base layout c2020 Blank Sales Invoice Layout (Two-tax), we first hide the last 6 lines on the invoice body (detail) section. To do this, you have to first unprotect the sheet.

... If you like the invoices and receipts created by Blank Sales Invoicing Sample (Two-tax, Long Description), you may find that these Excel shapes and Smart Art objects easily make Blank Sales Invoicing Sample (Two-tax, Long Description) a beautiful business documents. If you like the samples provided by Blank Sales Invoicing Sample (Two-tax, Long Description), here is how to use Excel shapes or SmartArt objects in your own template. In Microsoft Excel, you can add shapes, such as boxes, circles, and arrows, to your documents, email messages, slide shows, and spreadsheets. To add a shape, click Insert, click Shapes, select a shape, and then click and drag to draw the shape. After you add one or more shapes, you can add text, bullets, numbering, and Quick Styles to them. To add a shape:

 You can add individual shapes to a chart, or add shapes on top of a SmartArt graphic to customize the chart or the graphic.

House Rent Receipt Templatec1002

House Rent Receipt Form

"House Rent Receipt Template" was found to be relative to Free Sample Work Order Form with the score grade of 2.

House Rent Receipt Template in Excel spreadsheet ".xls" format provides a blank and printable house rent receipt form for you to create house rental receipts. It is also a sample of customizing our free invoicing templates.

... Unlike the sales receipt samples available here on InvoicingTemplate.com, this house rent receipt template moves the usual "Company Information" section to be below the logo image. The company information section, which is titled with "Landlord" and can be filled with either company information, or personal / individual information, is formatted in the same way as the "Tenant" section. However, the landlord section has all the fields locked, so that if you are using the Uniform Invoice Software version, where invoice templates usually should be used with protection of the spreadsheet set to enabled, the "Clear & New" command will not erase the information you filled into the landlord section. If you use the Uniform Invoice Software edition of the house rental receipt template, the receipt# is generated automatically when you save a new receipt. The Rental Receipt Template lets you print rent receipts for payments made by cash, check, or money order. The information can either be pre-populated, or you can print a bunch of blank receipts.

... This rent receipt template is one of our sales receipt examples created from the default sales invoice template shipped with Uniform Invoice Software. If you receive payments from tenant daily / monthly / yearly for the fee that have to pay and need to draft receipts, or are just looking for how to draft your receipts, this could be a great help.

Blank Sales Invoicing Sample (One-tax, Long Description)c2022

Blank Sales Billing Sample (One-tax, Long Description)

"Blank Sales Invoicing Sample (One-tax, Long Description)" was found to be relative to Free Sample Work Order Form with the score grade of 2.

With this sample template, the base template is customized to show one tax (sales tax) on the bottom of the printable form. The tax amount is calculated using Excel formulas.

...Uniform Invoice Software, our proud billing and invoicing software based on Excel spreadsheet and database technology, helps you manipulate your invoice processing in many ways. Firstly, it helps you create invoices. For example, you don't have to type in customer / client information and product information again and again, just pick up from existing records using the in-cell picker. Once all the required information is filled in, click the Save Invoice command to save it to the back end database - an invoice# is generated for you if you don't filled it in based on the serial stored in the database. There are also a number of reports that helps you track account receivable, sales, taxes etc.

Specifications

Template#
Title
Release Date
Lines
Columns
Paper
Orientation
Category
c7014
Proforma Invoice Template (4th Sample, Landscape Page Orientation)
Monday, December 9, 2013,
20
7
A4
Landscape
Pro-forma
c7002
Backorder Invoice Template
Monday, May 19, 2014,
12
7
A4
Portrait
Sales
c7012
Proforma (2nd Sample of Customization)
Wednesday, October 30, 2013,
20
7
A4
Portrait
Pro-forma
c7011
Proforma (1st Sample of Customization)
Tuesday, October 29, 2013,
20
7
A4
Portrait
Pro-forma
c7013
Proforma (3rd Sample of Customization)
Saturday, November 23, 2013,
20
7
A4
Portrait
Pro-forma
c7010
Proforma Invoice Template
Saturday, October 26, 2013,
20
7
A4
Portrait
Pro-forma
c6019
Simple Proforma Invoicing Sample
Thursday, October 9, 2014,
20
6
A4
Portrait
Pro-forma
c9001
Automotive Sample Invoice Template
Sunday, January 12, 2014,
28
9
A4
Portrait
Sales
c4048
Consultant Template Sample - New Company Name Field
Thursday, November 26, 2015,
6
4
A4
Portrait
Consulting
c5011
Service Invoice Form with Discount Amount
Tuesday, November 19, 2013,
12
5
A4
Portrait
Service
c2023
Blank Sales Invoicing Sample (Two-tax, Long Description)
Wednesday, November 25, 2015,
6
2
A4
Portrait
Sales
c1002
House Rent Receipt Template
Sunday, January 19, 2014,
16
1
A4
Portrait
Receipt
c2022
Blank Sales Invoicing Sample (One-tax, Long Description)
Tuesday, November 24, 2015,
6
2
A4
Portrait
Sales

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