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Invoicing Template to Emailc3017

Invoicing Sample to Email

"Invoicing Sample to Email" was found to be relative to Email Invoice with the score grade of 92.

  1. Click the "Settings" button on the "Invoice" ribbon tab.
  2. Go to the "Extract / Email" tab.
  3. Click and activate "Send invoice via email".
  4. There are invoice format you can choose form: "Attach PDF invoice to email", "Attach Excel invoice to email" and "Attach image (PNG) invoice to email". Choose the proper one you like.

    Generally, PDF invoices are recommended as it is the widely accepted business document format, as detailed here. On the other hand, emailing invoices in Excel spreadsheet format to your clients is not recommended.

  5. Set up your email server configurations - SMTP server, port number, email account user name and password. You could obtain these information from your email service provider.
  6. The "Email from" field is what you customer will see on the "from" field when they open your email.
  7. The "BCC to" field allows you to specify a BCC email address ("Blind Carbon Copy"). This should be one of your own email address. If you specify one, Uniform Invoice Software sends email not only to your client (email address obtained from invoice, or customer record), but also to the BCC email address for your own records. It is recommended that you fill in this field.
  8. Click the "Email Template" button to view or edit the content of your invoice email. The "##invoiceid##" and "##balancedue##" are two variables - they will be replaced with actual values when building an email.
  9. Click "Send test email" to verify that the options you set on this page works correctly. Make sure you clicked the "Apply" button before clicking the "Send test email" button.
  10. If you check the "Request return receipt" option, Uniform Invoice Software set this flag with your email. Note that there is no way to force your clients to return a receipt - that is they may choose to not sending the receipt. When delivering a message to a recipient's computer system there is no way to force that computer system to issue an acknowledgment to the sender.
  11. Click "Apply" to confirm the email settings.
  12. Click "Close" to close the "Settings" dialog box.

Basic Sales Invoice with Blue-violet Gradient Backgroundc3018

Basic Billing Format with Blue-violet Gradient Background

"Basic Sales Invoice with Blue-violet Gradient Background" was found to be relative to Email Invoice with the score grade of 91.

...(30) So when you fill in an invoiced item with the "amount" (field name "oknLinetotal_?") value, the "#" column is filled with a line # like "1, 2, 3 ..." etc.

...(58) Since Uniform Invoice Software is able to generate electronic PDF invoice, image invoice and Excel invoice, and then email the invoice to the customer, the email address field is an essential field in the "Bill To" section. We also removed the "Country" field from both the "Bill To" and "Ship To" sections, as they are not commonly used.

Invoicing Template with Watermark of New Yorkc4101

Invoicing Template with Watermark of New York

"Invoicing Template with Watermark of New York" was found to be relative to Email Invoice with the score grade of 89.

...(99) As detailed in the "Create Invoice Template" document, all shapes including images must have its name prefixed "oknWidget" in order to be retained on the extracted version (which is still an Excel workbook file, but contains only the invoice sheet), and the PDF invoice created with UIS. This sample follow that guidelines, so that the widgets, such as the boxes for the "BILL TO" and "SHIP TO" sections, are kept on the result invoices. On the other hand, buttons like "Save As New Customer", "View Customer Info." and "Same As Bill To" are all removed from the PDF invoices.

Blank Service Invoice Template with Image Borderc3019

Blank Service Invoice Template with Image Border

"Blank Service Invoice Template with Image Border" was found to be relative to Email Invoice with the score grade of 89.

...(41) We also narrow down the form. To do this, we moved out the "Ship Date" and "Ship Via" fields (i.e. the "oknShipDate" and the "oknShipVia" cells and their labels), which are likely not useful since it is a service invoice template.

...(52) This blank invoicing format also has the number of taxes set to one. To change the taxing configurations, click the "Settings" button on the "Invoice" worksheet, and then go to the "Taxes" tab. You can set your tax names, such as "VAT", "PST" or "GST" etc., as well the corresponding tax rates.

Advanced Invoicing Sample - Email Is Required Before Saving Invoicec5103

Advanced Invoicing Sample - Email Is Required Before Saving Invoice

"Advanced Invoicing Format - Email Is Required Before Saving Invoice" was found to be relative to Email Invoice with the score grade of 69.

  1. First open your invoice template as usual.
  2. Press ALT+F11 on keyboard to open the macro editor (Visual Basic for Applications editor).
  3. Add a reference to "UniformInvoiceSoftwareHelper": click the menu "Tools" / "Reference"; on the "References - VBA Project" dialog box check "UniformInvoiceSoftwareHelper" and then click "OK".
  4. Create a new module by clicking the menu "Insert", and then "Module".
  5. Copy & paste the following code into the editor.
    
    Option Explicit
    Public Sub NewSaveToDBProc()
        
        If Range("oknWhoEmail").Value = "" Then
            MsgBox "Please enter email address in the 'Bill To' section.", vbExclamation + vbOKOnly, "Save Invoice"
            Exit Sub
        End If
        
        UISClickProc ("oknCmdSave")
        
         
    End Sub
    
  6. Click menu "File" and then "Save".
  7. Click menu "File" and then "Close and Return to Microsoft Excel".
  8. Click the "Design Mode" button on the "Invoice" worksheet.
  9. Right-click the "Save To DB" button, choose "Assign Macro..." from the shortcut menu.
  10. On the "Assign Macro" dialog box, click and choose "NewSaveToDBProc" (which is the procedure name we created in the previous steps).
  11. Click "OK" to assign this new macro to the button and close the "Assign Macro" dialog box.
  12. Exit design mode by clicking the "Design Mode" button again on the "Invoice" worksheet.
  13. Save the template by clicking the "Save" button on Excel quick access toolbar.

Independent Contractor Invoicec2032

Independent Contractor Billing Format

"Independent Contractor Billing Format" was found to be relative to Email Invoice with the score grade of 67.

...(49) With this design of the contractor invoice template, we used an unusual font, "Comic Sans MS", (at least on the invoice forms here on InvoicingTemplate.com, we don't use that particular font frequently). However with just a few clicks of mouse, you can change the font type, as detailed below.

...(57) To setup your taxing options and rules, click the "Settings" button on the "Invoice" ribbon tab, and then click the "Settings" button, go to the "Taxes" tab, where you can find options for the number of taxes, tax names, tax rates etc. For more variants of our templates designed for special taxing requirements, visit taxing invoice templates.

PayPal Payment Button Using Custom Imagec3015

PayPal Payment Button Using Custom Image

"PayPal Payment Button Using Custom Image" was found to be relative to Email Invoice with the score grade of 66.

...(46) In this example, we take c3012 Freelance Writer Invoice format as the base template and starting point, demonstrates how to replace the image using Excel. "c3012 Freelance Writer Invoice" is a service invoice template, and is one of the featured template on invoice templates for freelancers.

...(46) Note that the PayPal hyperlink assigned to the button on the Excel spreadsheet is just a template. It will be replaced with the real payment link on a PDF invoice. However if the PDF bill is blank (i.e. no balance due), the payment button is removed.

Contractor Billing Formatc3009

Contractor Billing Format

"Contractor Invoicing Layout" was found to be relative to Email Invoice with the score grade of 62.

...(74) This template has two taxes like the default template shipped with Uniform Invoice Software. However unlike the default template, where the two taxes applied to all taxable items added to the invoice detail section, Contractor Billing Format applies each tax to one section. In this implementation, "Tax 1" was applied to the "Service" section, and "Tax 2" was applied to the "Expense" section. All the tax-calculation formulas are modified according to this design requirement.

...(112) While there are many invoicing software apps that are able to handle simple and regular invoicing forms, Uniform Invoice Software is designed with flexibility in mind. This, with the help of Microsoft Excel, especially its formulas that allows us to define the relationship between cells (for example, how one cell is calculated from the value of the other cells), makes it possible for Uniform Invoice Software to handle complex invoicing forms and layouts. You may be still invoicing in the traditional paper way because there is no invoicing software app is able to handle the complex formats you need. Uniform Invoice Software helps you turn to electronical invoicing with easy and quick.

Spin Button to Add or Subtract Onec4083

Spin Button to Add or Subtract One

"Sample Invoice Template with Spin Button" was found to be relative to Email Invoice with the score grade of 61.

...(113) The spin button is used to add one or subtract one from a number. It is suitable for adjustment integral numbers in a small range. If your products are always sold in a whole part and thus don't use the decimal part in the "Quantity" field, a spin button could be applied. For example, in the invoice templates based on hours and rates, where the decimal part could appear on the number of hours, a spin button is not suitable. On the other hand, in a hotel receipt template where the number of guests is always an integral number that changes in a small range, a spin number is suitable for the situation.

Simple Sample - Manually Fillable Line-totalsc2028

Simple Sample - Manually Fillable Line-totals

"Simple Sample - Manually Fillable Line-totals" was found to be relative to Email Invoice with the score grade of 57.

...(74) We've already seen sample on how to moving fields to create a new invoicing format in this serial of simple invoice templates. Such as with c4049 Simple Invoice Template - Moving Item# Column, we moved out the entire Item# column to create a new layout. Uniform Invoice Software is flexible enough to support this type customizations. By adjusting / customizing the formulas, it is also possible to define (or re-define) the relationship between cells.

...(63) In this sample of simple invoice template, we look at how to move out the Quantity and Unit Price column, remove the formulas of all the "Line-total" cells to make it manually fillable. With this design, the line totals will not be calculated automatically, but be filled in manually. This is useful businesses, such as service providers, who charge customers on a project-basis.

Photography Receipt Template (Detail)c8005

Photography Receipt Format (Detail)

"Photography Receipt Template (Detail)" was found to be relative to Email Invoice with the score grade of 56.

...(137) Uniform Invoice Software support custom fields or user-defined fields, which is a unique feature that allows you to add new fields to the backend database as well as to the spreadsheet form. Photography Receipt Template (Detail) uses custom fields to implement the features that are not available in the default template shipped with the invoicing program. With the support for custom fields in the database, Uniform Invoice Software has the ability to manipulate the newly added fields in database, includes adding them to reports. With the support for custom fields in the Excel worksheet, our invoicing app has the ability to create the relationship between fields - for example, one field should be the sum of the other fields, or the value of one field should be calculated only when another field value equals a certain value.

Photography Invoicing Template (General)c4043

Photography Billing Format (General)

"Photography Billing Format (General)" was found to be relative to Email Invoice with the score grade of 47.

...(104) Whether you are doing, graphic design, contract-based event photography, family portraits or wedding photography this invoice will work for your business. The "Description of Service Provided" section allows you to detail any information that are related to your service, such as project type, picture settings, film developing, and insurance. Because of this, this template layout is consider as "general", meaning it should could be used by any photographers and photography studios. If your photography business focuses on image printing, there is another layout here on InvoicingTemplate.com that you may like to have a look, at Photography Receipt Template (Detail) or Photography Receipt Format (Detail).

Bill Sample in Estonianc6026

Bill Sample in Estonian

"Bill Sample in Estonian" was found to be relative to Email Invoice with the score grade of 45.

...(48) "Text label", sometimes also called "static label", means those text that are not changed from invoice to invoice, such as the column headings on the detail section. Comparatively speaking, the content that changes from invoice to invoice is called "field", which has corresponding space in the backend database.

...(13) So to change a text label, the steps to follow are detailed below.

  1. Backup your template before customizing it.
  2. Open the template.
  3. Switch to design mode by clicking the "Design Mode" button on the "Invoice" ribbon tab.
  4. Click to select the text label that you want to replace.
  5. Enter the new text to replace the existing one
  6. Repeat the above steps to replace all the text labels.
  7. Once done, exit design mode by clicking the "Design Mode" button again on the "Invoice" ribbon tab.
  8. Save the template.

Invoice with Remittance Slipc2030

Invoice Sample with Remittance Letter

"Invoice Sample with Remittance Letter" was found to be relative to Email Invoice with the score grade of 35.

...(171) In this invoice template sample, the remittance slip mainly comprises 6 lines - one text line that says "Please return the portion below with your payment", and the other lines that retrieves its content from the invoice itself, including invoice#, customer# and customer name, invoicing date, invoice total to pay, amount enclosed (which is filled manually by the payers if they are not paying the whole amount). Between the remittance slip and the main invoice, there is a scissors cutting line, which is an image named "oknWidget_cuttingline". As detailed in the sample invoice template Simple Sample - Using Shape Object, if you want an image object or shape object to be included when the invoice is extracted, the object must be named with the prefix "oknWidget_". This rule applies to the default logo image too, which is usually named "oknWidget_logo" on most templates available here on InvoicingTemplate.com. All the objects without this name prefix, such as the "Customers", "Products", "Invocies" and "Payments" command buttons, are removed when the invoice is extracted.

Australian GST Invoice Templatec7018

Australian GST Billing Form

"Australian GST Invoice Template" was found to be relative to Email Invoice with the score grade of 28.

  • the identity of the supplier, such as the business name at the top
  • the Australian business number (ABN) of the supplier at the top, near the supplier's identity
  • the date of issue of the tax invoice at the top, on the right hand side
  • that the document is intended as a tax invoice, such as including the words 'tax invoice' at the top
  • an invoice number shown prominently alongside the words 'tax invoice'
  • the purchaser's identity such as a name or ABN, for goods or services costing $1,000 or more
  • a unit description of each good or service supplied, including quantities - it is optional to include item numbers, and
  • the GST exclusive price, the GST amount and the GST inclusive price for each item, together with the totals for these, vertically in the bottom right hand corner.

Donation Receipt Template for Excelc1004

Donation Receipt Format for Excel

"Donation Receipt Template for Excel" was found to be relative to Email Invoice with the score grade of 27.

...(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.

Invoicing Template in Eurosc4100

Invoicing Format in Euros

"Invoicing Template in Euros" was found to be relative to Email Invoice with the score grade of 21.

...(50) As a simple customized sample of VAT invoice created for Germany (See c4098 Sales Invoicing Format for Germany and Service Billing Template for Germany), we make the currency symbol shown for the appropriate cells. This customization is easy and simple. If you are interesting in the details, here is how.

...(56) As you can see, with Microsoft Excel it is fairly easy to change the format and layout of a form design. While there are many other templates available for billing and invoicing, like Microsoft Word or Publisher, Google Docs, OpenOffice.org, even HTML + CSS or Photoshop, it is much easier to do formatting with Microsoft Excel.

Labor Invoice with Gradient Borderc4076

Labor Invoice with Gradient Border

"Labor Invoice with Gradient Border" was found to be relative to Email Invoice with the score grade of 18.

...(57) Assuming the printable form has 10 rows and we choose to fill the left-border column with gradient colors, each of the 10 cells on the left-border column will be filled with a separate gradient effect. This isn't what we want because we want the whole left-border, from top to bottom, be filled with only one gradient effect.

...(107) Set the gradient fill effects for other 3 borders - the top horizontal border, the right vertical border and the bottom horizontal border. In this design, make sure all 4 border use the same dark color and the same bright color. This, combining the proper selection of shading variants, we get the result as shown in the screenshot images - the top-left corner and bottom-right corner appear dark the other two corners, the gradient change is smooth without interruption. You may like to play with other possible options too. With the powerful tools provided by Excel, you can easily make your invoices stand out from the usual.

Standard Invoice with Double Borderc5085

Standard Invoice Format with Double Border

"Standard Invoice Format with Double Border" was found to be relative to Email Invoice with the score grade of 17.

...(76) The standard invoice template is a sales invoice template that is designed to be flexible and basic. The design contains only one logo image placeholder, some solid fill effects on the text titles. Adding decorations to this existing template could change the look and feel of the template quickly. Want your invoices differ from others like your business? Microsoft Excel provides powerful and easy to use tools for you to make your very own invoice formats.

...(17) Step 2: Open the template as usual. Click the "Design Mode" button on the "Invoice" ribbon tab.

...(27) Step 6: Adjust the height of the newly added rows, adjust width of the newly added columns, to make proper margins between the borders and actual content.

Lightweight Sales Invoice Templatec5070

Lightweight Sales Billing Form

"Lightweight Sales Invoice Template" was found to be relative to Email Invoice with the score grade of 6.

...(236) If you prefer this lightweight invoice layout but still want a logo image on the form, it is easy to add one if you have the latest version of Uniform Invoice Software installed. To do this, simply click the "Replace logo image" command on the "Invoice" ribbon tab. This will open a dialog box that asks if you want to add a new logo image since there is no default logo image placeholder on the form. Confirm that you want to add a logo image, and then browse to and choose the your own logo image. The newly added logo image will be in design mode, which allows you to resize and move the image, and there are even more options you can use to adjust the image if you right-click the image and choose Properties. The options on the Properties pane are provided by Microsoft Excel, but not Uniform Invoice Software. As you can see, one of the advantages of Uniform Invoice Software, compared to other invoicing solutions, is that it utilizes the full power of Microsoft Excel, so that you can easily design / customize the invoice form with familiar tools. This lightweight sales invoice template, just like the other invoice templates available here on InvoicingTemplate.com, are just samples on how to customize the default invoice template shipped with the Uniform Invoice Software installation program, although they could be used directly without any modifications.

Specifications

Template#
Title
Release Date
Lines
Columns
Paper
Orientation
Category
c3017
Invoicing Template to Email
Thursday, August 21, 0206,
12
3
A4
Portrait
Sales
c3018
Basic Sales Invoice with Blue-violet Gradient Background
Sunday, October 30, 2016,
12
3
A4
Portrait
Sales
c4101
Invoicing Template with Watermark of New York
Wednesday, November 30, 2016,
6
4
A4
Portrait
Sales
c3019
Blank Service Invoice Template with Image Border
Monday, November 21, 2016,
8
3
A4
Portrait
Service
c5103
Advanced Invoicing Sample - Email Is Required Before Saving Invoice
Tuesday, November 22, 2016,
12
5
A4
Portrait
Sales
c2032
Independent Contractor Invoice
Monday, July 11, 2016,
6
2
A4
Portrait
Service
c3015
PayPal Payment Button Using Custom Image
Thursday, August 11, 2016,
10
3
A4
Portrait
Service
c3009
Contractor Billing Format
Saturday, October 17, 2015,
18
3
A4
Portrait
Service
c4083
Spin Button to Add or Subtract One
Friday, August 12, 2016,
6
4
A4
Portrait
Sales
c2028
Simple Sample - Manually Fillable Line-totals
Tuesday, February 2, 2016,
12
2
A4
Portrait
Sales
c8005
Photography Receipt Template (Detail)
Sunday, November 8, 2015,
18
8
A4
Portrait
Receipt
c4043
Photography Invoicing Template (General)
Saturday, November 7, 2015,
12
4
A4
Portrait
Service
c6026
Bill Sample in Estonian
Thursday, October 13, 2016,
17
6
A4
Portrait
Service
c2030
Invoice with Remittance Slip
Friday, May 13, 2016,
6
2
A4
Portrait
Sales
c7018
Australian GST Invoice Template
Saturday, March 1, 2014,
17
7
A4
Portrait
Sales
c1004
Donation Receipt Template for Excel
Monday, August 22, 2016,
8
1
A4
Portrait
Receipt
c4100
Invoicing Template in Euros
Tuesday, November 29, 2016,
12
4
A4
Portrait
Sales
c4076
Labor Invoice with Gradient Border
Saturday, July 2, 2016,
8
4
A4
Portrait
Service
c5085
Standard Invoice with Double Border
Friday, July 1, 2016,
12
5
A4
Portrait
Sales
c5070
Lightweight Sales Invoice Template
Tuesday, July 21, 2015,
16
5
A4
Portrait
Sales

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