Looking for an easy way to email your invoices? With Invoice Manager for Excel (namely Uniform Invoice Software) installed, any invoices created by using our templates could be easily sent to the client electronically with just one click of mouse, in any format you choose - PDF, Excel sheet, PNG image. This bypass traditional paper invoices.
Invoice Manager for Excel (namely Uniform Invoice Software) supports SMTP email servers as the sender.
By default, the "Extract/Email" button extracts invoice only - i.e. copy the current invoice to a separate Excel spreadsheet file. If you want to send invoices via email using this button, follow the procedure describe below.
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.
From now on, the "Exact / Email" button will email invoice to the client in the format you specified (PDF, Excel spreadsheet, or PNG), instead of exacting an invoice or receipt. This "Send with email" command is also available on the "Invoice Edit" window.
Here are our templates closely related to Email Invoices with One Click of Mouse.
Many templates here on InvoicingTemplates.com has the "Email" field on the "Bill To" or "Client Info." section. By adding this to the billing form, new customer accounts created by clicking the "Save As New Customer" button (or the "Save New Customer" button on the task pane) could have the email address saved too. Otherwise, you have to go to the "Customer Edit" or "New Customer" window to set the email address for customers.
The "Paid" and "Balance Due" cells, which are put inside the printable form in the default template shipped with Invoice Manager for Excel (namely Uniform Invoice Software), were now moved out of the "Print_Area" section. This simplifies the form layout. If you need to keep these fields on the printed bills or the PDF version, move them back by following the instructions detailed in the "Create Invoice Template" document.
The template also offers a "Taxable" checkbox column, which is placed outside of the printable area. In Excel sheet, the "Print_Area" range name defines what content to print when you execute the "Print" command. You can move the "Taxable" column into the printable area, i.e. the main area on the center of the "Invoice" sheet, by following the steps described on customizing invoice template - moving cells and controls.
We also deleted the "City, ST ZIP" and "Country" fields from the "Bill To" section, and added an "Email" field. Now Invoice Manager for Excel (namely Uniform Invoice Software) supports email invoices in PDF or image format, so the email field is important.
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
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.
This dental receipt sample also features two images in additional to the logo image located on the top-left. The first image is visible when you are filling an invoice - a tooth carton image on left-bottom, which is inserted into this dentist receipt format sample as a shape object. The second image is not visible when you are creating invoices using the form, but will show on top-right on the bills, which features a doctor / dentist and along with a dental chair. This second image is added as a background image. It shows only on printed bills and receipts, or PDF dental invoices created by using Invoice Manager for Excel (namely Uniform Invoice Software). See invoice template images for more samples on this topic.
This is a blank service invoice template features two columns on the detail section. Both are editable. The means that, unlike many other templates here on InvoicingTemplate.com, the "line total" cells in this template have no formulas and therefore are not locked. Invoice Manager for Excel (namely Uniform Invoice Software) allows you to edit the cells manually on creating invoices.
The template has 8 lines and 4 columns on the detail section, where you can itemize what to charge for. For example, "Ballet Starter lesson". The "Amount" (i.e. "Line total") is calculated from "Hours" and "Rate". So this template is a member of invoice template billable hours, where you can find our templates created for hourly work, including timesheet and templates for consultants.
While the title of the current template is set to "INVOICE", you can easily modify it to be a work order by moving out cells like "Total Due" and "Paid" to the area out of the printable invoicing form.
With this business invoice template you can assign each customer a specific discounting rate. This rate is saved with other customer information such as street address and email. On creating invoices if you choose a customer, its discount level / rate is retrieved and applied too.
Australian GST Invoice Template was designed according to the guidelines of Australian Taxation Office "How to set out tax invoices and invoices (NAT 11675)". While this is sample invoice template, like all the other blank invoice templates available here on InvoicingTemplate.com, is also created from the default sales invoice template shipped with Invoice Manager for Excel (namely Uniform Invoice Software), we've customize the template to meet the standards recommended by Australian Taxation Office.