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Invoicing Template to Email

Invoicing Sample to Email

Step 1 - Add email address to invoice form if necessary

  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 Background

Basic Billing Format with Blue-violet Gradient Background

This template is a variant of c3001 Basic Sales Invoice Template (Light Blue). As one of the basic invoicing templates, it features all the required elements of a formal invoice - the "invoice date" and "invoice#" field, all the essential information about the seller and the buyer, and the goods purchased.

Invoicing Template with Watermark of New York

Invoicing Format with Watermark of New York

Do you like New York, the state in the northeastern United States? You can even add it to your invoices and bills! This free downloadable invoicing template for Microsoft Excel (".xlsx" format) provides a sample on how to add a watermark of New York.

Blank Service Invoice Template with Image Border

Blank Service Invoice Template with Image Border

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.

Dog Walking Invoice Sample

Dog Walker Bill Format

We also deleted the "City, ST ZIP" and "Country" fields from the "Bill To" section, and added an "Email" field. Now Uniform Invoice Software supports email invoices in PDF or image format, so the email field is important.

Advanced Sample - Email Is Required Before Saving Invoice

Advanced Format - Email Is Required Before Saving Invoice

This sample template takes Advanced Invoicing Sample - Invoiced Total in English Words as the base template, which is a title featured on the "Business Invoice Templates" gallery. We'll add macro code to check if the email field in the "Bill To" section is blank - if so, saving invoice will be failed and a message is shown to ask the user to enter the email address. (Feel free to see samples in the email invoice template gallery).

Generic Sponsorship Invoice Sample

General Sponsor Invoice Sample in Excel

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.

Bill Format for Dental Clinic and Denture Laboratory

Receipt Sample for Dental Clinic and Denture Laboratory

This dental bill receipt format does not contains fields for insurance. In case you need to put insurance fields on the form, visit samples at Medical Invoice Template (1), Medical Invoice Template (2), and Medical Billing Format.

Translation Service Receipt

Translation Service Receipt

Whether you're a freelance translator or interpreter, or you're running a small business offering translating service, it is import to receive payment timely. A professionally designed receipt (invoice) helps. You don't need an expensive accounting or book keeping software program for that. A free and simple spreadsheet sheet template like this one produces elegant results too.

Dance Teacher Bill Sample

Dance Teacher Bill Sample

The sheet is a modified version of c4082 Personal Trainer or Fitness Instructor invoice template. The most noticeable difference is that since this template is designed for dance teachers and trainers, two carton images of dancers / models were added. This not only makes your invoices beautiful and professional, but also clearly shows what your business is.

Bill Format for Painting Service

painters invoice template

Besides all the elements required by a general invoicing template, this particular invoicing form features a background image with set of repair instruments located on the on the bottom of the form. The opaqueness of the background image is set to 35% so even in the overlapping area the front text is still readable and clear. While there are templates that have similar layout here on, this special background easily mark the business type of this invoicing template.

Business Invoice with Customer-Specific Discounting

Business Invoice Template with Customer-Specific Discounting

No matter what business you are in, returning customers are always valuable. To encourage those customers and express your gratitude, a discount shown on invoice is a great way to do that. This business invoice template implements that by using a custom field created in both the "Customer" and "InvHdr" database tables.

Home Inspection Invoice Sample

Home Inspection Bill Form

This Excel sheet is created based on c1002 House Rent Receipt Template. Like the original design, it has only one big column. There are no usual columns that are found on many other templates on, such as "Quantity", "Unit Price" and "Line total". You will enter the amount to pay into the field titled with "Total amount to be received" on the bottom of the form.

General Service Invoice

General Service Bill

The "Date" column links to the "DateCompleted" field in the back end database. This database filed is not included in the default database packaged with Uniform Invoice Software setup program, so it is a custom field (or user-defined field). The custom field feature, combined with Microsoft Excel formulas, allows as to create many complex invoicing forms without breaking the support from Uniform Invoice Software. With Excel Invoice Manager, adding and updating custom fields should be done with a separate program called Custom Field Manager. With Uniform Invoice Software, it is now a built-in feature of the main program.

Australian GST Invoice Template

Australian GST Billing Form

There are two editions of Australian GST Invoice Template here on - the first is a budget-friendly freeware edition, which you can download and use for free; and another which must be used with Uniform Invoice Software installed. Uniform Invoice Software is our Excel invoicing software that turns a simple Excel spreadsheet billing template into a powerful invoicing system, making automated electronic invoice processing with Excel possible and easy to do.

Transportation Invoice

Transportation Invoice

This invoice template also shows Previous Balance on the invoice form. The implementation details can be found at Forwarding Previous Invoice Balance.

Labor Invoice with Gradient Border

Labor Invoice with Gradient Border

This labor invoice calculates amount from hours and hourly rate, just like its base template. It differs from the base template in that we added a gradient border to surround the entire printable form.

Lightweight Sales Invoice Template

Lightweight Sales Billing Form

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, 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.