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Excel Quotation Template

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Excel Quotation Format with Special Discounting Model

The discounting calculations in this template is built specially for a real business. It may not be suitable for you, but it is a good sample on how to customize the invoice template shipped with Invoice Manager for Excel (namely Uniform Invoice Software). For more samples on quotations and estimations, visit Estimate Templates.

Excel Payment Voucher Template

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Payment Voucher Template

Excel Payment Voucher Template is a editable sample voucher template created from Payment Voucher Template (Golden Shop). It differs from the original voucher template in that this sample Excel voucher template is suitable for general business.

Work Invoice in Excel

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Work Invoice in Excel

The word art feature is an interesting and useful feature available in Microsoft Office programs such as Word, Excel and Power Point. The basic usage of word art is described at Insert WordArt document on Microsoft's web site. With word art, you can create fancy text effects with just a few mouse clicks. Programs like Adobe Photoshop is able to create beautiful arts of word too, the advantages of using Office's built-in word art feature are obvious - it is simple, and the result is easily editable within Excel and Word itself.

Excel Retail Invoice Template

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Retail Invoice

We have already published several formats for retail selling. For example c5010 Music Store Invoice Template (Retail), c3013 Pet Food Store Invoice, c7003 Book Store Invoice Format etc. UniformSoft.com also has published a popular title for clothing stores. While many of the templates are named with specific industry names, they are in fact not limited to what the names suggest. If you are looking for a billing template for your retail business, the most important thing to look for is whether the fields offered by a template meets your requirements.

Commercial Invoice for Export in Excel

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Commercial Invoice in Excel

Whether you are an individual or a corporation, the commercial invoicing template helps you create professional and beautiful invoices with quick and easy. However if you are a corporation we highly recommend the Invoice Manager for Excel version. With Invoice Manager for Excel installed, the commercial invoicing form becomes a powerful invoicing system, with the ability to manager customers, products, invoices and payments.

Donation Receipt Template for Excel

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Donation Receipt Format for Excel

According to IRS Publication 1771, Charitable Contributions Substantiation and Disclosure, charitable donations are tax-deductible for the donor and reportable by the nonprofit organization. A donation receipt must include specific information about the value of the donation and what the donor received in return.

General Quote Template for Excel

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General Quote Template for Excel

In a business scenario, quotes and estimates are two types of closely related documents, but there are still important differences between them. Understanding the difference between a quote and an estimate can save you time and money and protect you from legal risks and business losses. A quotation is a fixed price offer that can't be changed once accepted by the customer. This holds true even if you have to carry out much more work than you expected. On the other hand, an estimate is an educated guess at what a job may cost - but it usually isn't binding. To take account of possible unforeseen developments, you could provide several estimates based on various circumstances. This will prevent your customer from being surprised by the costs.

Building Construction Bill Format

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Construction Bill Format in Excel

Like other templates here on InvoicingTemplate.com, this template for civil construction contractor is an Excel spreadsheet template. It works with Invoice Manager for Excel, but could be used standalone for billing construction projects. As an Excel workbook file, it do calculations automatically using Excel formula functions. Compared to construction invoice templates in Microsoft Word / Office or PDF format, this is one of big advantage of Excel ".xlsx" or ".xls" file formats.

Real Estate Agent Invoice Template

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Real Estate Manager Billing Form

The other two custom fields on the form include "Site Code" and "Project". The 4 columns on the invoice detail section include "Description", "Quantity", "Unit Price" and "Amount". Each row on the invoice body section allows about 3 lines of text. The text on the item cells are formatted as left alignment on horizontal, and middle on vertical.

PDF Invoice with PayPal Button

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PDF Invoice with PayPal Button
  • Open your invoicing template as usual.
  • Click the "Add / Update PayPal Button" command on the "Invoice" ribbon tab.
  • Enter your PayPal account email address in the first text box. Note this is the account where your customer will send money to. So double check it to make sure it is correctly.
  • In the "Information sent to PayPal" section, you'll find 3 fields.
    • Item name: This field describes why the customer is paying you. The default value for this field is "Invoice Number: oknInvoiceID", where "oknInvoiceID" will be replaced with real invoice numbers when a PDF invoice is generated. You can include your company / business name here. For example, it could be "ABC Company Invoice Number: oknInvoiceID".
    • Currency: This field should specify the 3-letter currency code to use. The default currency is "USD". It is implemented as a drop-down selection list. Note that UIS does not convert currency automatically. So make sure this choice in this field matches the currency used on your invoices.
    • Amout: By default this field is "oknBalanceDue". This will be the balance of the invoice that is being created. On generating a PDF invoice, UIS replace this with the value of the "oknBalanceDue" cell.
  • Click "Test" to open a browser window to verify what you customers will see when they click he PayPal payment button on your invoices. In this test link, "oknInvoiceID" will be replaced with "INV100", the amount will show "123.00".
  • Click "Add / Update PayPal button" to add the PayPal button to your Excel invoice template.
  • The template is now switched to design mode with the new payment button selected. You can move it to a proper location by dragging and dropping, or resize it by dragging the border of the button image.
  • Once done, switch off design mode by clicking the "Design Mode" button again.
  • Save the template by clicking the Save button on Excel quick access toolbar.