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Service Invoice with Profit Calculationc5061

Service Invoicing Form with Profit Calculation

"Service Invoicing Form with Profit Calculation" was found to be relative to Invoice Template Non Profit with the score grade of 97.

...(209) Note that the "Taxable" column is placed inside the printable area, along with the other standard columns, such as price and description etc., while the "Cost" and "Profit" columns are designed in a way that will not show these to your customers / clients. The "Taxable" and "Cost" are standard fields that are included in the default database and template shipped with Uniform Invoice Software program, but the "Profit" is a custom field in this implementation. Please look into the documents of Uniform Invoice Software, which can be opened by clicking the Help button on the Uniform Invoice Software version of this template, for a detailed description on custom fields. Custom fields are supported in all editions of Uniform Invoice Software, including Uniform Invoice Software Standard, Uniform Invoice Software Net, Uniform Invoice Software Enterprise. Unlike the freeware edition of this Service Invoice with Profit Calculation, the Uniform Invoice Software offers more powerful features, such management of customers, products / inventory, invoices and payments. The generated invoices can be printed, or send as electronic invoices in PDF or Excel format. With the help of Excel and custom fields, you can even easily modify the default invoicing form to create forms for other purpose, such as estimate / quote / receipt.

Sales Invoice with Profit Calculationc5060

Sales Invoicing Template with Profit Calculation

"Sales Invoicing Template with Profit Calculation" was found to be relative to Invoice Template Non Profit with the score grade of 96.

...(38) The magic of adding profit calculation depends on a powerful feature supported by all editions of Uniform Invoice Software - Uniform Invoice Software Standard, Uniform Invoice Software Net and Uniform Invoice Software Enterprise, which is called custom fields.

...(78) The support for custom fields makes it possible for even an end user who does not know programming at all, could add new features to her/his invoicing creator such as Sales Invoice with Profit Calculation without writing one line of programming code. Feel free to Search and download more samples. Sometimes our customization samples are offered in two editions here on InvoicingTemplate.com, that are one freeware edition, and another edition that works only with our invoicing software installed.

Sales Invoice with Profit and Taxable Columnc5062

Sales Invoicing Form with Profit and Taxable Column

"Sales Invoice with Profit and Taxable Column" was found to be relative to Invoice Template Non Profit with the score grade of 95.

...(31) This invoicing template, Sales Invoice with Profit and Taxable Column, adds a printable "Taxable" checkbox column to the default sales invoice template, and a non-printable Profit column outside the print area.

...(65) The protection of the "Invoice" worksheet in Sales Invoice with Profit and Taxable Column 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 Sales Invoice with Profit and Taxable Column.

Note that if you use the Uniform Invoice Software and need to show the control on an extracted worksheet, then the control should be named with an "oknWidget_" prefix. For example, if you move the Taxable checkboxes into the

Service Bill with Profit and Taxable Columnc5063

Service Bill with Profit and Taxable Column

"Service Invoicing Form with Profit and Taxable Column" was found to be relative to Invoice Template Non Profit with the score grade of 94.

Note that if you use the Uniform Invoice Software and need to show the control on an extracted worksheet, then the control should be named with an "oknWidget_" prefix. For example, if you move the Taxable checkboxes into the

...(89) Naming a control or an image is easy in Microsoft Excel. First make sure your template Service Bill with Profit and Taxable Column is in design mode. Right-click the control or image you want to assign it a name, choose Properties. On the Properties box, enter the name into the "name" field and press enter. Note that if you have several controls that you want to assign different names, you can do so by entering the name and then clicking to choose another control without closing the Properties window.

Blank Sales Format (No-tax)c2018

Blank Sales Sample (No-tax)

"Blank Sales Format (No-tax)" was found to be relative to Invoice Template Non Profit with the score grade of 68.

...(30) Blank Sales Format (No-tax) is a free sales invoicing template that includes a shipping / delivery address section, two editable columns (description and amount). This sample includes no tax cells.

...(96) We've already released a number of samples in the sales invoice template category. For example, some of the most popular titles are - Simple Sales Invoice Template; Sample Sales Invoice Template: Fixed Items - which shows you how to make one or several items fixed (being static) on the invoice detail (invoice body) section, so that they will not change from invoice to invoice; Sales Invoice Template with Discount Percentage Column, Netherland (NZ) Sales Invoice Template. A general purpose sales invoice template could also be found on office-kit.com, at Download the Free Invoice Template for Excel.

Donation Receipt Template for Excelc1004

Donation Receipt Format for Excel

"Donation Receipt Template for Excel" was found to be relative to Invoice Template Non Profit with the score grade of 55.

...(34) This general donation receipt template in Microsoft Excel spreadsheet format (".xlsx") includes fields for charity / organization name, address, contact information, donor name, several lines of description, an amount field, a handwriting signature field.

...(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.

...(15) The receipt must also declare whether the donor received goods in return for the donation.

4-Column without Taxc4002

4-Column Invoice Template

"4-Column Invoice Template" was found to be relative to Invoice Template Non Profit with the score grade of 50.

...(87) If you have Uniform Invoice Software installed, setting tax types is as easy as clicking several buttons. For example, if you find a template here on InvoicingTemplate.com interesting but don't need tax fields, you can set it to non-tax by firstly clicking the Settings button on the Invoice worksheet, and then go to the Taxes tab of the Settings dialog box. The Taxes tab offers 3 options, non-tax, one-tax and two-tax. Tax names and rates can also be set on the "Taxes" page of the Settings window.

Invoice Template with 4 Columnsc4001

4-Column Invoice Template

"Invoice Template with 4 Columns" was found to be relative to Invoice Template Non Profit with the score grade of 45.

...(24) Similar to the general sales invoice template shipped with Uniform Invoice Software, but has the product ID column moved out of the printable area.

...(76) This invoice template is originally published on our oldest web site, office-kit.com, as a sample in the member area. We published it here on InvoicingTemplate.com for you to choose. The layout of this invoice template is similar to the default sales invoice template shipped with Uniform Invoice Software (originally named Excel Invoice Manager). The most noticeable difference is that with this template we moved out the "Product#" column, leaving more space for the product description column.

...(45) The template has one tax set on the bottom of the invoice form. If you have Uniform Invoice Software installed, you can easily change it to two-tax or non-tax by clicking the Settings button on the Invoice worksheet, and then go to the Taxes tab.

Contractor Invoices with Remittance-slipc5106

Contractor Invoices with Remittance Advice Slip

"Contractor Invoices with Remittance Advice Slip" was found to be relative to Invoice Template Non Profit with the score grade of 31.

...(19) This contractor invoice does not include fields for shipping goods. For more billing samples for contractors, visit contractor invoices.

...(98) The duplicate "Bill To" section is created simply using Excel formula. For example, "Client Name" ($F$39) is filled with the Excel formula "=oknWhoName", where "oknWhoName" is the cell name / range name for a cell inside the "Bill To" section; similarly, "Address" ($F$40) is filled with the Excel formula "=oknWhoAddress", where "oknWhoAddress" is also the name of a cell inside the "Bill To" section. All these fields within the remittance slip section are filled automatically whenever you pick up a client manually, or with the on-sheet picker button, or by entering the client# into the "Customer#" field directly.

Invoice and Packing List on Same Formc4078

Invoice and Packing List on Same Form

"Invoice and Packing List on Same Form" was found to be relative to Invoice Template Non Profit with the score grade of 27.

...(57) To archive this goal, we first have to copy the existing invoice design to create a new form, and then modify the new form to make it suitable for packing lists. And finally, we modify the definition of the printable form, to have Excel print both documents (the invoice and the packing list) at the same time.

  1. First, backup the template that you want to customize. It seems redundant that we repeat this in every tutorials targeted to simple invoice template customizations. But it is important and highly recommended that you do so. Baking up data frequently saves you a lot time and efforts when the newest version of data is lost.
  2. Open the template.
  3. Switch to design mode by clicking the "Design Mode" button on the "Invoice" worksheet.
  4. Pull down the name box located on the left-end of the formula bar. On the end of the name list you'll find "Print_Area". Click to select it.
  5. Excel select all the cell defined by the "Print_Area" name. This is the printable area that is printed when you print the current worksheet.
  6. On Excel "Home" ribbon tab, click "Copy" in the "Clipboard" group. This copies the entire printable invoice form to the clipboard.
  7. Choose an empty area underneath the existing printable form. In this sample, our original printable area is defined at D2:L47, so we click and select D50, this will be our starting cell of the new packing list form.
  8. On Excel "Home" ribbon tab, pull down "Paste" in the "Clipboard" group and then choose "Paste All".
  9. Now the key step - pull down "Paste" in the "Clipboard" command group again, chose "Paste Link" in the "Other Paste Option" section. This will create a simple formula for each cell in the paste destination section. The simple formula retrieves data from the original printable form (the invoice form), fill it in the packing list section. This way, if we you fill in the invoice data, either manually or loading an existing invoice from database by using Uniform Invoice Software, the data of the packing list is automatically filled.
  10. Till now our new packing list form has exactly the same format and content as the invoice. Modify it to make it meets your requirements of packing slip. For example, change the title from "Tax Invoice" to "Delivery Docket".
  11. In this sample, we also clear the "Price" and "Amount" column, and then expand the "Description" column.
  12. With this sample template, we also cleared the bottom section that details "Freight", "GST", "Total Incl. GST" etc., as they are usually not required on a packing list.
  13. Add your notes and declarations to the form, usually bottom of the form.
  14. It is also common to add fields for manually singed. For example, we added "Signed", "Sign Date", "Print Name" and "Print Date".
  15. Once the design of the packing list is finished, select all the cells inside the packing list. Lock all the cells.
  16. Now once again, select "Print_Area" from the name box on the left end of the formula bar. This selects the original printable area.
  17. Now push down the CTRL key on the keyboard, drag mouse to select the new packing list area - in this sample, it is D50:L92.
  18. Release keyboard CTRL key.
  19. With both the invoice and packing list form selected, from Excel "Page Layout" ribbon choose "Print Area", and then "Set Print Area". This define the new printable form. As you can see, the print area could be discrete area that contains multiple ranges.
  20. Go to Excel menu File / Print Preview. Make sure the worksheet will be printed on 2 pages.
  21. Exit design mode once you have done the customization.
  22. Save the template.

Customer Value Based Pricingc6006

Customer Value Based Pricing

"Special Customer Pricing" was found to be relative to Invoice Template Non Profit with the score grade of 24.

...(141) The possible values of the CustType field are limited to "distributor", "wholesale", retail", "individual", or "special". It is not necessary to let the end-user manually type in CustType value on creating invoices, so its a good choice to use a drop list on the invoice form to prevent typo errors and make it easier to choose a customer price type. Microsoft Excel provides a handy tool for creating drop-down list on the invoice form, which is called Data Validation list. Simply put, all you need to do is to set the valid value of the CustType cell to a List, and then provide the values of the list to be one of the following: distributor, wholesale, retail, individual, or special. A detailed tutorial on using drop-down list on an invoice template could be found here, excel invoice template with drop-down list.

...(12) Here are some tips and notes on using the downloadable invoice template.

Job Invoice Samplec5006

Job Billing Sample

"Job Invoice Sample" was found to be relative to Invoice Template Non Profit with the score grade of 19.

...(57) The protection of the "Invoice" worksheet in Job Invoice Sample 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 Job Invoice Sample.

...(56) Unlike the default template that is shipped with UIS installer program, this sample choose to put the "InvoiceID" and "Invoice Date" cells on the bottom of the spreadsheet form. The other cell on the form bottom, which is labels with "SIGNATURE", is designed for hand writing - so, this cell does not has a cell name.

Work Order and Processing Sheet Practical Samplec7008

Work Order and Processing Sheet Form Practical Sample

"Work Order and Processing Sheet Practical Sample" was found to be relative to Invoice Template Non Profit with the score grade of 10.

...(82) This template was originally published on office-kit.com as C7-008 "Fabric Shades and Lampshades Manufacturer Invoice Template and Processing Sheet". If you are in a different industry, for example providing maintenance service or construction, you may not be able to use this template directly. However the idea on creating a work order / processing sheet from an invoice template is still useful. For a generic work order template, visit Work Order Template; or for pest-control jobs visit Pest Control Invoice / Work Order.

Share data between the invoice template and processing sheet template

...(13) And, for the processing sheet templates, the columns are implemented as detailed below.

Specifications

Template#
Title
Release Date
Lines
Columns
Paper
Orientation
Category
c5061
Service Invoice with Profit Calculation
Sunday, September 21, 2014,
12
5
A4
Portrait
Service
c5060
Sales Invoice with Profit Calculation
Saturday, September 20, 2014,
12
5
A4
Portrait
Sales
c5062
Sales Invoice with Profit and Taxable Column
Sunday, September 21, 2014,
12
5
A4
Portrait
Sales
c5063
Service Bill with Profit and Taxable Column
Sunday, September 21, 2014,
12
5
A4
Portrait
Service
c2018
Blank Sales Format (No-tax)
Friday, November 20, 2015,
12
2
A4
Portrait
Sales
c1004
Donation Receipt Template for Excel
Monday, August 22, 2016,
8
1
A4
Portrait
Receipt
c4002
4-Column without Tax
Saturday, November 2, 2013,
12
4
A4
Portrait
Service
c4001
Invoice Template with 4 Columns
Friday, November 1, 2013,
12
4
A4
Portrait
Sales
c5106
Contractor Invoices with Remittance-slip
Monday, February 13, 2017,
12
5
Letter (8-1/2 in. x 11 in.)
Portrait
Service
c4078
Invoice and Packing List on Same Form
Wednesday, July 6, 2016,
20
4
A4
Portrait
Sales
c6006
Customer Value Based Pricing
Saturday, March 11, 2017,
20
6
A4
Portrait
Sales
c5006
Job Invoice Sample
Tuesday, September 16, 2014,
12
5
A4
Portrait
Service
c7008
Work Order and Processing Sheet Practical Sample
Tuesday, March 14, 2017,
16
7
A4
Portrait
Other

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