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Customer Invoice Template

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Customer Billing Form

If the customer is new, you have to enter the information manually and leave the customer# cell blank. Click the "Save As New Customer" button to have a new customer account created and a customer# assigned to it automatically. To view the other information of the customer, with the Customer# cell filled with a correct value, click "View Customer Info." button to open the "Customer Edit" window, where you can edit all information related to the customer, including account balance, credit, date of account creation, updated date, and there is also a "Notes" field you can use to make comment on this customer.

Independent Contractor Invoice

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Independent Contractor Billing Format

No matter what your contractor or freelancer service is, a professional and beautiful invoice gives your client a good impression that you are caring about your business. We've already published a number of free invoicing templates / billing formats that you can choose from, like those in the service invoice template and consulting invoice template categories, or the specific ones like Contractor Billing Format (c3009), Plumbing Contractor Invoice Template (Landscape) (c2009), Parts and Labor Invoice Template (c4071), Website Development Invoice Template (c2024), etc.

Wedding Photography Invoice

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Wedding Photography Billing Template

The image watermarks are placed on top-right and bottom-left corners of the spreadsheet form. These are two cartoon images with the opacity adjusted to 20%, so that the foreground text labels, such as "Invoice#", "Invoice Date" and the total fields, are easily readable.

Customer Value Based Pricing

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Price per Customer

This sample Excel invoice template demonstrates how to do special customer pricing based on customer values / types. By default this form design classifies clients as Distributor, Wholesale, Retail, individual and Special categories.

PayPal Payment Button Using Custom Image

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Excel Invoice with PayPal Payment Button Using Custom Image

If you prefer to make your invoices differ from others, like to make your business stands out from the generals, you are free to replace the default image with your own, just like you can easily replace the default logo image we used on many of our forms, by using just the built-in tools provided by Microsoft Excel.

Attorney Billing Form

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legal billing statement

This template is a revised version of our Attorney Invoice Template (South Africa Currency) (c5067). It now uses a new color schema, Agency FB fonts. The client# cell is also moved out of the printable form. See the PDF invoice generated by Invoice Manager for Excel (namely Uniform Invoice Software) to find out what will it like when you client receive your bills.

Contractor Billing Format

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Contractor Billing Format

In this Contractor Invoicing Layout, we use the "Bill To" found on the original invoice template for "Contractor", including name, Address, City State and ZIP, Phone, Email and Contractor#; and, we use the "Shipping To" section for "Client", including its Name, Address, City State and ZIP, as well as contact information.

Spin Button to Add or Subtract One

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Sample Invoice Template with Spin Button
  1. As always, backup your invoice template.
  2. Open the template.
  3. Push down "Design Mode" button on the "Invoice" ribbon tab.
  4. Switch to Excel "Developer" ribbon tab. If this tab is not available in your Excel, do the following to make it visible.
    • Right-click an empty area on Excel ribbon, choose "Customize the ribbon"
    • In the "Customize the ribbon" section, check the "Developer" option.
    • Click OK to confirm the change.
    • Now Excel shows the "Developer" ribbon.
  5. In the "Controls" ribbon group, pull down "Insert".
  6. In the "Form Controls" section, click "Spin Button" (the forth in the list).
  7. Now it returns to the worksheet. Click the location where you want to place the spin button to create it. If this case, we want to place it at the left side of the "Quantity" cell. You can move it by dragging and dropping.
  8. Drag the border of the spin button to resize it. Each single spin button has two click spots (an up arrow and an down arrow), it is recommended to make it as large as possible.
  9. Right-click on the newly inserted button, choose "Format Control". Excel shows the "Format Control" dialog box with the "Control" tab activated by default.
  10. Click the button on the "Cell link" section, specify to which cell this button will be linked. For our first spin button, the target cell is $I$20 (i.e. the first "Quantity" cell).
  11. With the spin button still selected, press "CTRL + C" on keyboard, and then "CTRL +V" to create a new button.
  12. Move the second new button to the second "Quantity" cell. Right-click on it and choose "Format Control", specify the linked cell for this second spin button to the second "Quantity" cell.
  13. Repeat the above steps to create spin buttons for the other 4 "Quantity" cells.
  14. Once you have done the customization, click the "Design Mode" button again to exit design mode.
  15. Save the template by clicking the "Save" button on Excel quick access toolbar.

Spare Parts Sales Invoice

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Spare Parts Sales Invoice

The file# on the top of the form, and the "Discount" column on the detail table, are all custom fields that are not defined the standard database shipped with Invoice Manager for Excel (namely Uniform Invoice Software).

Bill Format for Quilting Service

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Bill Format for Quilting Service

The first two custom fields are "Batting Backing Allowance" and "Tag Color", which are all defined as text fields. Most other custom fields above the invoice detail section are defined as decimal values. The values in this section are formatted with two colors - the green values are in Inch, and red values are in Feet. Only the values in the "Quit Size" section are editable (quit width and height), all the other values - Quilt Area, Binding, Batting and Backing, are all calculated automatically using Excel.