Invoice Manager for Excel (namely Uniform Invoice Software) is an offline invoicing software program, which means you don't have to connect to Internet in order to use it.
However, with the highest edition that support SQL Server database, you can have the SQL Server database running on the Web too.
Invoicing Software Offline is a sub-topic of Billing Software Excel Free Download . Here are our templates closely related to Invoicing Software Offline.
This template is created based on c4018 the third sample of consulting invoice. The template now features an abstract background image with 15% opacity that shows a programming scene with several smart devices around, including mobile phone, tablet and desktop computer (keyboard).
However the support for custom fields in Invoice Manager for Excel (namely Uniform Invoice Software) makes overcoming this limitation easy and quick. What you need to do is to add the custom field "Product Category" to the invoice body database table, and then name a column of cells where you want to display the category when creating an invoice - in this sample, we don't want to show product category on printed invoices, so the product category column is defined outside the printable area.
Starting from Invoice Manager for Excel (namely Uniform Invoice Software) version 5, a new Excel add-in module "Invoice Manager for Excel (namely Uniform Invoice Software) Helper" was introduced to provide functions for the Excel on-sheet buttons on the Invoice and report worksheets. This sample demonstrates how you can call the action procedures from your own macro.
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 Invoice Manager for Excel (namely 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.
With "c2012 Basic Blank Service Format (No-tax)", we set up a simple and blank invoicing form for general needs of service businesses. It is suitable for many business types and we've already made the further customizations as less as possible. One required customization for some business owners is that the taxing type. If you prefer to use c2012 and need to charge one tax, install Invoice Manager for Excel (namely Uniform Invoice Software) and set the tax type on the Settings window. However if you don't have Invoice Manager for Excel (namely Uniform Invoice Software) installed, settings the tax type requires you to first unprotect the spreadsheet manually, and then unhide those hidden cells on the bottom of the invoicing form.
A receipt is a document that verifies payment was received in exchange for goods or services. A receipt should contain all details about mode of payment, item details, payer details and receiver details. It also has the details of date, day and total amount.
Like all the other sample invoice templates here on Invoicing Templates, Sales Invoice Template with Discount Amount Column is also created from the default sales invoice template shipped with Invoice Manager for Excel (namely Uniform Invoice Software). In order to create this 6-column invoice layout, we need to adjust the existing 5-column invoice layout to leave space for the additional column.
Note that by default Invoice Manager for Excel (namely Uniform Invoice Software) supports a payment system that allows partial payments. When you click "Save Invoice" command, a new invoice number is generated (the auto numbering features works when the invoice# cell is left blank), and a "New Payment" window appears where you can enter information like payment date, total payment amount, payment type, reference document# and a general purpose "Notes" field. The total payment amount could less than, equals to or greater than the balance due of current invoices. If it is overpaid, the overpaid amount becomes credit under the customer client's account, which you can apply to existing or new invoices in the further; if the paid amount is less than the balance of current invoice, the invoice is keep its status "pending", which is added to the customer's account payable. One of the advantages of this approach is that the payment report is able to show you detailed payment information.
With Invoice Manager for Excel (namely Uniform Invoice Software) installed, it is recommended to run the template in protected mode (by clicking Excel ribbon Review tab, and then click the "Protect Sheet" command, or go to the "Invoice" ribbon tab and make sure "Design Mode" is not enabled).
This template is based on c5115 billing invoice template. It has exactly the same number of fields as the original one, but with a different form layout. Like the standard one shipped with Invoice Manager for Excel (namely Uniform Invoice Software), these are general-purpose templates.
This simple template sample will be created from c4051 Simple Invoicing Sample - Discount Amount Field. Like the other tutorials and samples in this serial here on InvoicingTemplate.com, we'll mainly focus on how to do the customization. You can also refer to Creating and Customizing Invoice Template for more information on the important techniques involved in the customization of our Excel billing forms. For a quick tutorial movie on creating invoice, visit the tutorial on creating an invoice.
Now let's see the steps involved to create this 1/2 page template.