Here are our templates closely related to Law Firm Billing Software.
This template shows column titles "Quantity" and "Unit Price", and the "Line total" is calculated from the quantity and unit price. If you prefer to have a "Date" column added to the form, see our c5123 sample at Attorney Billing Template, which shows United States Dollar currency symbol on all the total cells. Another sample, c5067 Attorney Invoice Template (South Africa Currency), shows South Africa currency symbol.
There are 16 lines and 4 columns on the detail section. This is where you list the services you rendered, such as software programming, engineering, bug testing, whether to provide source code, maintenance, programming language, technical support -- everything as detailed as possible. This helps you client to understand what jobs you have done. For complex projects you even need a separate contact to write everything down before starting the project.
On the top of the form, which we usually refer to as invoice heading, this recruitment firm billing sample provides spaces for your business logo image, your business information, invoice date and invoice# fields. The logo image is a place holder for your own image. To replace this image, click the "Replace Logo Image" command on the "Invoice" ribbon tab (Invoice Manager for Excel must be installed in order to show this ribbon tab).
The usual "Bill To" section is now renamed to "Agency". The labels in this section include "Account Number", "Name", "Department", "Contact or Operator", "Vehicle Number" - the later 3 fields are custom fields that are not defined in the default Access database file shipped with Invoice Manager for Excel.
Take a look at the screenshot of this invoice template, you'll easily find the differences between this template and other templates available here on InvoicingTemplate.com. There are 18 lines on the detail section, but these lines are grouped into two sections - the "Services" section and the "Expenses" section, with each section identified by a blue title bar. You can use 6 lines on each section to itemize the service and expense. The other lines are reserved for taxes and amounts.
The template offers a blank form for you to fill in. Fixed content, like your own business name, address, contact etc., are locked so that you'll not overwrite them accidentally. Fillable content, like the invoice#, invoice date, customer information, service items, etc., are unlocked so that they are editable even when the form is protected. Without Invoice Manager for Excel installed, you should fill in all information by hand. With the help of Invoice Manager for Excel, filling an invoice is much simpler. You'll typically start by clicking the Clear & New command, which clears the invoice form so that it is ready for you to create a new invoice. After executing the "Clear & New" command, most editable fields are blank, but some of them are filled with default values. For example, the Invoice Date will be the current date, and the Sales Rep. Name, Shipping Date, Payment Term etc., are all filled with default value (if they appear on the invoice form).
If you use the freeware edition of this invoice template, you may find there is no much difference between this invoice template and the default sales invoice template shipped with Invoice Manager for Excel. The only difference appears outside the printable area on the center of the form, where you can find a Product Category column near the invoice body.
On the bottom of the invoice form there are a group of checkboxes let you choose the payment type - Check, Visa, MasterCard, Amex, Discover. The signature and the additional "date" field are for handing writing. A medical invoice usually contains name of the medical organization, patient information such as their name, address, contact, name of the physician, and comprehensive details on the treatment performed and also information on medications sold to them. If you are using Invoice Manager for Excel, note that the newly added checkboxes, which could not found on the default template shipped with Invoice Manager for Excel, will be saved to database when the "Save To DB" button is clicked, and will be restored to the saved data if an invoice is reloaded from the backend database. This is a good sample of using custom fields with Invoice Manager for Excel, demonstrating that custom fields can not only work with general text fields, but also controls like checkboxes. If you are interesting in the implementation details of these checkboxes on the template, the secret behind the payment method checkboxes is in fact very simple - each payment type check box is linked to a hidden cell. It is this hidden cell Invoice Manager for Excel operates on to affect the payment type options.