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Summary

Microsoft Access is a member of the Microsoft Office suite of applications, included in the Professional and higher editions or sold separately (Wikipedia.org). On Windows desktop the database file is stored in ".mdb" or ".accdb" format. However with Office 365, the Access data is stored in a SQL database. Invoice Manager for Excel, by default uses local (desktop) Access database. Each invoice template published here on InvoicingTemplate.com comes with an Access database with the template# as the database file name.

Invoice Manager for Excel itself uses Excel spreadsheet templates as the front-end. Access database is only used as a data storage. We don't lock the database so if you are a power user who want to customize the invoicing application deeply, you are free to do so on the database level too. For example, you can use Access queries, forms, reports, macros and modules.

Here are our templates closely related to Microsoft Access Invoice Template.

Five Price Levels (Service, Amount, Custom Column)
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Five Price Levels (Service, Amount, Custom Column)

This seventh sample in the multiple-price or multiple-discount serial has no shipping fields in the printable section, and the prices are set in amount (instead of percentage).

Medical Invoice Template (2)
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Medical Billing Form (2)

If you use the Invoice Manager for Excel version of this medical bill format, the billing software program helps you create unique customer account number with its powerful customer management features. The customer account number is the account number with the health care provider. Every new encounter should create a unique account number. The "Date of Service" fields detail the dates the patient was treated. In some cases, such as laboratory draws, a range of dates are provided in case multiple tests were performed across several days. A charge itemization can be sent to you detailing all hospital services.

Clinic Invoice
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Clinic Receipt

This clinic bill and receipt template could be used by clinics such as dental clinic, cosmetic clinic, chiropractic physicians, psychologist, psychology service, mental health and acupuncture therapy. It has less fields than c7019 medical invoice template, but has a cuttable payment slip that copies invoice# (receipt#), date and amount due from the main part by using Excel formula.

United Arab Emirates Invoice Template
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United Arab Emirates Billing Form

The layout of this Excel template United Arab Emirates Invoice Template is created in a way so that it meets the following requirements.

Online Invoicing Sample
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Online Invoicing Sample

This free Excel invoice template demonstrates how Invoice Manager for Excel works with online Microsoft SQL Server database connections (instead of the default Microsoft Access database).

This database server is created for testing purpose only. So don't store your real business data using this database.

Limousine Service Invoice
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Limousine Service Invoice

On the bottom left side, there are fields for deposit, including "Payment Type", "Date", "Amount", and "Method". Sample data are included for you to help you understand what the purpose of each field is.

Bike Shop Invoice Template
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Bike Shop Invoice Template

Like all the other Excel invoicing templates here on InvoicingTemplate.com, this invoicing layout for bike shop works well too with Invoice Manager for Excel. By installing Invoice Manager for Excel, which is our Excel-based invoicing software app, this simple Excel-formatted invoice template becomes a powerful invoicing software program that is able to manipulate your client, products, invoices / receipts and payments data, saving your time and effort on invoicing.

Invoicing Format for HVAC Service
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A C invoice template

This is a service invoice template, featuring a "Bill To" section and a "Service Location" section that allow you to enter different billing address and the location to perform the HVAC service. In the detail section, there are two parts, just like the parts and labor invoice form. The parts and labor could have different tax rates. On the bottom of the form, the "TOTAL AMOUNT PAYABLE" field calculates the grand total from both the parts and labor sections using a simple Excel formula like this:

Engineering Estimate Template
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Engineering Estimate Template

It is clear that the relationships between the cells / fields is much more complex than what in the default invoice template shipped with Excel Invoice Manager setup program, yet Excel Invoice Manager, still can handle this type of complex easily with Excel formulas.

VAT Sales Invoice Template - Price Including Tax
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VAT Sales Invoice Template - Price Including Tax

The VAT invoicing template (prices including tax) helps you get paid quickly and look stylish with its professional design. A PDF version of this free invoice template is also available here on InvoicingTemplate.com, which can be downloaded by clicking the PDF link on the right hand of this page. Our sleek, simple free invoice templates are created especially for freelancers, contractors and small business owners. These templates will work great for sole traders and limited companies alike. In case you are needing a more complete invoicing solution, and has the need of managing your customers, products or services, invoices and payments in an easy way, download and install Invoice Manager for Excel.

Proforma (3rd Sample of Customization)
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Proforma Invoicing Form
  • First choose a column (or row) to place the possible values. This should be an empty (not-used) area outside the printable form. In this example, we choose the range on the right side of the shipping details section. The possible currency types are: US Dollar, Euro, Pound Sterling, Japanese Yen - you could enter more on the column, just make sure there is no blank (empty) cells between valid possible values.
  • Select the cell where you want the drop-down list - in this example, you select the currency field (the cell after the label "currency"). If you are running Excel 2007, Excel 2010 or Excel 2013, on the Data tab, in the Data Tools group, click Data Validation. If you are running Excel 2003, choose Excel menu Tools > Validation.
  • In the Allow box, click List.
  • To specify the location of the list of valid entries, do one of the following:
    • If the list is in the current worksheet, enter a reference to your list in the Source box or click in the Source box and then select your list in the current spreadsheet to populate the reference automatically.
    • If the list is on a different worksheet, enter the name that you defined for your list in the Source box.
  • Make sure that the In-cell dropdown check box is selected.
  • To specify whether the cell can be left blank, select or clear the Ignore blank check box.
  • Optionally, display an input message when the cell is clicked.
  • Specify how you want Excel to respond when invalid data is entered.
Consulting Invoicing Sample with Consultants Background Picture
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Consulting Bill Format with Consultants Background Picture

This template used Excel themed colors, so you can easily change the colors by going to the "Page Layout" ribbon tab, from the "Themes" group, you can click the "Themes" button to choose a new theme, or click the "Colors" button to choose predefined color groups. Changing the theme or colors will change all the colors used in the sheet. As you can see, this is the most easy and quick way to give the template a new look and feel.

Child Care Billing Template
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Child Care Invoicing Form

As a parenting service company or organization it is necessary to record detailed child information on their invoices, in additional to those default fields provided by Excel Invoice Manager / Invoice Manager for Excel. Here are the custom fields added to the database.

Service Invoice Form with Discount Amount
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Service Invoice Form with Discount Amount

If you have Invoice Manager for Excel installed, you may notice that the Discount field is added to both the Customer and Invoice Header database table. This means that, the discount can be saved into a client's account, and when you are making a billing invoice, The discount value is loaded / filled automatically along with the other customer information, such as customer name, address, city state and zip, country and email addresses etc. The form then uses formulas to calculate subtotal, taxes, total, total due. If you use the freeware version of this Service Invoice Form with Discount Amount template, won't benefit from connecting with a database because that should be done by Invoice Manager for Excel.

2-Page Invoice Template
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2-Page Invoicing Format

This invoice template is based on the default invoice template shipped with Invoice Manager for Excel, which is our desktop invoice software which runs offline (without the requirement of an online Internet connection). This template includes 36 lines on the invoice body section, and is printable with 2 pages of standard 8.5 X 11 inch letter paper. This invoicing format is a "Sales Invoice Template", as it contains the "Shipping Address" section, it also added 3 custom fields on the bottom of the form to calculate labor hours and expense. The template shows only one tax on the bottom of the form - to change this tax option / layout, go to Invoice Manager for Excel Settings window / Taxes tab and set your preferences easily.

Security Deposit Receipt Template
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Security Deposit Receipt Format

While this template works well without the installation of Invoice Manager for Excel - it creates professional documents, and also do simple calculations with Excel formulas, by installing Invoice Manager for Excel you'll be able to locate any customers (tenant) and receipt by using the search bar, which is available in all the major data list windows. There are also powerful reporting features - Sales report, customer report, sales representative report, payment report, customer statement etc.

Sales Invoice with Profit Calculation
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Sales Invoicing Template with Profit Calculation

The magic of adding profit calculation depends on a powerful feature supported by all editions of Invoice Manager for Excel - Invoice Manager for Excel Standard, Invoice Manager for Excel Net and Invoice Manager for Excel Enterprise, which is called custom fields.

Simple Service Invoice Template
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Simple Service Invoice Template

Please download this template for free from the download page. A fillable PDF simple service invoice template is also available here on InvoicingTemplate.com.

Auto Repair Invoicing Sample (2)
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Auto Repair Invoicing Sample (2)

To UIS version users: The form is protected to prevent accident modifications to layout and formulas. If you unprotect the sheet and try to close it, UIS prompts a warning message about the protection status of the template. If you want to be able to change the list when creating invoices, you should unlock the range starting from Q16.

Consulting Invoice Template (1st Sample of Customization)
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Consulting (1st Sample)

While designing the layout of an invoice form we mention the word "move a field" or "move a cell" frequently. This is a process to change the location of a field or cell without breaking the predefined relationship between fields and cells.

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