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Proforma (2nd Sample of Customization)c7012

Proforma Invoicing Form

"Proforma (2nd Sample of Customization)" was found to be relative to Microsoft Word Invoice Forms For Maid Services with the score grade of 99.

...(55) The next step is to replace the default "InvoicingTemplates" logo image. To do this, you need to switch the invoice form into design mode, which is done by clicking the "design mode" command on the Developer ribbon tab. If your Excel does not show the Developer ribbon tab, here is how to make it visible.

...(80) Now right-click the InvoicingTemplates logo image and choose Properties from the shortcut menu. The Properties box appears. Look for the Picture property, and click the button on that line. Excel shows you a dialog box that allows you to browse to and specify your own logo image. Depending on your Excel version, the supported image file formats may vary, but JPG, PNG and GIF formats are good choices for storing your logo image that are likely supported by your Excel.

Proforma (3rd Sample of Customization)c7013

Proforma (3rd Sample of Customization)

"Proforma Invoicing Form" was found to be relative to Microsoft Word Invoice Forms For Maid Services with the score grade of 96.

...(41)Tip: To delete a drop down list, select the cell with the list. Click the Data tab, and then in the Data Group, click Data Validation. In the Data Validation dialog box, click the Settings tab, and then click Clear All.

...(48)Tip: The width of the drop-down list is determined by the width of the cell that has the data validation. You may need to adjust the width of that cell to prevent truncating the width of valid entries that are wider than the width of the drop-down list.

Proforma Invoice Formatc7010

Proforma Invoice Format

"Proforma Invoicing Form" was found to be relative to Microsoft Word Invoice Forms For Maid Services with the score grade of 96.

...(87) Proforma invoices basically contain much of the same information as the formal quotation. It should give the buyer as much information about the order as possible so arrangements can be made efficiently. The invoices inform the buyer and the appropriate import government authority's details of the future shipment. This Pro Forma Invoice Template is professionally designed document for need of many small business companies that require simple, great looking, and yet reliable invoicing solution, which could be used as for domestic as well as international trade purposes.

Proforma (1st Sample of Customization)c7011

Proforma Invoicing Form

"Proforma (1st Sample of Customization)" was found to be relative to Microsoft Word Invoice Forms For Maid Services with the score grade of 87.

  1. First, open the original ".xls" formatted proforma invoice template in Excel 2010 (Excel 2007 and all the later versions support ".xlsx" spreadsheet format).
  2. Click Excel menu File / Save As. If you have Uniform Invoice Software installed, a warning message appears that says "If you save this workbook with a different file name, you must re-open it to ensure Uniform Invoice Software functions properly. Are you sure you want to continue? " Choose Yes.
  3. On the "Save As" dialog box, choose "Excel Workbook" from the "Save as type" drop-down list. Name the new template "proforma 1st sample", or something else you like.
  4. If you have Uniform Invoice Software installed, you may find that after executing Excel "Save As" command, all the buttons on the new template stop working. This is not a bug, bug by design - as stated above, you need to close and then reopen the template if you want to make the buttons work. But for the purpose of this sample, we'll skip this step.
  5. Now unprotect the Invoice worksheet. To do this in Excel 2010, go to the "Review" ribbon tab and click the Unprotect Sheet command.

    The protection of the "Invoice" worksheet in Proforma (1st Sample of Customization) 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 Proforma (1st Sample of Customization).

  6. The background color we used for the labels "SHIP TO", "BILL TO", "SHIPPING DETAILS" and the heading line of the invoice body, as well as the fore color of the big title "PRO FORMA INVOICE", is a custom color defined in Excel palette. You can find this color on many of the templates designed by us here on InvoicingTemplate.com - In fact, we use this color since 2005 - when we released Excel Invoice Manager for the first time. To make sure all of our templates have a similar style, this color has never been changed.

    However, to make your own invoice template, you may like to change it. Here is how you can do it (Again, we are using Excel 2010 in this tutorial.)

    • Open Proforma (1st Sample of Customization) as usual.
    • Click Excel menu File, and then click Options.
    • Click Save.
    • Next to Choose what colors will be seen in previous versions of Excel, click Colors.
    • Click the color that you want to change - for example, the fourth on the last line, and then click Modify.
    • Specify the new color. Click OK to close the Colors dialog box.
    • Click OK to close the Color dialog box. Click OK again to close the Excel Options dialog box.
  7. Once returned to the Invoice worksheet, you can find the new color applied to the invoice form. See the figures below to find an example.

Simple Proforma Invoicing Samplec6019

Simple Proforma Invoicing Sample

"Simple Proforma Invoice Format" was found to be relative to Microsoft Word Invoice Forms For Maid Services with the score grade of 82.

...(140) The printable area, or print area, is the area with white background on the center of the Simple Proforma Invoicing Sample spreadsheet. By default Microsoft Excel prints the entire worksheet when you issue the print command, but if the worksheet has a print area defined, such as what we do for Simple Proforma Invoicing Sample, only the print area will print. You can add cells to expand the print area as needed, and you can clear the print area to print the entire worksheet again. If you need to recreate the print area definition, here are what to do: On the "Invoice" worksheet of the Simple Proforma Invoicing Sample, select the cells that you want to define as the print area; On the Page Layout tab, in the Page Setup group, click Print Area, and then click Set Print Area.

Engineering Estimate Templatecm006

Engineering Estimate Template

"Engineering Estimate Form" was found to be relative to Microsoft Word Invoice Forms For Maid Services with the score grade of 78.

  • There are 3 unit types used by the products offered by the service company, i.e. "per Sq.ft.", "per Rn.ft." and "per PC". If the unit type is "per PC", the Line Total of a service item should be calculated from Quantity and Rate. Otherwise, the Line Total should be "Quantity * Price * Area or Length".

    Here is a formula example of how the Line Total is calculated:

    =ROUND(IF(NOT(ISERR(SEARCH("per pc",oknUnit_1,1))),
    oknQuantity_1*oknPrice_1,
    oknQuantity_1*oknPrice_1*oknAreaLength_1),2)
  • If the unit is "per Sq.ft." the Area or Length should be Area Temp, with a minimum value of 10.76; or in case the unit is "per Rn.ft.", the Area or Length should be Area Temp with a minimum value of 3.

    Here is a formula example of how the Area or Length is calculated:

    =ROUND(IF(OR(oknUnit_1="",NOT(ISERR(SEARCH("per pc",oknUnit_1,
    1)))),0,IF(NOT(ISERR(SEARCH("Sq",oknUnit_1,1))),
    IF(oknAreaTemp_1<10.76,10.76,oknAreaTemp_1),
    IF(oknAreaTemp_1<3,3,oknAreaTemp_1))),2)
  • Area Temp is a temporary value stored in a hidden column outside the Print_Area. The value is calculated from the other two columns, W and D, which could be measured in different ways, including CMS, Inch and Ft. The choice of measurement unit is implemented as a drop-down list labeled "Choose W/D type here", and the column titles are changed depending on the current measurement unit, such as W[CMS] and D[CMS], W[Inch] and D[Inch], etc.

    Below is a formula example of how the Area Temp value is calculated.

    =IF(NOT(ISERR(SEARCH("Sq",oknUnit_1,1))),(oknItemW_1*oknItemD_1)/
    IF(oknWDType="CMS",929,IF(oknWDType="Inch",144,1)),oknItemW_1/
    IF(oknWDType="CMS",30.48,IF(oknWDType="Inch",12,1)))
  • On the bottom of the form, in additional to those cells defined by the default/standard invoice template included in Excel Invoice Manager setup program, there should be a field for discount, a field for labour charges, a field for advance payment, and a field for balance due. All these fields should either be manually editable, or be calculated automatically, depending on the meaning of each field/cell.

...(38) To implement the features required by the estimate or service invoice template, there are a number of custom fields defined / added to both the underlying database and the front-end Excel template, as detailed in the following table.

Proforma Invoice Template (4th Sample, Landscape Page Orientation)c7014

Proforma Invoice Template (4th Sample, Landscape Page Orientation)

"Proforma (4th Sample)" was found to be relative to Microsoft Word Invoice Forms For Maid Services with the score grade of 52.

...(115) To adjust the width of one column for Proforma Invoice Template (4th Sample, Landscape Page Orientation), drag the boundary on the right side of the column heading until the column is the width that you want. To change the width of multiple columns for Proforma Invoice Template (4th Sample, Landscape Page Orientation), select the columns that you want to change, and then drag a boundary to the right of a selected column heading. To change the width of columns to fit the contents for Proforma Invoice Template (4th Sample, Landscape Page Orientation), select the column or columns that you want to change, and then double-click the boundary to the right of a selected column heading.

General Estimate Templatec2034

General Estimate Format

"General Estimate Template" was found to be relative to Microsoft Word Invoice Forms For Maid Services with the score grade of 49.

...(155) Although the "Item#" column is moved out of the printable estimate form, it is still functional - that is, Uniform Invoice Software still supports the "in-cell lookup" feature. Which means that, you can simply enter the item# into a cell to retrieve the description from the backend Access database, to avoid typing the same text again and again. If you have a very long product list, another tool provided by Uniform Invoice Software could help, which is called on-sheet picker. When you click and select any cell on the item line, a litter button appear underneath the cell. Click this button to open a window that contains the full list of your products / items. On the top of the window you can find a "search bar", which allows you to search for an item by any field defined for your products - Item# (SKU#), description, prices, or even custom fields (if you use it).

...(66) Unlike an invoice form, a quote or estimate shows preliminary assessment of a project cost, so there is no need to use the "Deposit", "Paid" and "Balance Due" cells, so we move these fields out of the printable area. Please don't delete these fields are they are required by Uniform Invoice Software. However, if you prefer, you can hide the columns where these fields are located.

Hourly Service Billing Samplec4025

Hourly Service Billing Statement

"Hourly Service Billing Statement" was found to be relative to Microsoft Word Invoice Forms For Maid Services with the score grade of 45.

...(112) If you are in the service business and you charge your customers based on the time (hours) spent to render the service, this template should be a welcome addition to you if you think the item-based form layout, which is implemented in the default invoicing template shipped with Uniform Invoice Software, never quite matches the nature of your business. This ready-to-use template could be your favor on creating invoices, quotes or estimates. It offers a professional yet simple Hourly Billing Sample that can help you in creating service based invoices quickly and effectively. This template is created using Microsoft xlsx format so that anyone can easily use it for his/her own purpose.

...(59) The protection of the "Invoice" worksheet in Hourly Service Billing 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 Hourly Service Billing Sample.

Simple Sample - Printing on Letterhead Paperc4058

Simple Invoicing Template - Printing on Letterhead Paper

"Simple Sample - Printing on Letterhead Paper" was found to be relative to Microsoft Word Invoice Forms For Maid Services with the score grade of 43.

  1. Before doing any customization, backup the template. In this case, we'll not touch the database fields / database definitions. So backing up the database file is not required.
  2. Open the template as usual.
  3. If you have Uniform Invoice Software (our Microsoft Excel-based e-billing software program / app / organizer) installed, click the "Design Mode" button.

    Otherwise, unprotect the sheet and then show gridlines and row/column headings; push down the "Design" button on Excel "Developer" ribbon tab.

  4. Move the content that will provided by the letterhead out of the printable form. In this case, we'll move the default logo image (the placeholder), company name (cell name: oknCompanyName), compay address (cell name: oknCompanyAddress), company city state zip code (cell name: oknCompanyCityStateZip), and company contact (cell name: oknCompanyContact) out of the printable section.

    To move the default logo image, click on it to select it, and then drag it to move it. Or in case you want to delete the logo image completely, hit DEL on your keyboard.

    To move the company information labels (ranging from F2 to H14 in this sample), drag your mouse to select these cells. And push your mouse key on the border of the selected area, without releasing the mouse key drag it to the new location you want to place the fields - in this case, we put it at the new location starting from $W$3.

  5. Move the big label "INVOICE", and two required fields, invoice date and invoice #, including theire labels, to proper place to leave space on the top of the form.

    In this case, we move the label "INVOICE" to row 3 and the two required fields to row 4. We also merged all the cells on row 3 by clicking the "Merge and Center" command on Excel "Home" ribbon tab to make it centered.

  6. Now adjust the height of the first line on the top of the printable form to make it equals to the height of the letterhead on your papers. One helper here is the ruler that shows when you switch to "Page Layout" view. To do this, switch to Excel "View" ribbon tab, push down the "Page Layout" button on the "Workbook Views" group. The page layout view shows a ruler that helps you to determine the height of each row. Once done, switch to normal view by pushing down the "Normal" button on the "Workbook Views" group.

    Another way to leave space on top of the form is to set margins. To do this, you first hide the empty row on the top (in this sample, row 2) by right-clicking the row header and then choose "Hide" from the shortcut menu. And then go to Excel "Page Layout" ribbon tab, choose "Margins" in the "Page Setup" group and then choose "Custom Margins..." to set the margins based on the size of the letterhead that you want to use.

  7. Once done, click the "Design Mode" button on the "Invoice" ribbon tab to exit design mode.
  8. Save the template by clicking the "Save" button on Excel quick access toolbar.

Attorney Invoice Template (South Africa Currency)c5067

Attorney Billing Statement (South Africa Currency)

"Attorney Invoice Template (South Africa Currency)" was found to be relative to Microsoft Word Invoice Forms For Maid Services with the score grade of 39.

...(91) The currency symbol of this invoicing template is set to South Africa, which displays the symbol "R" before most numeric cells, such as line totals, subtotal, paid and balance due. If this does not work for you, you can easily change it - first, drag your mouse to select all the cells that you want to change the currency symbol for; second, right-click one of the selected cells and then choose "Format Cells" from the Excel shortcut menu; third, on the Number tab, choose the format you like, including currency symbol.

Payment Voucher Template (Golden Shop)c6004

Payment Voucher Template (Golden Shop)

"Payment Voucher Template (Golden Shop)" was found to be relative to Microsoft Word Invoice Forms For Maid Services with the score grade of 19.

...(149) On the bottom of the voucher form, the fields include Discount, Total, Advance Payment, and Balance. This "Discount" field is an amount field, the amount entered into it will be deducted from the Total by Excel formulas. The "Advance Payment" field is also a manually editable field that is indicating the advance payment from the customer, which is deducted from the "Balance" automatically. If you would like to use this template as a cash payment voucher template, move both the Advance and Balance fields out of the printable form, and make the "Advance" field equal to "Total" by using an Excel formula. A general purpose cash voucher template is also available here on InvoicingTemplate.com, which is ready for you to download for free at Cash Voucher Template. If you are not running a golden retail shop you may find our general purpose Excel Payment Voucher Template helpful and useful.

Simple Template - Moving Shipping Addressc5077

Simple Template - Moving Shipping Address

"Simple Template - Moving Shipping Address" was found to be relative to Microsoft Word Invoice Forms For Maid Services with the score grade of 11.

...(33) This customized simple invoice template is based on the result of c5076 Simple Invoice Template - Moving Taxable Controls, which was categorized as sales invoice template because it contains the shipping address section.

...(65) By using Excel invoicing forms, it is possible to leverage all the powerful tools provided by Microsoft Excel to do design of invoicing forms, including create relationship between Excel cells by using formulas - for example, in c4051 Simple Invoice Template - Discount Amount Field a new field Discount Amount was added and its relationship between Subtotal and taxes are established by using Excel formulas.

...(22) Sometimes it is useful on a service invoice template to have a "Service Sumarry" field. We'll add this as a custom field.

Service Credit Note Templatec5046

Service Credit Note Template

"Service Credit Memo Template" was found to be relative to Microsoft Word Invoice Forms For Maid Services with the score grade of 8.

...(34) The result template of this customization can be downloaded for free here on InvoicingTemplate.com. If you are interesting in the implementation details on how to create this customized service credit note template, read on.

  1. Click and activate the worksheet you want to display gridlines and row/column headers for.
  2. Go to the View tab of the Ribbon.
  3. Click Show/Hide, and then check or uncheck the Gridlines and Headings options.

...(16) The gridlines and row/column headings could help a lot when design the layout of the form.

Invoice Template with 4 Columnsc4001

4-Column Invoice Template

"Invoice Template with 4 Columns" was found to be relative to Microsoft Word Invoice Forms For Maid Services with the score grade of 8.

...(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.

Welding / Fabrication Tax Invoicec6017

Welding / Fabrication Tax Billing Template

"Welding / Fabrication Tax Billing Template" was found to be relative to Microsoft Word Invoice Forms For Maid Services with the score grade of 6.

...(116) Merge and Center works by merging the selected cells into one and then centering the data in the new combined cell. While design a template layout like Welding / Fabrication Tax Invoice, Merge and Center could be a handy tool if used properly. One thing to note, however, since Uniform Invoice Software (UIS) relies on cell names (or field names) to create the relationship between the Excel form cells and the database fields, you should make sure the cell that contains a field name is the first one in the group of cells that are to be merged. This way, UIS will work with the merged cell by reading from or writing to the named cell.

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

Simple Sample - Manually Fillable Line-totalsc2028

Simple Invoicing Format - Manually Fillable Line-totals

"Simple Sample - Manually Fillable Line-totals" was found to be relative to Microsoft Word Invoice Forms For Maid Services with the score grade of 3.

...(74) We've already seen sample on how to moving fields to create a new invoicing format in this serial of simple invoice templates. Such as with c4049 Simple Invoice Template - Moving Item# Column, we moved out the entire Item# column to create a new layout. Uniform Invoice Software is flexible enough to support this type customizations. By adjusting / customizing the formulas, it is also possible to define (or re-define) the relationship between cells.

  1. Backup the template that you want to customize. This allows you to start again if something goes wrong during the customization steps.
  2. Open the template.
  3. Switch to design mode by clicking the "Design Mode" button on the "Invoice" ribbon tab.
  4. Drag your mouse on all cells on the Quantity column to select the cells, ranging I21:I33. Drag on the border of the selected area and move to the new location of this column - in this sample, we choose the new location starting from X21.
  5. Do the same movement for the Unit Price column, from original address J21:J33 to the new location starting from Y21.
  6. Drag your mouse to select all the cells for the "Description" heading, including two empty cells on the same row next to the heading, ranging D21:J21. Click the "Merge and Center" button on Excel "Home" ribbon tab twice - the first click on the button unmerges the originally merged cells (i.e. the original "Description" heading), the second click on the button merges all the selected cells - this will be our new "Description" heading.
  7. Drag your mouse to select all the cells for the "oknProductName_1", including two empty cells on the same row next to "oknProductName_1", ranging from D22:J22. Click the "Merge and Center" button twice. Like the previous step, the first click unmerges originally merged cells, and the second click merges all the selected cells.
  8. Repeat the above step for all the other "oknProductName_?" cells ("?" - from 2 to 12).
  9. Drag to select all the "oknProductName_?" cells, ranging from D22 to J33. Click "Align Left" in the "Alignment" group on Excel "Home" ribbon tab.
  10. Drag mouse to select all line total cells, ranging K22:K33. Hit DEL key on keyboard to delete all the formulas assigned to these cells.
  11. Right-click one of the selected line total cells, choose Format Cells from the shortcut menu. On the Protection tab, clear the "Locked" property. This will make sure that when the worksheet is protected (i.e. when you are creating invoices), the line total cells are manually fillable / editable.
  12. Click the "Design Mode" button on the "Invoice" ribbon tab again to exit design mode.
  13. Click the Settings button on the "Invoice" ribbon tab.
  14. On the "Template" tab, check "Allow incomplete lines on invoice body" option. Click "Apply" and then "Close" to close the Settings dialog box.
  15. Save the template by clicking "Save" command on Excel quick access toolbar.

VAT Service Invoice Template - Price Excluding Taxc6014

VAT Service Invoice Template - Price Excluding Tax

"VAT Service Invoicing Template - Price Excluding Tax" was found to be relative to Microsoft Word Invoice Forms For Maid Services with the score grade of 3.

...(138) The VAT service invoice template helps you to create invoices associated with both professional and non-professional services: legal, medical or accounting, freelance work, consulting, handyman work, housecleaning and babysitting, landscaping and gardening, auto repairs, catering, child care, pet care, tutoring, and other services. It is a simple, easy to use, free Excel invoice template that can be customized to fit your specific circumstance. If you work as an independent contractor or own a small company that performs a specialized service, the odds are that you will need to learn how to write an invoice for services rendered to acquire your due payment. This VAT invoice template could be a handy tool for you to get the job done. If you are a UK-based business, InvoicingTemplate.com has another VAT service invoice template for you at Service VAT Invoice Template.

...(75) If you offer different product types that have different tax rates, it is better to details this fact on your invoices. InvoicingTemplate.com has designed such a template for you too, which is available at VAT Invoice Template with VAT Rate Column and VAT Invoice Template with 2 Separate Rates. If you need to show both the VAT rate and VAT amount for each invoicing item, visit VAT Invoice Template with VAT Rate and Amount Column.

Specifications

Template#
Title
Release Date
Lines
Columns
Paper
Orientation
Category
c7012
Proforma (2nd Sample of Customization)
Wednesday, October 30, 2013,
20
7
A4
Portrait
Pro-forma
c7013
Proforma (3rd Sample of Customization)
Saturday, November 23, 2013,
20
7
A4
Portrait
Pro-forma
c7010
Proforma Invoice Format
Saturday, October 26, 2013,
20
7
A4
Portrait
Pro-forma
c7011
Proforma (1st Sample of Customization)
Tuesday, October 29, 2013,
20
7
A4
Portrait
Pro-forma
c6019
Simple Proforma Invoicing Sample
Thursday, October 9, 2014,
20
6
A4
Portrait
Pro-forma
cm006
Engineering Estimate Template
Sunday, March 12, 2017,
12
x
A4
Portrait
Service
c7014
Proforma Invoice Template (4th Sample, Landscape Page Orientation)
Monday, December 9, 2013,
20
7
A4
Landscape
Pro-forma
c2034
General Estimate Template
Monday, August 15, 2016,
18
2
Letter (8-1/2 in. x 11 in.)
Portrait
Other
c4025
Hourly Service Billing Sample
Sunday, September 28, 2014,
12
4
A4
Portrait
Service
c4058
Simple Sample - Printing on Letterhead Paper
Thursday, February 4, 2016,
12
4
A4
Portrait
Sales
c5067
Attorney Invoice Template (South Africa Currency)
Saturday, September 27, 2014,
12
5
A4
Portrait
Consulting
c6004
Payment Voucher Template (Golden Shop)
Wednesday, May 28, 2014,
18
6
A4
Portrait
Receipt
c5077
Simple Template - Moving Shipping Address
Wednesday, February 3, 2016,
12
5
A4
Portrait
Service
c5046
Service Credit Note Template
Tuesday, January 7, 2014,
12
5
A4
Portrait
Service
c4001
Invoice Template with 4 Columns
Friday, November 1, 2013,
12
4
A4
Portrait
Sales
c6017
Welding / Fabrication Tax Invoice
Friday, September 26, 2014,
20
6
Letter (8-1/2 in. x 11 in.)
Portrait
Sales
c2028
Simple Sample - Manually Fillable Line-totals
Tuesday, February 2, 2016,
12
2
A4
Portrait
Sales
c6014
VAT Service Invoice Template - Price Excluding Tax
Thursday, May 29, 2014,
18
6
A4
Portrait
Service

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