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Proforma (2nd Sample of Customization)c7012

Proforma Invoicing Form

"Proforma Invoicing Form" was found to be relative to Microsoft Word Invoice Forms For Belgium with the score grade of 99.

...(90) Most of the templates available here on InvoicingTemplate.com have the Invoice worksheet protected to avoid accidental modifications on form layout and formula. This is useful and necessary since once the design of the form is finished, you'll not change the design for a long time. However before using the invoice template, you at least need to do two things that are to enter your company information, and to replace the default logo image. Before you do, you first need to unprotect the Invoice worksheet, as detailed in the previous sample.

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 Belgium with the score grade of 96.

  • 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.

Proforma Invoice Formatc7010

Proforma Invoice Format

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

...(122) A proforma invoice is a quote in an invoice format that may be required by the buyer to apply for an import license, contract for pre-shipment inspection, open a letter of credit or arrange for transfer of hard currency. A proforma may not be a required shipping document, but it can provide detailed information that buyers need in order to legally import the product. If you are a small business that is not ready for an expensive and complete invoicing system, then InvoicingTemplate.com offers you this free Proforma Invoice Template for free. Once you are ready to do an upgrade, our fully featured invoicing program, Uniform Invoice Software, is able to turn your simple Excel invoice template into a powerful invoicing program.

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 Belgium with the score grade of 87.

...(26) With this first sample, we do only three basic steps - convert ".xls" format to ".xlsx" format, unprotect the Invoice worksheet and then change some colors.

  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 Invoice Format

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

...(162) If you use the Uniform Invoice Software version of Simple Proforma Invoicing Sample, there are additional taxing options on the Taxes tab of the Settings window. The first is the option for choosing the number of tax items; you have 3 choices - no tax, one tax and two taxes. Secondly, you can set the names and rates in percentage for each tax, such as VAT, GST or PST, or simply Sales Tax. Thirdly, there are a group of checkbox options on the dialog box, including: "Tax invoice total including shipping cost", which adds the shipping cost to the taxable amount when checked; "Tax 2 is applied to tax 1", which adds the amount of "tax 1" to the taxable amount if checked; and "tax rate can be zero", which allows you to set any of the tax rates to be the value of zero. If you modify the options on this dialog box, the spreadsheet will be changed accordingly if needed.

...(65) Once Simple Proforma Invoicing Sample is unprotected and switched into design mode, you can now move the controls to the new location you like. To do this, click to select a control, or push the CTRL on your keyboard and then select all the controls you want to move using mouse. Then, drag (one of) the select controls to move them to the new location.

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

Proforma (4th Sample)

"Proforma Invoice Template (4th Sample, Landscape Page Orientation)" was found to be relative to Microsoft Word Invoice Forms For Belgium with the score grade of 78.

...(135) In design mode, Microsoft Excel allows you to move, add, or delete controls or images inside Proforma Invoice Template (4th Sample, Landscape Page Orientation). Note that if you have our invoicing program installed, and you are running Excel 2007, Excel 2010 and Excel 2013, it already provides a Design Mode button on the ribbon tab, so that you don't have to switch to design mode manually. Our invoicing software is able to turn a simple spreadsheet into a powerful invoicing system, with the ability to manage customers, products, bills and payments, it also includes various tools that could help you configure the layout of your form, such as the number of taxes and tax names and rates. If you don't have our invoicing program installed, here are how you can switch to design mode manually.

General Estimate Templatec2034

General Estimate Format

"General Estimate Format" was found to be relative to Microsoft Word Invoice Forms For Belgium with the score grade of 52.

...(55) All the templates available here on InvoicingTemplate.com have the "Print_Area" name defined. To find out what is printable on the current worksheet, pull down the name box located on the left-side of the formula bar, scroll down to the end of the list and choose "Print_Area", Excel selects the printable form on the current worksheet.

...(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.

Packing Slip Templatec3016

Packing Slip Template

"Packing Slip Template" was found to be relative to Microsoft Word Invoice Forms For Belgium with the score grade of 49.

...(70) The packing list template could be used either alone, or together with an invoice template, on same computer. In the latter case, make sure the two templates are connected with same database in order to share data. To do this, click the "Settings" button on the "Invoice" ribbon tab, go to the "Database Tab", click the "Open Database" to browse to and open the database file you want to use.

...(32) Note on the bottom of the form there is a "Notes" field. This is a free-form text field that you can enter any additional information not detailed elsewhere on the packing slip.

Hourly Service Billing Samplec4025

Hourly Service Billing Statement

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

...(120) c4001 Template with 4 Columns was created from the default template shipped with Uniform Invoice Software, by moving the Product# column out of the printable invoicing form and placing it before the taxable column. We don't remove the product# mainly for two reasons. First, with Uniform Invoice Software the Product# is a standard field that is required. Second, with Uniform Invoice Software installed, you can retrieved item descriptions, prices and other related information from the backend database by simply entering the item# into the Product# field. This feature is called in-cell lookup, and it is useful even you are running a service business, because it helps you avoid typing same content again and again once it is save to database.

Simple Sample - Printing on Letterhead Paperc4058

Simple Invoicing Template - Printing on Letterhead Paper

"Simple Invoicing Template - Printing on Letterhead Paper" was found to be relative to Microsoft Word Invoice Forms For Belgium 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 Billing Statement (South Africa Currency)" was found to be relative to Microsoft Word Invoice Forms For Belgium with the score grade of 39.

...(42) If you are an independent attorney, an invoicing and billing template may be your choice to create and email professional and customized Invoices. This simple Excel formatted Attorney Bill Template (South Africa Currency) provides a sample that you can download for free.

...(139) Uniform Invoice Software support custom fields or user-defined fields, which is a unique feature that allows you to add new fields to the backend database as well as to the spreadsheet form. Attorney Invoice Template (South Africa Currency) uses custom fields to implement the features that are not available in the default template shipped with the invoicing program. With the support for custom fields in the database, Uniform Invoice Software has the ability to manipulate the newly added fields in database, includes adding them to reports. With the support for custom fields in the Excel worksheet, our invoicing app has the ability to create the relationship between fields - for example, one field should be the sum of the other fields, or the value of one field should be calculated only when another field value equals a certain value.

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 Belgium with the score grade of 19.

...(182) As always this receipt template is provided in two formats - one freeware format that you can use without installing Uniform Invoice Software, and another edition that you should use with Uniform Invoice Software installed. By installing Uniform Invoice Software, you'll make all the buttons on the top of the payment voucher form work for you. For example, when you need to create a new payment voucher, simply click the "Clear & New" button, which will clear all the cells that you need to fill in, and some cells are filled with default content. For example, the "date" field is filled with the current date. If you click the "Save To DB" button, Uniform Invoice Software will save the current voucher to a backend database. This allows you to recall the saved business document at any time, and allows you to generate sales report, payment report, product report etc. If you click the icon button on the voucher detail section, Uniform Invoice Software pops a product list / item list, that allows you to pick products / items instead of typing manually.

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 Belgium with the score grade of 11.

  1. As always, back up the template and database file. As stated before, in this sample, we'll use the simple invoicing format built in c5076 Simple Invoice Template - Moving Taxable Controls.
  2. Open the template.
  3. Click the "Design Mode" button on the "Invoice" worksheet.
  4. Modify the text label "Ship To" (cell location $I$8) to "Service Summary".
  5. Drag your mouse to select all the fields (including labels) on the shipping address section, ranging from I9 to K14.
  6. Push your mouse key on the border of the selected area, move it to a new location outside the print area. In this sample, it is moved to T9:V14.

    Excel spreadsheets support a special name "Print_Area". If a worksheet has a name defined for a range, then when you issue the print command, only the range defined by this name will be printed. All templates available here on InvoicingTemplate.com have this name defined. If a cell / field is moved out of this area, then it will not be included on printing - we say it is not printable.

  7. Drag your mouse to select all the cells that belongs to the original shipping address fields, i.e. I9:K16.
  8. Click the "Merge and Center" command in the "Alignment" group on Excel "Home" ribbon tab. Push down "Top Align", "Align Left" and "Wrap Text" buttons.
  9. To make this section differs from other fields, you can assign it a border. In this sample, we used dashed borders.
  10. Assign this section a name, "oknSummary". To do this, enter the name "oknSummary" into the name box on the left-end of the formula bar.
  11. Unlock the "oknSummary" field. To do this, right-click the "oknSummary" range, choose Format Cells. On the Protection tab, clear the "Locked" property and then click OK. This is necessary in order to have the field manually editable / fillable when creating invoices.
  12. To create a data validation for this field, go to Excel "Data" ribbon tab. From the "Data Tools" group choose "Data Validation" and then "Data Validation" again. Choose "Text length" from the "Allow" list, enter 1 and 255 into the "Minimum" and "Maximum" field respectively. Click OK. If is an optional step - if you don't create this data validation, Uniform Invoice Software will do this type of checks automatically on saving invoices.
  13. Exit design mode by clicking the "Design Mode" button on the "Invoice" ribbon tab again.
  14. Click the "Invoices" button on the "Invoice" ribbon tab.
  15. Click "Custom Fields" to open the Custom Field Manager.
  16. Click "Add Field" to open the "Add New Custom Field" dialog box.
  17. Fill in the field name "Summary", and fill in size "255" (This is the max field size allowed in an Access database field).
  18. Click OK to close the dialog box.
  19. If you would like to have this field visible as a column on the "Invoices" data list window, click the "Columns" button on the "Invoices" data list window, and then check the "Summary" option.
  20. Save the customized simple invoice format by clicking the "Save" button on Excel quick access toolbar.

Service Credit Note Templatec5046

Service Credit Note Template

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

...(99) The difference between sales and service here on InvoicingTemplate.com is simple - if a template contains the "Ship To" section on the printable section, we call it sales invoice. If it does not contain the "Ship To" section, it is categorized as service invoice. If the form has a very special design in its layout, such as Tax bill for Printing Shop, which moves the "Ship To" section (titled with "Delivery To") to the body of the spreadsheet form, we add the template to both the sales and service category. Service Credit Note Template adheres to this rule too.

...(11) To show gridlines and row/column headers in Excel 2000 - 2003:

  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.

Invoice Template with 4 Columnsc4001

4-Column Invoice Template

"4-Column Invoice Template" was found to be relative to Microsoft Word Invoice Forms For Belgium with the score grade of 8.

...(24) Similar to the general sales invoice template shipped with Uniform Invoice Software, but has the product ID column moved out of the printable area.

...(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.

Welding / Fabrication Tax Invoicec6017

Welding / Fabrication Tax Billing Template

"Welding / Fabrication Tax Invoice" was found to be relative to Microsoft Word Invoice Forms For Belgium 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.

Simple Sample - Manually Fillable Line-totalsc2028

Simple Sample - Manually Fillable Line-totals

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

...(28) The "Line-total" value could be calculated from "Quantity * Unit Price" or "Hours * Hourly Rate". This simple template shows you how to make the line-total manually fillable.

...(63) In this sample of simple invoice template, we look at how to move out the Quantity and Unit Price column, remove the formulas of all the "Line-total" cells to make it manually fillable. With this design, the line totals will not be calculated automatically, but be filled in manually. This is useful businesses, such as service providers, who charge customers on a project-basis.

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 Belgium 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
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
c3016
Packing Slip Template
Tuesday, August 16, 2016,
25
3
A4
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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