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General Waybill

General Packing Slip

Thirdly, you can install Uniform Invoice Software, and then add this waybill template and an invoicing template. This way, in additional to the benefits described above, you can also convert an invoice to a packing slip with several simple clicks of mouse. A brief description of the working procedure is as following. You draft the invoice as usual, and once finished click the "Save Invoice" command to save it to database. And then, you open this waybill template. Click the Invoices button on the Excel ribbon, find the invoice in question and click "Edit In Excel" - all information available on the invoice are now retrieved to the waybill. Then you can just supplement the information that available only on the waybill to quickly create the document you need.

General Service Invoice

General Service Bill

The "Date" column links to the "DateCompleted" field in the back end database. This database filed is not included in the default database packaged with Uniform Invoice Software setup program, so it is a custom field (or user-defined field). The custom field feature, combined with Microsoft Excel formulas, allows as to create many complex invoicing forms without breaking the support from Uniform Invoice Software. With Excel Invoice Manager, adding and updating custom fields should be done with a separate program called Custom Field Manager. With Uniform Invoice Software, it is now a built-in feature of the main program.

Billing Summary Template

Billing Summary Template

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 Uniform Invoice Software.

Billing Invoice Template

Billing Invoice Form

For example, you can have the program generate invoice#, customer# automatically; you can easily retrieved all information about a saved client by entering its customer#, or looking up using the data list window. Sending invoices to clients in PDF, image (PNG) or Excel format using email is also just one click away, see How to email invoice to customers for more information.

Attorney Billing Form

legal billing statement

This template is a revised version of our Attorney Invoice Template (South Africa Currency) (c5067). It now uses a new color schema, Agency FB fonts. The client# cell is also moved out of the printable form. See the PDF invoice generated by Uniform Invoice Software to find out what will it like when you client receive your bills.

Nigeria Invoice Template

Nigeria Billing Form

For more information on changing currency symbol in Excel, visit How to Change the Currency Symbol for Certain Cells in Excel.

Engineering Invoice Template

Engineering Invoice Template

On the top-left corner of the engineering invoice form, there is a logo image. The default logo image is a placeholder image which you should replace it with your own.

Welder Invoicing Template

Welder Invoicing Template

This invoice template for welding and fabrication, just like the other templates in this serial, is also set with one Tax, which is named "Maine" and rated at 5.500%. If you are using the freeware edition of this Welder Invoicing Template / Welder Billing Form, change this to your own tax name and rate by typing in proper values. If you use the Uniform Invoice Software version, there are better ways to configure your tax rules and system.

Form with Product Category

Form with Product Category

The main purpose of creating this invoice template on is to provide a sample on using custom fields with Uniform Invoice Software.

Simple Sample - Moving Balance and Payment Cells

Simple Sample Invoicing Template - Moving Cells

Fortunately customizing and designing a template is not as hard as it sounds, especially with the help of Uniform Invoice Software. The main reason of this is that Microsoft Excel already provides thorough and robust form design support. Microsoft Word has this type of form design support too. But the advantages of Microsoft Excel is that doing calculation is much easier in Excel with the support for formulas, which is very helpful in invoice calculations.

Basic Sales Invoice with Blue-violet Gradient Background

Basic Billing Format with Blue-violet Gradient Background

This basic sales invoicing sample has an abstract blue-violet gradient painting in the background that looks like brushed with a liquid. This design sample also has the stripes background on the detail section removed.