Office is a suite of applications, servers and services developed by Microsoft. The most widely used applications include Word, Excel and PowerPoint. Although we're providing templates for invoicing in only Excel format (most are in ".xlsx" format, but there are also ".xls" designs), Microsoft itself is also hosting a number of samples on their own web site.
Here are our templates closely related to 20 Microsoft Office Invoice Templates Free Download.
This billing and invoicing format for roofing service is created based on the standard invoicing template shipped with Invoice Manager for Excel (namely Uniform Invoice Software) installer program. See the standard invoice template category for more samples on this topic. The most noticeable differences between this customized format and the standard template is that, besides the color schema, this roofing service version shows a roofer image on top of the form. This image is added as a background image, so it will not show when you are creating invoices - the roofer image shows only on printed invoices, or the PDF version that you generate with Invoice Manager for Excel (namely Uniform Invoice Software) and email to your customer.
On the top of the freelance invoice template, you see a logo image. This is a placeholder image that you should replace with your own image. Download the template and see the instructions included to find out how to do this. Next to the logo is your company or business information, including your company name, your name, address, telephone number and email address or web site address. If you client have any questions about the charges, contacting you should be as easy as possible. On the top-right section there is two required fields, the invoice# and invoicing date. If Invoice Manager for Excel (namely Uniform Invoice Software) - our invoicing software that is able to turn a simple Excel invoice template into a complete invoicing program, is installed, clicking on the "Clear & New" button will fill in the invoicing date automatically (as long as other usual fields such as sales person etc.), and an invoice# is generated automatically when you click "Save To DB". On the client section, you can detail the client's address. Make sure to include the name of the client's contact person who handles your account! A company with three employees can figure out what you're doing; but in big companies, invoices get misplaced, especially if there's confusion over who belongs to which project. So always fill in all the required information as detailed as possible.
The template has no tax set by default (the tax cells are hidden and not printable). With Invoice Manager for Excel (namely Uniform Invoice Software) installed, you can easily change it to one tax or two taxes, depending on your particular needs. Simply click the Settings button on the ribbon tab, and then go to the Taxes tab, choose your tax type (no tax, one tax, two taxes), enter the tax name such as VAT, and the rate, click Apply and you are done! With this flexibility, we can say this template is not only suitable for freelancer, limited company and also sole trader, whether they are VAT-registered or not.
We've already published an invoice format for freelancers, at Freelance Invoice Template; and for a list of invoicing forms that could be used by freelancers like designers, developers etc., visit Freelance Invoice Template For Service Business, Graphic Design Freelance Invoice Template, Freelance Web Design Invoice Template, etc. Unlike Freelance Invoice Template, where the calculation of line totals are done by multiply "Hours * Hourly Rate", in this billing template sample Freelance Writer Invoice Template, the amount of each line is manually fillable - this means that it is more suitable for project or contract - based billing. You can find more invoice samples for hourly-rate based invoicing under the Service Invoice Template and Consulting Invoice Template.
The "Exec.ID" column uses the "Prouct ID" field defined as a standard field in the default template and database shipped with Invoice Manager for Excel (namely Uniform Invoice Software), which could be the short codes for the services provided by the law firm or small law office. For example, "EP501.01" for "Preparation & filing new patent application and obtaining official receipt" in the category "Patents", and "ET601.01" for "Preparation & filing New Trademark Application" in the category "Trademarks".
Besides the usual replaceable logo image placeholder located on the top-left corner of the form layout, it also introduces a repairman image located on the top-center, which should be a suitable widget for heating, ventilation and air conditioning services. In fact you can add any images to the template by simply clicking the "Pictures" command on Excel "Insert" ribbon tab. To have the newly added image appear on UIS-generated PDF invoices and bills, you should name the image with "oknWidget" prefix. For example, in this template the repairman image is named "oknWidget_repairman". Visit Creating and Customizing Invoice Template for more information. For more samples on templates and images visit Invoice Template Images.
The "Advertisement" section is an auxiliary section, which is not directly related to your bills or invoices, but allows you to put a brief description about your business and service, or you can also put your payment term, service term here. Note that this is a static text section - you can modify it once the template is switched to design mode, but when you are creating invoices, this section is protected and thus couldn't be modified. This also means that the section is not defined as a field in the database, and thus cannot be changed from invoice to invoice.
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.
As the name implies this variant of the original Service Invoice Form with Discount Amount is a sales invoice template with shipping fields inside the printable area, and the discounts use percentage values.
In this serial of VAT invoice templates, InvoicingTemplate.com also offers you the other two VAT invoicing templates, where the prices include VAT, at VAT Sales Invoice Template - Price Including Tax, and VAT Service Invoice Template - Price Including Tax.
If you are in the business of import and export, you need to understand the difference between pro forma and commercial. These are both key documents while dealing with customers. Goods, merchandise and documents that are imported or exported between countries must typically include appropriate documentation, which may include either a commercial invoice or a pro forma invoice. While both types of documents share a number of features, they have significant differences. Once after agreeing the terms of contract of sale, the buyer has to issue a purchase order or Letter of Credit. Just before this process, the seller has to send a "pro-forma invoice" to buyer, mentioning complete details of agreement of sale. Normally, purchase order or Letter of credit is opened on the basis of this pro-forma invoice sent by the seller. Once the seller receives the purchase order, he gets a confirmation to send the goods. He now ships the goods to the buyer along with a commercial invoice. The commercial invoice is more like an invoice and the legal document of the actual sale. This document is used to record the AR for the seller and AP for the buyer.
If you don't need the "Service Location" at all, as we did with many other service billing forms here on InvoicingTemplate.com, you can move the section completely out of the printable invoice form - i.e. the area named "Print_Area", you can easily do this by unprotecting the sheet and then dragging and dropping.