The printed version.
Invoice Sample with Partial Payment and Payment History (c5092)
c5092 now includes the customized invoice template for the latest version of Uniform Invoice Software. This is what you will see when you open partial-payment-uis.xlsx.
Invoice Sample with Partial Payment and Payment History - UIS edition
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Without database file. How to download and use
Download this if you have already installed UIS, but are looking for additional customized templates.
Download this if you want this design to be set as the default template by the installer program.
Uniform Invoice Software supports partial payment and Progress Billing. It is also able to payment historical detail on the invoice form, although this feature was not noticed by many of the users. This sample template shows how.
When you open the default template integrated with the standard Uniform Invoice Software installer program, and then switch to design mode by clicking the "Design Mode" button on the "Invoice" ribbon tab, you may notice there are several hidden row between the "Total" section and the "Thank you for your business" label. To show these hidden rows:
This hidden section, titled with "PAYMENT DETAIL" includes a table with 5 columns - "Date" (cell name "oknPaymentCreatedDate"), "Total" (cell name "oknPaymentAmount"), "Applied" (cell name "oknPaymentTotalApplied", "Type" (cell name "oknPaymentTerm"), and "Notes" (cell name "oknPaymentNotes"). These columns match exactly the fields shown on the "New Payment" or "Edit Payment" window. The "New Payment" window is shown when you save a new invoice by clicking the "Save Invoice" command on the task pane, or by clicking the "Save To DB" command button (There is an option on the "Settings" window that you could use to turn off this feature).
So for example let's say the invoice total is $100.00, and the client firstly make a partial payment $30.00. When you show the invoice with the form, the "Payment Detail" section is filled with the related information too.
The default "Payment Detail" includes only 3 lines. That is by default this form allows you to show up to 3 partial payments posted to the invoice, including account credits. To show more lines:
In this sample that you can download for free, we've added 2 more rows. So there are now 5 rows in total in the "Payment Detail" section.
This customization makes the form cannot be fit into one single A4 paper (most of the templates here on InvoicingTemplate.com are designed for 8 1/2 inch X 11 inch letter paper, or A4 paper). To fix this, we can hide some rows on the invoice detail section.
Before finish, click Excel menu File / Print to preview the print result. Make sure the customized form, including both the invoice and partial payment sections, can be fit into the paper size specified. If no further modifications are needed, save the template.
Like other form designs here on InvoicingTemplate.com, Invoice Format with Partial Payment and Progress Billing is free (offered to you at a price of 0.00USD). It works on Windows XP and all newer versions of Windows, and Excel 2007, 2010, 2013 or 2016.
|Name||Invoice Sample with Partial Payment and Payment History|
|Category||Sales Invoice Template|
|Release Date||Friday, July 29, 2016|
|Format (XLS or XLSX)||.xlsx|
|Excel Version||Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016|
|Line Height (Points)||18.00|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|
August 10, 2017