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The retainer invoice template shows advance payment in both percentage and amount on the bottom of the Excel spreadsheet form. The percentage is editable, the amount is calculated automatically using Excel formula.
This retainer billing sample is a revisited version of c6023 advance payment invoice template. The two templates have the same number of fields on the sheet, but with different form layout. Check the screen shots of both forms to find the details. For basic customization samples, visit basic invoice templates.
Here on InvoicingTemplate.com you can also find detailed tutorials on creating deposit fields, at c5078 Basic Service Bill Sample with Deposit and c1003 Security Deposit Receipt Template. All these templates can be downloaded for free.
With Invoice Manager for Excel (namely Uniform Invoice Software), if a client pays more than required amount of an invoice, the overpaid amount is seen as credit, which can be post to the client's other pending invoices. For samples of credit notes / credit memos, visit c5044 Credit Memo Template and c5046 Service Credit Note Template.
Like other form designs here on InvoicingTemplate.com, Retainer Invoicing Sample 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||Retainer Invoice Template|
|Category||Sales Invoice Template|
|Release Date||Thursday, December 7, 2017|
|Format (XLS or XLSX)||.xlsx|
|Excel Version||Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016|
|Line Height (Points)||15.75|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|