Assuming you have downloaded and installed Uniform Invoice Software:
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The printed version.
Proforma (1st Sample of Customization) (c7011)
This is how the template looks like when you open the freeware template in Microsoft Excel.
Proforma (1st Sample of Customization) - freeware edition
The following template was designed for Uniform Invoice Software version 3.
Proforma (1st Sample of Customization) - Uniform Invoice Software V3 edition
You are safe to download the resources. We've added our digital signatures to the files.
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.
This is the 1st sample on how to create a new design by customizing the existing pro forma invoice template.
All the templates available here on InvoicingTemplate.com were initially created based on the general invoice template that was shipped with the installer program of Uniform Invoice Software. Each template has a version that works with Uniform Invoice Software, and another free version that works without the installation of Uniform Invoice Software. If you are familiar with Microsoft Excel, you may already find that it is easy to do such customizations, but we think it is still helpful to detail some basics of customizations so that someone who is not very familiar with Microsoft Excel could follow. This is why we create this serial of samples based on the proforma invoice template on InvoicingTemplate.com.
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.
The original proforma invoice template is provided in Excel 2000 ".xls" format, which works fine in Excel 2007 and later versions, but will shows the words "Compatibility Mode" on the Excel title bar if you open it in Excel 2007 and later versions. For the purpose of testing, we will work with Excel 2010 and ".xlsx" format in this document. A caution must be made, however - usually you can easily convert ".xls" format to the new ".xlsx" format by executing the "save as" command in Excel, the conversion from ".xlsx" format back to ".xls" format usually causes warnings and errors.
For the purpose of this sample, now let's do the trick of conversion and remove the "Compatibility Mode" comment from Excel title bar. To do this, follow the steps below.
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).
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.)
Like other form designs here on InvoicingTemplate.com, Proforma Invoicing Form 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||Proforma (1st Sample of Customization)|
|Category||Proforma Invoice Template|
|Release Date||Tuesday, October 29, 2013|
|Format (XLS or XLSX)||.xlsx|
|Excel Version||Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016|
|Line Height (Points)||12.75|
|Printable with Papaer Size / Orientation||A4 (210 mm x 297 mm) - Portrait|
|Default Margins (Points)|
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