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How to Use

Assuming you have downloaded and installed Uniform Invoice Software:

  1. Download Proforma (1st Sample of Customization). Double-click the downloaded file to extract all files.
  2. Open the template "proforma-1st-sample.xlsx" or "proforma-1st-sample-uis.xlsx" with Microsoft Excel.
  3. Click "Design Mode" on the "Invoice" Excel ribbon tab to put it into design mode.
  4. Enter your business information and replace the default logo image to make it your own. (How?)
  5. Click "Design Mode" again to exit design mode.
  6. Create invoice (tutorial movie)!

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Screenshots and Images

The printed version.

Proforma (1st Sample of Customization)

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

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

Proforma (1st Sample of Customization) - Uniform Invoice Software V3 edition

Download Proforma (1st Sample of Customization) (c7011)

License: Private Use (not for distribution or resale). See our Terms of Use.

You are safe to download the resources. We've added our digital signatures to the files.

DescriptionSizeDownload

Download this if you have already installed UIS, but are looking for additional customized templates.

348 KBDownload

Download this if you want this design to be set as the default template by the installer program.

2.79 MBDownload

Detail

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.

  1. First, open the original ".xls" formatted proforma invoice template in Excel 2010 (Excel 2007 and all the later versions support ".xlsx" spreadsheet format).
  2. Click Excel menu File / Save As. If you have Uniform Invoice Software installed, a warning message appears that says "If you save this workbook with a different file name, you must re-open it to ensure Uniform Invoice Software functions properly. Are you sure you want to continue? " Choose Yes.
  3. On the "Save As" dialog box, choose "Excel Workbook" from the "Save as type" drop-down list. Name the new template "proforma 1st sample", or something else you like.
  4. If you have Uniform Invoice Software installed, you may find that after executing Excel "Save As" command, all the buttons on the new template stop working. This is not a bug, bug by design - as stated above, you need to close and then reopen the template if you want to make the buttons work. But for the purpose of this sample, we'll skip this step.
  5. Now unprotect the Invoice worksheet. To do this in Excel 2010, go to the "Review" ribbon tab and click the Unprotect Sheet command.

    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).

  6. The background color we used for the labels "SHIP TO", "BILL TO", "SHIPPING DETAILS" and the heading line of the invoice body, as well as the fore color of the big title "PRO FORMA INVOICE", is a custom color defined in Excel palette. You can find this color on many of the templates designed by us here on InvoicingTemplate.com - In fact, we use this color since 2005 - when we released Excel Invoice Manager for the first time. To make sure all of our templates have a similar style, this color has never been changed.

    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.)

    • Open Proforma (1st Sample of Customization) as usual.
    • Click Excel menu File, and then click Options.
    • Click Save.
    • Next to Choose what colors will be seen in previous versions of Excel, click Colors.
    • Click the color that you want to change - for example, the fourth on the last line, and then click Modify.
    • Specify the new color. Click OK to close the Colors dialog box.
    • Click OK to close the Color dialog box. Click OK again to close the Excel Options dialog box.
  7. Once returned to the Invoice worksheet, you can find the new color applied to the invoice form. See the figures below to find an example.

 

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.

Format and Specification

Template#c7011
NameProforma (1st Sample of Customization)
CategoryProforma Invoice Template
Release DateTuesday, October 29, 2013
Format (XLS or XLSX).xlsx
Excel Version Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016
Feature Gallery
Columns7
Lines20
Line Height (Points)12.75
Print Area$F$2:$O$63
Printable with Papaer Size / OrientationA4 (210 mm x 297 mm) - Portrait
Default Margins (Points)
Left22.68
Right22.68
Top45.35
Bottom45.35

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