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Donation Receipt Template for Excel
Donation Receipt Template for Excel

First of all, the most important item to include on the receipts is the name and status of charity / organization name. It must be a non-profit, meaning you have 501c3 status under the federal government. In our donation receipt design, we simply used the fields that are usually for seller information, located on the top of the Excel form.

Invoicing Format for HVAC Service
A C invoice template

The "Invoice" ribbon is created by Invoice Manager for Excel (UIS) - i.e. you have to install UIS in order to have Excel show the ribbon tab. This ribbon tab provides global commands, that are available to all the worksheets in the Excel spreadsheet template, such as "Customers", "Products", "Invoices", "Reports", "Settings" and "Help"; there are also shortcut to commands that affect the working mode the invoicing form, such as "Hide Task Pane", "Disable On-sheet Picker", "Design Mode", "Replace Logo Image", "Add / Update PayPal Button", etc.

Bill Format with Modern Design
Invoicing Template with Modern Design

Creating invoices is also much easier with Invoice Manager for Excel installed. To create an invoice (see movie tutorial), you first click the "Clear & New" button, this clear the form - i.e. make all the fillable fields blank, some fields will have default value populated - for example, the "Invoice Date" and "Sales Rep. Name" fields will populated with their default values. You then pick up an existing customer by either using the "On-Sheet Picker" button (again, you can use the search bar on the "Customers" data list window), or enter the customer# into the correct cell to retrieve all the customer information. The "On-Sheet Picker" also works for the lined items section too.

Engineering Estimate Template
Engineering Estimate Form
  • There are 3 unit types used by the products offered by the service company, i.e. "per Sq.ft.", "per Rn.ft." and "per PC". If the unit type is "per PC", the Line Total of a service item should be calculated from Quantity and Rate. Otherwise, the Line Total should be "Quantity * Price * Area or Length".

    Here is a formula example of how the Line Total is calculated:

    =ROUND(IF(NOT(ISERR(SEARCH("per pc",oknUnit_1,1))),
  • If the unit is "per Sq.ft." the Area or Length should be Area Temp, with a minimum value of 10.76; or in case the unit is "per Rn.ft.", the Area or Length should be Area Temp with a minimum value of 3.

    Here is a formula example of how the Area or Length is calculated:

    =ROUND(IF(OR(oknUnit_1="",NOT(ISERR(SEARCH("per pc",oknUnit_1,
  • Area Temp is a temporary value stored in a hidden column outside the Print_Area. The value is calculated from the other two columns, W and D, which could be measured in different ways, including CMS, Inch and Ft. The choice of measurement unit is implemented as a drop-down list labeled "Choose W/D type here", and the column titles are changed depending on the current measurement unit, such as W[CMS] and D[CMS], W[Inch] and D[Inch], etc.

    Below is a formula example of how the Area Temp value is calculated.

  • On the bottom of the form, in additional to those cells defined by the default/standard invoice template included in Excel Invoice Manager setup program, there should be a field for discount, a field for labour charges, a field for advance payment, and a field for balance due. All these fields should either be manually editable, or be calculated automatically, depending on the meaning of each field/cell.
Generic Sponsorship Invoice Sample
General Sponsor Invoice Sample in Excel

This is a general invoice sample, which means the template could be used by many entities like individuals, sport teams, philanthropy organization, music events etc. The template has only one column of the "Description" fields, where you can write down anything you think necessary to be put on the invoice, like any contract, agreement, marketing plan, sponsorship level description. As detailed on How To Get Your Sponsorship Invoices Paid On Time, it is necessary to make everything as clear as possible.

Advertising Agency Invoice Template
Advertising Agency Invoice Template

You can use this free template to create beautiful and professional invoices as easy as fill in a blank paper form. With Microsoft Excel installed, the template is printable, and you can also choose to generate PDF invoices and then send it using email as an electronic invoice.

Invoicing Sample for Cosmetics Shops
Invoicing Sample for Cosmetics Shops

Firstly you can use the "on-sheet picker" button which appears next to the active Excel cell. Clicking the "on-sheet picker" button pops up a list of active products / items that you are selling. Above the product list you'll also find a search bar which allows you to filter / search the product list with any property belongs to a product, such as product# (SKU#, barcode etc.), product name and unit price etc. The search bar allows you to enter only part of the item name. For example, if you specify the search criterion "contains words" for the field "Product Name", and then enter the search word "eye cream", all products contains that word will be listed.

Wholesale Produce Distributor Invoice
Wholesale Produce Distributor Invoice Template

This template has basically the same fields as the default template included in the installer program of Invoice Manager for Excel. For example, on the top of the form, you'll first find the logo image, company details for your wholesale produce distributor business on the left portion. On the right-side, there are invoice#, invoice date and customer#.

Lightweight Proforma Invoice Format
Lightweight Proforma Invoice Format

As detailed on our proforma invoice template category page, a proforma invoice should include certain fields that are not included in the standard invoice template shipped with the installer program of Invoice Manager for Excel. Since this invoice template is created directly based on c7013, the two template could share the same underlying Access database file.

Designer Invoicing Format with Bamboo Chinese Painting
Designer Bill Template with Bamboo Chinese Painting

This form layout includes a column of "Taxable" checkboxes that are placed on column B - outside the printable section. Which means that, these boxes work, but will not be visible on the invoices that you print using this form (or PDF invoices created using this form). The checkbox are form controls that are named "oknWidget_taxable1, oknWidget_taxable2, oknWidget_taxable3 ... oknWidget_taxable6". Each tax box is linked to a hidden cell that are named "oknTaxable_1, oknTaxable_2, oknTaxable_3 ... oknTaxable_6". We then use an Excel array formula to calculate the taxable subtotal:

Standard Business Invoicing Template with Oval Button
Standard Business Invoicing Format with Oval Button

With Invoice Manager for Excel version 5 (UIS), we use a new way (through Invoice Manager for Excel Helper add-in macro) to capture and relay the clicks events occurred on the Excel form. By using this method, we are no longer relying on ActiveX buttons that were used since Excel Invoice Manager (August 1, 2005). Instead, all shapes objects in Excel that can have a macro assign to could be used as a button. We've already have several samples that explains the new features of the standard invoice template released with UIS, such as c5094 UIS version 5 Standard Invoice Template and Shortcut Keys, which introduces the layout features and shortcut keys assigned to each button; and c6025 Standard Invoicing Template with EAN, which shows you how to add an EAN column to the default form design by using custom fields (i.e. user-defined fields). See Standard Invoicing Templates for more samples on this topic.

Law Firm Invoice Template (Indian INR Currency)
Law Office Billing Sample (Indian INR currency)

But as a lawyer you may want to make everything as perfect as possible. So let's how to replace the "ShippingCost" standard field with a custom field named "BankCharge". On the other hand, as a lawyer you may not very interesting on those Excel details - in this case, you can just download the template and use it.

Now we need to create the custom field "BankCharge" in the database level. Here are the steps to follow.

House Rent Receipt Template
House Rent Receipt Form

The house rental slip format helps you draft receipts in an intuitive way. Like all the other templates designed by, we offer it in Excel spreadsheet format. If you are looking for a house rental invoice template in Microsoft Word format, we recommend this Excel-formatted template instead. Excel is an ideal tool for formatting client side data, such as a receipt. Furthermore, Invoice Manager for Excel provides an easy and quick way for you to upgrade so that you can manage your customers, receipts and payments in an easy way.

GST and PST Invoice Template
GST and PST Billing Form

Unlike Excel Invoice Manager, which uses a separate program "Database Sesigner" to create and modify custom fields; Invoice Manager for Excel has a "Custom Field Manager" built in. Visit Simple Sample - Discount Amount Field for a detailed tutorial on using custom fields.

PayPal Payment Button Using Custom Image
PayPal Payment Button Using Custom Image

If you prefer to make your invoices differ from others, like to make your business stands out from the generals, you are free to replace the default image with your own, just like you can easily replace the default logo image we used on many of our forms, by using just the built-in tools provided by Microsoft Excel.

Hotel Guest Folios with Satisfied Business Traveler
Hotel Bill Layout with Satisfied Business Traveler

On the bottom of the form, besides the usual "Subtotal", "Tax" and "Total" fields, it also adds space for "Cashier's Signature" (this is for printing purpose only - not a field saved to database), and "Guest's Signature", with a declaration like "I agree that my liability for this bill is not waived and agree to be held personally liable in the event that the indicated person, company or association fails to pay for any part or the full amount of the these charges".

Clothing Store (Manufacturer) Invoice Template with Discount Percentage
Clothing Store (Manufacturer) Invoice Format with Discount Percentage

We've already published several samples templates for clothing shops, stores or manufacturer here on, such as c6001 Clothing Shop Receipt / Sample of Bill, cm003 Clothing Store (Manufacturer) Invoice with Size Breakdown, cm004 Clothing Store (Manufacturer) Invoice Template with Item Pickup Buttons. Some of them are featured as standard invoicing formats.

Attorney Billing Form
legal billing statement

Like in the original version, the "Date" column, and the "Case#" and "Case Reference" fields, are not defined in the default template shipped with Invoice Manager for Excel.

Editable Bill Sample for Furniture and Appliances
Fillable Billing Template for Furniture and Appliances

By default the Excel form is protected. In the protected mode Excel will not allow you to change anything on the form, except those unlocked / editable cell values. To make the template editable, simply unprotect the Excel spreadsheet by going to the "Review" ribbon tab, and then choose "Unprotect sheet" from the "Changes" group. Once unprotected, it becomes an editable invoicing template.

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Screenshot for Customer Invoice Template

Customer Invoice Template

Screenshot for Blank Service Invoice Template with Auspicious Clouds Border

Blank Service Format with Auspicious Clouds Border

Screenshot for Consulting Invoicing Sample with Consultants Background Picture

With Consultants Background Picture

Screenshot for Babysitting Invoice (Happy Kids on Earth Style)

Babysitting (Happy Kids on Earth Style)

Screenshot for Invoice and Packing List on Same Form

Invoice and Packing List on Same Form

Screenshot for Commercial Template Sample - Using Payment Method Checkboxes

Commercial Sample - Using Payment Method Checkboxes

Screenshot for Blank Sales Invoice Format (One-tax)

Blank Sales Format (One-tax)

Screenshot for Blank Sales Format (No-tax)

Blank Sales Format (No-tax)

Screenshot for Music Store Invoice Template (Retail)

Music Store (Retail)

Screenshot for VAT Invoicing Sample with 2 Separate Rates

VAT Invoicing Sample with 2 Separate Rates