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How to Use

Assuming you have downloaded and installed Uniform Invoice Software:

  1. Download Consulting Invoice Template (1st Sample of Customization). Double-click the downloaded file to extract all files.
  2. Open the template "sample1consulting.xlsx" or "sample1consulting-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)!

Prefer to have a look at other samples? Try our Search tool!

Screenshots and Images

The printed version.

Consulting Invoice Template (1st Sample of Customization)

Consulting Invoice Template (1st Sample of Customization) (c4016)

c4016 now includes the customized invoice template for the latest version of Uniform Invoice Software. This is what you will see when you open sample1consulting-uis.xlsx.

Consulting Invoice Template (1st Sample of Customization) (UIS Edition)

Consulting Invoice Template (1st Sample of Customization) - UIS edition

Download Consulting Invoice Template (1st Sample of Customization) (c4016)

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.

362 KBDownload

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

2.82 MBDownload

Detail

The original consulting invoice template in the Consulting category contains a "Machine#" field. This sample demonstrates how to remove it.

By moving the "Machine#" field out of the printable invoice form, the original Consulting Invoicing Template becomes more universal and thus be suitable for more types of constants. The sample consulting invoice template created in this tutorial, like all the other templates here on InvoicingTemplate.com, has a free edition and an edition that should be used with Uniform Invoice Software.

The "Machine#" field is placed in a box along with several other fields, including Requisition #, Work Order #, P.O. # and Terms. In most sales invoice templates available here on InvoicingTemplate.com, the location of this box is designed for the "Shipping To" section. Since this is a service invoice template, we don't keep any shipping fields – i.e. all the shipping fields are moved out of the printable area

While designing the layout of an invoice form we mention the word "move a field" or "move a cell" frequently. This is a process to change the location of a field or cell without breaking the predefined relationship between fields and cells.

Moving a cell or a group of cells is easy in Excel. First, you click to select the cell or drag your mouse to select all the cells you want to move. And then, drag the border of the selected area to move it to the new location where you want to place the cell or cells. The moving content will overwrite the content in the target location, so make sure the target range is empty (not used) in Consulting Invoice Template (1st Sample of Customization) before doing the movement. And, if the target location contains merged cells, sometimes the movement fails. So it is also helpful to make sure the target location does not contain merged cell. If the target location Consulting Invoice Template (1st Sample of Customization) is overlapping the original range and the original range contains merged cells, the movement could also fail because you cannot change part of merged cell - if this happens, you need to first move the cells to a temporal location in Consulting Invoice Template (1st Sample of Customization) that are empty (i.e. not used), unmerge cells, and then move the cells from the temporal location to the desired location. If you need to unmerge a cell, first select it and then click the "Merge and Center" command on the Format toolbar in Excel 2003; or click the "Merge and Center" command on the Home ribbon tab in Excel 2007, 2010 and Excel 2013.

If you use the Uniform Invoice Software version of Consulting Invoice Template (1st Sample of Customization), note that this invoice template uses custom fields. Custom fields are the fields that are not defined in the default database design, but added by the end-users.

When working with Uniform Invoice Software (UIS) version of Consulting Invoice Template (1st Sample of Customization), how does UIS know to which cell when a field value write to when loading data from the database, and to which field a cell value must save when saving an invoice record, a customer or a product item? That is, how does UIS create the map or relationship between Excel cells on the template Consulting Invoice Template (1st Sample of Customization) and database fields? The answer is by using names. For example, if the field name in the Product table in a database is "ProductType", it is writing to a cell named "oknProductType_?" (where ? is the line number of the invoicing item) when you pick up a product or item on creating an invoice, and when saving an invoice, all cells with the name "oknProductType_?" are saved to the "ProductType" field in the "InvBdy" database table. By using cell names, UIS allows you to move a cell on the form without breaking the feature depending on the field / cell. You can place the "Product Type" column either inside the printable area, which is printed when you issue the Print command in Excel or click the Print command on the "Invoice" worksheet form; or place the Product Type column outside the printable area, which will be included when you print or extract an invoice or receipt.

Conclusion: By moving the "machine#" field out of the printable invoice form, the result of this customization, Consulting Invoice Template (1st Sample of Customization), becomes a more universal consulting invoice template.

Like other form designs here on InvoicingTemplate.com, Consulting (1st 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.

Format and Specification

Template#c4016
NameConsulting Invoice Template (1st Sample of Customization)
CategoryConsulting Invoice Template
Release DateWednesday, December 4, 2013
Format (XLS or XLSX).xlsx
Excel Version Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016
Feature Gallery
Columns4
Lines16
Line Height (Points)19.50
Print Area$F$3:$N$49
Printable with Papaer Size / OrientationA4 (210 mm x 297 mm) - Portrait
Default Margins (Points)
Left22.68
Right22.68
Top45.35
Bottom45.35

Update History

October 26, 2016

  • "Bookman Old Style" and "Bodoni MT Black" font style.
  • Make "Invoice#" and "Invoice Date" field larger.
  • "How to create an invoice" tutorial movie link on sidebar.
  • The Excel worksheet is unfreezed.

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