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Consulting Invoice Template (4th Sample - Taxable Column)

Consulting Invoice Template (4th Sample - Taxable Column) (c4019)

c4019 now includes the customized invoice template for the latest version of Invoice Manager for Excel. This is what you will see when you open sample4consulting.xlsx.

Consulting Invoice Template (4th Sample - Taxable Column) (IMFE Edition)

Consulting Invoice Template (4th Sample - Taxable Column) - IMFE edition


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.


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

3.74 MBDownload

Without database file. How to download and use

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Download this if you have already installed IMFE, and are looking for additional customized templates; or if you want a template for Invoice Manager (Lite).

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This forth sample of customizing the free consulting bill sample demonstrates how to move the column of Taxable checkboxes into the printable consulting invoice form.

The third sample of customization how to apply only one tax, instead of 2 as in the original free consulting bill samples. The desired format is archived by firstly deleting the Excel formula from the second tax, and followed by hidden the entire row of the second tax.

Many free invoicing templates available here on put the Taxable column outside the printable invoice form. While it simplifies the printed document, some consultants prefer to have Taxable checkbox column moved into the printable consultant invoice form, so that it will be included in their form of bill too. The sample free consultant invoicing form provided here adheres to this requirement and a ready-to-use blank consulting billing formats in Excel format can be downloaded as a sample.

This forth sample consulting bill format is created based on the third sample consultant bill format. Before we begin modifying the layout of the consultant invoicing form, first we take a look what we have regarding taxes with the basic invoicing template.

If you have Invoice Manager for Excel (namely Uniform Invoice Software) installed, the Invoice Manager for Excel (namely Uniform Invoice Software) version of the free consulting billing layout offers more options for modifying tax rules of the template. However moving the Taxable column should not be done by Invoice Manager for Excel (namely Uniform Invoice Software), as it can be done with pure Microsoft Excel.

As always, modifying the design layout of the invoice format requires you to firstly unprotect the Invoice worksheet, and using controls (such as the images and buttons on the form) requires the template to be put into design mode.

It is also very helpful for customizing the sample template if you display gridlines and row and column headings.

To place the newly moved-in Taxable column, it is necessary to adjust the existing columns on the printable consulting invoice form to leave space for the new column.

Now it's time to move in the Taxable checkbox column.

  1. Push CTRL key on your keyboard.
  2. Without releasing the CTRL key, click the Taxable checkbox one by one. Since the template is now in design mode, clicking on it won't trigger normal control activity - instead, Microsoft Excel will put the control into selection.
  3. Now release the keyboard CTRL key, and then click and drag one of selected Taxable box to put the entire Taxable column at its new location.

If you use the Invoice Manager for Excel (namely Uniform Invoice Software) version of the template, there is one more thing to do. Invoice Manager for Excel (namely Uniform Invoice Software) remove all the controls that are not named with "oknWidget_" prefix, including buttons and images. This is necessary to keep the invoice extracted by executing the "Extract/Email" command clean. But this time we need to keep the Taxable boxes on the form, so we have to name the checkboxes with "oknWidget_" prefix. In this sample, we'll name then "oknWidget_taxable1", "oknWidget_taxable2", "oknWidget_taxable3", and so on.

Once done, exit design mode and protect the Invoice worksheet. This will return the consulting bill template into its normal working state. Save the template by clicking the Save command on Excel ribbon tab, and now we have our forth sample consulting bills, which has the Taxable column inside printable invoice form.

Like other form designs here on, Consulting (4th Sample - Taxable Column) 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, 2016 or 2019.

Format and Specification

NameConsulting Invoice Template (4th Sample - Taxable Column)
CategoryConsulting Invoice Template
Release DateSaturday, December 7, 2013
Format (XLS or XLSX).xlsx
Excel Version Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016 / Excel 2019
Line Height (Points)19.50
Print Area$F$3:$N$49
Papaer Size / OrientationPortrait
Default Margins (Points)

Update History

January 6, 2018

  • The "Taxable" box inside the printable area are now Excel form controls.
  • Moved the logo image placeholder ("") to the bottom of the sheet.
  • "Brown" color theme.

September 24, 2018

  • Updated the Sales Report for sample4consulting.xlsx.