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How to Use

Assuming you have downloaded and installed Uniform Invoice Software:

  1. Download Consulting Invoice Template (4th Sample - Taxable Column). Double-click the downloaded file to extract all files.
  2. Open the template "sample4consulting.xls" or "sample4consulting-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.

Consulting Invoice Template (4th Sample - Taxable Column)

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

This is how the template looks like when you open the freeware template in Microsoft Excel.

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

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

The following template was designed for Uniform Invoice Software version 3.

Consulting Invoice Template (4th Sample - Taxable Column) - Uniform Invoice Software V3 edition

Consulting Invoice Template (4th Sample - Taxable Column) - Uniform Invoice Software V3 edition

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

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.

393 KBDownload

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

2.85 MBDownload

Detail

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 InvoicingTemplate.com 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.

Consulting Invoice Template (4th Sample - Taxable Column), like the default template, has two tax items on the bottom of the worksheet, which are applied to all the items, and a column of Taxable checkboxes to the left of the form body, which are corresponding to each invoicing item. You can change the tax names and rates on the bottom of the form by typing in whatever meet your requirements. These are the supported features implemented in both the freeware version and the Uniform Invoice Software version.

If you have Uniform Invoice Software installed, the 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 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.

The protection of the "Invoice" worksheet in Consulting Invoice Template (4th Sample - Taxable Column) 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 Consulting Invoice Template (4th Sample - Taxable Column).

In design mode, Microsoft Excel allows you to move, add, or delete controls or images inside Consulting Invoice Template (4th Sample - Taxable Column). Note that if you have our invoicing program installed, and you are running Excel 2007, Excel 2010 and Excel 2013, it already provides a Design Mode button on the ribbon tab, so that you don't have to switch to design mode manually. Our invoicing software is able to turn a simple spreadsheet into a powerful invoicing system, with the ability to manage customers, products, bills and payments, it also includes various tools that could help you configure the layout of your form, such as the number of taxes and tax names and rates. If you don't have our invoicing program installed, here are how you can switch to design mode manually.

  • In Excel 2003 click the Design Mode button on the Control Toolbox toolbar. Tip: If the Control Toolbox toolbar is invisible, click Excel menu View > Toolbars > Control Toolbox.
  • In Excel 2007, Excel 2010 and Excel 2013, click the Design Mode button in the Controls group of the Developer tab.

    TIP: If the Developer tab is not available in Excel 2007, do the following to display it: a) Click Microsoft Office Button, and then click Excel Options; b) In the Popular category, under Top options for working with Excel, select the Show Developer tab in the Ribbon check box, and then click OK.

    Or in Excel 2010 and Excel 2013 to display the Developer tab: a) Click File > Options > Customize Ribbon; b) In the area on the right, ensure that the box next to Developer is checked; c) When you click OK, the Developer tab will appear in the ribbon.

Once you have finished your design work for Consulting Invoice Template (4th Sample - Taxable Column), click the Design Mode button again to exit design mode.

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

To show gridlines and row/column headers in Excel 2000 - 2003:

  1. Click and activate the worksheet you want to display gridlines and row/column headers for.
  2. On the Tools menu, click Options, and then click the View tab.
  3. Under Window options, check the Gridlines and Row & Column Headers check boxes.

After your customization, go back to the Tools menu, Options, View tab. Under Window options, REMOVE the checks you previously placed by the two check boxes to hide gridlines and row/column headers. This will restore the appearance of your template.

To show/hide gridlines and row/column headers in Excel 2007, Excel 2010 and Excel 2013:

  1. Click and activate the worksheet you want to display gridlines and row/column headers for.
  2. Go to the View tab of the Ribbon.
  3. Click Show/Hide, and then check or uncheck the Gridlines and Headings options.

The gridlines and row/column headings could help a lot when design the layout of the form.

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.

To adjust the existing columns to leave space for new column or columns that will be added to the printable form for Consulting Invoice Template (4th Sample - Taxable Column), we first unmerge the item# (or product#), description and quantity columns - these are usually merged columns that each contains several Excel raw columns. To do this, after opening Consulting Invoice Template (4th Sample - Taxable Column) as usual, select all the cells belong to these columns and then click the "Merge and Center" button on the Format toolbar in Excel 2003; in Excel 2003, the "Merge and Center" button can be found on the Home ribbon tab. Drag your mouse to select the Description column (this time, you select Excel raw column since the Description is no longer a merged column) and drag it one column left. Select the "oknProductName_1" cell (the first cell on the moved Description column) and drag your mouse to select the two adjacent cells at the right-hand too - so, you now select 3 cells started with the "oknProductName_1" cell. Now click the Merge and Center command again. This will expand the width of "oknProductName_1" to 3 columns. Do this process for all the other Description cells. Once done, you have one empty column that was left by moving the Description column to the left-hand of this original position. Adjust the columns widths of all the columns to make sure they have the proper widths that are able to hold the content they will display on this Consulting Invoice Template (4th Sample - Taxable 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 Uniform Invoice Software version of the template, there is one more thing to do. 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.

Naming a control or an image is easy in Microsoft Excel. First make sure your template Consulting Invoice Template (4th Sample - Taxable Column) is in design mode. Right-click the control or image you want to assign it a name, choose Properties. On the Properties box, enter the name into the "name" field and press enter. Note that if you have several controls that you want to assign different names, you can do so by entering the name and then clicking to choose another control without closing the Properties window.

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 InvoicingTemplate.com, 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 2003, 2007, 2010, 2013 or 2016.

Format and Specification

Template#c4019
NameConsulting Invoice Template (4th Sample - Taxable Column)
CategoryConsulting Invoice Template
Release DateSaturday, December 7, 2013
Format (XLS or XLSX).xls
Excel Version Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016
Feature Gallery
Columns4
Lines16
Line Height (Points)19.50
Print Area$F$2:$N$48
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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