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The printed version.
Open the template in Excel.
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Download this if you have already installed the Microsoft Store edition of Invoice Manager for Excel, and are looking for additional customized templates.
Download this if you want this design to be set as the default template by the installer program.
This blank sample invoice template has 3 lines and simplified summary section. It also features a "Terms and Conditions" section on the bottom of the form.
The title word "INVOICE" in this sample is an Excel shape object, which is named "oknWidget_title". By using the prefix "oknWidget_" in its name, we prevent Invoice Manager for Excel from removing the shape object on extracting an invoice.
The benefit of using a shape (textbox) object here is that you have more control over the placement of object. In this case, we move the title to overlap the horizontal line to create a new effect.
Although it has only 3 lines on the detail section, each line is able to holds up to 3 lines of text. This is especially useful for those who has long item descriptions. You can more samples at c4020 Invoice Template with Long Product Description.
Like c4002 4-Column without Tax this form does not show taxes. But the cells for tax names and rates are still there. You can easily make these cells visible. First, click to open the "Settings" window, and then on the "Taxes" tab choose your tax options. Besides the tax names and rates, you can find other taxing options too, such as whether shipping cost are taxable etc.
When you click the "Clear & New" button on the "Invoice" worksheet, the entire "Invoice" was cleared, making it a blank invoice form. This makes it ready for you to create the Next invoice. Note that the "Invoice#" cell is not filled at this time. An invoice# is generated automatically when you click "Save To DB". See automatic numbering for more discussions and samples on this topic.
In the sample c4003 Template with Summary on Top we moved the summary fields, such as "Total" and "Total Due". In this sample bill form, we moved the cells out of the printable area. This simplifies the form layout. If you prefer to have these fields appear on the sheet, follow the steps shown on Moving Cells/Controls.
The form bottom includes a "Terms and Conditions" section. Modify the text in this section to make it meets your business requirements.
* Cheques are subjected to realisation.
* All Disputes are subjected to **** Jurisdiction only.
* Please preserve this invoice for future reference.
* *CompanyName* will not be responsible for any payment made by customer to any person other than duly authorised by *****.
Format and Specification
|Name||Sample Invoice Template|
|Category||Service Invoice Template|
|Release Date||Friday, November 2, 2018|
|Format (XLS or XLSX)||.xlsx|
|Line Height (Points)||45.00|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|
|Price||Free (0.00 USD)|
|System||Windows 7 and later, and Excel 2007 and later.|