Assuming you have downloaded and installed Uniform Invoice Software:
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The printed version.
Service Invoice with Horizontal Logo (c4105)
c4105 now includes the customized invoice template for the latest version of Uniform Invoice Software. This is what you will see when you open service-invoice-horizontal-logo-uis.xlsx.
Service Invoice with Horizontal Logo - UIS edition
You are safe to download the resources. We've added our digital signatures to the files.
Download this if you have already installed UIS, but 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 Excel invoice template is a revisited version of c4005 "Service Bill with Discount Percentage". It contains a horizontal rectangle logo, instead of the usual square logo. It also demonstrates how to use custom fields.
If you are only interested in using the template, then all you need to do is just download the template, extract / install it, and then use. If you would like to learn more on how we customize an invoice format, read on.
The basic rules of create a customized invoice template is detailed here.
First, it is always recommended to back up the template that you want to modify. This allows you to easily go back to the original version if you need to start again. You can also back up partially before any major changes in case you are unsure of what to do next. To make a backup, simply copy the Excel workbook file in Windows Explorer; or open the template as usual and execute the "Save As" command in Excel.
Two custom fields, Company and Fax#, are added to the "Bill To" section.
These custom fields must be added to both the Customer and Invoice Header database tables. They must be added to the Customer database table because you need them to be auto-populated when you pick a customer by click the "select-a-customer" button. They must be added to Invoice Header (InvHdr) database table because you want them to be saved on a per-invoice basis, so that the full invoice can be restored later by clicking the "Edit In Excel" command in the Invoices data list window.
To add the custom fields to database:
Add the custom field "CustomerCompany" with the following specification. Click "OK" to add the field.
Now we need to modify the Excel form to use the newly added custom fields. To do this, we need to firstly switch the template into design mode. With Excel Invoice Manager, you have to do this manually by clicking several buttons on the Excel ribbon. With Uniform Invoice Software, you need to only push down the "Design Mode" button the Uniform Invoice Software ribbon tab, which will unprotect sheet, shows gridlines and row / column headings.
To map or link the newly added fields from the backend database to the Excel invoice form, simply create two cell names on the invoice form.
If the field CustomerCompany exists in the Customer table in database, then the value of oknCustomerCompany cell will be saved to the customer record when you click "Save As New Customer" button.
If the field CustomerCompany exists in the "InvHdr" table in database, then the value of oknCustomerCompany cell will be saved along with the other invoice data when you click "Save To DB".
This template does not include the "Ship To" section. You can move the entire "Ship To" section outside the Print_Area. Click here for instructions on how to move fields / cells.
The standard/default invoice template has the ProductID column appear on the main invoice body, whereas on the customized version, the ProductID column is outside the Print_Area. To implement this, simply drag your mouse to select the entire ProductID column, and then drag the border of selected area to place it on the new location.
After moving out the ProductID column, expand the Description column so that it occupies the free space left by moving out the ProductID column. To do this, first drag your mouse to select the cells to merge on one line, and then click the "Merge and Center" button twice (first click unmerges the cells that are already merged; the second click merges all the selected cells). Please note you'll need to do this line by line because the "Merge and Center" command will merge all the selected cells.
You'll also need to move the "pick-a-product" buttons. To do this, make sure the invoice template is in design mode, push the CTRL key on your keyboard and then click the icon buttons successively, release the CTRL key, drag one of the selected buttons and move the button to the new location.
Now look at the bottom part of the invoice form, there is a custom field Discount. The discount is a percentage that is applied to subtotal.
To do this, add a new line above the "TOTAL" line and name the newly added cell oknInvDiscount. Format the newly added oknInvDiscount cell as a percentage: right-click the cell and choose "Format Cells", choose the proper format from the Number tab.
Modify the formula of the oknTotal cell so that it appears as the following:
This formula means that if the oknInvDiscount value is zero (not filled in), then total is equal to subtotal. Otherwise, total is equal to oknInvDiscount * oknSubtotal.
The last step is to fine-tune the invoice template - set colors, fonts and borders as you like. Most of the work can be done by right-clicking a cell and then clicking Format Cells.
That's it! This brief tutorial go through steps we take to create a customized service invoice template. Go through the steps once you'll find it is not so hard to create a customized template for Uniform Invoice Software.
Like other form designs here on InvoicingTemplate.com, Service Bill with Horizontal Logo 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.
|Name||Service Invoice with Horizontal Logo|
|Category||Service Invoice Template|
|Release Date||Sunday, March 19, 2017|
|Format (XLS or XLSX)||.xlsx|
|Excel Version||Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016|
|Line Height (Points)||19.50|
|Printable with Papaer Size / Orientation||A4 (210 mm x 297 mm) - Portrait|
|Default Margins (Points)|
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