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How to Use

Assuming you have downloaded and installed Uniform Invoice Software:

  1. Download Service Credit Note Template. Double-click the downloaded file to extract all files.
  2. Open the template "servicecreditnote.xls" or "servicecreditnote-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.

Service Credit Note Template

Service Credit Note Template (c5046)

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

Service Credit Note Template - freeware edition

Service Credit Note Template - freeware edition

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

Service Credit Note Template - Uniform Invoice Software V3 edition

Service Credit Note Template - Uniform Invoice Software V3 edition

Download Service Credit Note Template (c5046)

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.

337 KBDownload

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

2.81 MBDownload

Detail

Service Credit Note Template is a variant of Credit Note Template. It differs from the original one by moving all shipping fields out of the printable credit note form, making the template more suitable for service business.

The credit note sample given in the original template has the shipping address defined near the "Bill To" section. If you are running a service business that might be not useful for you. This free credit note format moves all the shipping fields out of the printable section defined by the "Print_Area" Excel name so that they will not be included in the printed document - or, if you are using the Uniform Invoice Software version, the shipping fields will not be included in the credit notes that you create by executing the "Extract" command on the Invoice worksheet.

The difference between sales and service here on InvoicingTemplate.com is simple - if a template contains the "Ship To" section on the printable section, we call it sales invoice. If it does not contain the "Ship To" section, it is categorized as service invoice. If the form has a very special design in its layout, such as Tax bill for Printing Shop, which moves the "Ship To" section (titled with "Delivery To") to the body of the spreadsheet form, we add the template to both the sales and service category. Service Credit Note Template adheres to this rule too.

The result template of this customization can be downloaded for free here on InvoicingTemplate.com. If you are interesting in the implementation details on how to create this customized service credit note template, read on.

Moving a cell or a group of cells in an Excel template is easy.

The protection of the "Invoice" worksheet in Service Credit Note Template 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 Service Credit Note Template.

In design mode, Microsoft Excel allows you to move, add, or delete controls or images inside Service Credit Note Template. 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 Service Credit Note Template, click the Design Mode button again to exit design mode.

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.

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 Service Credit Note Template 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 Service Credit Note Template 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 Service Credit Note Template 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.

So with a few mouse clicks and movements, we've got a new customized service credit note template. If you are running a service business and have the need of using credit notes, this might be the ideal credit note template for you.

Like other form designs here on InvoicingTemplate.com, Service Credit Memo Template 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#c5046
NameService Credit Note Template
CategoryService Invoice Template
Release DateTuesday, January 7, 2014
Format (XLS or XLSX).xls
Excel Version Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016
Feature Gallery
Columns5
Lines12
Line Height (Points)19.50
Print Area$F$2:$N$40
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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