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How to Use

Assuming you have downloaded and installed Uniform Invoice Software:

  1. Download Simple Invoice for Letterhead Paper. Double-click the downloaded file to extract all files.
  2. Open the template "simple-invoice-template-letterhead.xlsx" or "simple-invoice-template-letterhead-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.

Simple Invoice for Letterhead Paper

Simple Invoice for Letterhead Paper (c4074)

c4074 now includes the customized invoice template for the latest version of Uniform Invoice Software. This is what you will see when you open simple-invoice-template-letterhead-uis.xlsx.

Simple Invoice for Letterhead Paper (UIS Edition)

Simple Invoice for Letterhead Paper - UIS edition

Download Simple Invoice for Letterhead Paper (c4074)

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.

321 KBDownload

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

2.77 MBDownload

Detail

This simple invoice template is suitable for printing on papers with letterhead. It contains both a "Bill To" and a "Ship To" sections, categorized as sales invoice template. The 4 columns on the detail section are Quantity, Description, Price and Amount.

It is a general purpose invoice format that could be used by many business types - freelancers, home business, sole traders, limited companies etc. The template has one tax set by default - GST (Goods and services tax - Canada), but you can easily change the tax name and default rate by following these steps:

  1. Click the Settings button on the "Invoice" ribbon tab. Note that if Excel does not show the "Invoice" ribbon tab, make sure Uniform Invoice Software is installed, which is our invoicing software that makes the invoice template a powerful invoicing and billing software program.
  2. Go to the "Taxes" tab.
  3. First choose the tax type - one tax, two taxes or non-tax. And then set the tax names and rates.
  4. Click "Apply". This command modifies the template by hiding / showing tax lines and set some hidden variables to control how the tax formulas calculating taxes. If you are using a heavily customized template, where the tax lines / formulas are modified / rearranged, this command may not work properly.

Click the "Design Mode" button on the "Invoice" ribbon tab to put the template into design mode.

In design mode, Microsoft Excel allows you to move, add, or delete controls or images inside Simple Invoice for Letterhead Paper. 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 Simple Invoice for Letterhead Paper, click the Design Mode button again to exit design mode.

In the design mode, you'll see that there are 3 empty lines on the top of this simple invoice form. You can adjust the height of these lines to make it suitable for printing on your letterhead paper. There are other templates here on InvoicingTemplate.com that use the same technique for letterhead papers, such as Simple Invoice Sample - Printing on Letterhead Paper. For a general invoice template that is not designed specifically for letterhead papers, you can adjust the margins to make it suitable to be printed on your papers. Page margins are the blank spaces between the worksheet data and the edges of the printed page. Top and bottom page margins can be used for some items, such as headers, footers, and page numbers. Generally, you have to do this by following these steps:

  1. Use a ruler to measure the height of your letterhead (assuming the letterhead is on the top of your papers).
  2. Switch the template into design mode, as stated before.
  3. Go to Excel ribbon tab "Page Layout". In "Page Setup" group click to pull down "Margins" and then choose "Custom Margins". The "Page Setup" dialog box appears with the "Margins" tab activated.
  4. On the "Center on page" section, uncheck "Vertically", leave the "Horizontally" option checked.
  5. Enter a new margin size in the Header or Footer box. Setting the header or footer margins changes the distance from the top edge of the paper to the header or from the bottom edge of the paper to the footer. Note: The header and footer settings should be smaller than your top and bottom margin settings, and larger than or equal to the minimum printer margins.
  6. Print a sample invoice with your letterhead paper to check the result. Adjust the size of margins if needed.
  7. Once done, exit design mode.
  8. Save the template by clicking the Save button on Excel quick access toolbar.

While the free version of Simple Invoice for Letterhead Paper is simple, the result created by using this Microsoft Excel spreadsheet template is as beautiful and professional as many commercial invoicing software program, or even better. It is an ideal tool for small businesses and freelancers who sales products and do need a shipping section on their invoicing form. It is a good invoice generator, but if you need more features, like management of customers, products / items, invoices and payments, just install Uniform Invoice Software to make all the buttons on Simple Invoice for Letterhead Paper work for you.

Like other form designs here on InvoicingTemplate.com, Simple Invoice Format for Letterhead Paper 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.

Format and Specification

Template#c4074
NameSimple Invoice for Letterhead Paper
CategorySales Invoice Template
Release DateSunday, June 26, 2016
Format (XLS or XLSX).xlsx
Excel Version Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016
Feature Gallery
Columns4
Lines20
Line Height (Points)15.00
Print Area$D$2:$M$47
Printable with Papaer Size / OrientationA4 (210 mm x 297 mm) - Portrait
Default Margins (Points)
Left22.68
Right22.68
Top40.32
Bottom23.04

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