Assuming you have downloaded and installed Uniform Invoice Software:
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The printed version.
Simple Sample - Moving Item# Column (c4049)
c4049 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-moving-item-id-column-uis.xlsx.
Simple Sample - Moving Item# Column - UIS edition
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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 simple invoice template demonstrates how to move out the Item# (or Product #) column from the printable invoicing form. The result template still has the item# column but it is not printable.
The default invoice template shipped with Uniform Invoice Software setup program (See Free Sales Invoicing Template), as well as its customized version c5075 Simple Sample Invoicing Template - Moving Cells, both have the Item# column put on the printable form.
The Item# or Product# column is not useful if they are just short codes for your business internal use only. For example, if you are running a service business, you can save the description of each service item, each with a shortcut as item#, to the "Product" database. So that when you need to enter the description text of a service, you can just enter the short code in the item# cell. This feature, provided by Uniform Invoice Software, is called in-cell lookup. Uniform Invoice Software has built-in support of in-cell lookup for 3 main database tables - customers, invoices and products. This means that, if you enter a value into the invoice# (or customer#, or product#) cell, all the related data will be retrieved and displayed on the invoice form.
The behavior of the in-cell lookup feature of Uniform Invoice Software could be controlled on the "In-Cell Lookup" tab of the Settings window. To open the Settings window, click the Settings button on the "Invoice" ribbon tab. Uniform Invoice Software must be installed in order to have this ribbon tab created when you open a template.
In this tutorial, we'll detail the steps of moving out the item# (product#) column out of the printable form. The result of this simple customization is a simple invoice template that shows only 4 columns on the printed invoice - Description, Unit Price, Quantity, and Line Total. But you can still use the in-cell lookup feature in to the Item# cells which are located outside the printable billing form.
First, make a backup copy of the template that you want to customize. In this case, we use c5075 Simple Sample - Moving Balance and Payment Cells.
That it! You now have a simple invoice template that was created by moving out the item# column. You can still use the item# column on creating invoices - what we do is just put it outside printable form.
Like other form designs here on InvoicingTemplate.com, Simple Invoicing Template - Moving Item# 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 2007, 2010, 2013 or 2016.
|Name||Simple Sample - Moving Item# Column|
|Category||Sales Invoice Template|
|Release Date||Sunday, January 24, 2016|
|Format (XLS or XLSX)||.xlsx|
|Excel Version||Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016|
|Line Height (Points)||18.00|
|Printable with Papaer Size / Orientation||A4 (210 mm x 297 mm) - Portrait|
|Default Margins (Points)|
In most business situations the quantity numbers on an invoice are not addable - for example, if you are invoicing for both goods sold and service rendered. But there are cases where you want to add up quantities on an invoice and show the sum on the sales report.
Sometimes an invoice is also referred as purchase invoice from the view of the buyer. This general-purpose Excel-formatted purchase invoice sample includes two editable/fillable columns, Description and Amount, and a Taxable checkbox column.