Assuming you have downloaded and installed Uniform Invoice Software:
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The printed version.
Simple Sample - Moving Balance and Payment Cells (c5075)
c5075 now includes the customized invoice template for the latest version of Uniform Invoice Software. This is what you will see when you open simple-sample-moving-balance-cells-uis.xlsx.
Simple Sample - Moving Balance and Payment Cells - 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 is the first free simple invoice template in the "Simple Sample" serial. It demonstrates how to create a new invoice format based on the default template shipped with Uniform Invoice Software by dragging and dropping cells in Excel.
Different businesses require different invoice format and layout. While the default template shipped with Uniform Invoice Software installer program meets many business types, including home business, small business, freelancers etc., There are still many people find it does not meet their requirements exactly. So you need to customize it.
Fortunately customizing and designing a template is not as hard as it sounds, especially with the help of Uniform Invoice Software. The main reason of this is that Microsoft Excel already provides thorough and robust form design support. Microsoft Word has this type of form design support too. But the advantages of Microsoft Excel is that doing calculation is much easier in Excel with the support for formulas, which is very helpful in invoice calculations.
With this sample of simple invoice template, we'll design a new format based on the default invoice template shipped with Uniform Invoice Software. The result is a ready-to-use free template that you can download here on InvoicingTemplate.com.
The default template includes two payment related fields on the bottom of the form - the first is "PAID", the second is "TOTAL DUE" (or "BALANCE DUE" on some versions), with two cells names "oknPayments" and "oknBalanceDue" assigned to them respectively. If you take advance payments these cells would be useful as they tell your customer how much they owe. If you don't take advance payment, you may not want to show these two cells on your invoices.
So let's see how to move the cells out of the invoicing form.
Note that it is not recommended to delete the "oknPayments" and "oknBalanceDue" cells. "oknPayments" is a fillable (i.e. not locked) cell which stores the amount of payments post to this invoice. "oknBalanceDue" is the field that calculates the balance of the current invoice. Uniform Invoice Software determines the status of an invoice according to the value of the "oknBalanceDue" cell. On the default template, this cell has the formula "=ROUND(oknTotal-oknPayments,2)" assigned. However once you move these cells out of the printable invoice form, to make the worksheet clean and simple you can hide the columns / rows on which you store the "oknPayments" and "oknBalanceDue" cells.
Like other form designs here on InvoicingTemplate.com, Simple Sample Invoicing Template - Moving Cells 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 Balance and Payment Cells|
|Category||Sales Invoice Template|
|Release Date||Saturday, January 23, 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.
This simple blank template has two taxes on the bottom of the printable form identified by the Print_Area Excel range name. The detail section allows up to 6 products / items.