Screenshots and Images
The printed version.
Open the template in Excel.
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Download this if you have already installed the Microsoft Store edition of Invoice Manager for Excel, and 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 Invoice Manager for Excel by dragging and dropping cells in Excel.
Different businesses require different invoice format and layout. While the default template shipped with Invoice Manager for Excel 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 Invoice Manager for Excel. 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 Invoice Manager for Excel. 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.
- Open the invoice template as usual. You may like to backup it before opening it, so that you can easily return to a working state in case something goes wrong.
- Switch to design mode. With Invoice Manager for Excel installed, you can do this easily by clicking the "Design Mode" button on the "Invoice" ribbon tab. Click the same button again to exit design mode.
- Now drag your mouse to select all the cells you want to move. Once all the cells are selected, release your mouse key.
- Push your mouse key on the border of the selected area, drag it to the location out of the printable form - the section that will be printed when you print the invoice - in this sample template, we drag it to the location starting from $P$39.
- Once finished, click the Design Mode button on the "Invoice" ribbon tab again to exit design mode.
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. Invoice Manager for Excel 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.
Format and Specification
|Name||Simple Sample - Moving Balance and Payment Cells|
|Category||Sales Invoice Template|
|Release Date||Saturday, January 23, 2016|
|Format (XLS or XLSX)||.xlsx|
|Line Height (Points)||18.00|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|
|Price||Free (0.00 USD)|
|System||Windows 7 and later, and Excel 2007 and later.|
April 29, 2020
- Restored all the on-sheet buttons.
- Linked to Microsoft Store edition of Invoice Manager for Excel.