The printed version.
Simple Sample - Moving Balance and Payment Cells (c5075)
c5075 now includes the customized invoice template for the latest version of Invoice Manager for Excel. This is what you will see when you open
Simple Sample - Moving Balance and Payment Cells - IMFE edition
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Download this if you want this design to be set as the default template by the installer program.
Without database file. How to download and use
Download this if you have already installed IMFE, and are looking for additional customized templates; or if you want a template for Invoice Manager (Lite).
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 (namely Uniform Invoice Software) 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 (namely 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 Invoice Manager for Excel (namely 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 Invoice Manager for Excel (namely 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. Invoice Manager for Excel (namely 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, 2016 or 2019.
|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 / Excel 2019|
|Line Height (Points)||18.00|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|