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How to Use

Assuming you have downloaded and installed Uniform Invoice Software:

  1. Download Simple Sample - Moving Balance and Payment Cells. Double-click the downloaded file to extract all files.
  2. Open the template "simple-sample-moving-balance-cells.xlsx" or "simple-sample-moving-balance-cells-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 Sample - Moving Balance and Payment Cells

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)

Simple Sample - Moving Balance and Payment Cells - UIS edition

Download Simple Sample - Moving Balance and Payment Cells (c5075)

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.

293 KBDownload

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

2.79 MBDownload

Detail

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.

  1. 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.
  2. Switch to design mode. With Uniform Invoice Software 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.
  3. Now drag your mouse to select all the cells you want to move. Once all the cells are selected, release your mouse key.
  4. 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.
  5. 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. 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.

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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.

Format and Specification

Template#c5075
NameSimple Sample - Moving Balance and Payment Cells
CategorySales Invoice Template
Release DateSaturday, January 23, 2016
Format (XLS or XLSX).xlsx
Excel Version Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016
Feature Gallery
Columns5
Lines12
Line Height (Points)18.00
Print Area$D$2:$K$46
Printable with Papaer Size / OrientationA4 (210 mm x 297 mm) - Portrait
Default Margins (Points)
Left22.68
Right22.68
Top45.35
Bottom45.35

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