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The printed version.
Open the template in Excel.
The templates that have no shipping address section are categorized as service invoice template. This simple invoice template demonstrates how to create it by moving out shipping address fields.
This customized simple invoice template is based on the result of c5076 Simple Invoice Template - Moving Taxable Controls, which was categorized as sales invoice template because it contains the shipping address section.
Usually creating a new invoice template that works an invoicing software app sounds difficult. This is not true with Invoice Manager for Excel, which is our invoicing software that use Excel spreadsheets as the front-end.
By using Excel invoicing forms, it is possible to leverage all the powerful tools provided by Microsoft Excel to do design of invoicing forms, including create relationship between Excel cells by using formulas - for example, in c4051 Simple Invoice Template - Discount Amount Field a new field Discount Amount was added and its relationship between Subtotal and taxes are established by using Excel formulas.
One of the most powerful feature supported by Invoice Manager for Excel invoicing formats is that it allows you to move the fields around. This is the most simple yet powerful way of create new invoice layouts and designs.
To those users who want to know more about how Invoice Manager for Excel works - The reason that Invoice Manager for Excel supports moving fields is simple - it identify cells by names. So even if a cell, such as in this sample the "oknShipName", is moved to a new location (from $J$9 to $T$9), Invoice Manager for Excel is still able to find it and map it to the database field.
Sometimes it is useful on a service invoice template to have a "Service Sumarry" field. We'll add this as a custom field.
The detailed steps are described below.
- As always, back up the template and database file. As stated before, in this sample, we'll use the simple invoicing format built in c5076 Simple Invoice Template - Moving Taxable Controls.
- Open the template.
- Click the "Design Mode" button on the "Invoice" worksheet.
- Modify the text label "Ship To" (cell location $I$8) to "Service Summary".
- Drag your mouse to select all the fields (including labels) on the shipping address section, ranging from I9 to K14.
- Push your mouse key on the border of the selected area, move it to a new location outside the print area. In this sample, it is moved to T9:V14.
Excel spreadsheets support a special name "Print_Area". If a worksheet has a name defined for a range, then when you issue the print command, only the range defined by this name will be printed. All templates available here on InvoicingTemplate.com have this name defined. If a cell / field is moved out of this area, then it will not be included on printing - we say it is not printable.
- Drag your mouse to select all the cells that belongs to the original shipping address fields, i.e. I9:K16.
- Click the "Merge and Center" command in the "Alignment" group on Excel "Home" ribbon tab. Push down "Top Align", "Align Left" and "Wrap Text" buttons.
- To make this section differs from other fields, you can assign it a border. In this sample, we used dashed borders.
- Assign this section a name, "oknSummary". To do this, enter the name "oknSummary" into the name box on the left-end of the formula bar.
- Unlock the "oknSummary" field. To do this, right-click the "oknSummary" range, choose Format Cells. On the Protection tab, clear the "Locked" property and then click OK. This is necessary in order to have the field manually editable / fillable when creating invoices.
- To create a data validation for this field, go to Excel "Data" ribbon tab. From the "Data Tools" group choose "Data Validation" and then "Data Validation" again. Choose "Text length" from the "Allow" list, enter 1 and 255 into the "Minimum" and "Maximum" field respectively. Click OK. If is an optional step - if you don't create this data validation, Invoice Manager for Excel will do this type of checks automatically on saving invoices.
- Exit design mode by clicking the "Design Mode" button on the "Invoice" ribbon tab again.
- Click the "Invoices" button on the "Invoice" ribbon tab.
- Click "Custom Fields" to open the Custom Field Manager.
- Click "Add Field" to open the "Add New Custom Field" dialog box.
- Fill in the field name "Summary", and fill in size "255" (This is the max field size allowed in an Access database field).
- Click OK to close the dialog box.
- If you would like to have this field visible as a column on the "Invoices" data list window, click the "Columns" button on the "Invoices" data list window, and then check the "Summary" option.
- Save the customized simple invoice format by clicking the "Save" button on Excel quick access toolbar.
As you can see from the creation of this simple invoice template, it is not as hard as it sounds to create a new invoice form. You can use this template directly for your service business, or as a starting point of design your own template.
Format and Specification
|Name||Simple Template - Moving Shipping Address|
|Category||Service Invoice Template|
|Release Date||Wednesday, February 3, 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
- Removed the link from the "Phone Number" line.
- Updated the default logo image.