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How to Use

Assuming you have downloaded and installed Uniform Invoice Software:

  1. Download Simple Consulting Invoice Template. Double-click the downloaded file to extract all files.
  2. Open the template "simpleconsulting.xlsx" or "simpleconsulting-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)!

Prefer to have a look at other samples? Try our Search tool!

Screenshots and Images

The printed version.

Simple Consulting Invoice Template

Simple Consulting Invoice Template (c4034)

This is how the template looks like when you open the freeware template in Microsoft Excel.

Simple Consulting Invoice Template - freeware edition

Simple Consulting Invoice Template - freeware edition

The following template was designed for Uniform Invoice Software version 3.

Simple Consulting Invoice Template - Uniform Invoice Software V3 edition

Simple Consulting Invoice Template - Uniform Invoice Software V3 edition

Download Simple Consulting Invoice Template (c4034)

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.

280 KBDownload

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

2.77 MBDownload

Detail

As a consultant you need a beautiful invoicing template to bill your clients, yet the template should be simple and easy to use. Simple Consulting Invoice Template might be your choice for creating invoices.

Like Simple Service Invoice Template / Simple Service Billing Format, Simple Consulting Invoice Template / Simple Consulting Billing Format does not include the shipping address section on the printable invoicing form. If you need the shipping address fields, try Simple Sales Template / Simple Sales Billing Format. InvoicingTemplate.com offers these templates in two edition, one freeware edition that could be used without installing Uniform Invoice Software, and another edition that should be used with Uniform Invoice Software installed. Uniform Invoice Software is our billing and invoicing software that is able to turn a simple Excel invoice spreadsheet into a powerful and easy to use invoicing program.

Once you have installed Uniform Invoice Software, for example, you can easily pick up a customer by clicking the button on the invoicing form if it is a returned customer. You can also easily find an existing invoice by using the search bar. Almost all fields of an invoice is searchable on the search bar, such as invoice#, invoice date, sales rep. name, customer information (customer#, name, address, city state zip, phone), shipping address, product information, totals, taxes, etc.

Simple Consulting Invoice Template / Simple Consulting Billing Format differs from Simple Service Invoice Template / Simple Consulting Billing Format in that the consulting invoice template has a new field, "Project Description" added to the invoicing form, which is placed at the location where the shipping address fields appear on the Simple Sales Invoice Template / Simple Sales Billing format. The project description field is implemented as a custom field.

Uniform Invoice Software support custom fields or user-defined fields, which is a unique feature that allows you to add new fields to the backend database as well as to the spreadsheet form. Simple Consulting Invoice Template uses custom fields to implement the features that are not available in the default template shipped with the invoicing program. With the support for custom fields in the database, Uniform Invoice Software has the ability to manipulate the newly added fields in database, includes adding them to reports. With the support for custom fields in the Excel worksheet, our invoicing app has the ability to create the relationship between fields - for example, one field should be the sum of the other fields, or the value of one field should be calculated only when another field value equals a certain value.

The support for custom fields makes it possible for even an end user who does not know programming at all, could add new features to her/his invoicing creator such as Simple Consulting Invoice Template without writing one line of programming code. Feel free to Search and download more samples. Sometimes our customization samples are offered in two editions here on InvoicingTemplate.com, that are one freeware edition, and another edition that works only with our invoicing software installed.

When working with Uniform Invoice Software (UIS) version of Simple Consulting Invoice Template, how does UIS know to which cell when a field value write to when loading data from the database, and to which field a cell value must save when saving an invoice record, a customer or a product item? That is, how does UIS create the map or relationship between Excel cells on the template Simple Consulting Invoice Template and database fields? The answer is by using names. For example, if the field name in the Product table in a database is "ProductType", it is writing to a cell named "oknProductType_?" (where ? is the line number of the invoicing item) when you pick up a product or item on creating an invoice, and when saving an invoice, all cells with the name "oknProductType_?" are saved to the "ProductType" field in the "InvBdy" database table. By using cell names, UIS allows you to move a cell on the form without breaking the feature depending on the field / cell. You can place the "Product Type" column either inside the printable area, which is printed when you issue the Print command in Excel or click the Print command on the "Invoice" worksheet form; or place the Product Type column outside the printable area, which will be included when you print or extract an invoice or receipt.

Like other form designs here on InvoicingTemplate.com, Simple Consulting Billing Format 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#c4034
NameSimple Consulting Invoice Template
CategoryConsulting Invoice Template
Release DateFriday, November 14, 2014
Format (XLS or XLSX).xlsx
Excel Version Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016
Feature Gallery
Columns4
Lines6
Line Height (Points)30.00
Print Area$G$1:$P$45
Printable with Papaer Size / OrientationA4 (210 mm x 297 mm) - Portrait
Default Margins (Points)
Left36.00
Right36.00
Top72.00
Bottom72.00

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