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How to Use

Assuming you have downloaded and installed Uniform Invoice Software:

  1. Download Simple Proforma Invoicing Sample. Double-click the downloaded file to extract all files.
  2. Open the template "simpleproforma.xlsx" or "simpleproforma-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 Proforma Invoicing Sample

Simple Proforma Invoicing Sample (c6019)

c6019 now includes the customized invoice template for the latest version of Uniform Invoice Software. This is what you will see when you open simpleproforma-uis.xlsx.

Simple Proforma Invoicing Sample (UIS Edition)

Simple Proforma Invoicing Sample - UIS edition

Download Simple Proforma Invoicing Sample (c6019)

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.

360 KBDownload

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

2.77 MBDownload

Detail

Simple Proforma Invoicing Sample is the simplified version of our Proforma Invoicing Form. Although the invoice layout is custmized, the form still contains all the common fields that are required.

This sample template belongs to simple invoice template. As compared to our previous Proforma Invoicing Template (Template# c7010), this template does not contains the "Taxable" checkbox column on the invoice detail section, assuming all items invoiced are all taxable. Further more, this template has only on tax set on the bottom form, with the name set as Sales Tax. The other samples of Proforma Invoicing Templates here on InvoicingTemplate.com include: Proforma (1st Sample of Customization), demonstrating how to change the color theme of the proforma invoicing sample; Proforma (2nd Sample of Customization), demonstrating how to enter your business information and replace the default logo image; Proforma (3rd Sample of Customization), demonstrating how to add a drop-down list to an existing proforma invoicing form, so that you can choose the currency for the current transaction from a list, instead of typing in manually; Proforma Invoicing Format (4th Sample, Landscape Page Orientation), demonstrating how to change the paper orientation so that the proforma invoices created with the template could be printed on papers with landscape paper orientation.

Note that most of the proforma invoicing samples we published here on InvoicingTemplates are offered in two editions - one freeware edition that you can downlaod and use for free; and another edition that should be used with Uniform Invoice Software installed. Besides that, a PDF proforma invoice is also available that is editable and fillable with proper programs installed.

In order to create this template from the original Proforma Invoicing Form (c7010), we firstly set the taxing mode of the template to one tax by using Uniform Invoice Software.

If you use the Uniform Invoice Software version of Simple Proforma Invoicing Sample, there are additional taxing options on the Taxes tab of the Settings window. The first is the option for choosing the number of tax items; you have 3 choices - no tax, one tax and two taxes. Secondly, you can set the names and rates in percentage for each tax, such as VAT, GST or PST, or simply Sales Tax. Thirdly, there are a group of checkbox options on the dialog box, including: "Tax invoice total including shipping cost", which adds the shipping cost to the taxable amount when checked; "Tax 2 is applied to tax 1", which adds the amount of "tax 1" to the taxable amount if checked; and "tax rate can be zero", which allows you to set any of the tax rates to be the value of zero. If you modify the options on this dialog box, the spreadsheet will be changed accordingly if needed.

Secondly, we move the "Taxable" cells out of the print area of the proforma invoicing form.

The printable area, or print area, is the area with white background on the center of the Simple Proforma Invoicing Sample spreadsheet. By default Microsoft Excel prints the entire worksheet when you issue the print command, but if the worksheet has a print area defined, such as what we do for Simple Proforma Invoicing Sample, only the print area will print. You can add cells to expand the print area as needed, and you can clear the print area to print the entire worksheet again. If you need to recreate the print area definition, here are what to do: On the "Invoice" worksheet of the Simple Proforma Invoicing Sample, select the cells that you want to define as the print area; On the Page Layout tab, in the Page Setup group, click Print Area, and then click Set Print Area.

Once Simple Proforma Invoicing Sample is unprotected and switched into design mode, you can now move the controls to the new location you like. To do this, click to select a control, or push the CTRL on your keyboard and then select all the controls you want to move using mouse. Then, drag (one of) the select controls to move them to the new location.

Note that if you use the Uniform Invoice Software and need to show the control on an extracted worksheet, then the control should be named with an "oknWidget_" prefix. For example, if you move the Taxable checkboxes into the printable form, then the checkboxes should be named with "oknWidget_" prefix, such as oknWidget_taxtable1, oknWidget_taxable2, oknWidget_taxable3...

Thirdly, we modify the tax formulas of the template, so that all items on the template are taxable by ignoring the state of the checkbox.

As you can see from Simple Proforma Invoicing Sample, one benefit of using Excel as your invoice creator, as compared to other template formats like Microsoft Word invoice template and PDF invoice template, HTML format or even Photoshop format, is that you can easily apply formulas to do calculations. This means that, once the basic figures are entered on the form, like Quantity and Unit Price, or Hours and Hourly Rate, or Days and Daily Rate, the calculation of totals and taxes is done automatically.

Like other form designs here on InvoicingTemplate.com, Simple Proforma Invoice 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#c6019
NameSimple Proforma Invoicing Sample
CategoryProforma Invoice Template
Release DateThursday, October 9, 2014
Format (XLS or XLSX).xlsx
Excel Version Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016
Feature Gallery
Columns6
Lines20
Line Height (Points)12.75
Print Area$E$3:$N$64
Printable with Papaer Size / OrientationA4 (210 mm x 297 mm) - Portrait
Default Margins (Points)
Left18.00
Right18.00
Top75.60
Bottom75.60

Update History

August 20, 2016

  • Optimized fonts and colors to give it a modern look and feel.
  • Converted from ".xls" format to ".xlsx" format.
  • Use Excel "Blue" theme.
  • Logo (placeholder image) on top and center of the Excel form.
  • Removed the background for the "Thank you for your business" slogan. Added bottom-border for the slogan.

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