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Summary

STANDARD

A standard invoice template is a typical invoice template that could be used by many industries / businesses.

A standard / typical invoice contains common elements required by governments and taxing offices, usually including:

  • a unique identification number (see how to generate invoice numbers automatically),
  • your company name, address and contact information,
  • the name and address of the client,
  • a description of what you're charging for,
  • the date the goods or service were provided (supply date),
  • the date of the invoice,
  • the amount(s) being charged and the total amount owed.

However there are differences between countries and regions. Visit tax invoice templates for standard invoice templates grouped by countries along with the quick links to invoice requirements.

The standard invoice template included in Uniform Invoice Software (and Excel Invoice Manager) installer program contains 5 columns. For example, this sample shows you a typical one. All free templates here on InvoicingTemplate.com could be seen as customized versions of the standard template.

The standard template typically includes an "Invoice" worksheet, and 5 report worksheets including:

  • Sales Report
  • Customer Report
  • Product Report
  • Customer Statement
  • Sales Rep. Name
  • Payment Report

There are also hidden worksheets that hold configurations and settings. Don't rename the worksheets, or it will causes problems.

The "Invoice" Worksheet

This worksheet provides not only a What You See Is What You Get free invoice form to create and edit invoices, but also an interface for most of the system functionalities. There are 12 command buttons on the top of the worksheet.

The left six buttons are targeted to the current invoice, and the right six buttons are targeted to the system. For example, if you click the Payment button, you are trying to add a payment for the invoice currently displayed.

Uniform Invoice Software also introduces a task pane that provides similar buttons. This means you can delete any or all buttons from the "Invoice" worksheet without losing access to Uniform Invoice Software features.

Below is a screen shot of the default template with Uniform Invoice Software v5 installed.

The invoice form of the default invoice template
The invoice form of the default invoice template (Click to enlarge)

For a comparison, here is the print result of the above template.

The print result of the standard template

ButtonAction
Clear & New

Clears the Invoice worksheet to make it ready for next new invoice.

The invoice date and shipping date field will be set to the current date, and the Tax Rate, Sales Rep. Name, Ship Via, Terms will also be set to default values. You can set the default values by clicking the Settings button on the Invoice worksheet.

Save To DB

Saves the current invoice to the database.

If the invoice # field is not filled in, or it is filled in but does not exist in the database, then it will be treated as a new invoice, and a new invoice # will be created automatically if needed. Otherwise, you are updating an existing invoice identified by the Invoice #.

Extract/Email

Creates a new Excel workbook file that contains only the current invoice.

You can then email it to your customer, format it using various formatting tools, or save it to other formats, such as HTML, PDF, etc.

If you check the Email invoice after extraction option on the Template Tab of the Settings window, it will create the email message automatically.

Click to see an example of the extracted invoice.

Print

Prints the current invoice using the default print options. To customize your print options, click Excel menu File -> Page Setup or File -> Print.

Click to see an example of the Printable Invoice.

Payment

Post a payment to the current invoice.

View Detail

Displays the current invoice in an Invoice Edit window, where you can edit, void, delete the invoice, or manage the payment records for the invoice.

Customers

Displays a window to list all customers. (Sample "Customers" window)

Products

Displays a window to list all products. (Sample "Products" window)

Invoices

Displays a window to list all invoices. (Sample "Invoices" window)

Reports

Displays the Reports window, where you can create new reports. (Figure)

Settings

Displays the Settings window, where you can set various options to control how the system works. (Figure)

HelpDisplays the help document.

There are also three command buttons in the customer information area.

ButtonAction
Save As New Customer

Saves the customer information you entered as a new customer.

This gives you a quick way to add customers when you are entering invoices. You can also use this button to create new customers using existing customer information. For example, click the customer selection button to select a customer, modify the customer information as needed, and then click the Save As New Customer button.

View Customer Info

Displays a Customer Edit window to show the customer identified by the customer ID you entered. ( Figure)

Same As 'Bill To'

Copies the address information in the Bill To section to the Ship To section.

The "Report" Worksheets

All report worksheets have a similar structure. Here is an example of the Sales Report worksheet.

Sales Report worksheet

  • On the top or left of the worksheet, there is a command bar or task pane where you will find five buttons to create new report, set visible columns, extract the report to a new workbook, print the report, and clear the current report worksheet.
  • Below the command bar is the print titles area. To view the details about the print titles, click Excel menu File -> Page Setup, and then select Sheet in Excel 2003, or click Page Layout tab -> Page Setup group -> Print Titles in Excel 2007 and later versions.
  • Below the print title is the report body that is known as Subtotal Report in Excel terms. By default, the subtotal report is grouped by the first column, and uses the SUM function to subtotal numeric columns.

For more information about reports, see the chapter titled Reports in Uniform Invoice Software help document.

Here are our templates closely related to Standard Invoice Templates.

Standard Invoice with Double Border

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Standard Invoice with Double Border

Here by the word "standard" we mean the default invoice template shipped with Uniform Invoice Software. All the invoice templates here on InvoicingTemplate.com are variants of the standard invoice template. As long as you adhere to the rules defined in Customizing Invoicing Templates, the result template will work with Uniform Invoice Software. That means Uniform Invoice Software is able to provide all the powerful functionalities such as the search bar for locating customers, products and invoices, reporting worksheets, etc.

Australian GST Invoice Template

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Australian GST Invoice Template

Australian GST Invoice Template was designed according to the guidelines of Australian Taxation Office "How to set out tax invoices and invoices (NAT 11675)". While this is sample invoice template, like all the other blank invoice templates available here on InvoicingTemplate.com, is also created from the default sales invoice template shipped with Uniform Invoice Software, we've customize the template to meet the standards recommended by Australian Taxation Office.

Standard Business Invoicing Template with Oval Button

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Standard Business Invoicing Template with Oval Button

This free Excel standard business invoicing template is a advanced customization variant of the default invoicing template shipped with Uniform Invoice Software version 5. A PDF sample invoice is also provided.

UIS V5.11 Standard Invoice Template and Shortcut Keys

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Standard Invoice Format and Shortcut Keys for UIS Version 5.11

With this new version of the standard invoice template, we replaced all ActiveX buttons with shape buttons - which are actually "Text Box" controls formatted with proper background colors to mimic the look and feel of buttons. With the release of UIS version 5, all templates published here on InvoicingTemplate.com are converted to use this new types of buttons.

The following table shows all the button names, captions and default hotkeys assigned to each button.

Tutorial for Adding New Line to Template

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Tutorial for Adding New Line to Invoice Form

Things to consider when adding new lines to a template

The standard invoice template shipped with Uniform Invoice Software has 12 lines (or 12 rows) on the detailed section. But the number of lines on the detail section isn't necessary to be 12.

Customization of Standard Fields

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Customization of Standard Fields

Standard fields are those that already created in the default database file shipped with Uniform Invoice Software (UIS), as opposed to custom fields (i.e. user-defined fields) which you should create yourself. This template demonstrates how to change the definition of standard fields.

See "Advanced Database Field Customization" chapter of Uniform Invoice Software documents for more information on this topic.

Standard Invoicing Template with EAN

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Standard Invoicing Format with EAN

This is a variant of the standard invoice template shipped with Uniform Invoice Software installer program. This sample layout differs from the original version in that it has added an EAN column.

Clothing Store (Manufacturer) Invoice Template with Item Pickup Buttons

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Clothing Store (Manufacturer) Invoice Format with Item Pickup Buttons

Without the item picking buttons, like what we implemented with cm003 Clothing Store (Manufacturer) Invoice Template with Size Breakdown, or the standard invoice template shipped with Uniform Invoice Software, you can use the "on-sheet picker", which appears when you click and select a supported cell. However there are users that prefer the static buttons.

ABN Tax Invoice

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ABN Tax Invoice Format

According to Australian Taxation Office, if your tax invoices meet the requirements for sales of $1,000 or more, you can also use them for sales of lesser amounts. So this template could be seen as a replacement of our original two formats. Furthermore, we redesigned the original "Taxable" checkboxes - in the original version, they are ActiveX controls; in this new version they are Excel / Office form controls. With the development of Microsoft Office / Excel, it seems that form controls get better support than old ActiveX controls. We've also moved all the "Taxable" controls into the printable forms, so that they will be included when printed (see the screenshot images below), or be included when you are generating PDF invoice (see all PDF invoice templates here on InvoicingTemplate.com).

Blank Service Invoice with Green Gradient Design

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Blank Service Invoice with Green Gradient Design
  1. Backup your template.
  2. Click the "Design Mode" button on the "Invoice" ribbon tab.
  3. Click a "Taxable" checkbox to select it.
  4. Hit the DEL key on your keyboard to delete the selected checkbox control.
  5. Repeat the above steps to delete other "Taxable" controls.
  6. Exit design mode and save the template.

Clothing Store (Manufacturer) Invoice Template with Discount Percentage

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Clothing Store (Manufacturer) Invoice Format with Discount Percentage

On the bottom of the invoicing form, we've added a sample explanation for payments - "All claims must be made within 5 days of receipt. No returns accepted without prior authorization. Any account placed for collection is the responsibility of the debtor, including all fees incurred. A $xx fee will be charged for returned checks." This is a static text statement that does not change from bill to bill. You can change this after switch the template into design mode.

Invoicing Template for Roofing Service

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Bill Format for Roofing Service

As a wholesaler or a retailer, a roofing specialist, an architect or a technician who provide roofing or ceiling of residential or commercial properties, you know you need formal invoices. Because this invoice will not only help you get paid fast, but also for insurance claim for repair work or damage control. Today there are many special roofing invoice designs you can download online, but our design is original and unique. Read on to find more tips and guidelines for roofing invoicing and billing.

Spin Button to Add or Subtract One

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Sample Invoice Template with Spin Button

The spin button is used to add one or subtract one from a number. It is suitable for adjustment integral numbers in a small range. If your products are always sold in a whole part and thus don't use the decimal part in the "Quantity" field, a spin button could be applied. For example, in the invoice templates based on hours and rates, where the decimal part could appear on the number of hours, a spin button is not suitable. On the other hand, in a hotel receipt template where the number of guests is always an integral number that changes in a small range, a spin number is suitable for the situation.

South Africa Tax Invoice Template (Service)

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South Africa Tax Billing Format (Service)

This template, like South Africa Tax Billing Format (Sales), implemented in a way that the prices exclude taxes (VAT).

As SARS (South African Revenue Services) states, any person that carries on a business may register for VAT. The term person is not only limited to companies but also includes, amongst others, individuals, partnerships, trust funds, foreign donor funded projects and municipalities. In order to register, an application form must be completed and a specific process must be followed, both of which you can find on the SARS web site. It is mandatory for a person to register for VAT if the taxable supplies made or to be made is, in excess of R1 million in any consecutive twelve month period.

Advanced Invoicing Sample - Macro-Enabled Invoicing Template

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Advanced Bill Sample - Macro-Enabled Billing Template

Uniform Invoice Software supports all the Excel file formats, including the traditional ".xls" and ".xla" formats, and the new ".xlsx" (Excel XML-based file format), ".xlsm" (Excel XML-based and macro-enabled file format), and ".xlsb" (Excel Binary (or BIFF12) file format). ".xlsx" are now the most widely used workbook file format. Feel free to see our Invoice Template ".xlsx" topic page.

Proforma Invoice Template (4th Sample, Landscape Page Orientation)

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Proforma (4th Sample)

To address this issue one way is to wrap the text so that they can span several raw Excel rows. Another way described in this sample is to expand the form horizontally so that it can would be printable with landscape paper orientation. Both methods require decreasing the number of lines on the form.

Recruitment Agency Invoice Template

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Recruitment Firm Billing Sample

On the bottom of the recruitment invoice layout, you will find fields like "Subtotal", "Tax", "Other", "Total", "Paid" and "Total Due". These are all auto-calculated fields, except the "Other" and "Paid" fields, which are manually fillable / editable when you create an invoice.

Five Price Percentage Levels (Service, Custom Column)

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Form with 5 Price Levels

Moving the location of a cell or field is easy in Excel. To do this, you first unprotect the sheet (if the sheet is protected), and then select all the cells or fields you want to move, and then drag the border of the selected area to move it to the new location. If you need to move an Active X control, such as the "select a shipping address" icon button, you first need to switch to design mode, and then click and drag the icon button to the new location - in this case, outside the printable area.