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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 Invoice Manager for Excel (namely 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.

Invoice Manager for Excel (namely 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 Invoice Manager for Excel (namely Uniform Invoice Software) features.

Below is a screen shot of the default template with Invoice Manager for Excel (namely 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 Invoice Manager for Excel (namely Uniform Invoice Software) help document.

Here are our templates closely related to Standard Invoice Templates - 20 Results Found.

Standard Invoice with Double Border

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Standard Invoice Format with Double Border

The standard invoice template is a sales invoice template that is designed to be flexible and basic. The design contains only one logo image placeholder, some solid fill effects on the text titles. Adding decorations to this existing template could change the look and feel of the template quickly. Want your invoices differ from others like your business? Microsoft Excel provides powerful and easy to use tools for you to make your very own invoice formats.

Australian GST Invoice Template

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Australian GST Invoice Template

As always Australian GST Invoice Template is offered in Excel spreadsheet format.

This customized invoice template is suitable for companies whose goods or services include GST. As Australian Taxation Office and the law required, the billing form should include information as detailed below.

Standard Business Invoicing Template with Oval Button

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Standard Business Invoicing Format with Oval Button
  1. Before we begin the customization procedure, back up the template first. Do this by simply copying the template in Windows Explorer.
  2. Open the template.
  3. Switch to design mode button by clicking the "Design Mode" button on the "Invoice" worksheet. This command combines several switches and options from Microsoft Excel: unprotect the worksheet, push down the "Design" button on the "Developer" ribbon tab, show gridlines and row/column headings. In design mode, UIS stops react to clicks on buttons, so that you can move / resize the buttons and other objects.
  4. Right-click to select the "Save As New Customer" button. When creating invoices, you can use this button to create new customer accounts, or update existing customer record.

    Note you may have to right-click on the area near the border on the button. Otherwise you are activating the button text to make it editable. Right-clicking on the area near the border of the button makes you are selecting the shape object itself, but not the text / label inside it.

  5. Click to activate the "Format" Excel ribbon tab.
  6. From the "Insert Shapes" group, click to pull down "Edit Shape", and then choose "Change Shape", and then from the "Basic Shapes" group choose the first one "Oval" - Excel changes the "Save As New Customer" from rectangle to oval.
  7. Repeat the above steps for "View Customer" and "Save As Bill To" buttons. The "View Customer" button allows you to open the "Edit Customer" window for the client identified by the "oknWhoID" cell value (i.e. the client#), which will show you the detailed account information including account receivable, detailed contact information, or you can click the "History Invoice" button on the "Customer Edit" window to get a list of all invoices of this particular customer, where pending, paid and void invoices are marked with different colors.

    The "Save As Bill To" button simply copies the address and contact information filled in the "Bill To" section to the "Ship To" section. This could be a handy time-saver when it could be used.

  8. You can of course change other buttons like "Customers" and "Products", "Reports" etc. To keep this tutorial simple and clear, we'll stop here.
  9. Now exit design mode by clicking the "Design Mode" button again on the "Invoice" worksheet.
  10. Save the template by clicking the "Save" button on Excel quick access toolbar.

UIS V5.11 Standard Invoice Template and Shortcut Keys

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Standard Invoice Format and Shortcut Keys for UIS Version 5.11

If you are using a template that does not have buttons on the sheet, but want to add the buttons, follow the steps below.

Portuguese Credit Invoice for Angola

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Portuguese Credit Invoice

The usual "Bill To" section now has a title "CLIENT". There are 4 fields in this section, including "ID:", "Nome:", "Cidade:" and "Contato:". Like the default invoice template shipped with Invoice Manager, this ID field and the "Factura Nº" are all automatic numbering fields -- if they are left blank on saving, a new serial number will be generated based on the previous value saved in database.

Pro forma Invoice for Collection Business in Thailand

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Pro forma Invoice for Collection Business in Thailand
  1. Open the template as usual.
  2. Switch to design mode by pushing down the "Design Mode" button on the "Invoice" worksheet.
  3. Push down the "CTRL" key on keyboard. Click each cell for which you want to change the currency, such as "Subtotal", "Total" and "Paid" etc.
  4. Right-click one of the selected cell. Choose "Format Cells" from the shortcut menu.
  5. On the "Number" tab, choose "Accounting" from the "Category" list.
  6. Choose your currency symbol from the "Symbol" list.
  7. Click "OK" to apply the changes.
  8. Save the template.

Croatian Invoice Template

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Croatian Billing Form

This Croatian Invoice Template has a general form layout, but has all the text labels translated into Croatian. For example, the "Clear & New" button is now "Novi / isprazni".

Five Price Percentage Levels (Sales)

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Five Price Percentage Levels (Sales)

This template uses the same database structure and field definition as the original version, but changes the meaning of the fields. The 5 prices field in the original database definition are decimal (15,6) which is enough for storing a percentage value. In this implementation offered by InvoicingTemplate.com, the first price custom field (Discount Price A) is used as the base price, and the other 4 prices (from Discount Price B to Discount Price E) are used to store discount percentage values. For example, in the sample database attached with this template, product "ABC-01" has 5 custom fields defined for prices, named from "Discount Price A" to "Discount Price E", and the values are 19.00, 0.11, 0.21, 0.31 and 0.41. If the discount level of a customer is 1 and he purchases the product "AB-01", the base price (19.00) will be applied; If the customer's discount level is 3, the discount will be 0.21 (i.e. 21%), the applied price will be 19 * (1-0.21) = 15.01. You can find more examples at standard invoice templates and blank invoice templates.

Freight Invoice

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Freight Invoice Template

For this reason, this form is also a VAT invoice sample. Compared to c6002, this template has a newly designed color theme and a new heading. The company information of your freight business is now right-aligned. The two important fields, "Invoice Date" and "Invoice#", are now colored and boxed.

Tutorial for Adding New Line to Template

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Tutorial for Adding New Line to Invoice Form

In the following step by step tutorial, we'll add only one new line. So it does not involve the adjustment of page layout and printing. Please refer to printable invoice templates for more samples on this topic.

Customization of Standard Fields

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Customization of Standard Database Fields

Note that if you change the size of the text field, you may also need to change the data validation of the corresponding cell. For example, if you change the size of customer name field to 80, to change the data validation of the Excel cell, follow the steps below.

Standard Invoicing Template with EAN

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Standard Invoicing Format with EAN

An EAN-13 barcode (originally European Article Number, but now renamed International Article Number even though the abbreviation EAN has been retained) is a 13 digit (12 data and 1 check) barcoding standard which is a superset of the original 12-digit Universal Product Code (UPC) system developed in 1970 by George J. Laurer. The EAN-13 barcode is defined by the standards organization GS1. See Wikipedia.

Clothing Store (Manufacturer) Invoice Template with Item Pickup Buttons

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Clothing Store (Manufacturer) Invoice Template with Item Pickup Buttons

This invoicing template for clothing stores or manufacturers is a variant of cm003 Clothing Store (Manufacturer) Invoice Template with Size Breakdown. It differs from the original edition in that this variant adds back the buttons that you can click to pick up customer, shipping address, sales representative and payment term.

ABN Tax Invoice

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ABN Tax Invoice

If all your items are taxable or not taxable, you may not want to include the "Taxable" controls on the form. Don't worry. You can easily move ActiveX controls or Excel / Office form controls by following the steps below.

Blank Service Invoice with Green Gradient Design

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Blank Service Invoice with Green Gradient Design

If you want to modify the tax formula to ignore the "Taxable" options, in design mode click to select the tax cell (which is named "oknTax1"). Excel formula bar shows the current tax formula, like "=ROUND( IF ( oknTaxType=0, 0 , oknTax1Rate * ( oknLineTotalTaxable + IF( oknTaxTotalIncludingShippingCost = 0 , 0 , oknShippingCost ) ) ) , 2 )". To have it ignore the taxable options, simply replace "oknLineTotalTaxable" with "oknSubtotal", so that the formula looks like "=ROUND( IF ( oknTaxType=0, 0 , oknTax1Rate * ( oknSubtotal + IF( oknTaxTotalIncludingShippingCost = 0 , 0 , oknShippingCost ) ) ) , 2 )".

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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Invoicing Template for Roofing Service

The next important difference between this roofing and ceiling repairing invoice sample and the standard invoice sample is that, this customized version has only one tax (named "TAX") set by default. To change the taxing options, with Invoice Manager for Excel (namely Uniform Invoice Software) installed you can simply clicking the "Settings" button on either the "Invoice" worksheet, or on the ribbon tab, and then go to the "Taxes" tab, choose the tax type (no-tax, one-tax or two taxes), set up the tax names and rates for each taxes, and then click the "Apply" button. Invoice Manager for Excel (namely Uniform Invoice Software) will modify the form layout according to the options you choose. The Excel formulas we created for the tax cells will work well too with the options you choose from the "Taxes" tab. The support for formulas is one of the big advantages of Excel as an invoicing assistant. The other Office invoicing templates could produce clean and professional-looking business documents too, like Word or even Power Point invoicing templates, but it is far easier to do automated calculations with Excel formatted template (".xlsx" or ".xls"). This is why Excel is used for many accounting activities. On the other hand, to many people Word is the writing tool. And, this is one of the reason why we are providing all our billing templates in Excel format.

Spin Button to Add or Subtract One

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Spin Button to Add or Subtract One

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)

South Africa Tax Billing Format (Service) is a variant of South Africa Tax Invoice Template (Sales), created by removing the shipping address section from the form and thus it is suitable for service provides.