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:
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:
There are also hidden worksheets that hold configurations and settings. Don't rename the worksheets, or it will causes problems.
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 thebutton, 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.
For a comparison, here is the print result of the above template.
|Clear & New|
Clears theworksheet 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 thebutton on the 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 #.
Creates a new Excel workbook file that contains only the current invoice.
If you check theoption on the Tab of the window, it will create the email message automatically.
Click to see an example of the extracted invoice.
Prints the current invoice using the default print options. To customize your print options, click Excel menu-> or -> .
Click to see an example of the Printable Invoice.
Post a payment to the current invoice.
Displays the current invoice in anwindow, where you can edit, void, delete the invoice, or manage the payment records for the invoice.
Displays a window to list all customers. (Sample "Customers" window)
Displays a window to list all products. (Sample "Products" window)
Displays a window to list all invoices. (Sample "Invoices" window)
Displays the Figure)window, where you can create new reports. (
Displays the Figure)window, where you can set various options to control how the system works. (
|Help||Displays the help document.|
There are also three command buttons in the customer information area.
|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 thebutton.
|View Customer Info|
Displays a Figure)window to show the customer identified by the customer ID you entered. (
|Same As 'Bill To'|
Copies the address information in the Bill To section to thesection.
All report worksheets have a similar structure. Here is an example of theworksheet.
For more information about reports, see the chapter titledin Invoice Manager for Excel (namely Uniform Invoice Software) help document.
Here are our templates closely related to Standard Invoice Templates - 20 Results Found.
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.
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.
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.
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.
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.
If the field CustomerCompany exists in the Customer table in database, then the value of oknCustomerCompany cell will be saved to the customer record when you click "Save As New Customer" button.
If the field CustomerCompany exists in the "InvHdr" table in database, then the value of oknCustomerCompany cell will be saved along with the other invoice data when you click "Save To DB".
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 )".
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.
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.