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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

This is the standard (default) invoice template shipped with Uniform Invoice Software installer program but with double-border added. This sample template also demonstrates how to add row, column to an existing form and redefine the printable area.

Australian GST Invoice Template

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Australian GST Billing Form

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 Format with Oval Button

With Uniform Invoice Software version 5 (UIS), we use a new way (through Uniform Invoice Software Helper add-in macro) to capture and relay the clicks events occurred on the Excel form. By using this method, we are no longer relying on ActiveX buttons that were used since Excel Invoice Manager (August 1, 2005). Instead, all shapes objects in Excel that can have a macro assign to could be used as a button. We've already have several samples that explains the new features of the standard invoice template released with UIS, such as c5094 UIS version 5 Standard Invoice Template and Shortcut Keys, which introduces the layout features and shortcut keys assigned to each button; and c6025 Standard Invoicing Template with EAN, which shows you how to add an EAN column to the default form design by using custom fields (i.e. user-defined fields). See Standard Invoicing Templates for more samples on this topic.

UIS V5.11 Standard Invoice Template and Shortcut Keys

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Standard Invoice Format and Shortcut Keys for UIS Version 5.11

The default or standard invoice template shipped with Uniform Invoice Software version 3 or earlier contains buttons on the worksheets, which are implemented using ActiveX controls. With version 4, a contextual task pane is added to each worksheet, which contains commands available to each sheet, and the ActiveX command buttons were removed from the default template shipped with UIS - however command buttons implemented with ActiveX technique are still supported.

Freight Invoice

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Freight Invoice Template

To keep the cargo image stay on the PDF generated by Uniform Invoice Software, it is named "oknWidget_cargo". Any images and objects without the prefix "oknWidget_" in its will be removed on generating PDF files, such as those buttons that you can click to save invoice to database, pick an existing customer, generate reports and statements etc.

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

This step by step tutorial is based on Windows 10 and Excel 2016.

Customization of Standard Fields

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Customization of Standard Database Fields
  • When the Invoice worksheet is active, push the "Design Mode" button on the "Invoice" ribbon tab.
  • Click and choose the customer name cell that is named "oknWhoName".
  • Go to "Data" Excel ribbon tab, and then click "Data Validation" in the "Data Tools" group.
  • Specify the new validation - for this example, you just need to modify the "Maximum" field to be 80.
  • Exit design mode.
  • Save the invoice template.

Standard Invoicing Template with EAN

c6025
Standard Invoicing Template 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

cm004
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, tax invoices for sales of $1,000 or more need to show the buyer's identity or ABN. These invoices are also called ABN tax invoices. This ABN tax invoice template include space for you to detail the ABN codes for your business.

Blank Service Invoice with Green Gradient Design

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Blank Service Invoice with Green Gradient Design

This template has two columns - "Description" and "Line Total", both are manually editable when the sheet is protected. A "Taxable" checkbox is also provided for each of the invoicing item, which allows you to control separately whether each item is taxable. If all your items are taxable (or not taxable), you may not need the "Taxable" options. If this is your situation, you can easily remove the "Taxable" options and then modify the tax formula to ignore this option.

Clothing Store (Manufacturer) Invoice Template with Discount Percentage

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Clothing Store (Manufacturer) Invoice Format with Discount Percentage

We've already published several samples templates for clothing shops, stores or manufacturer here on InvoicingTemplate.com, such as c6001 Clothing Shop Receipt / Sample of Bill, cm003 Clothing Store (Manufacturer) Invoice with Size Breakdown, cm004 Clothing Store (Manufacturer) Invoice Template with Item Pickup Buttons. Some of them are featured as standard invoicing formats.

Invoicing Template for Roofing Service

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Bill Format for Roofing Service

To show the roofer picture on the top of the form, the logo image is moved to the bottom of the form but above the "Notes" field. The blank area above the "Notes" field is limited so we place only a long and thin logo placeholder (named "oknWidget_logo") here. If your own logo image looks different, you can either move the logo image elsewhere on the form, or delete it completely.

Spin Button to Add or Subtract One

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Spin Button to Add or Subtract One
  1. As always, backup your invoice template.
  2. Open the template.
  3. Push down "Design Mode" button on the "Invoice" ribbon tab.
  4. Switch to Excel "Developer" ribbon tab. If this tab is not available in your Excel, do the following to make it visible.
    • Right-click an empty area on Excel ribbon, choose "Customize the ribbon"
    • In the "Customize the ribbon" section, check the "Developer" option.
    • Click OK to confirm the change.
    • Now Excel shows the "Developer" ribbon.
  5. In the "Controls" ribbon group, pull down "Insert".
  6. In the "Form Controls" section, click "Spin Button" (the forth in the list).
  7. Now it returns to the worksheet. Click the location where you want to place the spin button to create it. If this case, we want to place it at the left side of the "Quantity" cell. You can move it by dragging and dropping.
  8. Drag the border of the spin button to resize it. Each single spin button has two click spots (an up arrow and an down arrow), it is recommended to make it as large as possible.
  9. Right-click on the newly inserted button, choose "Format Control". Excel shows the "Format Control" dialog box with the "Control" tab activated by default.
  10. Click the button on the "Cell link" section, specify to which cell this button will be linked. For our first spin button, the target cell is $I$20 (i.e. the first "Quantity" cell).
  11. With the spin button still selected, press "CTRL + C" on keyboard, and then "CTRL +V" to create a new button.
  12. Move the second new button to the second "Quantity" cell. Right-click on it and choose "Format Control", specify the linked cell for this second spin button to the second "Quantity" cell.
  13. Repeat the above steps to create spin buttons for the other 4 "Quantity" cells.
  14. Once you have done the customization, click the "Design Mode" button again to exit design mode.
  15. Save the template by clicking the "Save" button on Excel quick access toolbar.

South Africa Tax Invoice Template (Service)

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South Africa Tax Billing Format (Service)

This invoice template, South Africa Tax Billing Format (Service), was created from South Africa Tax Billing Format (Sales), by moving the Shipping To address section out of the Print Area.

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 Invoice Template (4th Sample, Landscape Page Orientation)

The previous samples, including the original proforma invoice template that this serial of samples is based on, are suitable for portrait paper orientation with standard A4 paper. While the proforma invoices created with the templates look professional, someone find they need more space to put in their item descriptions. Since there are 7 columns on the invoice body - item #, Tax, Unit of Measure, Quantity, Unit Price, Line Total, the space for putting in descriptions is limited.

Recruitment Agency Invoice Template

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Recruitment Agency Invoice Template

Recruiter agent, Recruitment Agency could use this Excel invoice template, which is one of the templates in the consulting invoice templates category, to bill their clients in an easy way by filling in a blank spreadsheet form.

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.