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 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.
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.
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 Uniform Invoice Software help document.
Here are our templates closely related to Standard Invoice Templates.
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 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.
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.
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.
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.
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.
This Excel invoice template is a revisited version of c4005 "Service Bill with Discount Percentage". It contains a horizontal rectangle logo, instead of the usual square logo. It also demonstrates how to use custom fields.
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.
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.
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.
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.
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.
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.
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.