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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

Step 1: Before doing our customizing job, first you have to back up the template.

Step 3: Add one row to the top, one row to the bottom, one column to the left edge and another column to the right edge of the printable invoice template. For example, to add a row to the top of the printable form, you need to do the following steps.

Australian GST Invoice Template

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Australian GST Invoice Template

Australian GST Invoice Template is a sample of customization of the default sales invoice template. Australian GST Invoice Template implements the invoice layout and form according to Australian Government / Australian Taxation Office requirements.

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 Invoice Manager for Excel (namely Uniform Invoice Software) version 5. A PDF sample invoice is also provided. A new version based on this title could be found at Business Invoice Template for Netherlands.

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.

Portuguese Credit Invoice for Angola

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Portuguese Credit Invoice for Angola

On the bottom of the sheet you'll see two new portions "Responsável" and "O Cliente". They are there for "Assinatura" (signature) -- i.e. these two are not custom fields, and thus are not saved to database.

Pro forma Invoice for Collection Business in Thailand

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Proforma Invoice for Collection Business

Below the total section, there is bank section which allows you to specify your bank name, branch name, account number, and swift code.

Croatian Invoice Template

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Croatian Billing Form

Like the other standard invoice templates here on InvoicingTemplate.com, this template has 5 columns too, namely "Oznaka / Oporezivo", "Opis / naziv", "Količina", "Cijena" and "Iznos".

Freight Invoice

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Freight Invoice Template

This freight invoice template in Excel spreadsheet and PDF format features a cargo ship image on top of the form. The cargo ship is a JPG image inserted into the Excel spreadsheet as a "Picture" object.

Tutorial for Adding New Line to Template

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Tutorial for Adding New Line to Invoice Form

This sample shows the detailed steps required when adding new lines to an existing template, by using the default invoice template shipped with Invoice Manager for Excel (namely Uniform Invoice Software) as the starting point.

Customization of Standard Fields

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Customization of Standard Database Fields

See "Advanced Database Field Customization" chapter of Invoice Manager for Excel (namely Uniform Invoice Software) documents for more information on this topic.

Standard Invoicing Template with EAN

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Standard Invoicing Format with EAN

The additional EAN field is a custom field. Since this field is a property of an invoiced item (i.e. it should be saved along with the other product details such as description, price etc.), so it must be added to the "Product" database table; The EAN must also be saved along with each invoice, so this field must be added to the "Invoice Body" (i.e. "InvBdy") database table too. Note the field definitions in both tables must be exactly the same. In this sample template, it is "text (13)" - meaning the field is able to store up to 13 characters.

Clothing Store (Manufacturer) Invoice Template with Item Pickup Buttons

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Clothing Store (Manufacturer) Invoice Template 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 Invoice Manager for Excel (namely 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.

So with sample template, we look at how to add a button that allows you to pick customer.

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

The previous invoicing templates designed for clothing stores (manufacturers) define a discount amount field. This new cloth bill format in Excel added a discount percentage field, as in many cloth shops discounts are given in percentage first.

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 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 Sample - Macro-Enabled Invoicing Template

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Advanced Sample - Macro-Enabled Invoicing Template

To convert an Excel workbook or template from ".xlsx" to ".xlsm" format, simply issue the "File" and "Save As" command. We'll skip the detailed steps here as there are already many resource online, such as Create a Macro in Excel - EASY Excel VBA, and How to Use Macros in Excel: 15 Steps (with Pictures), and Quick start: Create a macro.