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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 (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 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 features.

Below is a screen shot of the default template with Invoice Manager for Excel 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 help document.

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

Standard Invoice with Double Border
c5085
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
c7018
Australian GST Billing Form

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
c5099
Standard Business Invoicing Format with Oval Button

Both the buttons existing InvoicingTemplate.com templates, and those converted by UIS 5, are all traditional rectangle buttons. As mentioned before in this article, any shape objects could be used as a button if the shape object could have a macro assign to. In this sample, we change the "Save As New Customer", "View Customer Info." and "Same As Bill To" button to oval buttons. Although this is an advanced customization technique, you can do it yourself if you follow the steps carefully. In this tutorial, we'll use Microsoft Excel 2013.

UIS V5.11 Standard Invoice Template and Shortcut Keys
c5094
Standard Invoice Format and Shortcut Keys for UIS Version 5.11

Starting from Invoice Manager for Excel version 5, we removed the support for on-sheet ActiveX buttons and added support for shape buttons.

Malaysia Tax Invoice Template
c5161
Malaysia Tax Invoice Template

Use this template to make Invoice Manager an invoicing and billing software for Malaysia. The following table shows both the original and the translated text.

Turkish Invoice
c5156
Turkish Invoice Template

This is the Turkish version of the standard invoice template shipped with Invoice Manager v7.12. It translates all the text labels on the printable form to Turkish. If you're doing business with clients from Turkey, use this template to make sure your clients understand your invoices.

The text labels are translated with an online tool. All the labels are shown in the table below.

Portuguese Credit Invoice for Angola
c5148
Portuguese Credit Invoice

The major part of the Invoice worksheet has the similar layout like the standard invoice template shipped with Invoice Manager. First on the top-left, there are the logo image and business information for your own company. On the right hand, you'll fields for invoice# and invoice date, i.e. " DATA" and "Factura Nº".

Pro forma Invoice for Collection Business in Thailand
c5145
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.
United Arab Emirates Invoice Template
c5073
United Arab Emirates Billing Form
  • Supplier Information (Your Information)
    • Supplier Name
    • Supplier Address
    • Supplier's VAT registration number
    • Supplier's telephone number, contact person and email address
    • Bank information
  • Customer Information (Client Information)
    • Customer name
    • Customer address
    • Customer's telephone number, contact person and email address
    • Shipping address
  • The word INVOICE or CREDIT (In case of credit note)
  • Invoice number (must be unique, which could be generated automatically when Invoice Manager for Excel is installed).
  • Invoice date (please specify the format used - it is in dd/mm/yyyy format by default)
  • Currency, must be the same currency as stated in the Purchase Order
  • Specification of goods and services delivered
  • Tax amount. If multiple taxes (VAT/WHT) are applicable
  • The tax rate for every net amount should be specified
  • Total payable amount
  • For credit notes, invoice number being credited must be stated (one credit note per invoice)
Standard Invoice in Italian
c5157
Bill Format in Italian

This is the Italian version of the standard (default) invoice template shipped with IMFE 7.13. Consider this template if you're doing businesses with clients from Italy.

Croatian Invoice Template
c5141
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".

Sales Invoice Form in Croatian
c5158
Sales Invoice Template in Croatian

This Croatian Invoice Template is translated from the standard invoice template (default template) shipped with Invoice Manager.

Like the c5156 Turkish version and the c5157 Italian version, only the text inside the printable area is translated. Visit Croatia invoice requirements and VAT invoicing rules for VAT invoicing requirements in Croatia. See this document for more information on basic rules and techniques of customization.

Korean Invoice Template
c5159
Korean Invoice Template

Text outside of the printable area remains in English. See South Korea VAT compliance and rates for more information. The text labels translated are shown below.

Standard Invoice Template in Greek
c5160
Greek Bill

This template is translated directly from the standard invoice format shipped with Invoice Manager setup program. The text within the range "Print_Area" is translated using an online tool. All the other button captions and regular program windows (such as the "Settings" window) are still in English.

The following table shows all the text that are translated.

Five Price Percentage Levels (Sales)
c4014
Form with 5 Price Levels

This is a variant of 5 Price Levels (Sales, Amount) invoice template. It differs from the original template in that it uses percentage values in the price fields.

Freight Invoice
c6031
Freight Invoice Template

To keep the cargo image stay on the PDF generated by Invoice Manager for Excel, 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
c5124
Tutorial for Adding New Line to Invoice Form

Things to consider when adding new lines to a template

The standard invoice template shipped with Invoice Manager for Excel has 12 lines (or 12 rows) on the detailed section. But the number of lines on the detail section isn't necessary to be 12.

Customization of Standard Fields
c4108
Customization of Standard Fields

See "Advanced Database Field Customization" chapter of Invoice Manager for Excel documents for more information on this topic.

Standard Invoicing Template with EAN
c6025
Standard Invoicing Template 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
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 Invoice Manager for Excel, 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.

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