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.
Here by the word "standard" we mean the default invoice template shipped with Uniform Invoice Software. All the invoice templates here on InvoicingTemplate.com are variants of the standard invoice template. As long as you adhere to the rules defined in Customizing Invoicing Templates, the result template will work with Uniform Invoice Software. That means Uniform Invoice Software is able to provide all the powerful functionalities such as the search bar for locating customers, products and invoices, reporting worksheets, etc.
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.
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.
The following table shows all the button names, captions and default hotkeys assigned to each button.
Standard fields are those that already created in the default database file shipped with Uniform Invoice Software (UIS), as opposed to custom fields (i.e. user-defined fields) which you should create yourself. This template demonstrates how to change the definition of standard fields.
See "Advanced Database Field Customization" chapter of Uniform Invoice Software documents for more information on this topic.
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, if your tax invoices meet the requirements for sales of $1,000 or more, you can also use them for sales of lesser amounts. So this template could be seen as a replacement of our original two formats. Furthermore, we redesigned the original "Taxable" checkboxes - in the original version, they are ActiveX controls; in this new version they are Excel / Office form controls. With the development of Microsoft Office / Excel, it seems that form controls get better support than old ActiveX controls. We've also moved all the "Taxable" controls into the printable forms, so that they will be included when printed (see the screenshot images below), or be included when you are generating PDF invoice (see all PDF invoice templates here on InvoicingTemplate.com).
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.
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.
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.
This template, like South Africa Tax Billing Format (Sales), implemented in a way that the prices exclude taxes (VAT).
As SARS (South African Revenue Services) states, any person that carries on a business may register for VAT. The term person is not only limited to companies but also includes, amongst others, individuals, partnerships, trust funds, foreign donor funded projects and municipalities. In order to register, an application form must be completed and a specific process must be followed, both of which you can find on the SARS web site. It is mandatory for a person to register for VAT if the taxable supplies made or to be made is, in excess of R1 million in any consecutive twelve month period.
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.
To address this issue one way is to wrap the text so that they can span several raw Excel rows. Another way described in this sample is to expand the form horizontally so that it can would be printable with landscape paper orientation. Both methods require decreasing the number of lines on the form.
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.
WordArt is a gallery of text styles that you can add to your Office documents, including Excel spreadsheets, to create decorative effects, such as shadowed or mirrored (reflected) text. Without requiring image processing skills, WordArt enables you to create eye-catching logos for your businesses. Feel free to take a look at the Office Document: Add, change, or delete WordArt. Microsoft Excel, Word (see Word Invoice Template), Outlook, PowerPoint and Publisher all supports this feature.
Let's see the brief steps involved to replace the default image-based logo with a WordArt logo.