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Invoicing Template to Emailc3017

Invoicing Sample to Email

"Invoicing Template to Email" was found to be relative to Tax Invoice Template Email With Sales Reports with the score grade of 91.

  1. Click the "Settings" button on the "Invoice" ribbon tab.
  2. Go to the "Extract / Email" tab.
  3. Click and activate "Send invoice via email".
  4. There are invoice format you can choose form: "Attach PDF invoice to email", "Attach Excel invoice to email" and "Attach image (PNG) invoice to email". Choose the proper one you like.

    Generally, PDF invoices are recommended as it is the widely accepted business document format, as detailed here. On the other hand, emailing invoices in Excel spreadsheet format to your clients is not recommended.

  5. Set up your email server configurations - SMTP server, port number, email account user name and password. You could obtain these information from your email service provider.
  6. The "Email from" field is what you customer will see on the "from" field when they open your email.
  7. The "BCC to" field allows you to specify a BCC email address ("Blind Carbon Copy"). This should be one of your own email address. If you specify one, Uniform Invoice Software sends email not only to your client (email address obtained from invoice, or customer record), but also to the BCC email address for your own records. It is recommended that you fill in this field.
  8. Click the "Email Template" button to view or edit the content of your invoice email. The "##invoiceid##" and "##balancedue##" are two variables - they will be replaced with actual values when building an email.
  9. Click "Send test email" to verify that the options you set on this page works correctly. Make sure you clicked the "Apply" button before clicking the "Send test email" button.
  10. If you check the "Request return receipt" option, Uniform Invoice Software set this flag with your email. Note that there is no way to force your clients to return a receipt - that is they may choose to not sending the receipt. When delivering a message to a recipient's computer system there is no way to force that computer system to issue an acknowledgment to the sender.
  11. Click "Apply" to confirm the email settings.
  12. Click "Close" to close the "Settings" dialog box.

Blank Sales Invoice Layout (Two-tax)c2020

Blank Sales Invoice Layout (Two-tax)

"Blank Sales Invoice Layout (Two-tax)" was found to be relative to Tax Invoice Template Email With Sales Reports with the score grade of 73.

...(75) All templates that work with Uniform Invoice Software should be protected. This is highly recommended because without the protection, it is very easy to overwrite the static text labels (such as your company name, the column headings etc.) For this reason, Uniform Invoice Software even prompts on closing a template - if a template is not protected and you try to close it, it will prompt and ask you whether you want to protect it.

...(23) The default sales invoice template shipped with Uniform Invoice Software also has two taxes set by default, which are named GST and PST.

Handyman Invoice Template (Sales Tax)c5055

Handyman Billing Template (Sales Tax)

"Handyman Invoice Template (Sales Tax)" was found to be relative to Tax Invoice Template Email With Sales Reports with the score grade of 71.

...(132) In design mode, Microsoft Excel allows you to move, add, or delete controls or images inside Handyman Invoice Template (Sales Tax). Note that if you have our invoicing program installed, and you are running Excel 2007, Excel 2010 and Excel 2013, it already provides a Design Mode button on the ribbon tab, so that you don't have to switch to design mode manually. Our invoicing software is able to turn a simple spreadsheet into a powerful invoicing system, with the ability to manage customers, products, bills and payments, it also includes various tools that could help you configure the layout of your form, such as the number of taxes and tax names and rates. If you don't have our invoicing program installed, here are how you can switch to design mode manually.

Note that if you use the Uniform Invoice Software and need to show the control on an extracted worksheet, then the control should be named with an "oknWidget_" prefix. For example, if you move the Taxable checkboxes into the

4-Column without Taxc4002

4-Column Invoice Template

"4-Column Invoice Template" was found to be relative to Tax Invoice Template Email With Sales Reports with the score grade of 70.

...(87) If you have Uniform Invoice Software installed, setting tax types is as easy as clicking several buttons. For example, if you find a template here on InvoicingTemplate.com interesting but don't need tax fields, you can set it to non-tax by firstly clicking the Settings button on the Invoice worksheet, and then go to the Taxes tab of the Settings dialog box. The Taxes tab offers 3 options, non-tax, one-tax and two-tax. Tax names and rates can also be set on the "Taxes" page of the Settings window.

Blank Sales Invoice Format (One-tax)c2019

Blank Sales Invoice Sample (One-tax)

"Blank Sales Invoice Format (One-tax)" was found to be relative to Tax Invoice Template Email With Sales Reports with the score grade of 65.

...(123) This template has one tax set by default, and the tax is assigned the name "TAX". You can change it to any name you like according to your business requirements and local economic design, such as VAT, GST. The tax name and rate can be changed directly after you unprotect the sheet. If you have Uniform Invoice Software installed, changing tax name and rate is much simpler - you can done this by clicking the Settings button on the ribbon tab, and then go to the Taxes tab. With Uniform Invoice Software installed, each time you click the "Clear & New" command, the tax name and rate are restored to the default values you set on the Taxes tab of the Settings window.

ABN Tax Invoicec7028

ABN Tax Invoice Format

"ABN Tax Invoice" was found to be relative to Tax Invoice Template Email With Sales Reports with the score grade of 63.

...(64) Once ABN Tax Invoice is unprotected and switched into design mode, you can now move the controls to the new location you like. To do this, click to select a control, or push the CTRL on your keyboard and then select all the controls you want to move using mouse. Then, drag (one of) the select controls to move them to the new location.

...(75) With this revised template we also removed all the "looking up" (magnifying glass icons) buttons from the template, since Uniform Invoice Software is now included a useful feature that is called "on-sheet picker", which provides a smart button that shown automatically whenever you click a supported field / cell - by using this button, you can easily pick-up a customer, a shipping address, one or several product items, a sales person, a payment term, etc.

South Africa Tax Invoice Template (Sales)c4036

South Africa Tax Invoice Template (Sales)

"South Africa Tax Invoice Template (Sales)" was found to be relative to Tax Invoice Template Email With Sales Reports with the score grade of 57.

...(65) In order to comply with VAT regulations, for any sale of more than R50, you have to issue a tax invoice, with the word "tax invoice" printed on it. This is the most important document in the VAT system. The VAT Act prescribes that a tax invoice must contain certain details about the taxable supply as well as the parties to the transaction. This includes:

...(37) It is of upmost importance to adhere to these valid tax invoice requirements. It is found that the South African Revenue Services (SARS) became very strict when they review or audit a Value added tax (VAT) period.

Plumbing Service Invoicing Sample (Sales Tax)c4022

Plumbing Service Billing Template (Sales Tax)

"Plumbing Service Billing Template (Sales Tax)" was found to be relative to Tax Invoice Template Email With Sales Reports with the score grade of 49.

...(63) The protection of the "Invoice" worksheet in Plumbing Service Invoice Template (Sales Tax) prevents accidental modifications to layouts and formulas. If you have Uniform Invoice Software installed, it could even display a warning message when you close a template without protecting the worksheet. However for the purpose of this sample, we should firstly unprotect the worksheet in Plumbing Service Invoice Template (Sales Tax).

Note that if you use the Uniform Invoice Software and need to show the control on an extracted worksheet, then the control should be named with an "oknWidget_" prefix. For example, if you move the Taxable checkboxes into the

...(17) With this invoice layout, we've also changed the currency symbol from UK pound sterling to US dollar.

Sales Invoicing Templatecn001

Sales Invoice Form

"Sales Invoice Form" was found to be relative to Tax Invoice Template Email With Sales Reports with the score grade of 44.

...(43) Sales Invoicing Template is a general purpose template that is suitable for many business types. It includes both a "Bill To" and a "Ship To" section. There are also 5 columns on the invoice body, including Product#, Description, Quantity, Price and Line Total.

...(36) On the bottom of the invoice form, Subtotal, Tax 1, Tax 2, Total and Total Due are calculated automatically using Excel formulas. The tax rates and tax names, payments, shipping and handing fee, are all editable.

Designer Billing Format (Blue)c4029

Designer Billing Form (Blue)

"Designer Billing Format (Blue)" was found to be relative to Tax Invoice Template Email With Sales Reports with the score grade of 43.

...(206)Designer Invoice Template (Blue), like the other invoicing templates here on InvoicingTemplate.com, are great choice for businesses, corporates, small / home businesses, consulting, freelancers, sales businesses or a contractor as well. If you were searching for bill templates then you have landed at the right place because here you will not only get free templates but premium templates too. You may be in a corporate, sales business, consultancy firm, contractor, freelancer, Web designer or any other business, one thing you will need for sure and that is an "Invoice Template" for billing purposes. But at times, you find forms which are either too boring, hard to customize or sometimes, you just don't find the right for your business. That's where a well designed template can play a vital role because these templates not only gives you flexibility to use them on multiple platforms but also allows easy customization. Designer Invoice Template (Blue), like all the other fill-in-blank invoicing templates here on InvoicingTemplate.com, are in Microsoft Excel spreadsheet format. You get all familiar Excel tools for customizing Designer Invoice Template (Blue). For this reason, you can just use Designer Invoice Template (Blue) as a starting point of design your own template that exactly meets your business style.

Consulting Invoicing Sample with Consultants Background Picturec4091

Consulting Invoicing Sample with Consultants Background Picture

"Consulting Bill Format with Consultants Background Picture" was found to be relative to Tax Invoice Template Email With Sales Reports with the score grade of 18.

...(119) The template has one tax set by default which is named "TAX" and the rate is set to 8%. To change the tax name to either "GST" or "VAT", first click the "Settings" button on the "Invoice" worksheet or on Excel ribbon, and then go to the "Taxes" tab, fill in the new tax name ("GST" or "VAT") and rate that are suitable for region. You can also find options for changing to 2 taxes or no-tax and the other taxation rules on the "Taxes" tab. Besides requesting payments and managing account receivables, taxing is also another major purpose of a business invoice. So make sure it is clear and correct. Consult with your local taxing department when necessary.

...(79) Although we categorize the template as consulting invoice template, by nature it is also a service invoice template. So you may like to take a look at our service invoicing forms too if this particular one does not meet your business requirements exactly, for example some samples are designed for charging on the job hours / billable hours and hourly rate. Looking to make a great impression with your clients? Our templates offer you the easy way to go.

Lawn Care Invoice Templatec4065

Lawn Care Bill Format

"Lawn Care Bill Format" was found to be relative to Tax Invoice Template Email With Sales Reports with the score grade of 7.

...(86) This template includes 4 columns - Description, Quantity, Rate and Amount. With the "Description" column you itemize what are being invoiced, such as lawn mowing, edging, weed control, pruning / trimming, fertilizing, spring / fall clean-up, planting beds, tree trimming, etc. As we all know, an invoice is essentially an itemized statement of money owed for goods shipped or services rendered. It is a common recognition that a detailed invoice reduces the possibility of doubt regarding your charges, and thus reduce the possible delay of payments.

Australian GST Invoice Template (2)c7019

Australian GST Billing Form (2)

"Australian GST Invoice Template (2)" was found to be relative to Tax Invoice Template Email With Sales Reports with the score grade of 3.

...(108) Although it is easy to create the layout and format of Australian GST Invoice Template (2) with Microsoft Word or other Microsoft Office programs, or even with some PDF programs like Adobe Acrobat, the support for Excel formulas makes doing automated calculations easy to implement and modify. For example, Australian GST Invoice Template (2) uses Excel formulas extensively to do calculations whenever possible and necessary, such as the taxes, totals. If you use the Uniform Invoice Software version of Australian GST Invoice Template (2), Excel formulas are also used to create the relationship between several fields, such as one field should be the sum of two other fields.

Specifications

Template#
Title
Release Date
Lines
Columns
Paper
Orientation
Category
c3017
Invoicing Template to Email
Thursday, August 21, 0206,
12
3
A4
Portrait
Sales
c2020
Blank Sales Invoice Layout (Two-tax)
Sunday, November 22, 2015,
12
2
A4
Portrait
Sales
c5055
Handyman Invoice Template (Sales Tax)
Tuesday, June 3, 2014,
12
5
A4
Portrait
Service
c4002
4-Column without Tax
Saturday, November 2, 2013,
12
4
A4
Portrait
Service
c2019
Blank Sales Invoice Format (One-tax)
Saturday, November 21, 2015,
12
2
A4
Portrait
Sales
c7028
ABN Tax Invoice
Sunday, July 3, 2016,
17
7
A4
Portrait
Sales
c4036
South Africa Tax Invoice Template (Sales)
Saturday, August 1, 2015,
12
4
A4
Portrait
Sales
c4022
Plumbing Service Invoicing Sample (Sales Tax)
Thursday, May 15, 2014,
12
4
A4
Portrait
Service
cn001
Sales Invoicing Template
Friday, October 18, 2013,
12
x
A4
Portrait
Sales
c4029
Designer Billing Format (Blue)
Monday, October 6, 2014,
6
4
A4
Portrait
Service
c4091
Consulting Invoicing Sample with Consultants Background Picture
Tuesday, October 25, 2016,
16
4
A4
Portrait
Consulting
c4065
Lawn Care Invoice Template
Tuesday, February 23, 2016,
12
4
A4
Portrait
Service
c7019
Australian GST Invoice Template (2)
Monday, March 3, 2014,
17
7
A4
Portrait
Sales

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