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Download this if you have already installed the Microsoft Store edition of Invoice Manager for Excel, and are looking for additional customized templates.
Download this if you want this design to be set as the default template by the installer program.
Screenshots and Images
The printed version.
Open the template in Excel.
Designed initially for a car insurance agency company, this invoice template is actually suitable for many agency types. The template has three columns on the printable, but two interesting columns, Broke Fee and Cost, are outside the printable area.
Agency Billing Template does not have a shipping section, as a typical issued by an agency company to a customer does not have this type of requirements. The section typically designed for shipping, such as in the general sales invoice template, is replaced with P.O. #, Sales Rep Name, Terms and Due Date. The 3 columns on the printable invoice body are #, Description and Line Total, with these columns you can itemize all the service or products a client purchase. The total number of lines on the invoice body is 18, which should be enough for most invoicing requirements. Read on to find tips and guidelines on creating agency invoices and bills.
Outside the printable area, the two important columns are Broke Fee and Cost. With the Broke Fee column, you enter the gross revenue you expect, and the Cost column is calculated automatically based on Line Total and Broke Fee. This is done by using a simple Excel formula.
The template has two taxes set by default, GST and PST. These are place holders for your actual taxes. You can type in your real tax name and rate to replace the defaults. The template will calculate tax amount using Excel formula. Although Microsoft Word is as ideal as Excel for formatting data, but Excel is better in doing calculations. This template offers a good sample on this. Subtotal, Total and Balance Due on this template are all calculated using Excel formulas.
InvoicingTemplate.com offers this template in two formats. The first is a free edition - the first is a free edition, with which you can create and print invoice. The second should be used with Invoice Manager for Excel installed. By installing Invoice Manager for Excel, a simple invoice template turns into a powerful invoicing program that is able to manage your customers, products, invoices and payments easily and quickly. The powerful reporting feature came with Invoice Manager for Excel is an ideal assistant for you to manage your business.
All invoicing templates here at InvoicingTemplate.com are created from the default invoice template shipped with the installation program of Invoice Manager for Excel. You can use these templates without modifications if they meet your business requirements, or you can use them as samples for design your own. All our templates are pure Excel spreadsheets without macros and they are not protected by passwords. So feel free to download and try it.
Format and Specification
|Name||Agency Billing Template|
|Category||Service Invoice Template|
|Release Date||Monday, October 21, 2013|
|Format (XLS or XLSX)||.xlsx|
|Line Height (Points)||18.00|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|
|System||Windows 7 and later, and Excel 2007 and later.|
March 28, 2017
- The logo image located on the top-left of the invoice form was replaced with an Excel image control.
- Clean up the invoice template.
September 24, 2018
- Updated the Sales Report for agency-billing.xlsx.
October 10, 2018
- Updated the "Product Report" for c3004 - agency-billing.xlsx.