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Screenshots and Images
The printed version.
Open the template in Excel.
This two-column engineering invoice template is suitable for project architects & engineers who offers service to customers and has the need to bill the customers. It is another sample on customizing the default sales invoice template shipped with Invoice Manager for Excel.
Like most other invoice templates available here on InvoicingTemplate.com, the engineering invoice template has a "Print Area" name defined which refers to the area on the center of the spreadsheet form. This is the printable area that defines the actual invoice format and layout. If you click the Print button on the invoice form of the Invoice Manager for Excel version, or click the "Print" command in Excel, only the section defined by the "Print Area" name will be printed. And similarly, if you execute "Extract" command in Invoice Manager for Excel, only the section referred by the "Print Area" will be kept.
For another engineering service invoice template here on InvoicingTemplate.com, please refer to Free Engineering Service Invoice Template.
On the top-left corner of the engineering invoice form, there is a logo image. The default logo image is a placeholder image which you should replace it with your own.
The architect/engineer invoice form / billing form, like all the other invoicing templates available here on InvoicingTemplate.com, is created based on the default sales invoice template that is included in the Invoice Manager for Excel setup package. In order to create this invoicing template, we've added a number of new fields - they are called custom fields in Invoice Manager for Excel. For example, the Job ID and Project Name, which are not present in the default sales invoice template, allow you to detail job and project information.
Note to users of the old versions of Invoice Manager for Excel (i.e. Excel Invoice Manager) - although the support for custom fields was already implemented in Excel Invoice Manager, the use of custom fields was much more simplified in Invoice Manager for Excel.
The template has two columns - Description and Total. Both are manually editable fields on the Excel form.
On the bottom of the invoicing form, the section starting with the label "Payment" is designed for hand writing - it will not be included in the invoice that you'll send to your customer.
One thing that may not obvious from the screenshots below is that Engineering Invoice Template supports change order. In project management, a change order is a component of the change management process whereby changes in the Scope of Work agreed to by the Owner, Contractor and Architect/Engineer are implemented. A change order is work that is added to or deleted from the original scope of work of a contract, which alters the original contract amount and/or completion date. A change order may fork a new project to handle significant changes to the current project. Change orders are common to most projects, and very common with large projects. After the original scope (or contract) is formed, complete with the total price to be paid and the specific work to be completed, a client may decide that the original plans do not best represent his definition for the finished project. Accordingly, the client will suggest an alternate approach.
In order to implement the support for change order with this Engineering Invoice Template, InvoicingTemplate.com modified the Excel formula of the Total cell, so that it searches for the keyword "Change Order" on the description column, and if that keyword is present, the total will be the amount appears on the change order line; if the "Change Order" keyword isn't present, the total is calculated from the line totals.
For a variant of this engineering service template that has no support for change order and has one predefined tax, please see Architect Invoice Template.
Format and Specification
|Name||Engineering Invoice Template|
|Category||Service Invoice Template|
|Release Date||Monday, September 15, 2014|
|Format (XLS or XLSX)||.xlsx|
|Line Height (Points)||12.75|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|
|Price||Free (0.00 USD)|
|System||Windows 7 and later, and Excel 2007 and later.|
December 24, 2017
- The new design emphasize the "Change Order" portion placed outside of the printable area.
- Rearranged all the cells and fields so that the form looks more organized.
September 27, 2018
- Updated the "Customer Report" for engineeringinvoicetemplate.xlsx.