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Job Estimate Template for Excel
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Job Estimate Template for Excel

On the top of the blank estimate form you see the service business name. Next to it is the highlighted "ESTIMATE#" and "ESTIMATE DATE" fields. These fields are essentially the "Invoice#" and "Invoice Date" cells that appear on most free invoice templates here on InvoicingTemplate.com.

Engineering Estimate Template
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Engineering Estimate Form

The "Ship To" section now has a new title, "SITE ADDRESS", so in this section it is possible to fill in the location where the service to be performed.

Telecom Consultant Estimation Template
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Telecom Consultant Estimate Form

Like most invoice templates available here on InvoicingTemplate.com, Telecom Consultant Estimation Template also contains a default LOGO image on the top right of the form.

General Estimate Template
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General Estimate Format

Both the "Description" and "Amount" column on this form are manually editable / fillable. The "Item#" column, which is required by Invoice Manager for Excel, is moved out of the printable form. The printable form is the area defined by the "Print_Area" name. In Microsoft Excel spreadsheets, each worksheet could have a print area defined - you it is not defined, the whole used area is printed when you issue the print command; otherwise, only the area identified by "Print_Area" name is printed.

Excel Quotation Template
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Excel Quotation Template

The template includes 9 columns. The first two columns are titled with "PACKAGE", under which two columns allows you to enter number of packages, and the package type that is implemented as a drop-down list with 3 options - "BOX", "S.BOX" and "GUDDI". Followed are the columns "BOX No.", "Description", "Per", "Quantity", "Unit Price", "Line Total" and "LESS".

General Quote Template for Excel
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General Quote Format in Excel Spreadsheet Format

Due to this difference, it is important to clearly identify the document type on the header - whether it is a quote or an estimate. It is also useful, at least in some business areas, to include an expiry date on the document, if your prices are subject to change on the time. In this sample, we added it as a custom field "ExpiryDate". This field is defined as "text (100)" in the backend Access database, and the corresponding cell is named "oknExpiryDate" on the top quote form.

Job Invoice Sample
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Job Invoice Sample

This job invoicing form is provided you by InvoicingTemplate.com (Uniform Software Ltd) in Microsoft Excel format. It is perfect for freelance, contractors, sub-contractors or any project based contract. The invoicing form contains a customer information section, job information section, insurance section and agency section. The 5 columns on the detail section are Qty., Part No., Description, List and Amount. The amount is a line total value which is calculated automatically using Excel formulas. If you are looking for a sample job billing template that excludes the insurance and agency fields, please visit this sample template for job invoicing.

Job Invoicing Template
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Job Invoicing Template

To be compatible with the old, but still widely used Excel 2003 format, the job invoicing template is downloadable as an Excel 2003 "xls" format.

Job Invoice Sample (2 Taxes)
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Job Billing Sample (2 Taxes)

In case you need to further customize the tax system implemented by this job invoice template, InvoicingTemplate.com is providing you with other 2 variants two. First, if you need to move the Taxable checkbox column inside the printable invoicing form, please see Job Invoice Sample (Taxable Column); if you want to make it as detailed as possible and show the tax amount charged on each invoicing item, Job Invoice Sample (Tax Column). We're also providing another flavor of the job invoice template, which provides less fields on the heading section of the invoice form, at Job Invoice Template.

Sales Invoice Template with Discount Amount Column
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Sales Template with Discount Amount Column

Like all the other sample invoice templates here on Invoicing Templates, Sales Invoice Template with Discount Amount Column is also created from the default sales invoice template shipped with Invoice Manager for Excel. In order to create this 6-column invoice layout, we need to adjust the existing 5-column invoice layout to leave space for the additional column.

Construction Proposal Template
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Construction Proposal Template

The sample building proposal template was original released as an example of customizing the default sales invoice template shipping with Invoice Manager for Excel. It looks very different from the original template, yet Invoice Manager for Excel can handle this form without problem. The construction proposal template is in Microsoft Excel format. It can be used as a construction bid proposal template. Microsoft word construction proposal template, on the other hand, while as easy as the Excel format on formatting a contract or proposal, lacks the ability to further processes numbers and figures as Excel.

Solid Surface Firm Estimate Form
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Solid Surface Firm Estimate Form

On the top of the template, the left section is designed for your own company information, including a placeholder for your LOGO image, your company name, address, city, state and zip, country, phone and web site address. At the right hand, you won't find the big word 'INVOICE' or something similar that identifies the type of this document. What you can find are 3 important fields: Date, Invoice and Contact Number.

Advanced Sample - Macro-Enabled Invoicing Template
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Advanced Sample - Macro-Enabled Invoicing Template

One of the major concerns about using macro-enabled templates is that security settings of Microsoft Excel. If the macro you create does not have a digital signature, with the default security settings Excel disables it with a warning message shown.

Recruitment Agency Invoice Template
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Recruitment Firm Billing Sample

On the bottom of the recruitment invoice layout, you will find fields like "Subtotal", "Tax", "Other", "Total", "Paid" and "Total Due". These are all auto-calculated fields, except the "Other" and "Paid" fields, which are manually fillable / editable when you create an invoice.

Five Price Percentage Levels (Service, Custom Column)
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Five Price Percentage Levels (Service, Custom Column)

Just like the other service invoice templates available here on InvoicingTemplate.com, this invoice form with 5 price percentage levels (service, cosmetic) was created from the sales invoice template by moving all the shipping fields out of the printable area. The printable area is the white area on the center of the "Invoice" worksheet, which is section that is printed when you execute the "Print" command in Excel. It is also the section that is extracted when you execute the "Extract" command in Invoice Manager for Excel.

Drywall Invoice Example
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Dryall Billing Program

This drywall invoice example is a slightly modified version of c3009 Contractor Billing Format, and a sample in our contractor invoice templates.

Five Price Levels (Sales, Amount, Custom Column)
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Five Price Levels (Sales, Amount, Custom Column)

This sample of customizing invoice templates is named with the keyword "cosmetic". A new column "Color" was added to meet the requirements of the cosmetic business.