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Medical Billing Format
Medical Receipt Sample

This Excel medical invoice template is suitable for general hospital, pharmacist, clinic and home health agency that is giving out the bill, and could be by a doctor, physician, medical expert or medical center to indicate the amount of expenses against medical services or treatment in details provided by them to a patient.

Medical Invoice Template (2)
Medical Invoice Template (2)

Like the original medical bill sample, the name in the "Bill To" section is not necessary same as the name in the "Patient" section. The patient name, the person whose specimen was processed or actually treated at the hospital, should be put in the "Patient" section.

Medical Invoice Template (1)
Medical Billing Form (1)

On the bottom of the invoice form there are a group of checkboxes let you choose the payment type - Check, Visa, MasterCard, Amex, Discover. The signature and the additional "date" field are for handing writing. A medical invoice usually contains name of the medical organization, patient information such as their name, address, contact, name of the physician, and comprehensive details on the treatment performed and also information on medications sold to them. If you are using Invoice Manager for Excel, note that the newly added checkboxes, which could not found on the default template shipped with Invoice Manager for Excel, will be saved to database when the "Save To DB" button is clicked, and will be restored to the saved data if an invoice is reloaded from the backend database. This is a good sample of using custom fields with Invoice Manager for Excel, demonstrating that custom fields can not only work with general text fields, but also controls like checkboxes. If you are interesting in the implementation details of these checkboxes on the template, the secret behind the payment method checkboxes is in fact very simple - each payment type check box is linked to a hidden cell. It is this hidden cell Invoice Manager for Excel operates on to affect the payment type options.

Advanced Sample - Invoiced Total in English Words
Advanced Sample - Invoiced Total in English Words

As of the current implementation, Invoice Manager for Excel does not contain a built in function for converting a numeric value into equal English words. Fortunately, Invoice Manager for Excel is built upon Excel. Like other Office programs, Microsoft Excel supports VBA (Visual Basic for Application) macros, which you can use to extend the functionalities of Excel itself, including creation of user-defined formulas (functions).

Simple Invoice Format for Florida
Simple Invoice Format for Florida

The word art image in this sample is created by clicking Excel "WordArt" command on the "Insert" ribbon tab. When the newly created word art object is selected, Excel shows a new "Format" ribbon tab, where you can adjust the "Text Fill", "Text Outlook" and Text Effects".

Five Price Levels (Sales, Amount, Custom Column)
Form with 5 Price Levels

The color column is a custom field defined both in the Product and Invoice Body database tables, which is the most noticeable difference between this customized invoice template and the original 5 Price Levels (Sales, Amount) invoice template. This means that for each product, you can set its color property, and the color values are filled automatically when you choose products from the database. Like all the other invoice templates in this serials available here on, the full power of the invoice template comes only with the installation of Invoice Manager for Excel, although the free version of this "Form with 5 Price Levels (Sales, Amount, Custom Column)" invoice template can also help you create professional and beautiful invoices.

One Column Consulting Invoice Sample
One Column Consulting Invoice Sample

This sample consulting invoice template has only one column, consisting of 16 lines of the "Description" fields. The total invoiced amount cell is manually editable. It also includes the "SpellNumber" VBA procedure to show the invoiced amount in English words.

Irish Sales VAT Invoice Template
Irish Sales VAT Billing Form

As Irish Revenue states: Persons who issue invoices and credit notes, and persons to whom these documents are issued, should ensure that the documents accurately represent the transactions to which they refer. Failure to do so may have serious consequences for all parties concerned...... An accountable person who supplies taxable goods or services (other than construction services supplied under a relevant contract) is obliged to issue a VAT invoice. Value-Added Tax is a tax on consumer spending. It is collected by VAT-registered traders on their supplies of goods and services effected within the State, for consideration, to their customers. Generally, each such trader in the chain of supply from manufacturer through to retailer charges VAT on his or her sales and is entitled to deduct from this amount the VAT paid on his or her purchases. The effect of offsetting VAT on purchases against VAT on sales is to impose the tax on the added value at each stage of production – hence Value-Added Tax. For the final consumer, not being VAT-registered, VAT simply forms part of the purchase price.

Bill Format with Change Calculation
Invoice Template with Change Calculation

The template add 3 new fields to the left bar of the form. The first one is titled with "Total", which is the total amount the customer has to pay. The value of this cell is got from the "Total" cell on the bottom by using this formula:

Invoice with Previous Balance (Service)
Invoice Forwarding Outstanding Balance

Please also refer to the original version to find out implementation details about this invoice template, including how Invoice Manager for Excel maps database fields to Excel cells, and how to unlock a cell to make sure Invoice Manager for Excel can read/write a cell even when the spreadsheet is protected.

Past Due Invoice Template
Past Due Invoice Template

The invoice template adds/forwards previous balance and shows it on the current invoice form. The amount of "Previous Balance" is retrieved when you pick up a customer by clicking the "select-a-customer" button. The "Total Balance" cell calculates the sum of the current balance and previous balance.

Here is a list of the custom fields used in this template/database:

Simple Lightweight Service Invoice
Simple Lightweight Service Billing Format

This Simple Lightweight Service Billing Format has 4 columns on the detail section - Description, Quantity, Unit Price and Amount. The "Item#" column found on many forms here on was moved out of the printable billing form. Although this column is not printed, or is not included when you are generating PDF invoices using Simple Lightweight Service Invoice Template, it is a required field for Invoice Manager for Excel. An invoicing item (or line) is seen as incomplete if the item# is missing (this this case, if you want to save invoices without item# values, you have to enable "Allow incomplete lines on invoice body" option on the "Template" tab of the "Settings" dialog box (open it by clicking the "Settings" button on the invoice worksheet. Besides that, there is a useful feature assigned to the "Item#" cells by Invoice Manager for Excel - you can type in the item# codes to retrieve the related description, unit price easily, so that you don't have to type in the text again and again on creating invoices. This feature is called "in-cell lookup" in Invoice Manager for Excel. This feature also works for the Customer# ("oknWhoID") and Invoice# ("oknInvoiceID") cells.

Plumbing Service Invoice Template (Landscape)
Plumbing Service Billing Template (Landscape)

Checkboxes can not only be used as in a column value, but also could be on the invoice header and invoice bottom. For another example of using checkboxes, refer to Medical Bill Sample (1) and Medical Bill Design (2). One thing to note for the Invoice Manager for Excel version is that, if you extract an invoice, the taxable checkboxes will be kept on the extracted version. This is implemented by naming the checkboxes with "oknWidget_" prefix. All the other objects that don't have "oknWidget_" prefix in their names, like the command buttons on the plumbing service invoice form, will be deleted when being extracted.

Sample Sales Invoice Template 2
Bill Format for Quilting Service
Invoicing Sample for Quilting Service

The first two custom fields are "Batting Backing Allowance" and "Tag Color", which are all defined as text fields. Most other custom fields above the invoice detail section are defined as decimal values. The values in this section are formatted with two colors - the green values are in Inch, and red values are in Feet. Only the values in the "Quit Size" section are editable (quit width and height), all the other values - Quilt Area, Binding, Batting and Backing, are all calculated automatically using Excel.