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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.
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Screenshots and Images
The printed version.
Open the template in Excel.
The retainer invoice template shows advance payment in both percentage and amount on the bottom of the Excel spreadsheet form. The percentage is editable, the amount is calculated automatically using Excel formula.
This retainer billing sample is a revisited version of c6023 advance payment invoice template. The two templates have the same number of fields on the sheet, but with different form layout. Check the screen shots of both forms to find the details. For basic customization samples, visit basic invoice templates.
Here on InvoicingTemplate.com you can also find detailed tutorials on creating deposit fields, at c5078 Basic Service Bill Sample with Deposit and c1003 Security Deposit Receipt Template. All these templates can be downloaded for free.
With Invoice Manager for Excel, if a client pays more than required amount of an invoice, the overpaid amount is seen as credit, which can be post to the client's other pending invoices. For samples of credit notes / credit memos, visit c5044 Credit Memo Template and c5046 Service Credit Note Template.
Format and Specification
|Name||Retainer Invoice Template|
|Category||Sales Invoice Template|
|Release Date||Thursday, December 7, 2017|
|Format (XLS or XLSX)||.xlsx|
|Line Height (Points)||15.75|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|
|System||Windows 7 and later, and Excel 2007 and later.|