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Screenshots and Images
The printed version.
Open the template in Excel.
This forth sample of customizing the free consulting bill sample demonstrates how to move the column of Taxable checkboxes into the printable consulting invoice form.
The third sample of customization how to apply only one tax, instead of 2 as in the original free consulting bill samples. The desired format is archived by firstly deleting the Excel formula from the second tax, and followed by hidden the entire row of the second tax.
Many free invoicing templates available here on InvoicingTemplate.com put the Taxable column outside the printable invoice form. While it simplifies the printed document, some consultants prefer to have Taxable checkbox column moved into the printable consultant invoice form, so that it will be included in their form of bill too. The sample free consultant invoicing form provided here adheres to this requirement and a ready-to-use blank consulting billing formats in Excel format can be downloaded as a sample.
This forth sample consulting bill format is created based on the third sample consultant bill format. Before we begin modifying the layout of the consultant invoicing form, first we take a look what we have regarding taxes with the basic invoicing template.
If you have Invoice Manager for Excel installed, the Invoice Manager for Excel version of the free consulting billing layout offers more options for modifying tax rules of the template. However moving the Taxable column should not be done by Invoice Manager for Excel, as it can be done with pure Microsoft Excel.
As always, modifying the design layout of the invoice format requires you to firstly unprotect the Invoice worksheet, and using controls (such as the images and buttons on the form) requires the template to be put into design mode.
It is also very helpful for customizing the sample template if you display gridlines and row and column headings.
To place the newly moved-in Taxable column, it is necessary to adjust the existing columns on the printable consulting invoice form to leave space for the new column.
Now it's time to move in the Taxable checkbox column.
- Push CTRL key on your keyboard.
- Without releasing the CTRL key, click the Taxable checkbox one by one. Since the template is now in design mode, clicking on it won't trigger normal control activity - instead, Microsoft Excel will put the control into selection.
- Now release the keyboard CTRL key, and then click and drag one of selected Taxable box to put the entire Taxable column at its new location.
If you use the Invoice Manager for Excel version of the template, there is one more thing to do. Invoice Manager for Excel remove all the controls that are not named with "oknWidget_" prefix, including buttons and images. This is necessary to keep the invoice extracted by executing the "Extract/Email" command clean. But this time we need to keep the Taxable boxes on the form, so we have to name the checkboxes with "oknWidget_" prefix. In this sample, we'll name then "oknWidget_taxable1", "oknWidget_taxable2", "oknWidget_taxable3", and so on.
Once done, exit design mode and protect the Invoice worksheet. This will return the consulting bill template into its normal working state. Save the template by clicking the Save command on Excel ribbon tab, and now we have our forth sample consulting bills, which has the Taxable column inside printable invoice form.
Format and Specification
|Name||Consulting Invoice Template (4th Sample - Taxable Column)|
|Category||Consulting Invoice Template|
|Release Date||Saturday, December 7, 2013|
|Format (XLS or XLSX)||.xlsx|
|Line Height (Points)||19.50|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|
|System||Windows 7 and later, and Excel 2007 and later.|
January 6, 2018
- The "Taxable" box inside the printable area are now Excel form controls.
- Moved the logo image placeholder ("InvoicingTemplate.com") to the bottom of the sheet.
- "Brown" color theme.
September 24, 2018
- Updated the Sales Report for sample4consulting.xlsx.