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Screenshots and Images
The printed version.
Open the template in Excel.
Do you want to print your invoices on company letterhead / business letterhead papers? It is easy to do. This simple invoice template demonstrates how to customize a template so that it is suitable for letterhead papers.
Nothing says "I'm official" like business letterhead. Printing invoices and quotes on papers with letterhead makes them look professional. The letterhead could include a logo, company slogan, name, address and contact information, as well as other personalized text. Compared to online web-based billing solutions (even those open source solutions), one of the advantages of a template (including those based on Google Docs) is easy-customizing. While we've already have invoice samples / forms and solutions on moving fields, moving columns, adding fields, moving controls which shows how to move the tax boxes, changing paper size, changing print orientation, and more, with this simple invoice template tutorial we'll look at how to customize an invoicing form for papers with letter head.
With most designs, letterheads usually put on top of papers. It is common for attorney / legal, medical, catering, restaurant, law firms (whether small or big), health insurance billing or statement / timesheet, graphic design, freelance, plumbing, marketing, business plans, accounting, house rent (yearly or monthly), or even home businesses for monthly bill. So in this free receipt / bill sample, we assume that the company or business uses papers with letterhead on top (click the screenshots for a quick review), and the letter head including business logo, company name, address, slogan, and contact information - so to customize an invoicing layout / billing format for printing, we'll first move these information out of the printable form / definition.
In this example, which you can download for free, we use the simple invoice templates created with c4051 Simple Invoice Template - Discount Amount Field as the starting point.
For another invoice template sample that is designed for letterhead papers visit Simple Invoice Template for Letterhead Paper.
- Before doing any customization, backup the template. In this case, we'll not touch the database fields / database definitions. So backing up the database file is not required.
- Open the template as usual.
- If you have Invoice Manager for Excel (our Microsoft Excel-based e-billing software program / app / organizer) installed, click the "Design Mode" button.
Otherwise, unprotect the sheet and then show gridlines and row/column headings; push down the "Design" button on Excel "Developer" ribbon tab.
- Move the content that will provided by the letterhead out of the printable form. In this case, we'll move the default logo image (the placeholder), company name (cell name: oknCompanyName), compay address (cell name: oknCompanyAddress), company city state zip code (cell name: oknCompanyCityStateZip), and company contact (cell name: oknCompanyContact) out of the printable section.
To move the default logo image, click on it to select it, and then drag it to move it. Or in case you want to delete the logo image completely, hit DEL on your keyboard.
To move the company information labels (ranging from F2 to H14 in this sample), drag your mouse to select these cells. And push your mouse key on the border of the selected area, without releasing the mouse key drag it to the new location you want to place the fields - in this case, we put it at the new location starting from $W$3.
- Move the big label "INVOICE", and two required fields, invoice date and invoice #, including theire labels, to proper place to leave space on the top of the form.
In this case, we move the label "INVOICE" to row 3 and the two required fields to row 4. We also merged all the cells on row 3 by clicking the "Merge and Center" command on Excel "Home" ribbon tab to make it centered.
- Now adjust the height of the first line on the top of the printable form to make it equals to the height of the letterhead on your papers. One helper here is the ruler that shows when you switch to "Page Layout" view. To do this, switch to Excel "View" ribbon tab, push down the "Page Layout" button on the "Workbook Views" group. The page layout view shows a ruler that helps you to determine the height of each row. Once done, switch to normal view by pushing down the "Normal" button on the "Workbook Views" group.
Another way to leave space on top of the form is to set margins. To do this, you first hide the empty row on the top (in this sample, row 2) by right-clicking the row header and then choose "Hide" from the shortcut menu. And then go to Excel "Page Layout" ribbon tab, choose "Margins" in the "Page Setup" group and then choose "Custom Margins..." to set the margins based on the size of the letterhead that you want to use.
- Once done, click the "Design Mode" button on the "Invoice" ribbon tab to exit design mode.
- Save the template by clicking the "Save" button on Excel quick access toolbar.
In real world you may have to print several times and adjust the size of the margins (or the height of the top-empty row) according the print result to archive the best result. Once you have it correctly set, your invoices will look not only professional, but also being a brand recognition.
Format and Specification
|Name||Simple Sample - Printing on Letterhead Paper|
|Category||Sales Invoice Template|
|Release Date||Thursday, February 4, 2016|
|Format (XLS or XLSX)||.xlsx|
|Line Height (Points)||18.00|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|
|System||Windows 7 and later, and Excel 2007 and later.|