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The printed version.
Open the template in Excel.
This free Excel standard business invoicing template is a advanced customization variant of the default invoicing template shipped with Invoice Manager for Excel version 5. A PDF sample invoice is also provided. A new version based on this title could be found at Business Invoice Template for Netherlands.
With Invoice Manager for Excel version 5, we use a new way (through Invoice Manager for Excel Helper add-in macro) to capture and relay the clicks events occurred on the Excel form. By using this method, we are no longer relying on ActiveX buttons that were used since Excel Invoice Manager (August 1, 2005). Instead, all shapes objects in Excel that can have a macro assign to could be used as a button. We've already have several samples that explains the new features of the standard invoice template released with UIS, such as c5094 UIS version 5 Standard Invoice Template and Shortcut Keys, which introduces the layout features and shortcut keys assigned to each button; and c6025 Standard Invoicing Template with EAN, which shows you how to add an EAN column to the default form design by using custom fields (i.e. user-defined fields). See Standard Invoicing Templates for more samples on this topic.
Along with the release of Invoice Manager for Excel 5, all Excel invoicing Templates here on InvoicingTemplate.com are converted to use the new button types supported by UIS 5. UIS 5 itself also includes an auto-upgrade procedure, which converts all ActiveX button to text-box buttons automatically. So if you are upgrading from earlier versions of Invoice Manager for Excel, you don't have to worry about to redesign your template or lost the support of on-sheet buttons.
Both the buttons existing InvoicingTemplate.com templates, and those converted by UIS 5, are all traditional rectangle buttons. As mentioned before in this article, any shape objects could be used as a button if the shape object could have a macro assign to. In this sample, we change the "Save As New Customer", "View Customer Info." and "Same As Bill To" button to oval buttons. Although this is an advanced customization technique, you can do it yourself if you follow the steps carefully. In this tutorial, we'll use Microsoft Excel 2013.
- Before we begin the customization procedure, back up the template first. Do this by simply copying the template in Windows Explorer.
- Open the template.
- Switch to design mode button by clicking the "Design Mode" button on the "Invoice" worksheet. This command combines several switches and options from Microsoft Excel: unprotect the worksheet, push down the "Design" button on the "Developer" ribbon tab, show gridlines and row/column headings. In design mode, UIS stops react to clicks on buttons, so that you can move / resize the buttons and other objects.
- Right-click to select the "Save As New Customer" button. When creating invoices, you can use this button to create new customer accounts, or update existing customer record.
Note you may have to right-click on the area near the border on the button. Otherwise you are activating the button text to make it editable. Right-clicking on the area near the border of the button makes you are selecting the shape object itself, but not the text / label inside it.
- Click to activate the "Format" Excel ribbon tab.
- From the "Insert Shapes" group, click to pull down "Edit Shape", and then choose "Change Shape", and then from the "Basic Shapes" group choose the first one "Oval" - Excel changes the "Save As New Customer" from rectangle to oval.
- Repeat the above steps for "View Customer" and "Save As Bill To" buttons. The "View Customer" button allows you to open the "Edit Customer" window for the client identified by the "oknWhoID" cell value (i.e. the client#), which will show you the detailed account information including account receivable, detailed contact information, or you can click the "History Invoice" button on the "Customer Edit" window to get a list of all invoices of this particular customer, where pending, paid and void invoices are marked with different colors.
The "Save As Bill To" button simply copies the address and contact information filled in the "Bill To" section to the "Ship To" section. This could be a handy time-saver when it could be used.
- You can of course change other buttons like "Customers" and "Products", "Reports" etc. To keep this tutorial simple and clear, we'll stop here.
- Now exit design mode by clicking the "Design Mode" button again on the "Invoice" worksheet.
- Save the template by clicking the "Save" button on Excel quick access toolbar.
With this customized version of the standard business invoicing format, a new business image is also add to the top of the form. This is a background image, which is shown only on printed invoices and bills, or UIS-generated business invoices. This image shows a team of business people. The image / picture is adjusted to 35% opacity globally, and also has a gradient opacity from the top to bottom applied using Adobe Photoshop.
If you want to make the business invoice really private or special to your own small business, whether a cooperated / limited company or a group of freelancers - you can even show your own / real sales team or service team on the background of your invoices. This might be an easy and quick to let the invoiced party pay attention to your invoices, products and services.
Format and Specification
|Name||Standard Business Invoicing Template with Oval Button|
|Category||Sales Invoice Template|
|Release Date||Monday, October 24, 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.|
November 3, 2018
- Removed "Shortcut keys" section from the template.
- Cleared Excel "Data Validation" from the "Invoice" worksheet.