Transportation Invoice

This transportation bill sample / invoice template in Excel ".xlsx" format helps you prepare transportation invoice, trucking invoice, carrier invoice and shipping invoice. It also could be used by taxi / limousine service business.

The benefits of Excel transportation billing template, instead of using Microsoft Word (usually ".doc" or ".docx") format, is that you are not only able to format the document in the way you like, but also able to do calculations easily. If you install Invoice Manager for Excel, the simple transportation invoice template becomes powerful transportation invoice software, allowing to easily manage clients, products, invoices, and fee, payments and account receivables easily. For example, you are no longer need to manage invoice numbers manually. See automatic invoice numbering to find out how to do that.

Here on InvoicingTemplate.com we've already published several templates related to transportation business. For example, c5013 Shipping Invoice Template, c5048 Shipping Invoice Template (2), and c5087 Excel Shipping Invoice with Printable Truck Background Image.

This template was originally published on office-kit.com as C5-014. The following description of the template comes from office-kit.com.

A service company provides transportation to various facilities and airports. These trips are billed to many corporate accounts. The invoice format or invoice layout implemented by this template is designed for such companies, and it also works for taxi/limousine service.

As a service template, it does not require the fields/cells related to shipping. The oknSalesRepName cell in the original default invoice template now has a new label, "Account Executive Name".

Five columns included in this invoice template are Date, Product code (Product ID in the original invoice template), Passenger, Description, Fare. Since this is a service invoice template, the Quantity column in the original default invoice template is moved out of the Print_Area, with a default value of 1. For information on how to move cells, please see Creating and Customizing Invoice Template - Moving Cells/Controls.

This invoice template also shows Previous Balance on the invoice form. The implementation details can be found at Forwarding Previous Invoice Balance.

To make the default invoice template suitable for use by transportation / taxi / limousine service company, this customized service invoice template uses several custom fields, as detailed in the following table.

For a step by step tutorial on using custom fields, see Simple Sample - Discount Amount Field.