Template library

18 templates in this category.

Account Payable V12 previewInvoicing & Billing

Account Payable V12

Track purchase orders, supplier payments, and aging analysis with automated reconciliation.

  • PO log with issue dates and supplier tracking
  • Payment terms configuration with flexible day calculations
  • AP aging chart showing not-due vs. overdue amounts
intermediate.xlsx
Account Receivable V12 previewInvoicing & Billing

Account Receivable V12

Track invoices, customers, and payment aging to manage outstanding receivables efficiently.

  • Invoice log with date and amount tracking
  • Payment terms configuration by customer
  • Automatic AR aging calculation by due date
intermediate.xlsx
Cocktail Cost Calculator previewInvoicing & Billing

Cocktail Cost Calculator

Calculate ingredient costs and retail prices for cocktails with beverage pricing list and margin analysis.

  • Beverage price list with cost per unit
  • Per-cocktail ingredient cost calculator
  • Retail price and margin tracking
intermediate.xlsx
Commercial Invoice previewInvoicing & Billing

Commercial Invoice

Professional invoicing template with automatic customer lookup and payment tracking for B2B transactions.

  • VLOOKUP customer auto-population from customer list
  • Company header with contact details and branding
  • Itemized line-item breakdown with quantity and pricing
intermediate.xlsx
Delivery Note Template previewInvoicing & Billing

Delivery Note Template

Professional delivery notes with company branding, product catalog, and automated field population.

  • Centralized company details that auto-populate across all delivery notes
  • Product catalog with catalog numbers and descriptions
  • Multiple delivery note templates for different shipment batches
intermediate.xlsx
Invoice Manager Pro previewInvoicing & Billing

Invoice Manager Pro

Complete invoicing system with customer database, sales tracking, and automated invoice generation.

  • Customer database with contact details
  • Invoice tracking by number and date
  • Automated total calculations
intermediate.xlsm
Invoices Tracker previewInvoicing & Billing

Invoices Tracker

Manage invoices and customer data with automated tracking and lookups.

  • Customer lookup via INDEX/MATCH functions
  • Automated customer data population
  • Invoice logging and tracking
intermediate.xlsx
Product Inventory & Pricing Manager previewInvoicing & Billing

Product Inventory & Pricing Manager

Track inventory stock levels and manage multiple price tiers (retail, wholesale, bulk) with automatic VAT calculations.

  • Product SKU and item name tracking
  • Quantity on hand monitoring
  • Purchase price and cost tracking
intermediate.xlsx
Product Pricing & Inventory Management Sheet previewInvoicing & Billing

Product Pricing & Inventory Management Sheet

Track product costs, quantities, and multi-tier pricing with automatic VAT calculations for wholesale and retail sales.

  • Product SKU and VAT category tracking
  • Automatic gross price calculation from net price and VAT rate
  • Multi-tier pricing columns (procurement, retail, wholesale, reseller)
intermediate.xlsx
Purchase Order & Price List Manager previewInvoicing & Billing

Purchase Order & Price List Manager

Create professional purchase orders with linked price lists and vendor/shipping details.

  • Linked price list with automatic unit price lookup
  • Vendor contact directory with phone and fax
  • Customizable shipping terms and Ship Via options
intermediate.xlsx
Purchase Order Tracker previewInvoicing & Billing

Purchase Order Tracker

Track purchase orders, vendors, and payment status with customizable workflow options.

  • Vendor database with multi-line contact info
  • Customizable status dropdown options
  • Order tracking with vendor lookups
intermediate.xlsx
Purchase Order with Vendor & Ship-To Lists previewInvoicing & Billing

Purchase Order with Vendor & Ship-To Lists

Manage purchase orders with linked vendor and shipping address directories for seamless order processing.

  • Separate vendor database with ID numbers and contact information
  • Ship-to address directory with multiple info fields for delivery locations
  • VLOOKUP formulas to auto-populate vendor and shipping details
intermediate.xlsx
Quote Template with Customizable Settings previewInvoicing & Billing

Quote Template with Customizable Settings

Professional price quote template with conditional company details and EULA terms included.

  • Conditional company information display
  • Two layout options (portrait and landscape)
  • Built-in terms of use (EULA) sheet
intermediate.xlsx
Sales Invoice Template with Price List previewInvoicing & Billing

Sales Invoice Template with Price List

Professional invoices with automatic line items and pricing lookup from your product catalog.

  • Multiple invoice layout templates
  • Automated price lookup from price list using INDEX-MATCH
  • Editable company header and address fields
intermediate.xlsx
Sales Invoice Tracker previewInvoicing & Billing

Sales Invoice Tracker

Track invoices, customers, and line items with automated calculations and lookups.

  • Customer lookup linked to invoice records
  • Automated tax calculation with SUMIF formulas
  • Line-item detail tracking per invoice
intermediate.xlsx
Sales Invoices with Price List previewInvoicing & Billing

Sales Invoices with Price List

Create professional invoices with automatic price lookups from your master price list.

  • Multiple invoice layout options (1a, 1b, 2a, 2b)
  • Automated price lookup using INDEX/MATCH formulas
  • Centralized price list with item descriptions and numbers
intermediate.xlsx
Sales Reconciliation Template previewInvoicing & Billing

Sales Reconciliation Template

Reconcile sales transactions and verify revenue accuracy with automated formulas and vendor tracking.

  • Pre-built reconciliation formulas with AND/IF/SUM functions
  • Automatic discrepancy flagging
  • Transaction matching and verification
intermediate.xlsx
Service Invoice previewInvoicing & Billing

Service Invoice

Create and track service invoices with linked customer database and automatic calculations.

  • Linked customer database
  • Automatic customer detail lookup with VLOOKUP
  • Invoice number tracking
intermediate.xlsx