Template library

211 templates in this category.

Quotation Form Template previewInvoicing & Billing

Quotation Form Template

Create professional quotations with automated client lookup and pricing calculations.

  • Automated client lookup via XLOOKUP
  • Recipient database with contact details
  • Dynamic pricing calculations
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
Real Estate Deal Analysis Template previewInvoicing & Billing

Real Estate Deal Analysis Template

Track and analyze real estate transactions, commissions, and property details with pricing and performance metrics.

  • Transaction tracking with closing dates
  • Property listing and address management
  • Commission rate calculations
intermediate.xlsx
Rental Invoice Template previewInvoicing & Billing

Rental Invoice Template

Professional invoice template for car rental services with customer details, rental types, and payment method tracking.

  • Invoice number generation
  • Customer details section
  • Rental types and services lookup table
intermediate.xlsx
Restaurant Purchase Order Form Template previewInvoicing & Billing

Restaurant Purchase Order Form Template

A comprehensive purchase order management system for restaurants with supplier tracking, item lists, and automated PO logging.

  • Automated supplier lookup via VLOOKUP
  • Automated PO number generation
  • Linked item list with pricing
intermediate.xlsx
Retail Invoice Template previewInvoicing & Billing

Retail Invoice Template

A comprehensive retail invoicing system with customer management, item catalog, and automated invoice generation using formulas and lookup functions.

  • Company information header
  • Customer management database
  • Item/product catalog with pricing
intermediate.xlsx
Retail Markup Calculator Template previewInvoicing & Billing

Retail Markup Calculator Template

A retail pricing template that calculates markup percentages and retail prices based on cost prices for inventory management.

  • Cost price tracking
  • Quantity management
  • Automatic retail price calculation
intermediate.xlsx
Roofing Estimate Template previewInvoicing & Billing

Roofing Estimate Template

A comprehensive roofing company estimate and project management template that tracks service providers, customers, employees, and material costs for roofing projects.

  • Customer information database with contact details
  • Employee management section with position tracking
  • Material cost setup and configuration
intermediate.xlsx
Sales Contract Payment Schedule Template previewInvoicing & Billing

Sales Contract Payment Schedule Template

Track and manage contract-based payment schedules with client information, payment status monitoring, and automated summaries.

  • Multi-sheet organization with Payment Schedule, Tracker, Client Information, and Setup tabs
  • Automatic month extraction from due dates using TEXT and IF formulas
  • VLOOKUP integration to link payment records with client details
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 Proposal Costing Sheet Template previewInvoicing & Billing

Sales Proposal Costing Sheet Template

A template for calculating and tracking costs associated with sales proposals, helping sales teams determine pricing and profitability.

  • Automatic date stamp using TODAY() function
  • Itemized line-item costing structure
  • Unit price and description fields
intermediate.xlsx
Sales Quotation Template previewInvoicing & Billing

Sales Quotation Template

Comprehensive sales quotation management system with product, employee, and client databases for generating professional quotes.

  • Automatic quotation number generation using formulas
  • Client management database with contact details
  • Employee sales team directory
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
Sample Travel Invoice Template previewInvoicing & Billing

Sample Travel Invoice Template

A comprehensive travel invoice template for billing clients for travel-related services and expenses.

  • Multiple organized worksheets
  • Client information section
  • Payment information tracking
intermediate.xlsx
Seasonal Travel Package Quotation Template previewInvoicing & Billing

Seasonal Travel Package Quotation Template

A comprehensive template for creating and tracking travel package quotations with seasonal pricing and package details.

  • Professional quotation layout
  • Package information reference sheet
  • Quotation tracking database
intermediate.xlsx
Seasonal Travel Package Quotation Template previewInvoicing & Billing

Seasonal Travel Package Quotation Template

Create and track travel package quotes with pricing, inclusions, and customer details in one organized system.

  • Pre-built quotation template with professional formatting
  • Package information library with destinations and inclusions
  • Quotation tracker logging date, customer, package type, and costs
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
Service Invoice Template previewInvoicing & Billing

Service Invoice Template

Professional service invoice template for cleaning and service businesses to track services rendered, costs, and staff allocation.

  • Pre-formatted invoice layout with company information
  • Service list management sheet
  • Automatic service ID generation
intermediate.xlsx
Service Pricing Calculator Template previewInvoicing & Billing

Service Pricing Calculator Template

Calculate and manage service pricing for catering and event services with customizable rates and capacity tracking.

  • Service particulars tracking (venue, catering options)
  • Quantity and capacity fields
  • Cost calculation with SUM functions
intermediate.xlsx
Shipping Invoice Template previewInvoicing & Billing

Shipping Invoice Template

A comprehensive shipping invoice template for managing shipments, tracking packages, and documenting shipping transactions with automatic item numbering and pricing calculations.

  • Automatic item numbering with SHIP- prefix
  • Multiple sheet organization (Invoice, Management, Setup)
  • Configurable units of measurement
intermediate.xlsx
Small Business Bill Template previewInvoicing & Billing

Small Business Bill Template

Professional invoicing template for small businesses with automated item lookup and invoice number generation.

  • Automated item price lookup using VLOOKUP
  • Sequential invoice number generation with IF and TEXT functions
  • Pre-filled customer information on Invoice Details sheet
intermediate.xlsx
Snow Removal Estimate previewInvoicing & Billing

Snow Removal Estimate

Estimate and manage snow removal services with customer tracking and pricing breakdown.

  • Customer management database
  • Service type configuration
  • Estimate calculation
intermediate.xlsx
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