Consultant Invoice with Travel and Hourly Expenses

Designed for consulting businesses in the oil and gas industry that provide professional services and charge expenses for travel and legal copies.

Find another simplified version of this template at Landman.

This form contains 11 columns, including "DATE", "PROSPECT / WELL NAME", "LODGING EXPENSE", "POSTAGE & OTHER EXPENSES ", "Meals / Entertainment", "MILEAGE", "MILEAGE EXPENSE", "TIME (p/hour or day)", "RATE (p/hr. or day))", "TIME TOTAL", "WORK "DESCRIPTION - SERVICES PERFORMED", and "DATE TOTAL".

The "MILEAGE EXPENSE" column is a calculated field. Even the column heading is calculated using the Excel formula:

=CONCATENATE("MILEAGE EXPENSE (@ ",IF(oknChargePerMile=0,0.585,oknChargePerMile)*100,"¢ p/mile)")

So if the cell "oknChargePerMile" (marked with blue background color) is filled, it shows the travel cost from that cell; otherwise, it shows "MILEAGE EXPENSE (@ 58.5¢ p/mile)".

Under the "TIME" heading, there are two columns: the first allows you to enter a numeric value, and the second is implemented as a drop-down list with options "DAY" and "HOUR".

This form also features an "Open PDF File" hyperlink, which is generated using the following Excel formula:

=HYPERLINK(CONCATENATE(oknPdfFolder,oknInvoiceID,".PDF"),"open PDF file")

The target of the hyperlink comprises three parts: the value of "oknPDFFolder", the current invoice number, and the file extension ".pdf". So if you generated a PDF document and saved it to the folder specified in the cell named "oknPDFFolder", you can click the hyperlink "Open PDF file" to open the PDF version of the current invoice template.

There are four templates included in the downloadable package, each designed for different page numbers (from one page to four pages). All templates connect to the same database, cm022.mdb. For more samples of multiple-page invoices, visit multiple-page.

Here are the key points on how to use this format:

How do I use the "Open PDF file" button?

• Prepare a folder for storing your PDF files. Say "C:\MyPdfDocuments". Enter this folder information on the template in cell $T$6 with a blue background. Make sure the folder name ends with a "\" symbol. For example, if you store your pdf files in the folder C:\MyPdfDocuments, then enter "C:\MyPdfDocuments\" in cell $T$6.
• Click "Save To DB" to save it to the database.
• Generate the PDF file. Make sure the name of the PDF file is the same as the Invoice number. For example, if it is INV1051, your PDF file should be "INV1051.pdf".
• Click the "Open PDF file" hyperlink to open the PDF file.

Generate a PDF file automatically.

You can create a PDF document manually by clicking "File", and then "Print", or have our app generate a PDF file automatically when you click "Save To DB". Here is how to set this:

• Click the "Settings" button.
• Go to the "Print" tab.
• Check "Print automatically when Save To DB is clicked".
• Choose the PDF printer as your default printer.