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The template works with both the Microsoft Store edition and the desktop edition of the app. Make sure you have installed one of them.

How to use:

  1. Download the EXE package.
  2. Double-click to extract the files into a folder. Make sure you have full access privileges to the folder, such as a subfolder inside “My Documents”.
  3. Open the template.
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License: Private Use (not for distribution or resale). See our Terms of Use.

Screenshot

screenshot for Simple Sample: Adding Discount Column

Detail

This simple invoice template demonstrates how to add a "Discount" column to the detail section.

Related forms:

Let's see how to add the new column, step by step.

  1. First, backup the template and database files.
  2. Open the template.
  3. Push down the "Design Mode" button on the ribbon tab.
  4. Drag your mouse to select all cells on the "Description" column, including the heading, ranging from $D$21 to $D$33. Click the "Merge and Center" button on the Excel "Home" ribbon tab. This unmerges all the cells in the "Description" column.
  5. Drag your mouse to select all the cells on the "Quantity" column, including the heading, ranging from $I$21 to $I$33. Push the mouse key on the border of the selected area.
  6. Move the entire selected area one column left (Destination: $H$21:$H$33).
  7. Drag your mouse to select all the cells in the "Quantity" column, including the heading, ranging from $I$21 to $I$33.
  8. Move the entire selected area one column left (Destination: $H$21:$H$33).
  9. Select the entire "Unit Price" column, including the heading. Drag the selected area one column left. The new location of the "Unit Price" column is now $I$21:$I$33.
  10. With the new "Unit Price" column still selected, click the "Format Painter" button on the Excel "Home" ribbon tab.
  11. Click the first empty cell left by moving out the "Unit Price" column, i.e., $J$21. This applies the format of the "Unit Price" column to the empty column.
  12. Click to select the heading cell of the empty column, i.e., $J$21.
  13. Enter the column heading text "Discount".
  14. Name the cells under the column heading. The names should be "oknItemDiscount_1" ($J$22), "oknItemDiscount_2" ($J$23), "oknItemDiscount_3" ($J$24)... "oknItemDiscount_12" ($J$33).
  15. Drag your mouse to select all the cells on the "Description" column, ranging from $D$21 to $G$21.
  16. Click "Merge and Center" on the Excel "Home" ribbon tab.
  17. Repeat the above step for each line of the "Description" field. For example, select $D$22:$G$22, click "Merge and Center"; select "$D$23:$G$23", click "Merge and Center", and so on. If you are familiar with Microsoft Excel, you can also use "Format Painter" to speed up the processing of merging.
  18. Click to select the "Discount (Amount)" cell, i.e., $K$35.
  19. Enter the formula for this cell:

    =sum (J22:J33)

  20. Exit design mode.
  21. Click "Invoices" on the ribbon.
  22. Click "Custom Fields".
  23. From the "Database table" list, choose "Invoice Body".
  24. Click "Add Field".
  25. Add the new field as follows:
    • Name: ItemDiscount
    • Type: Decimal
    • Precdsion: 10
    • Scale: 2
  26. Save the template.
  27. Test the template.

Format and Specification

Template#c4061
Belongs to

Sales

Format (XLS or XLSX).xlsx
Columns4
Lines12
Line Height (Points)18.00
Print Area$D$2:$K$47
Papaer OrientationPortrait
Default Margins (Points)
Left29.52
Right29.52
Top52.20
Bottom52.20
PriceFree