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Download this if you have already installed the Microsoft Store edition of Invoice Manager for Excel, and are looking for additional customized templates.

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Download this if you want this design to be set as the default template by the installer program.

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The printed version.

Excel Retail Invoice Template

Open the template in Excel.

Excel Retail Invoice Template (IMFE Edition)

Detail

This Excel retail invoice template features all the fields required by a general sales invoice. In addition to that, it also has a Discount Rate field, one 8.735% Sales Tax and a "Tax Exempt" checkbox is also added to meet the requirements of retail sales.

We have already published several formats for retail selling. For example c5010 Music Store Invoice Template (Retail), c3013 Pet Food Store Invoice, c7003 Book Store Invoice Format etc. UniformSoft.com also has published a popular title for clothing stores. While many of the templates are named with specific industry names, they are in fact not limited to what the names suggest. If you are looking for a billing template for your retail business, the most important thing to look for is whether the fields offered by a template meets your requirements.

The "Tax Exempt" checkbox is linked to a hidden Excel cell "oknTaxExempt". If this box is check, the result of the tax formula should be zero. To archive this, the taxing formula was modifed.

=IF(oknTaxExempt,0,ROUND(IF(oknSubtotal=0,0,IF(oknTaxType=0,0, oknTax1Rate*(oknSubtotal+IF(oknTaxTotalIncludingShippingCost=0,0,oknShippingCost)))),2))

The default tax rate is 8.735%. This assumes a New York retailer, where the NY State Sales and Use Tax is 4% and the Metropolitan Commuter Transportation District surcharge of 0.375% for a total Sales and Use Tax of 8.875 percent. This is suitable for most personal property (i.e. alcohol, furniture, electronics, etc.) See New York State Sales and Use Tax and Selling products or services for more information. If you sell alcoholic beverages, there are special invoice requirements.

This template assumes a lighting shopkeeper. A stringent statement of returning policy is added as a footprint. Be sure to modify it according to the goods you are selling.

Format and Specification

Template#c5155
NameExcel Retail Invoice Template
CategorySales Invoice Template
Release DateSaturday, May 11, 2019
Format (XLS or XLSX).xlsx
Feature Gallery
Columns5
Lines12
Line Height (Points)16.50
Print Area$F$3:$N$42
Papaer Size / OrientationPortrait
Default Margins (Points)
Left22.68
Right22.68
Top45.35
Bottom40.68
PriceFree (0.00 USD)
SystemWindows 7 and later, and Excel 2007 and later.

Samples

Thumbnail for Music Store Invoice Template (Retail)
Thumbnail for Book Store Invoice Template
Thumbnail for Pet Food Store Invoice
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