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This sample for handyman billing helps you create professional bills for your business. The layout and format of this template is customized to apply one tax (GST) on services and two taxes (GST and PST) on goods.
Note: If you would like to see a version of the handyman billing template that has no taxes set, please visit Handyman Invoicing Template (No Tax). Or, if you prefer a single sales tax version, visit Handyman Invoicing Sample (Sales Tax).
Since Handyman Billing Template is a service bill sample, the "Ship To" section found in the general templates now was now titled with "Service Location". Several other labels related to shipping, such as "Ship Date" are "Ship Via", are still there. You can replace these labels whatever you like to meet the requirements of your business.
The invoicing detail section, which is also referred to as "Invoicing Body" here on InvoicingTemplate.com, is what is the special design appear. This Handyman Invoicing format offers 7 columns here that are Item #, Description, Quantity, Price, GST, PST and Line total. The item# field is here for you to enter the short code for the goods you sold or services you performed. If you use the Uniform Invoice Software (UIS) version of this invoicing template, which has exactly the same layout as the freeware edition but with many buttons on it, the item# cells are actually a handy way for you to enter item descriptions and prices. For example, you can save the product / service "fence repair" with the item# (or Product ID) "fr", and "window replacement" with the item# "wr". Once you need to invoice these items, just enter the code "fr" or "wr" into the item# cells, the fully description and unit price is automatically retrieved from saved records. This feature is called "in-cell lookup" in UIS and Excel Invoice Manager.
With the default template shipped with UIS, two taxes are defined by default on the bottom of the invoicing form. However taxes defined on the default template are always either all applied on the item (if the item is taxable), or not applied at all. These is no way to apply only one tax on some items (such as service), and apply two taxes on the other items. This customized handyman invoice template redefine the tax formulas, providing the ability to apply one tax (PST) on goods (materials), and apply two taxes (GST and PST) on both service (labor) and goods (materials).
In order to implement the taxing rules, InvoicingTemplate.com added 3 custom fields to the "InvBdy" database table - "GST", "PST" and "IsService". The "IsService" field is corresponding to the "IsService" field defined in the Product database table, however with the default template it is not added to the Invoice Body, because the on-form calculation of taxes and totals does not depending on this field. However with this invoicing template designed for handyman business, calculating the taxes requires to know the type of the invoicing item. When creating invoices and bills, filling in the "IsService" with the value 1 means the current item is a service, and thus only one tax will be applied on it. If you installed UIS, which can be downloaded for free from our invoicing software page, the type of the invoicing items will be filled in automatically when you pick up items.
Uniform Invoice Software support custom fields or user-defined fields, which is a unique feature that allows you to add new fields to the backend database as well as to the spreadsheet form. Handyman Bill Sample uses custom fields to implement the features that are not available in the default template shipped with the invoicing program. With the support for custom fields in the database, Uniform Invoice Software has the ability to manipulate the newly added fields in database, includes adding them to reports. With the support for custom fields in the Excel worksheet, our invoicing app has the ability to create the relationship between fields - for example, one field should be the sum of the other fields, or the value of one field should be calculated only when another field value equals a certain value.
The support for custom fields makes it possible for even an end user who does not know programming at all, could add new features to her/his invoicing creator such as Handyman Bill Sample without writing one line of programming code. Feel free to Search and download more samples. Sometimes our customization samples are offered in two editions here on InvoicingTemplate.com, that are one freeware edition, and another edition that works only with our invoicing software installed.
Adding a custom field to the "InvBdy" database table makes it possible to save the data on the invoice spreadsheet to database when the "Save To DB" button is clicked. For example, adding the custom field "Product Type" to the "InvBdy" database table allows save the type value on the invoicing form, such as "General" or "Labor", to database when you save an invoice by clicking the "Save To DB" button. This feature is not supported in the freeware edition of Handyman Bill Sample.
When working with Uniform Invoice Software (UIS) version of Handyman Bill Sample, how does UIS know to which cell when a field value write to when loading data from the database, and to which field a cell value must save when saving an invoice record, a customer or a product item? That is, how does UIS create the map or relationship between Excel cells on the template Handyman Bill Sample and database fields? The answer is by using names. For example, if the field name in the Product table in a database is "ProductType", it is writing to a cell named "oknProductType_?" (where ? is the line number of the invoicing item) when you pick up a product or item on creating an invoice, and when saving an invoice, all cells with the name "oknProductType_?" are saved to the "ProductType" field in the "InvBdy" database table. By using cell names, UIS allows you to move a cell on the form without breaking the feature depending on the field / cell. You can place the "Product Type" column either inside the printable area, which is printed when you issue the Print command in Excel or click the Print command on the "Invoice" worksheet form; or place the Product Type column outside the printable area, which will be included when you print or extract an invoice or receipt.
Note that although we have set the tax names to be "GST" and "PST", they could be anything that meet your business requirements. If you use the freeware version of this invoicing template, simply enter your tax names to replace GST and PST. If you use the UIS version of this handyman invoice template, changing tax names is even simpler - click the Settings button, go to Taxes tab, enter the new tax names and tax rates, and then click Apply. The UIS version of the template also provides detailed reports, such as customer statement.
Like other form designs here on InvoicingTemplate.com, Handyman Invoicing Format is free (offered to you at a price of 0.00USD). It works on Windows XP and all newer versions of Windows, and Excel 2007, 2010, 2013 or 2016.
|Name||Handyman Invoice Template|
|Category||Service Invoice Template|
|Release Date||Sunday, June 1, 2014|
|Format (XLS or XLSX)||.xlsx|
|Excel Version||Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016|
|Line Height (Points)||19.50|
|Printable with Papaer Size / Orientation||A4 (210 mm x 297 mm) - Portrait|
|Default Margins (Points)|
March 27, 2017
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