Assuming you have downloaded and installed Uniform Invoice Software:
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The printed version.
Handyman Invoice Template (Sales Tax) (c5055)
This is how the template looks like when you open the freeware template in Microsoft Excel.
Handyman Invoice Template (Sales Tax) - freeware edition
The following template was designed for Uniform Invoice Software version 3.
Handyman Invoice Template (Sales Tax) - Uniform Invoice Software V3 edition
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Download this if you have already installed UIS, but are looking for additional customized templates.
Download this if you want this design to be set as the default template by the installer program.
Handman Invoice Template (Sales Tax) is another sample on customizing c7006 Handyman Billing Sample. It differs from the original template in that this template charges only one tax on the invoicing items.
You can also find another sample handyman billing sample created based on c7006 handyman billing format, c5054 Handyman Billing Template (No Tax). Each template here on InvoicingTemplate.com offers two edtion - a freeware edition, which you can download and use without installing Uniform Invoice Software, and another Uniform Invoice Software version, which makes a simple template in Excel spreadsheet format a powerful invoicing system, with the ability to manage customers, products, invoices and payments. As you may already know, the Uniform Invoice Software version should be run with our invoicing software installed. Both the free edition and the Uniform Invoice Software edition can be downloaded for free from the download page here on InvoicingTemplate.com.
In order to create this spreadsheet - Handyman Billing Template (Sales Tax), from the basic invoicing template, we first unprotect the "Invoice" worksheet, display gridlines and row / column headings in Excel, move out the GST and PST columns, expand the Description column to occupy the space left by moving out the GST / PST columns. The detailed explanation of this design process could be found at Handyman Invoicing Template (No Tax), which is also available here on InvoicingTemplate.com and you can download it for free.
Once we created the "No Tax" version, is easy to create this "Sales Tax" version. The secret behind this is to use the options available on the Taxes tab of the Settings window, which is functional after installing of Uniform Invoice Software.
If you use the Uniform Invoice Software version of Handyman Invoice Template (Sales Tax), there are additional taxing options on the Taxes tab of the Settings window. The first is the option for choosing the number of tax items; you have 3 choices - no tax, one tax and two taxes. Secondly, you can set the names and rates in percentage for each tax, such as VAT, GST or PST, or simply Sales Tax. Thirdly, there are a group of checkbox options on the dialog box, including: "Tax invoice total including shipping cost", which adds the shipping cost to the taxable amount when checked; "Tax 2 is applied to tax 1", which adds the amount of "tax 1" to the taxable amount if checked; and "tax rate can be zero", which allows you to set any of the tax rates to be the value of zero. If you modify the options on this dialog box, the spreadsheet will be changed accordingly if needed.
As a demonstration of the design, this handyman billing sample hosted on InvoicingTemplate.com also has the "Paid" and "Total Due" cells moved out of the printable invoicing form, to the new location that is outside the range defined by the Excel name "Print_Area". By moving the two cells, Payments and Balance Due, out of the printable invoicing form, we assumes all invoices are paid on receipt, and thus it is not necessary to detail the payments and balance on an invoice. However, if you still want to show the Payments and Balance Due cells on the printed (or extracted) invoices, or your PDF statements, it is in fact very easy to move back the "Paid" and "Total Due" cells.
The protection of the "Invoice" worksheet in Handyman Invoice Template (Sales Tax) prevents accidental modifications to layouts and formulas. If you have Uniform Invoice Software installed, it could even display a warning message when you close a template without protecting the worksheet. However for the purpose of this sample, we should firstly unprotect the worksheet in Handyman Invoice Template (Sales Tax).
To show gridlines and row/column headers in Excel 2000 - 2003:
After your customization, go back to the Tools menu, Options, View tab. Under Window options, REMOVE the checks you previously placed by the two check boxes to hide gridlines and row/column headers. This will restore the appearance of your template.
To show/hide gridlines and row/column headers in Excel 2007, Excel 2010 and Excel 2013:
The gridlines and row/column headings could help a lot when design the layout of the form.
Moving a cell or a group of cells is easy in Excel. First, you click to select the cell or drag your mouse to select all the cells you want to move. And then, drag the border of the selected area to move it to the new location where you want to place the cell or cells. The moving content will overwrite the content in the target location, so make sure the target range is empty (not used) in Handyman Invoice Template (Sales Tax) before doing the movement. And, if the target location contains merged cells, sometimes the movement fails. So it is also helpful to make sure the target location does not contain merged cell. If the target location Handyman Invoice Template (Sales Tax) is overlapping the original range and the original range contains merged cells, the movement could also fail because you cannot change part of merged cell - if this happens, you need to first move the cells to a temporal location in Handyman Invoice Template (Sales Tax) that are empty (i.e. not used), unmerge cells, and then move the cells from the temporal location to the desired location. If you need to unmerge a cell, first select it and then click the "Merge and Center" command on the Format toolbar in Excel 2003; or click the "Merge and Center" command on the Home ribbon tab in Excel 2007, 2010 and Excel 2013.
With this customization sample, the template also has "Taxable" column (which appears as a checkbox column) moved into the printable invoice form, so that it is included on the printed invoices, the extracted Excel spreadsheet invoices, as well as the PDF invoices which you generate by using Excel.
In design mode, Microsoft Excel allows you to move, add, or delete controls or images inside Handyman Invoice Template (Sales Tax). Note that if you have our invoicing program installed, and you are running Excel 2007, Excel 2010 and Excel 2013, it already provides a Design Mode button on the ribbon tab, so that you don't have to switch to design mode manually. Our invoicing software is able to turn a simple spreadsheet into a powerful invoicing system, with the ability to manage customers, products, bills and payments, it also includes various tools that could help you configure the layout of your form, such as the number of taxes and tax names and rates. If you don't have our invoicing program installed, here are how you can switch to design mode manually.
TIP: If the Developer tab is not available in Excel 2007, do the following to display it: a) Click Microsoft Office Button, and then click Excel Options; b) In the Popular category, under Top options for working with Excel, select the Show Developer tab in the Ribbon check box, and then click OK.
Or in Excel 2010 and Excel 2013 to display the Developer tab: a) Click File > Options > Customize Ribbon; b) In the area on the right, ensure that the box next to Developer is checked; c) When you click OK, the Developer tab will appear in the ribbon.
Once you have finished your design work for Handyman Invoice Template (Sales Tax), click the Design Mode button again to exit design mode.
Once Handyman Invoice Template (Sales Tax) is unprotected and switched into design mode, you can now move the controls to the new location you like. To do this, click to select a control, or push the CTRL on your keyboard and then select all the controls you want to move using mouse. Then, drag (one of) the select controls to move them to the new location.
Note that if you use the Uniform Invoice Software and need to show the control on an extracted worksheet, then the control should be named with an "oknWidget_" prefix. For example, if you move the Taxable checkboxes into the printable form, then the checkboxes should be named with "oknWidget_" prefix, such as oknWidget_taxtable1, oknWidget_taxable2, oknWidget_taxable3...
Conclusion: As this sample handyman bill (sales tax) shows, it is easy to customize the layout and format of an existing template to create a new one that meets your business requirements. All templates hosted here on InvoicingTemplate.com, including the one that you create by customizing our samples, can work with Uniform Invoice Software without problem as long as you adhere to the design guidelines that could be found in the Help file included in Uniform Invoice Software.
Like other form designs here on InvoicingTemplate.com, Handyman Billing Template (Sales Tax) 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 (Sales Tax)|
|Category||Service Invoice Template|
|Release Date||Tuesday, June 3, 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)|
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