An invoice (template) that calculates total is helpful in that it is not necessary to do that manually. This simplifies creation of invoices and void mistakes.
Our templates include formulas that calculate total and taxes. For example the default template shipped with Invoice Manager for Excel (namely Uniform Invoice Software) uses the formula like this:
=ROUND(oknSubTotal + oknShippingCost + IF(oknTaxType=0, 0, IF(oknTaxType=1, oknTax1, oknTax1+oknTax2)), 2)
And, uses this formula for calculating total due:
However, as shown with many samples here on InvoicingTemplate.com, the formulas could be modified to meet your business requirements, for example to include discount.
Here are our templates closely related to Invoice That Calculates Total.
We've already seen sample on how to moving fields to create a new invoicing format in this serial of simple invoice templates. Such as with c4049 Simple Invoice Template - Moving Item# Column, we moved out the entire Item# column to create a new layout. Invoice Manager for Excel (namely Uniform Invoice Software) is flexible enough to support this type customizations. By adjusting / customizing the formulas, it is also possible to define (or re-define) the relationship between cells.
This is a pro forma invoice template is a revisited version of c7010 Proforma Invoice Format in Excel. It has exactly the same number of fields and layout as the original one, but added an earth image with planes flying around.
The default template and database file shipped with Invoice Manager for Excel (namely Uniform Invoice Software) is currency-neutral. This means it assumes the template and database uses on currency, but it does not have a specific currency set. It also means that with the default implementation, our invoicing software program does not do any currency conversation or similar jobs.
This labor billing format for Excel is in Microsoft Excel spreadsheet "xlsx" format. A PDF format is also generated using Excel, including the document for this template. If you have Invoice Manager for Excel (namely Uniform Invoice Software) installed, the invoicing software app is able to create PDF invoice automatically and send to your clients with simple mouse clicks.
This VAT invoicing template, VAT Sales Invoice Template - Price Including Tax, was originally publish on office-kit.com, at VAT Invoice Template - Price Including Tax, and also our company web site, Invoice Manager for Excel (namely Uniform Invoice Software), Excel Date Picker - Uniform Software LTD, at VAT Invoice (Price including Tax).
The implementation of c4051 Simple Invoice Template - Discount Amount Field adds the discount amount field on the bottom of the form at J35 and K35. In this new sample, we'll add percentage fields on the same row but before the discount amount fields, at G35 and H35.
Note that this Netherland sales invoicing template is designed to offer only one tax on the form. As detailed at EU regulations concerning invoices, the following statements are required for VAT purposes:
The template includes 9 columns. The first two columns are titled with "PACKAGE", under which two columns allows you to enter number of packages, and the package type that is implemented as a drop-down list with 3 options - "BOX", "S.BOX" and "GUDDI". Followed are the columns "BOX No.", "Description", "Per", "Quantity", "Unit Price", "Line Total" and "LESS".
Like most other templates here on InvoicingTemplate.com, Simple Welding Bill Template has a default logo image on the top of the invoice worksheet. This is a placeholder for your own logo image. To do this, you first have to unprotect the Invoice worksheet, and then switch the spreadsheet into design mode.
With the first and second samples on customizing the basic proforma invoice template, we learnt how to unprotect the Invoice worksheet and how to modify Excel color palette to change the color theme of an existing template, as well as how to enter your own company information, including replacing the default InvoicingTemplate.com logo image. This is the 3rd sample on how to create a new design for pro forma invoice template, focused on creating a drop-down list using the data validation feature of Microsoft Excel.
This template was originally published on office-kit.com as C5-016, and here on InvoicingTemplate.com there were already customized layouts created based on C5-016, such as c5034 Mixed Tax Rates (5 Columns), and c5035 Mixed Tax Rates in an Invoice (7 Columns). For more samples and formats related to taxing, visit tax invoice template.