Invoicing Software Canada is a sub-topic of Billing Software Excel Free Download . Here are our templates closely related to Invoicing Software Canada.
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.
This Excel form has 8 columns on the detail section, including "Product ID", "Side", "Description", "Qty", "Unit Price", "Extended Price" (usually called "Line total" or "Amount" on other templates available here on InvoicingTemplate.com), "Client" and "ADP". the "ADP" column is calculated automatically based "Extended Price" and "Client", using an Excel formula like this (note the question mark "?" here indicates the line number on the detail section):
A sales tax version is also available here on InvoicingTemplate.com, at Handyman Bill Template (Sales Tax).
The goods and services tax (GST) is a tax that you pay on most goods and services sold or provided in Canada. In Alberta, Saskatchewan, Yukon, British Columbia, Manitoba, New Brunswick, Northwest Territories, Newfoundland and Labrador, Nova Scotia, Nunavut, Ontario, Quebec and Prince Edward Island, the GST has been blended with the provincial sales tax and is called the harmonized sales tax (HST). Note that this free invoice sample designed by InvoicingTemplate.com is set up for a business in Ontario where the HST rate is 13% (as of April 1, 2013). You should change the HST rate according to the rate applicable in your province. For example, in B.C., the HST rate is 5% (as of April 1, 2013), in Nova Scotia, the HST rate is 15%, and in New Brunswick and Newfoundland/Labrador the HST rate is 13%. See GST/HST rates on Canada Revenue Agency to find out the rate that is suitable for your province. If you have Uniform Invoice Software installed, changing the tax rate is as easy and simple - firstly, you click the Settings button on the Excel ribbon tab, and then go to the Taxes tab, fill in the tax rate percentage number into the first tax rate box, and then click "Apply". Click the Close button to close the Settings dialog box. Note that in order to make the change permanently, you'll need to click Excel menu File / Save to save the invoice template file - you have to do only once. This is because the default tax rate is saved into a hidden cell on the invoicing form.
Unlike Excel Invoice Manager, which uses a separate program "Database Sesigner" to create and modify custom fields; Uniform Invoice Software has a "Custom Field Manager" built in. Visit Simple Sample - Discount Amount Field for a detailed tutorial on using custom fields.
"Product Category" is a standard field defined in the Product database table, but not added to the "Invoice Body" database table. So when you create an invoice with Uniform Invoice Software, the category information is not loaded along with product data, and thus not saved along with other invoice details.
By using custom fields, the simple Excel template powered by Uniform Invoice Software, our Excel invoice software that uses Excel invoicing templates as its front end, the template is not only an easy to use spreadsheet invoice creator, but also a helpful organizer app of your bill data. For example, this form design uses two custom fields on the heading part, Product# and Project Description, which allow you to record the detailed information about the engineering service project. This type of advanced features even cannot be found in some complicated and expensive bookkeeping or accounting system. The support for custom fields in Uniform Invoice Software makes a simple Excel spreadsheet invoicing template a powerful electronic invoicing program.
Unlike the billing format samples implemented in the "Simple Invoice Templates" series, where the customized templates are usually created by moving fields and cells, or modifying Excel formulas etc., this "Advanced Invoicing Sample" series contains samples that require some knowledge of VBA programming and Microsoft Excel / Office object model.
Note that a Two-tax version is also available here on InvoicingTemplate.com, at Basic Blank Service Invoice Format (Two-tax). If you need less lines but more space for each item description on your blank service invoice template, see Basic Blank Service Billing Format (No-tax, Long Description), and the one tax format at Basic Blank Service Invoicing Format (One-tax, Long Description), and the two-tax layout at Basic Blank Service Bill Format (Two-taxes, Long Description).
Receipt plays important role in the verification process and in the process of audit. The standard invoice template included in the setup program of Uniform Invoice Software already provided the details of payments, but they are put into hidden cells for the purpose of simplifying the form. A detailed tutorial on how to unhide the payment details section of the invoice form was originally published on office-kit.com, but now moved here at Receipt Form on InvoicingTemplate.com.
What if you need to show discounts in a more detailed manner? For example, show discounts applied to each item on invoice body separately? This requires an additional column on the invoice body, as compared to the 5 columns on the default sales invoice template that shipped with the setup program of Uniform Invoice Software. So in this customized sample invoice template - Sales Invoice Template with Discount Amount Column, we have 6 columns on the invoice body within the printable invoice body: Product ID, Description, Quantity, Unit Price, Discount, and Line Total. The "Discount" here is an amount value. We'll publish the percentage version of this sample invoice template here on InvoicingTemplate.com in the near future.
The last major step on creating this template is to add formulas to calculate taxes. To do this, we add the following formula to each tax cell on the detail section:
If you don't need the added custom fields and prefer to a simpler job billing template, try Job Invoicing Template.
One of the major problems with invoicing is that many of the tools available make it difficult for a company to customize the invoice. There may be a set range of templates available, but these don't always work for everyone. Fortunately, an invoice template in Excel spreadsheet does not have these issues because it offers excellent customization for invoice template design (quotes, too), so you have the functionality to get creative with your invoice. Why not take some inspiration from some of the beautiful designs? You can simply download our templates from here on InvoicingTemplate.com, use them as the starting points of your own design for invoices / proposals / quotes. To make some sample of customizations, we provide c4029 Designer Invoice Template / Designer Billing Form (Blue) and c4030 Designer Invoice Template / Designer Billing Form (Gray). The customized versions, c4029 and c4030, have the exactly same form layout and database fields as Designer Invoice Template (Red) - the only thing changed is the color schema.