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How to Use

Assuming you have downloaded and installed Uniform Invoice Software:

  1. Download Sample Format for Job Invoicing (Tax Column). Double-click the downloaded file to extract all files.
  2. Open the template "jobinvoicesampletax.xlsx" or "jobinvoicesampletax-uis.xlsx" with Microsoft Excel.
  3. Click "Design Mode" on the "Invoice" Excel ribbon tab to put it into design mode.
  4. Enter your business information and replace the default logo image to make it your own. (How?)
  5. Click "Design Mode" again to exit design mode.
  6. Create invoice (tutorial movie)!

Prefer to have a look at other samples? Try our Search tool!

Screenshots and Images

The printed version.

Sample Format for Job Invoicing (Tax Column)

Sample Format for Job Invoicing (Tax Column) (c6015)

This is how the template looks like when you open the freeware template in Microsoft Excel.

Sample Format for Job Invoicing (Tax Column) - freeware edition

Sample Format for Job Invoicing (Tax Column) - freeware edition

The following template was designed for Uniform Invoice Software version 3.

Sample Format for Job Invoicing (Tax Column) - Uniform Invoice Software V3 edition

Sample Format for Job Invoicing (Tax Column) - Uniform Invoice Software V3 edition

Download Sample Format for Job Invoicing (Tax Column) (c6015)

License: Private Use (not for distribution or resale). See our Terms of Use.

You are safe to download the resources. We've added our digital signatures to the files.

DescriptionSizeDownload

Download this if you have already installed UIS, but are looking for additional customized templates.

331 KBDownload

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

2.78 MBDownload

Detail

Job Billing Sample (Tax Column) is the third sample on customizing Job Billing Sample. With this sample we added a new column to the detail section, i.e. the tax amount column which shows how much tax charged on each item that is being invoiced.

The finished template, including both the freeware edition and the UIS edition, as well as the PDF Job Billing Sample Template, could be downloaded here for free. If you are interested in the design details regarding this template, read on.

In order to create such format, we split the existing "Part No." and "Description" columns, narrow these two columns to leave space for the new tax column, move the "List" (i.e. Unit Price) column so that we can place the new tax column to the right-side of the "List" column. However, before begin, we need to first unprotect the spreadsheet and display grid lines and row headings and column headings.

The protection of the "Invoice" worksheet in Sample Format for Job Invoicing (Tax Column) 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 Sample Format for Job Invoicing (Tax Column).

In design mode, Microsoft Excel allows you to move, add, or delete controls or images inside Sample Format for Job Invoicing (Tax Column). 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.

  • In Excel 2003 click the Design Mode button on the Control Toolbox toolbar. Tip: If the Control Toolbox toolbar is invisible, click Excel menu View > Toolbars > Control Toolbox.
  • In Excel 2007, Excel 2010 and Excel 2013, click the Design Mode button in the Controls group of the Developer tab.

    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 Sample Format for Job Invoicing (Tax Column), click the Design Mode button again to exit design mode.

To show gridlines and row/column headers in Excel 2000 - 2003:

  1. Click and activate the worksheet you want to display gridlines and row/column headers for.
  2. On the Tools menu, click Options, and then click the View tab.
  3. Under Window options, check the Gridlines and Row & Column Headers check boxes.

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:

  1. Click and activate the worksheet you want to display gridlines and row/column headers for.
  2. Go to the View tab of the Ribbon.
  3. Click Show/Hide, and then check or uncheck the Gridlines and Headings options.

The gridlines and row/column headings could help a lot when design the layout of the form.

Once the spreadsheet is unprotected and switched to design mode, we can now start to adjust the columns.

To adjust the existing columns to leave space for new column or columns that will be added to the printable form for Sample Format for Job Invoicing (Tax Column), we first unmerge the item# (or product#), description and quantity columns - these are usually merged columns that each contains several Excel raw columns. To do this, after opening Sample Format for Job Invoicing (Tax Column) as usual, select all the cells belong to these columns and then click the "Merge and Center" button on the Format toolbar in Excel 2003; in Excel 2003, the "Merge and Center" button can be found on the Home ribbon tab. Drag your mouse to select the Description column (this time, you select Excel raw column since the Description is no longer a merged column) and drag it one column left. Select the "oknProductName_1" cell (the first cell on the moved Description column) and drag your mouse to select the two adjacent cells at the right-hand too - so, you now select 3 cells started with the "oknProductName_1" cell. Now click the Merge and Center command again. This will expand the width of "oknProductName_1" to 3 columns. Do this process for all the other Description cells. Once done, you have one empty column that was left by moving the Description column to the left-hand of this original position. Adjust the columns widths of all the columns to make sure they have the proper widths that are able to hold the content they will display on this Sample Format for Job Invoicing (Tax Column).

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:

=ROUND(oknLineTotal_? * oknTax1Rate * oknTaxable_?,2)

In the above formula, "_?" is the line number of each line on the detail section. "oknTaxable_?" is the value of the "Taxable" checkbox of each item that is being invoiced.

This serial of Job Invoicing Sample templates, including Job billing Sample, Job Billing Sample (2 Taxes), Job Invoicing Sample (Taxable Column) and Job Invoicing Sample (Tax Column), use custom fields to implement the feature required. The fields that are not included in the default sales invoicomg template that is included in the Uniform Invoicing Software installer program are called custom fields, which are user defined fields added to both the template and database.

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. Sample Format for Job Invoicing (Tax Column) 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 Sample Format for Job Invoicing (Tax Column) 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 "InvHdr" table in the database makes it possible to save the field value to database along with the other data of an invoice record. For example, adding the custom field Company Name to the "InvHdr" database table allows you to save the company name of a customer to the database when you save an invoice. If you use Uniform Invoice Software version template Sample Format for Job Invoicing (Tax Column) and add the custom field, the value is saved from or retrieved to Sample Format for Job Invoicing (Tax Column) whenever you save or reload an invoice record.

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 Sample Format for Job Invoicing (Tax Column).

When working with Uniform Invoice Software (UIS) version of Sample Format for Job Invoicing (Tax Column), 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 Sample Format for Job Invoicing (Tax Column) 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.

If you don't need the added custom fields and prefer to a simpler job billing template, try Job Invoicing Template.

While the free version of Sample Format for Job Invoicing (Tax Column) is simple, the result created by using this template is as beautiful and professional as many commercial invoicing software program, or even better. It is an ideal tool for small businesses and freelances who offer services and don't need a shipping section on their invoicing form. It is a good service bill creator, but if you need more features, like management of customers, products / service items, invoices and payments, just install Uniform Invoice Software to make all the buttons on Sample Format for Job Invoicing (Tax Column) work for you.

Like other form designs here on InvoicingTemplate.com, Job Billing Sample (Tax Column) 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.

Format and Specification

Template#c6015
NameSample Format for Job Invoicing (Tax Column)
CategoryService Invoice Template
Release DateWednesday, June 4, 2014
Format (XLS or XLSX).xlsx
Excel Version Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016
Feature Gallery
Columns6
Lines12
Line Height (Points)15.00
Print Area$E$1:$AI$55
Printable with Papaer Size / OrientationA4 (210 mm x 297 mm) - Portrait
Default Margins (Points)
Left0.00
Right0.00
Top53.86
Bottom0.00

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