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How to Use

Assuming you have downloaded and installed Uniform Invoice Software:

  1. Download Plumbing Service Invoicing Sample (Sales Tax). Double-click the downloaded file to extract all files.
  2. Open the template "plumbingserviceinvoicetemplate.xlsx" or "plumbingserviceinvoicetemplate-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)!

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Screenshots and Images

The printed version.

Plumbing Service Invoicing Sample (Sales Tax)

Plumbing Service Invoicing Sample (Sales Tax) (c4022)

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

Plumbing Service Invoicing Sample (Sales Tax) - freeware edition

Plumbing Service Invoicing Sample (Sales Tax) - freeware edition

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

Plumbing Service Invoicing Sample (Sales Tax) - Uniform Invoice Software V3 edition

Plumbing Service Invoicing Sample (Sales Tax) - Uniform Invoice Software V3 edition

Download Plumbing Service Invoicing Sample (Sales Tax) (c4022)

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.

304 KBDownload

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

2.78 MBDownload

Detail

Plumbing Service Invoice Template (Sales Tax) is a 4-column variant and alternative of the 2-column plumbing bill format. The 4 columns that are printable on this service plumbing layout are Quantity, Description, Unit Price and Line Total.

We've also modified the taxing system in this Plumbing Bill Template (Sales Tax). The original plumbing billing format, c2008 Plumbing Contractor Invoice Template and c2009 Plumbing Contractor Bill Template (Landscape), are designed with VAT tax in mind. In this sample, InvoicingTemplate.com changed it to sales tax, and the Taxable column is also moved into the printable invoice form.

The tax options supported by this sample is similar to the default template shipped with Uniform Invoice Software.

Plumbing Service Invoice Template (Sales Tax), like the default template, has two tax items on the bottom of the worksheet, which are applied to all the items, and a column of Taxable checkboxes to the left of the form body, which are corresponding to each invoicing item. You can change the tax names and rates on the bottom of the form by typing in whatever meet your requirements. These are the supported features implemented in both the freeware version and the Uniform Invoice Software version.

If you use the Uniform Invoice Software version of Plumbing Service 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.

Unlike the default template, this Plumbing Service Billing Invoicing Template (Sales Tax) also has the Taxable column moved into the printable area. The taxable column is implemented as a column of checkbox, that each checkbox controls whether the corresponding item is taxable - if the box is checked, the current item is counted when calculating taxes; otherwise, it will be excluded.

The "Taxable" checkboxes are implemented as ActiveX controls. Most invoice or receipt templates available here on InvoicingTemplate.com put the "taxable" column outside the printable invoice form (if the taxable column is available). If you need to move the taxable column into the printable invoice form, first unprotect the Invoice worksheet, and then switch to design mode.

The protection of the "Invoice" worksheet in Plumbing Service 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 Plumbing Service Invoice Template (Sales Tax).

In design mode, Microsoft Excel allows you to move, add, or delete controls or images inside Plumbing Service 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.

  • 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 Plumbing Service Invoice Template (Sales Tax), click the Design Mode button again to exit design mode.

Once Plumbing Service 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...

Once your design work is done, make sure you protect $PageTitle and exit design mode.

With this invoice layout, we've also changed the currency symbol from UK pound sterling to US dollar.

To change the currency symbol of Plumbing Service Invoice Template (Sales Tax), first make sure you've unprotected Plumbing Service Invoice Template (Sales Tax) spreadsheet. Select the cells (fields) for which you want to modify the currency symbol, by dragging your mouse to select multiple cells on Plumbing Service Invoice Template (Sales Tax), you push CTRL key on keyboard and click each cell on Plumbing Service Invoice Template (Sales Tax) one by one, and then right-click one of the selected cell and choose Format Cells. From the Number tab, you can choose either "Currency" or "Accounting" from the Category list. Note that currency formats are used for general monetary values, you should use accounting formats to align decimal points in a column.

One thing to note is that InvoicingTemplate.com tested the templates, including Plumbing Service Invoice Template (Sales Tax), on Microsoft Windows (with Excel, not Word) only, and the testing on Mac was usually not performed. If you need to run Plumbing Service Invoice Template (Sales Tax) on Mac, test it with Mac version of Microsoft Excel before you apply it for production purpose.

Like other form designs here on InvoicingTemplate.com, Plumbing Service 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.

Format and Specification

Template#c4022
NamePlumbing Service Invoicing Sample (Sales Tax)
CategoryService Invoice Template
Release DateThursday, May 15, 2014
Format (XLS or XLSX).xlsx
Excel Version Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016
Columns4
Lines12
Line Height (Points)19.50
Print Area$F$2:$N$42
Printable with Papaer Size / OrientationA4 (210 mm x 297 mm) - Portrait
Default Margins (Points)
Left36.00
Right36.00
Top72.00
Bottom72.00

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