Recipient Created Tax Invoice Template

At InvoicingTemplate.com we've already published a serial of Excel invoice templates according to Australian Taxation Office requirements, including ABN Tax Invoice Template, Australian GST Invoice Template and Australian GST Invoice Template (2). Unlike the samples provided by Australian Taxation Office, our invoice templates are provided in both Excel and PDF formats. And of course, the Excel versions works with Invoice Manager for Excel (namely Uniform Invoice Software), which is our Excel-based invoicing software app that combines the power of Microsoft Excel with the back end databases in either Access or SQL Server format, providing features that could hardly be found or implemented with pure Excel templates. Invoice Manager for Excel (namely Uniform Invoice Software) was originally named Excel Invoice Manager, and the first version was released on August 1, 2005. Our continuous improvements based on the requirements from our users make Invoice Manager for Excel (namely Uniform Invoice Software) an easy to use, powerful and unique invoicing tool.

If you have Invoice Manager for Excel (namely Uniform Invoice Software) installed, setting tax types is as easy as clicking several buttons. For example, if you find a template here on InvoicingTemplate.com interesting but don't need tax fields, you can set it to non-tax by firstly clicking the Settings button on the Invoice worksheet, and then go to the Taxes tab of the Settings dialog box. The Taxes tab offers 3 options, non-tax, one-tax and two-tax. Tax names and rates can also be set on the "Taxes" page of the Settings window.

If all your items are taxable or not taxable, you may not want to include the "Taxable" controls on the form. Don't worry. You can easily move ActiveX controls or Excel / Office form controls by following the steps below.

Some businesses, like a Truck tire business, have to collect FET tax on each item. This blank FET tax invoice template includes a "FET" column, an "EXT" column (this is the usual "Line total" column) and "FET EXT" column.

• Words "Tax Invoice" (shown prominently)
• Date of the taxable supply
• Serialized number of the tax invoice
• Name, address and GCT registration number of the Registered Taxpayer issuing the invoice
• Name and address of the Registered Taxpayer to whom the taxable supply is made
• Quantity and description of the taxable supply
• Amount of the consideration payable on the taxable amount
• Rate of tax and the amount of tax payable
• Total amount of the consideration and the GCT.

In certain trades (UK Construction, for example) it is customary for a list price to be given (on some, but not all products) and then a percentage discount to be applied. I.e. Quantity 1, List price of £81.57, discount of 65%, giving a line total of £28.55.

You should unprotect the "Invoice" worksheet only when you are designing the layout and format of the template. Invoice Manager for Excel (namely Uniform Invoice Software) itself provides a "Design Mode" button on its own ribbon tab. If you push this button, it in fact do 3 things - firstly, unprotect the sheet; secondly, push down the design mode button on Excel's own Developer ribbon tab, and thirdly, switch on gridlines and row/column headings. Click the design mode button again to reverse all these 3 operations.

Firstly, we added the custom field "Product Type" to the Product database table. With this field you'll define the tax type of the product or item, which could be have a value of "beverage" or "non-beverage", or something like "General" or "Labor" - depending on your business requirements. Secondly, we added the custom field "Product Type" to the "InvBdy" database table, with exactly the same name and type as what defined in the Product database table; and add the custom field "Applied Tax Rate" to the "InvBdy" data table, which saves the actual rate applied to the current invoicing item.

This seventh sample in the multiple-price or multiple-discount serial has no shipping fields in the printable section, and the prices are set in amount (instead of percentage).

1. First, open the original ".xls" formatted proforma invoice template in Excel 2010 (Excel 2007 and all the later versions support ".xlsx" spreadsheet format).
2. Click Excel menu File / Save As. If you have Invoice Manager for Excel (namely Uniform Invoice Software) installed, a warning message appears that says "If you save this workbook with a different file name, you must re-open it to ensure Invoice Manager for Excel (namely Uniform Invoice Software) functions properly. Are you sure you want to continue? " Choose Yes.
3. On the "Save As" dialog box, choose "Excel Workbook" from the "Save as type" drop-down list. Name the new template "proforma 1st sample", or something else you like.
4. If you have Invoice Manager for Excel (namely Uniform Invoice Software) installed, you may find that after executing Excel "Save As" command, all the buttons on the new template stop working. This is not a bug, bug by design - as stated above, you need to close and then reopen the template if you want to make the buttons work. But for the purpose of this sample, we'll skip this step.
5. Now unprotect the Invoice worksheet. To do this in Excel 2010, go to the "Review" ribbon tab and click the Unprotect Sheet command.

   How to I unprotect Invoice worksheet?

6. The background color we used for the labels "SHIP TO", "BILL TO", "SHIPPING DETAILS" and the heading line of the invoice body, as well as the fore color of the big title "PRO FORMA INVOICE", is a custom color defined in Excel palette. You can find this color on many of the templates designed by us here on InvoicingTemplate.com - In fact, we use this color since 2005 - when we released Excel Invoice Manager for the first time. To make sure all of our templates have a similar style, this color has never been changed.

   However, to make your own invoice template, you may like to change it. Here is how you can do it (Again, we are using Excel 2010 in this tutorial.)

   How do I easily change colors of an invoice design?

7. Once returned to the Invoice worksheet, you can find the new color applied to the invoice form. See the figures below to find an example.

The printable form, Music Store Invoice Template (Retail), is exactly same as the default sales invoice template. So to implement this Music Store Invoice Template (Retail) based on the sales invoice template, all you need to do is to add the 4 custom fields to the Invoice Body (InvBdy) and Product database tables, and then add the 4 columns with each column mapped to a field in the database tables.

This sample uses several custom fields to implement the feature that are not found in the default template shipped with Invoice Manager for Excel (namely Uniform Invoice Software).

In detail, the custom fields added to the Invoice Header database table are "voucher", "YourRef", "OurRef", "InvCurrency", "TotalOfficial" and "TotalProfessional". In addition to that, there are also a custom field, "Official", added to both the Product table and Invoice Body database table, which appears as a column on the debit note form, as you can see from the screenshots below.

The template has two columns, a description column and an amount column. The amount column is manually editable, as it is not calculated from something like Quantity and Price, or Hourly and Rate. This makes the template suitable for general service businesses. With the "Description" column you can enter the service performed, such as the hosting plan a client purchased from you.

If you browse our Excel invoicing and billing template galleries here on InvoicingTemplate.com, you may noticed most templates has the summary section put below the detail section - this is a usual design. With this template design, we moved the shipping address section out of the printable area, and blank area left is filled with the summary information.

A receipt is a document that verifies payment was received in exchange for goods or services. A receipt should contain all details about mode of payment, item details, payer details and receiver details. It also has the details of date, day and total amount.

This sample of customizing invoice templates is named with the keyword "cosmetic". A new column "Color" was added to meet the requirements of the cosmetic business.