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.
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.
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.)
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.
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.