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How to Use

Assuming you have downloaded and installed Uniform Invoice Software:

  1. Download Service Bill with Discount Percentage . Double-click the downloaded file to extract all files.
  2. Open the template "serviceinvoicediscountpercentage.xlsx" or "serviceinvoicediscountpercentage-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.

Service Bill with Discount Percentage

Service Bill with Discount Percentage (c4005)

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

Service Bill with Discount Percentage - freeware edition

Service Bill with Discount Percentage - freeware edition

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

Service Bill with Discount Percentage - Uniform Invoice Software V3 edition

Service Bill with Discount Percentage - Uniform Invoice Software V3 edition

Download Service Bill with Discount Percentage (c4005)

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.

284 KBDownload

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

2.77 MBDownload

Detail

Service Bill with Discount Percentage is a sample invoicing template that demonstrates how to use custom fields to add new features to the default Excel invoice template shipped with Uniform Invoice Software. There are 3 custom fields added to this template - Company Name, Fax# and Discount Percentage.

Note: Feel free refer to c4105 Service Invoice with Horizontal Logo, which has a similar layout, a horizontal logo image, and detailed customization steps.

The Company Name and Fax# are custom fields that are added to both the Customer and "InvHdr" database tables. Discount Percentage is a custom field that is added to only the "InvHdr" database table.

It's natural that different businesses need to detail their customer / client information on the different levels. For example, a retail shop may have to hide their customer information at all, including customer# and customer name etc.; on the other hand, a wholesale limited company or firm may need to add more details than what the default fields defined by Uniform Invoice Software.

Adding a custom field to the Customer table in the database makes it possible to save the field value to database along with the other data of a customer / client. For example, adding the custom field Company Name to the Customer database table allows you to save the company name of a customer to the database when you save a customer. If you use Uniform Invoice Software version template Service Bill with Discount Percentage and add the custom field to the invoice form, the value is retrieved and filled into Service Bill with Discount Percentage whenever you pick up a customer.

To add a custom field, let's say Customer VAT Registration No, to the Customer database table, here are the steps to follow.

  • Click the "Customers" button on the "Invoices" ribbon tab for Excel 2007, Excel 2010 and Excel 2013, or click the "Customers" button on the Invoice worksheet if you are running Excel 2003.
  • Click the "Custom Fields" button on the toolbar to open the Custom Field Manager dialog box.
  • Make sure the "Database Table" list shows "Customers", and then click "Add Field". The "Add New Custom Field" dialog box appears.
  • Enter VATRegNumber in the "Field Name" box, select "Text" as the "Type", Enter "50" into the "Size" box. Click OK to create the custom field.
  • Click "Close" to close the "Custom Field Manager" dialog box.
  • Now you have successfully create a custom field named VATRegNumber. To map this field to the Excel layout, use cell names. In this sample, the field VATRegNumber map to cell named oknVATRegNumber. That is, add the prefix "okn" to the field name.

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 Service Bill with Discount Percentage and add the custom field, the value is saved from or retrieved to Service Bill with Discount Percentage whenever you save or reload an invoice record.

By adding the Company Name custom field to both the Customer and "InvHdr" database tables, Service Bill with Discount Percentage makes the newly added field work like the other standard fields, such as the customer billing address.

The Discount Percentage field of Service Bill with Discount Percentage is added to the "InvHdr" database tables only. This means that, unlike the Company Name field which is added to the Customer database table too, a discount value will not be filled in automatically when you pick up a customer on creating an invoice. If you want to be able to define a default discount percentage value for each customer and have the discount percentage reloaded each time you pick up a customer, you can easily implement this feature by adding the discount percentage field to the Customer database table.

When working with Uniform Invoice Software (UIS) version of Service Bill with Discount Percentage, 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 Service Bill with Discount Percentage 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.

Note that after adding a custom field to the proper place on the invoicing form, you should unlock the cell to make it editable when the billing template is protected.

The "Lock" property is a very useful feature in Excel. When you protect a worksheet such as Service Bill with Discount Percentage, all cells are locked by default, which means that they cannot be edited. To enable cells to be edited while leaving only some cells locked, you can unlock the cells and then lock only specific cells and ranges before you protect the "Invoice" worksheet of Service Bill with Discount Percentage. To lock a cell or a range of cells, first drag your mouse to select the cell or cells, and then right-click one of the selected cell on the form, choose Format Cells. On the Number tab, check the "Locked" box. To unlock a cell or a range of cells, simply clear the "Locked" box.

Tip: If you create a formula for a field or a cell be sure to lock it otherwise a warning mark appears on the cell. On the other hand, if you remove a formula from a locked cell in Service Bill with Discount Percentage, unlock the cell to make sure it is editable when Service Bill with Discount Percentage is protected.

Service Bill with Discount Percentage defines no taxes on the billing form, but the tax cells and fields found in the default sales invoice template shipped with UIS are still there.

If you use the Uniform Invoice Software version of Service Bill with Discount Percentage, 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.

While the free version of Service Bill with Discount Percentage 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 Service Bill with Discount Percentage work for you.

For a variant of this Excel spreadsheet template where the discount field is defined as an amount value, see Service Bill with Discount Amount.

Like other form designs here on InvoicingTemplate.com, Service Billing Form with Discount Percentage 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#c4005
NameService Bill with Discount Percentage
CategoryService Invoice Template
Release DateSaturday, May 17, 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$G$1:$P$44
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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