The printed version.
Simple Sample - Discount Amount on Sales Report (c4055)
c4055 now includes the customized invoice template for the latest version of Invoice Manager for Excel. This is what you will see when you open
Simple Sample - Discount Amount on Sales Report - IMFE edition
You are safe to download the resources. We've added our digital signatures to the files.
Download this if you want this design to be set as the default template by the installer program.
Without database file. How to download and use
Download this if you have already installed IMFE, and are looking for additional customized templates; or if you want a template for Invoice Manager (Lite).
Most samples and tutorials here talks about how to customize the invoicing form. This simple invoice template is a bit different - it details how to add a custom field to Sales Report.
The template created in c4051 Simple Invoice Template - Discount Amount Field adds a discount amount field to the bottom of the invoice format and creates formulas to apply the discount. However this discount is not clearly shown on reports.
The default invoice template shipped with Invoice Manager for Excel, as well as all the simple invoice templates created in this serial of tutorials, have the following reports that are based on the "Invoice Header" database table - Sales Report, Customer Report, Sales Rep. Report. All custom fields defined in the "Invoice Header" database table could be added to these reports.
In this sample of simple invoice template customization, we'll look at how to add the Discount Amount field created in c4051 Simple Invoice Template - Discount Amount Field to the Sales Report.
The steps of adding the discount amount field to Sales Report are as follows.
When adding a custom field to the Invoice worksheet, we leant that the mapping between an Excel cell on the Invoicing form and the backend database field is established by names. For example, the database field "DiscountAmount" in the "Invoice Header" database table is mapped to the cell name "oknDiscountAmount" on the "Invoice" worksheet.
Likewise, a report column is mapped to a database field using names. In this sample, we name the report heading cell "oknRsDiscountAmount", which maps the report column to the database field "DiscountAmount".
"oknRs" is the name prefix of the "Sales Report". Each report has its own name prefix, as detailed below.
Invoice Manager for Excel provides flexible reporting features that allows you to add new user-defined fields (i.e. custom fields). The simple invoice template created in this tutorial provides a detailed sample on how to do this. Visit Product Names and Shipping Address on Aging Report for information on how to show invoiced items on the "Aging" report sheet.
Like other form designs here on InvoicingTemplate.com, Simple Invoicing Template - Discount Amount on Sales Report 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, 2016 or 2019.
|Name||Simple Sample - Discount Amount on Sales Report|
|Category||Sales Invoice Template|
|Release Date||Sunday, January 31, 2016|
|Format (XLS or XLSX)||.xlsx|
|Excel Version||Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016 / Excel 2019|
|Line Height (Points)||18.00|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|
November 13, 2018