Assuming you have downloaded and installed Uniform Invoice Software:
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The printed version.
Simple Sample - Discount Amount on Sales Report (c4055)
c4055 now includes the customized invoice template for the latest version of Uniform Invoice Software. This is what you will see when you open simple-invoice-template-discount-amount-sales-report-uis.xlsx.
Simple Sample - Discount Amount on Sales Report - UIS edition
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Download this if you have already installed UIS, but are looking for additional customized templates.
Download this if you want this design to be set as the default template by the installer program.
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 Uniform Invoice Software, 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.
Uniform Invoice Software 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.
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 or 2016.
|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|
|Line Height (Points)||18.00|
|Printable with Papaer Size / Orientation||A4 (210 mm x 297 mm) - Portrait|
|Default Margins (Points)|
In most business situations the quantity numbers on an invoice are not addable - for example, if you are invoicing for both goods sold and service rendered. But there are cases where you want to add up quantities on an invoice and show the sum on the sales report.
The default product report contains fields defined in the "Invoice Body" database table. This simple invoice template sample demonstrates how to add fields in the "Customer" or "Invoice Header" database tables to the "Product" report by using custom fields.