The printed version.
Simple Sample - Discount Amount Field (c4051)
c4051 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 Field - 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, but are looking for additional customized templates.
If your business applies discounts frequently, it is better to list the discount on the bottom on the invoicing form. This customized simple invoice template demonstrates the steps required to add a Discount (Amount) field.
The result of this customization is a simple invoice template that have a discount amount field on the bottom of the invoice form, which could be downloaded for free here on InvoicingTemplate.com.
If you use discounts rarely, a discount could be added as an item on the invoice detail section. To do this in Invoice Manager for Excel (namely Uniform Invoice Software), you first define the discount as a product (i.e. invoicing item). On creating an invoice if a discount must be given, you enter the item# into the proper cell to show the discount description, of pick the item by using the on-sheet picker. One of the advantages of using discount as a product / service item is that it could be shown on the "Product" report. The disadvantage is that it does not shown on other reports - such as Sales Report, Customer Report,
However if you use discount frequently, or you would like to have discount figures show on the sales report and customer report etc., it could be added to the invoice form as a custom field on a fixed location, usually the bottom of the invoice form under the "Subtotal" field. It is common for attorney / legal, medical, catering, restaurant, law firms (whether small or big), health insurance billing or statement / timesheet, graphic design, freelance, plumbing, marketing, business plans, accounting, house rent (yearly or monthly), or even home businesses for monthly bill. The most obvious advantage of this method is that you don't have to pick the discount as an invoicing item each time you need it. And by adding the discount as a custom field to the "Invoice Header" database table, it is possible to add the discount to Sales Report and Customer Report too.
Discount could be implemented as an amount field, or as a percentage field. In this sample, we'll define it as an amount value on the bottom of the template.
There are two part of work involved to add the discount amount field - customizing the invoice template, and customizing the database.
Before begin, first make sure you have backed up both the Excel template file and the Access database file (Or the SQL Server database - in case you are running Invoice Manager for Excel (namely Uniform Invoice Software) enterprise edition and using SQL Server database). To do this, simple close Excel (and all the other apps and programs that could use the billing template and database), copy the files to make a backup.
Compared to online web-based billing solutions (even those open source solutions), one of the advantages of a template (including those based on Google Docs) is easy-customizing. Here are the steps on customizing the simple invoice template. This sample is based on c4049 Simple Invoice Template - Moving Item# Column.
The steps required to customize the database are detailed below.
That it! Now you have a simple invoice template that have a Discount Amount field on the bottom of the invoicing form. Feel free to download and test it to see if it meets your business requirements.
Like other form designs here on InvoicingTemplate.com, Simple Invoicing Template - Adding Discount Amount Field 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 Field|
|Category||Sales Invoice Template|
|Release Date||Tuesday, January 26, 2016|
|Format (XLS or XLSX)||.xlsx|
|Excel Version||Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016|
|Line Height (Points)||18.00|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|