Assuming you have downloaded and installed Uniform Invoice Software:
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The printed version.
Simple Sample - Discount Percentage Field (c4054)
c4054 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-percentage-uis.xlsx.
Simple Sample - Discount Percentage Field - 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.
Giving discount on a percentage basis is a common practice in many businesses. This simple invoice template demonstrates how to add the fields / feature.
With c4051 Simple Invoice Template - Discount Amount Field, we learnt how to add a discount amount field, where the discount amount is subtracted directly from "Subtotal" by using Excel formulas. This new simple invoice template will be based on c4051 Simple Invoice Template - Discount Amount Field, and by adding a discount percentage field, you enter the discount percentage instead of discount amount, and then calculate the discount amount based on discount percentage by using Excel formula. This sample, just like other invoicing templates and forms available here on InvoicingTemplate.com, demonstrates how flexibility it could be by using Excel and Uniform Invoice Software as your invoicing tool.
The implementation of c4051 Simple Invoice Template - Discount Amount Field adds the discount amount field on the bottom of the form at J35 and K35. In this new sample, we'll add percentage fields on the same row but before the discount amount fields, at G35 and H35.
Now let's look at the steps required to add the new Discount Percentage field.
Unlike the other pure Excel-based invoicing solutions, Uniform Invoice Software stores data (customers, products, invoices and payments) in a backend database. So you need to back up the database before modifying its structure or definitions (like in this sample, we'll add the discount percentage field).
A locked cell is not manually editable / fillable when the worksheet is protected. So we have to clear the "Locked" property because on creating invoices we need to be able to fill in the percentage value.
Now go to the "Number" tab of the "Format Cells" dialog box. From the "Category" list choose "Percentage". Adjust the "Decimal Place" if you like. In this sample, we just keep the default value "2".
Click OK to close the "Format Cells" dialog box.
We've already added proper formulas for both tax cells that consider the discount on tax calculations. So in this sample we won't customize the tax formulas again.
Note that the field name ("DiscountPercentage") must match the cell name defined on the "Invoice" spreadsheet. Uniform Invoice Software determines which database field to store each cell value by using names. It is the names (Excel cell name and database field name) creates the relationship between an Excel cell and database field.
Also note since we allow 2 digits after the decimal place on the "oknDiscountPercentage" field, the "Scale" of this custom field must be 4 or greater in order to store the value completely.
Is your business giving discounts by percentage? The sample invoice template created with this tutorial might be helpful. With this tutorial, we also learnt how to using custom fields (also called user-defined fields) with Uniform Invoice Software.
Like other form designs here on InvoicingTemplate.com, Simple Invoicing Template - Adding Discount Percentage 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 Percentage Field|
|Category||Sales Invoice Template|
|Release Date||Saturday, January 30, 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.