The printed version.
Simple Sample - Adding Discount Column (c4061)
c4061 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 - Adding Discount Column - 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.
To give customers detailed discount information for each sales / service item on their bills and invoices, you need a "Discount" column on the invoice layout. This template demonstrates how to add the column to an existing invoice format.
By adding the "Discount" column, we meant not only re-design the Excel spreadsheet form so that it has an additional column, by also make the newly added column work with Invoice Manager for Excel (namely Uniform Invoice Software) -- i.e. when you click the "Save Invoice" button, the content on the "Discount" column should also be saved along with each invoicing item; if "Clear & New" command is clicked, the "Discount" column should get cleared too. This is implemented by using custom fields (user-defined fields) in Invoice Manager for Excel (namely Uniform Invoice Software).
We've already released several templates here on InvoicingTemplate.com that are focused on discounting. For example, this tutorial is based on the result template built in Simple Invoice Template - Discount Amount Field that demonstrates how to add a discount amount field to the bottom of the billing form. And, there are also bill / receipt designs that offer discount column, such as Sales Invoice Template with Discount Amount Column and Sales Invoice Template with Discount Percentage Column. There are also samples on uniformsoft.com, at Template with Discount Amount Column, and on office-kit.com, at Invoice Template with Discount Column (Updated September 2017: All templates hosted on office-kit.com will be moved to InvoicingTemplate.com). All these templates works with Invoice Manager for Excel (namely Uniform Invoice Software) well.
This tutorial differs from others in that it focus on the steps that we followed to add the "Discount" column. The basic template that we used as the origin and starting point of this tutorial already has a "Discount" field added, which is a manually fillable custom field. After adding the "Discount" column, we'll also use Excel formula for automated calculation of discount amount.
Let's see how to add the new column, step by step.
As you can see, the whole invoice form now has a new color theme now. Like the themes feature in Microsoft Word, this is the quick and best (easy) way to change the look & feel of the form.
Click to select the "Discount (Amount)" cell, $K$35. Enter a formula for this cell, "=sum (J22:J33)". Right-click the same cell $K$35 again, and choose "Format Cells" from the dialog box. Go to the "Protection" tab, checked the "Locked" property. This makes sure that the cell is not manually fillable once the sheet is protected.
The map between an Excel cell and a database field is established by using names. For the invoice body section, all "oknItemDiscount_*" fields are mapped to the "ItemDiscount" field defined in the "Invoice Body" database table. That is, a cell should be named with "okn + Database Field Name", where we call "okn" is a prefix of the cell name.
Giving discounts to customers / clients is a common practices in many businesses, for example It is common for attorney / legal, medical, catering, restaurant, law firms (whether small or big), health insurance billing or statement / timesheet, car / vehicle sales, graphic designs, freelance, plumbing, marketing, business plans, accounting, house rent (yearly or monthly), or even home businesses for monthly bill.
This sample does not change the tax settings implemented with the base template. It still has GST and PST taxes set on the bottom of the form. So this is a GST-compliant tax invoice template. If you need to change the tax settings, click the "Settings" button on the "Invoice" ribbon tab, and then go to the "Taxes" tab where you can find the overview of all tax settings.
Like other form designs here on InvoicingTemplate.com, Simple Invoicing Sample - Discount Column 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 - Adding Discount Column|
|Category||Sales Invoice Template|
|Release Date||Sunday, February 7, 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)|