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How to Use

Assuming you have downloaded and installed Uniform Invoice Software:

  1. Download VAT Invoicing Sample with 2 Separate Rates. Double-click the downloaded file to extract all files.
  2. Open the template "vatinvoicetemplate2rates.xlsx" or "vatinvoicetemplate2rates-uis.xlsx" with Microsoft Excel.
  3. Click "Design Mode" on the "Invoice" Excel ribbon tab to put it into design mode.
  4. Enter your business information and replace the default logo image to make it your own. (How?)
  5. Click "Design Mode" again to exit design mode.
  6. Create invoice (tutorial movie)!

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Screenshots and Images

The printed version.

VAT Invoicing Sample with 2 Separate Rates

VAT Invoicing Sample with 2 Separate Rates (c5005)

This is how the template looks like when you open the freeware template in Microsoft Excel.

VAT Invoicing Sample with 2 Separate Rates - freeware edition

VAT Invoicing Sample with 2 Separate Rates - freeware edition

The following template was designed for Uniform Invoice Software version 3.

VAT Invoicing Sample with 2 Separate Rates - Uniform Invoice Software V3 edition

VAT Invoicing Sample with 2 Separate Rates - Uniform Invoice Software V3 edition

Download VAT Invoicing Sample with 2 Separate Rates (c5005)

License: Private Use (not for distribution or resale). See our Terms of Use.

You are safe to download the resources. We've added our digital signatures to the files.

DescriptionSizeDownload

Download this if you have already installed UIS, but are looking for additional customized templates.

308 KBDownload

Download this if you want this design to be set as the default template by the installer program.

2.78 MBDownload

Detail

VAT Invoice Template with 2 Separate Rates was originally published on office-kit.com as a sample on customizing the default template included in Uniform Invoice Software and a sample on using custom fields. It applies one of the defined VAT rates to each product / item depending on its tax category.

Unlike the previously released c5005 VAT invoicing sample, InvoicingTemplate.com revised this template and add the default LOGO image back to the invoicing template, at the top center of the spreadsheet. In case you don't need it, you can move it out of the printable area, or delete it completely. To do this, you'll have to first unprotect the spreadsheet, and then switch to design mode.

The protection of the "Invoice" worksheet in VAT Invoicing Sample with 2 Separate Rates prevents accidental modifications to layouts and formulas. If you have Uniform Invoice Software installed, it could even display a warning message when you close a template without protecting the worksheet. However for the purpose of this sample, we should firstly unprotect the worksheet in VAT Invoicing Sample with 2 Separate Rates.

In design mode, Microsoft Excel allows you to move, add, or delete controls or images inside VAT Invoicing Sample with 2 Separate Rates. Note that if you have our invoicing program installed, and you are running Excel 2007, Excel 2010 and Excel 2013, it already provides a Design Mode button on the ribbon tab, so that you don't have to switch to design mode manually. Our invoicing software is able to turn a simple spreadsheet into a powerful invoicing system, with the ability to manage customers, products, bills and payments, it also includes various tools that could help you configure the layout of your form, such as the number of taxes and tax names and rates. If you don't have our invoicing program installed, here are how you can switch to design mode manually.

  • In Excel 2003 click the Design Mode button on the Control Toolbox toolbar. Tip: If the Control Toolbox toolbar is invisible, click Excel menu View > Toolbars > Control Toolbox.
  • In Excel 2007, Excel 2010 and Excel 2013, click the Design Mode button in the Controls group of the Developer tab.

    TIP: If the Developer tab is not available in Excel 2007, do the following to display it: a) Click Microsoft Office Button, and then click Excel Options; b) In the Popular category, under Top options for working with Excel, select the Show Developer tab in the Ribbon check box, and then click OK.

    Or in Excel 2010 and Excel 2013 to display the Developer tab: a) Click File > Options > Customize Ribbon; b) In the area on the right, ensure that the box next to Developer is checked; c) When you click OK, the Developer tab will appear in the ribbon.

Once you have finished your design work for VAT Invoicing Sample with 2 Separate Rates, click the Design Mode button again to exit design mode.

To show gridlines and row/column headers in Excel 2000 - 2003:

  1. Click and activate the worksheet you want to display gridlines and row/column headers for.
  2. On the Tools menu, click Options, and then click the View tab.
  3. Under Window options, check the Gridlines and Row & Column Headers check boxes.

After your customization, go back to the Tools menu, Options, View tab. Under Window options, REMOVE the checks you previously placed by the two check boxes to hide gridlines and row/column headers. This will restore the appearance of your template.

To show/hide gridlines and row/column headers in Excel 2007, Excel 2010 and Excel 2013:

  1. Click and activate the worksheet you want to display gridlines and row/column headers for.
  2. Go to the View tab of the Ribbon.
  3. Click Show/Hide, and then check or uncheck the Gridlines and Headings options.

The gridlines and row/column headings could help a lot when design the layout of the form.

Once the worksheet is unprotected and switched to design mode, you can move the logo image by dragging and dropping. Or to delete it completely, click to select it and hit DEL key on your keyboard.

(Note that if you have installed the latest version of our invoicing software, Uniform Invoice Software, which is able to upgrade a simple template in Microsoft Excel spreadsheet format into a complete invoicing system, you don't have to replace the logo image manually - you can replace the default logo image by clicking the "Replace Logo Image" button on the ribbon tab in Excel 2007, Excel 2010 and Excel 2013). To replace the default LOGO image in VAT Invoicing Sample with 2 Separate Rates with your own image, follow the steps below:

  • Right click the Logo image, and then select Properties from the menu.
  • Click the Picture property, and then click the "..." button.
  • Browse to the folder containing your icon file. Select and open the icon file.
  • Close the Properties dialog box.
  • Drag the border of the image object to resize it, if needed.

If you don't need the LOGO image and want to delete it, simply hit the DEL key on your keyboard after you selected it with your mouse key. Deleting the LOGO image leaves an empty area to the left of the Company Information section. You may like to move the entire Company Information section to fill in the empty area. To do this: Drag your mouse to select the entire Company Information area, including Company Name, Street Address, City, ST Zip Code, etc.; Push your mouse key on the border of the selected area; drag it to the new location.

To use the template

  1. Set VAT tax rates.

    Open the template in Excel. Click the Settings button. On the Taxes tab specify the tax rates for the two VAT taxes. Click Apply.

  2. Create new customer accounts.

    New customers can be added by either clicking the Save As New Customer button on the Excel spreadsheet form, or by using the New Customer window that can be opened by clicking the Customers button on the Invoice worksheet.

    In either way, you can enter the VAT ID (VAT #) of the customer.

    When creating invoices, you pick up a customer by clicking the icon button, the VAT ID of the customer is retrieved along with other customer information. If a VAT ID is present, the invoice is VAT free.

  3. Create product/service items.

    To add new products, click the Products button on the Invoice worksheet, and then click Add Product. On the New Product window, you can find a TaxCategory field on the Custom Fields tab; with this field you can specify the tax category of the current product or service item. Please make sure the tax category you enter here matches the tax name you enter on the Settings window.

Custom fields

This sample uses several custom fields to implement the feature that are not found in the default template shipped with Uniform Invoice Software.

Uniform Invoice Software support custom fields or user-defined fields, which is a unique feature that allows you to add new fields to the backend database as well as to the spreadsheet form. VAT Invoicing Sample with 2 Separate Rates uses custom fields to implement the features that are not available in the default template shipped with the invoicing program. With the support for custom fields in the database, Uniform Invoice Software has the ability to manipulate the newly added fields in database, includes adding them to reports. With the support for custom fields in the Excel worksheet, our invoicing app has the ability to create the relationship between fields - for example, one field should be the sum of the other fields, or the value of one field should be calculated only when another field value equals a certain value.

The support for custom fields makes it possible for even an end user who does not know programming at all, could add new features to her/his invoicing creator such as VAT Invoicing Sample with 2 Separate Rates without writing one line of programming code. Feel free to Search and download more samples. Sometimes our customization samples are offered in two editions here on InvoicingTemplate.com, that are one freeware edition, and another edition that works only with our invoicing software installed.

When working with Uniform Invoice Software (UIS) version of VAT Invoicing Sample with 2 Separate Rates, how does UIS know to which cell when a field value write to when loading data from the database, and to which field a cell value must save when saving an invoice record, a customer or a product item? That is, how does UIS create the map or relationship between Excel cells on the template VAT Invoicing Sample with 2 Separate Rates and database fields? The answer is by using names. For example, if the field name in the Product table in a database is "ProductType", it is writing to a cell named "oknProductType_?" (where ? is the line number of the invoicing item) when you pick up a product or item on creating an invoice, and when saving an invoice, all cells with the name "oknProductType_?" are saved to the "ProductType" field in the "InvBdy" database table. By using cell names, UIS allows you to move a cell on the form without breaking the feature depending on the field / cell. You can place the "Product Type" column either inside the printable area, which is printed when you issue the Print command in Excel or click the Print command on the "Invoice" worksheet form; or place the Product Type column outside the printable area, which will be included when you print or extract an invoice or receipt.

This template added custom fields to Customer, Product, Invoice Header and Invoice Body database tables.

Adding a custom field to the Product table in the database makes it possible to save the field value to database along with the other data of a product. For example, adding the custom field "Product Type" to the Product database table allows you to save the type, such as "General" or "Labor", to the database when you save a product or item. If you use Uniform Invoice Software version template VAT Invoicing Sample with 2 Separate Rates and add the custom field to the spreadsheet, the value is retrieved whenever you pick up a product on creating an invoice.

Adding a custom field to the "InvBdy" database table makes it possible to save the data on the invoice spreadsheet to database when the "Save To DB" button is clicked. For example, adding the custom field "Product Type" to the "InvBdy" database table allows save the type value on the invoicing form, such as "General" or "Labor", to database when you save an invoice by clicking the "Save To DB" button. This feature is not supported in the freeware edition of VAT Invoicing Sample with 2 Separate Rates.

Note that custom fields is a powerful feature introduced by previous version of Uniform Invoice Software (UIS), i.e. Excel Invoice Manager. The support for custom fields in Excel Invoice Manager requires a database definition file ("FDINFO10.rst") to be present in the folder where the database file was installed. With UIS, using custom fields is much simpler than in Excel Invoice Manager, and the database definition file is no longer required.

If your items have two VAT rates, download this template for free and test it to see if it meets your business requirements, or use it as a starting point of creating your own invoicing form. Remember that Microsoft Excel already provides all the tools you need to customize the template.

Like other form designs here on InvoicingTemplate.com, VAT Billing Form with 2 Separate Rates 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.

Format and Specification

Template#c5005
NameVAT Invoicing Sample with 2 Separate Rates
CategorySales Invoice Template
Release DateSaturday, April 26, 2014
Format (XLS or XLSX).xlsx
Excel Version Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016
Feature Gallery
Columns5
Lines12
Line Height (Points)19.50
Print Area$F$2:$N$42
Printable with Papaer Size / OrientationA4 (210 mm x 297 mm) - Portrait
Default Margins (Points)
Left22.68
Right22.68
Top45.35
Bottom45.35

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