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With the previous FedEx style commercial invoice samples the insurance cost and currency symbol fields were missed. This template shows how to add it onto the printable commercial form.
Some of the commercial and proforma invoice templates here on InvoicingTemplate.com already contain the insurance cost field, for example in Commercial Invoice Template (UPS Style) the insurance cost field was located near the bottom of the form, above the "Other" field; Simple Proforma Invoice Template has this field too. For the list of all the commercial and proforma templates here on InvoicingTemplate.com, visit Pro forma and Commercial Invoice Template. On the DHL style template, you'll find these fields too.
These fields - insurance and currency code, provides important information regarding the international shipping / freight and international trading. If you have looked at Commercial Template Sample - Complete Incoterms Rules, you may notice that many Incoterms rules specify how the insurance cost will be handled.
However in this serial of FedEx style Excel-format blank commercial templates they are missed. So how we add them?
Unlike those invoicing templates in HTML, Adobe PDF or Microsoft Word format, it is relatively easy to add new fields to an existing invoicing form. This is true to OpenOffice spreadsheet templates too. This reason is simple - with a spreadsheet format template, the space on the blank forms was divided into cells and fields naturally. To add a new field, simply look for a blank (not used) cell and type in the related information. Of course, if you want to include the new field on the printed versions / exported PDF versions, make sure the location of the new fields is within the range defined by Print_Area name - this name defines the printable form. Cell and contents outside this area will not be printed or included in the generated PDF documents.
In this sample, we placed the insurance and currency cells F15:K15. This was done by unmerge the original "Country of ultimate destination" cell to make space for the new cells. We also rearranged the "Country of Export", "Country of manufacture" cells. By moving the fields and labels, we aligned all the content in the F13:K17 section to make the form look professional and beautiful. Be sure to unlock the cells so that even if the sheet is protected, the cells are still fillable.
Your business grows fast. So you need a more powerful tool to handle your commercial invoices! By installing Invoice Manager for Excel, our Excel-based billing and invoicing software app, a simple Excel invoice template could be a complete invoicing system. So how about the new fields added to a template, such as in this example, the insurance cost and currency code fields? No problem! Invoice Manager for Excel (and even Excel Invoice Manager) support custom fields, which are user-defined fields added to both the template and database file.
In this example, we named the cells for the newly added fields "oknInsurance" and "oknCurrencyCode" respectively. In the underlying database tables, the corresponding fields are named "Insurance" and "CurrencyCode". As you can see from this sample, the mapping between database fields and Excel cells are archived by using names. To map a cell to a database field, simply name the field "okn + fieldname".
This, combines the power of Excel formulas, makes Invoice Manager for Excel flexible enough to handle many different invoicing forms and designs. In this sample, we've modified the formula of the Total Value cell from " =SUM(oknLineTotal_1:oknLineTotal_12)" to "=SUM(oknLineTotal_1:oknLineTotal_12)+oknInsurance". So in this free commercial invoice template, the total value includes insurance cost.
Format and Specification
|Name||Commercial Template Sample - Adding Insurance Cost Field|
|Category||Proforma Invoice Template|
|Release Date||Tuesday, December 1, 2015|
|Format (XLS or XLSX)||.xlsx|
|Line Height (Points)||15.75|
|Papaer Size / Orientation||Landscape|
|Default Margins (Points)|
|System||Windows 7 and later, and Excel 2007 and later.|
April 12, 2020
- Applied a new color scheme.