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The printed version.
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Built specially for Invoice Manager for Excel users, it supports 5 levels of prices or discounts - that is, you can define 5 prices for each invoicing item, and then assign level number from 1 to 5 for each customer.
It's common business practice to give certain customers, such as returning customers or VIP customers, a discount. You may even expect the ability from an invoicing system that makes it possible to give different levels of discount depending on the types of a customer. for example, in the cosmetic business it is common to define several levels of discounts. The default invoice template shipped with Invoice Manager for Excel does not support this. However just like many other features that are not directly supported by the default invoice template - because every business is different, thus it is not possible to create one invoice template to make it suitable for every business type - customizing the template to create such a feature is possible and easy with Invoice Manager for Excel. This is not a magic. The secret behind this is that Invoice Manager for Excel combines the powerful of a backend database and a front end Excel spreadsheet, leveraging the power of the two mature platforms.
With this customization applied, the "invoice form with 5 price levels (sales)" invoice template here on InvoicingTemplate.com allows you to define 5 prices for each product. When creating an invoice, Invoice Manager for Excel shows both base and discounted price per item on invoice form whenever you choose a product. For each customer, you can assign it a discount level, ranging from 1 to 5. When you pick up a customer, Invoice Manager for Excel will apply the correct price based on the discount level of the customer.
The discount level number of a customer and the discounted prices of the selected invoicing items, although appear on the invoice form when you create an invoice, they will not be included in the printed hard copy of an invoice or the extracted invoice that you sent to your customer. This happens because all these fields are placed outside the printable area, which is the area that will get printed when you issue the "Print" command in Excel. You can find more examples at blank invoice templates and printable invoice templates.
This invoice template has shipping fields included so it is more suitable for creating sales invoices. If you are looking for a service version, see Form with Five Price Levels (Service, Amount).
The prices in this template are defined as amount value. For the editions that support discount percentage, see Form with Five Price Percentage Levels (Sales) and Form with Five Price Percentage Levels (Service).
As we are working on these invoice templates that support multiple-level of prices to be published on InvoicingTemplate.com, an accountant working for a cosmetic company states that while it is true that a cosmetic company needs several levels of prices, an additional column "Color" on the invoice body is also highly recommended. To fulfill this requirement, and to provide more samples for InvoicingTemplate.com users and Invoice Manager for Excel users, we created the cosmetic-version of these invoice templates that support 5 price levels, including: Form with Five Price Levels (Sales, Amount, Custom Column), the cosmetic-version of 5 prices invoice template that includes shipping fields and prices and discounts are in amount; Form with Five Price Levels (Service, Amount, Custom Column), the cosmetic-version of 5 prices invoice template that has no shipping fields and prices and discounts are in amount; Form with Five Price Percentage Levels (Sales, Custom Column), the cosmetic-version of 5 prices invoice template that includes shipping fields and prices and discounts are in percentage; Form with Five Price Percentage Levels (Service, Custom Column), the cosmetic-version of 5 prices invoice template that has no shipping fields and prices and discounts are in percentage.
Format and Specification
|Name||Five Price Levels (Sales, Amount)|
|Category||Sales Invoice Template|
|Release Date||Monday, November 11, 2013|
|Format (XLS or XLSX)||.xlsx|
|Line Height (Points)||13.50|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|
|Price||Free (0.00 USD)|
|System||Windows 7 and later, and Excel 2007 and later.|
January 2, 2017
- Changed Excel workbook file format from ".xls" to ".xlsx".
- Used Excel themed colors.
January 2, 2018
- Moved the logo image placeholder from top of the sheet to the bottom of the sheet.
- Applied Excel's new theme colors.
- Linked to online document from the sheet.
December 8, 2018