The template works with both the Microsoft Store edition and the desktop edition of the app. Make sure you have installed one of them.
How to use:
Some businesses, like a truck tire business, have to collect FET tax. This template includes a "FET" column, an "EXT" column (this is the usual "Line total" column), and a "FET EXT" column.
FET, i.e., Federal Excise Tax, is a tax paid when purchases are made on a specific good, such as gasoline. Excise taxes are often included in the price of the product. But it is also common to list the FET tax amount separately, which is what this template does.
The "QUANTITY", "EXT", and "FET EXT" columns have their own separate total values, located at the bottom of each column. These are all custom fields defined in the "Invoice Header" database table. The total of "EXT" and "FET EXT" shows the total of the invoice with and without FET.
There is an additional block at the bottom of the form, next to the grand total field. It includes five fields, i.e., "PRICE BASIS", "ETA VESSEL", "EST. DELIVERY", "CONTAINER #" and "SEAL#". Most of them are custom fields too, except the "EST. DELIVERY" field, which is the "ShipDate" field in the standard database definition.
The bottom of the form contains the following fine print:
NOTE: A FINANCE CHARGE OF 1.5% PER MONTH IS APPLICABLE TO ALL ACCOUNTS UNPAID AFTER THE DUE DATE. NO STATEMENT WILL FOLLOW.
You should modify this statement if it does not fit your business. See Grout Pump Service Work Order and Invoice (c5149) for another example of customized tax rules.
Format and Specification
|Format (XLS or XLSX)||.xlsx|
|Line Height (Points)||13.50|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|