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The printed version.
Open the template in Excel.
Recommended and used practically in real business, this template for grower's wholesale nursery business has proper fields set up and ready for you to use. The Excel form includes both the "Bill To" and "Ship To" sections, and also a "Category" field added as a custom column.
While the "Products" database table already has a "Category" field, that field is designed mainly for organizing invoiced products only. As suggested by our customer from Coachella / California, it is helpful to show the category such as "15GAL", along with the item description, such as "Ficus nitida".
To archive this goal we first add the category column to the left-most printable section -- i.e. Excel spreadsheet column "F". The cells on this column are named according to the rules of custom fields. That is, they are named as "oknCategory_1", "oknCategory_2" ... "oknCategory_12", where "okn" is the name prefix that should be added to all names, and "Category" it the field name in the underlying Microsoft Access or SQL Server database.
With the default database configuration, the "Category" field is not added to the "InvBdy" database table. Invoice Manager for Excel integrates an easy tool Custom Field Manager to do this. To open it, first click one of the "Customers", "Products", "Invoices" button on the ribbon tab, and then click "Custom Fields" to open the manager.
This template has one tax set on the bottom of the format. The tax name is "CA Tax" (i.e. California Tax) and rate is 7.75%. See Sales taxes in the United States for more information on sales tax rates. For an invoice sample with tax rate list, visit Simple Tax Invoice Sample with Tax Rate List.
Format and Specification
|Name||Growers Wholesale Nursery Invoice|
|Category||Sales Invoice Template|
|Release Date||Friday, June 16, 2017|
|Format (XLS or XLSX)||.xlsx|
|Line Height (Points)||19.50|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|
|Price||Free (0.00 USD)|
|System||Windows 7 and later, and Excel 2007 and later.|