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Download this if you have already installed the Microsoft Store edition of Invoice Manager for Excel, and are looking for additional customized templates.
Download this if you want this design to be set as the default template by the installer program.
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The printed version.
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Job Billing Sample (Tax Column) is the third sample on customizing Job Billing Sample. With this sample we added a new column to the detail section, i.e. the tax amount column which shows how much tax charged on each item that is being invoiced.
The finished template, including both the freeware edition and the UIS edition, as well as the PDF Job Billing Sample Template, could be downloaded here for free. If you are interested in the design details regarding this template, read on.
In order to create such format, we split the existing "Part No." and "Description" columns, narrow these two columns to leave space for the new tax column, move the "List" (i.e. Unit Price) column so that we can place the new tax column to the right-side of the "List" column. However, before begin, we need to first unprotect the spreadsheet and display grid lines and row headings and column headings.
Once the spreadsheet is unprotected and switched to design mode, we can now start to adjust the columns.
The last major step on creating this template is to add formulas to calculate taxes. To do this, we add the following formula to each tax cell on the detail section:
=ROUND(oknLineTotal_? * oknTax1Rate * oknTaxable_?,2)
In the above formula, "_?" is the line number of each line on the detail section. "oknTaxable_?" is the value of the "Taxable" checkbox of each item that is being invoiced.
This serial of Job Invoicing Sample templates, including Job billing Sample, Job Billing Sample (2 Taxes), Job Invoicing Sample (Taxable Column) and Job Invoicing Sample (Tax Column), use custom fields to implement the feature required. The fields that are not included in the default sales invoicomg template that is included in the Uniform Invoicing Software installer program are called custom fields, which are user defined fields added to both the template and database.
If you don't need the added custom fields and prefer to a simpler job billing template, try Job Invoicing Template.
Format and Specification
|Name||Sample Format for Job Invoicing (Tax Column)|
|Category||Service Invoice Template|
|Release Date||Wednesday, June 4, 2014|
|Format (XLS or XLSX)||.xlsx|
|Line Height (Points)||15.00|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|
|System||Windows 7 and later, and Excel 2007 and later.|
August 27, 2018
- This template was updated to be compatible with UIS 6.