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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.
Screenshots and Images
The printed version.
Open the template in Excel.
This template shows the Thai baht symbol ("฿") currency symbol on the subtotal, VAT tax, total, payments and balance due cells. It includes several custom fields specific to the collection service business.
If you need to change the currency symbol, follow the steps below.
- Open the template as usual.
- Switch to design mode by pushing down the "Design Mode" button on the "Invoice" worksheet.
- Push down the "CTRL" key on keyboard. Click each cell for which you want to change the currency, such as "Subtotal", "Total" and "Paid" etc.
- Right-click one of the selected cell. Choose "Format Cells" from the shortcut menu.
- On the "Number" tab, choose "Accounting" from the "Category" list.
- Choose your currency symbol from the "Symbol" list.
- Click "OK" to apply the changes.
- Save the template.
There are a number of custom fields added for this template. These fields are not found in the standard invoice template shipped with Invoice Manager for Excel.
For example, under "Invoice#" there is a "PNR#". Next to the "Bill To" section, there are fields "Passenger", "Pax" and "CPax". "Pax Total" and "Travel Date" are added to the horizontal bar upon the detail section. The "Consultant Name" field is special -- it reuse the "Sales Rep. Name" found in the standard template.
On the invoice detail section, the original "Quantity" column now has a title "Pax", but its underlying field name is still "Quantity".
Below the total section, there is bank section which allows you to specify your bank name, branch name, account number, and swift code.
Under the generic "Thank you for your business!" statement, there is a footnote that shows "If you have a billing issue, please call us at xxx" - change the "xxx" symbols to your actual phone numbers.
Format and Specification
|Name||Pro forma Invoice for Collection Business in Thailand|
|Category||Proforma Invoice Template|
|Release Date||Wednesday, October 24, 2018|
|Format (XLS or XLSX)||.xlsx|
|Line Height (Points)||16.50|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|
|System||Windows 7 and later, and Excel 2007 and later.|