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Service Bill with Discount Percentage is a sample invoicing template that demonstrates how to use custom fields to add new features to the default Excel invoice template shipped with Invoice Manager for Excel. There are 3 custom fields added to this template - Company Name, Fax# and Discount Percentage.
Note: Feel free refer to c4105 Service Invoice with Horizontal Logo, which has a similar layout, a horizontal logo image, and detailed customization steps.
The Company Name and Fax# are custom fields that are added to both the Customer and "InvHdr" database tables. Discount Percentage is a custom field that is added to only the "InvHdr" database table.
By adding the Company Name custom field to both the Customer and "InvHdr" database tables, Service Bill with Discount Percentage makes the newly added field work like the other standard fields, such as the customer billing address.
The Discount Percentage field of Service Bill with Discount Percentage is added to the "InvHdr" database tables only. This means that, unlike the Company Name field which is added to the Customer database table too, a discount value will not be filled in automatically when you pick up a customer on creating an invoice. If you want to be able to define a default discount percentage value for each customer and have the discount percentage reloaded each time you pick up a customer, you can easily implement this feature by adding the discount percentage field to the Customer database table.
Note that after adding a custom field to the proper place on the invoicing form, you should unlock the cell to make it editable when the billing template is protected.
Service Bill with Discount Percentage defines no taxes on the billing form, but the tax cells and fields found in the default sales invoice template shipped with UIS are still there.
For a variant of this Excel spreadsheet template where the discount field is defined as an amount value, see Service Bill with Discount Amount.
Format and Specification
|Name||Service Bill with Discount Percentage|
|Category||Service Invoice Template|
|Release Date||Saturday, May 17, 2014|
|Format (XLS or XLSX)||.xlsx|
|Line Height (Points)||19.50|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|
|System||Windows 7 and later, and Excel 2007 and later.|
January 4, 2018
- Moved the default logo image placeholder to the bottom of the form.
- Added bottom lines to the fields in the "Bill To" section. This simplify data entering even if Excel is not showing the default gridlines and row/column headings.
- Improved the formulas of the tax cells, so that they take account of the discount percentage.
January 5, 2018