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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.
VAT Invoice Template with 2 Separate Rates was originally published on office-kit.com as a sample on customizing the default template included in Invoice Manager for Excel and a sample on using custom fields. It applies one of the defined VAT rates to each product / item depending on its tax category.
Unlike the previously released c5005 VAT invoicing sample, InvoicingTemplate.com revised this template and add the default LOGO image back to the invoicing template, at the top center of the spreadsheet. In case you don't need it, you can move it out of the printable area, or delete it completely. To do this, you'll have to first unprotect the spreadsheet, and then switch to design mode.
Once the worksheet is unprotected and switched to design mode, you can move the logo image by dragging and dropping. Or to delete it completely, click to select it and hit DEL key on your keyboard.
To use the template
- Set VAT tax rates.
Open the template in Excel. Click thebutton. On the tab specify the tax rates for the two VAT taxes. Click .
- Create new customer accounts.
New customers can be added by either clicking thebutton on the Excel spreadsheet form, or by using the window that can be opened by clicking the button on the worksheet.
In either way, you can enter the VAT ID (VAT #) of the customer.
When creating invoices, you pick up a customer by clicking the icon button, the VAT ID of the customer is retrieved along with other customer information. If a VAT ID is present, the invoice is VAT free.
- Create product/service items.
To add new products, click thebutton on the worksheet, and then click . On the window, you can find a field on the tab; with this field you can specify the tax category of the current product or service item. Please make sure the tax category you enter here matches the tax name you enter on the window.
This sample uses several custom fields to implement the feature that are not found in the default template shipped with Invoice Manager for Excel.
This template added custom fields to Customer, Product, Invoice Header and Invoice Body database tables.
If your items have two VAT rates, download this template for free and test it to see if it meets your business requirements, or use it as a starting point of creating your own invoicing form. Remember that Microsoft Excel already provides all the tools you need to customize the template.
Format and Specification
|Name||VAT Invoicing Sample with 2 Separate Rates|
|Category||Sales Invoice Template|
|Release Date||Saturday, April 26, 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.|
August 27, 2018
- This template was updated to be compatible with UIS 6.