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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.

574 KBDownload

Download this if you want this design to be set as the default template by the installer program.

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Screenshots and Images

The printed version.

Wholesale Invoice Format with Per-Customer Discount Rate

Open the template in Excel.

Wholesale Invoice Format with Per-Customer Discount Rate (IMFE Edition)

Detail

This is a general purpose wholesale invoice template. It includes both the "Bill To" and "Ship To" sections. The 5 columns on the detail section includes "Item#", "Description", "Quantity", "Price" and "Line Total". The 2 taxese set by default are "GST" and "PST", but they could be easily changed by using Invoice Manager for Excel.

As shown on the screenshots, there is one additional "Taxable" checkbox column attached to the item# column. These checkboxes allow you to specify whether each invoiced item is taxable. The checkboxes are Excel form controls, and are grouped with the name "oknWidget_taxablegroup".

The most interesting point is how discount is applied. There are many templates here on InvoicingTemplate.com that include the discount field. The discount is implemented as either a percentage value, or an amount value, such as c5011 Service Invoice Form with Discount Amount, c5033 Sales Invoice Form with Discount Percentage, c4061 Discount Column, and c5108 Business Invoice with Customer-Specific Discounting. This template differs from c5108 in that this one has two taxes, GST and PST. Both taxes are calculated after applying the discount. See more samples at tax invoice templates.

When a wholesale customer is picked up, the "Custom Discount" cell is filled with either a special discount rate you set for the customer, or zero. Then, we use the following Excel formula to determine the actual discount level applied to this invoice:

=IF(oknCustomDiscount=0,A10, oknCustomDiscount)

The result of the above formula is assigned to the "oknDiscountRate" cell.

We calculate the taxable total by using the following array formula:

{=SUM(oknTaxable_1:oknTaxable_12*oknLineTotal_1:oknLineTotal_12)}

The result of the above formula is filled into D33. Then the discount is applied to calculate the actual taxable amount:

=D33*(1-oknDiscountRate)

The result of the above formula is filled into the cell "oknLineTotalTaxable". Now let's see the first tax cell:

=ROUND(IF(oknTaxType=0,0, oknTax1Rate*(oknLineTotalTaxable+IF(oknTaxTotalIncludingShippingCost=0,0,oknShippingCost))),2)

This formula is a bit complex then what you might think. It is created this way in order to work with the "Settings" dialog box where you can choose the number of taxes, tax names and rates, whether taxes is applied to shipping cost, etc.

The second tax formula is similar to the first one. Please download the template for free and see how it works for yourself.

Format and Specification

Template#c5146
NameWholesale Invoice Format with Per-Customer Discount Rate
CategorySales Invoice Template
Release DateThursday, October 25, 2018
Format (XLS or XLSX).xlsx
Columns5
Lines12
Line Height (Points)16.50
Print Area$F$4:$N$43
Papaer Size / OrientationPortrait
Default Margins (Points)
Left22.68
Right22.68
Top45.35
Bottom45.35
PriceFree (0.00USD)
SystemWindows 7 and later, and Excel 2007 and later.