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Screenshots and Images
The printed version.
Open the template in Excel.
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:
The result of the above formula is assigned to the "oknDiscountRate" cell.
We calculate the taxable total by using the following array formula:
The result of the above formula is filled into D33. Then the discount is applied to calculate the actual taxable amount:
The result of the above formula is filled into the cell "oknLineTotalTaxable". Now let's see the first tax cell:
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
|Name||Wholesale Invoice Format with Per-Customer Discount Rate|
|Category||Sales Invoice Template|
|Release Date||Thursday, October 25, 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.|