| Name |
C5-005 |
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| Category |
5-Column Invoice Template |
| Size |
259 KB |
| Download |
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| Description |
This VAT invoice template supports two vat taxes. Unlike the default invoice template included in the setup program of Excel Invoice Manager, where the two taxes are both applied to each product or item, in this invoice template only one of the two VAT taxes is applied to a product or item, and each product or item in this VAT invoice template has a Tax Type property with which you can specify which VAT tax is suitable for the product item. However if the customer provide its VAT ID then it is Vat free.
If your products have different VAT rates, say some of the products have 6% VAT rate and the others have 19% VAT rate, this template might be suitable for you. |
| Detail |
- Set VAT tax rates.
Open the invoice template in Excel. Click the Settings button. On the Taxes tab specify the tax rates for the two VAT taxes. Click Apply.
- Create new customer accounts.
New customers can be added by either clicking the Save As New Customer button on the invoice form, or by using the New Customer window that can be opened by clicking the Customers button on the Invoice 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 the Products button on the Invoice worksheet, and then click Add Product. On the New Product window, you can find a TaxCategory field on the Custom Fields 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 Settings window.
The downloadable package file also includes two variants: C6-002 VAT invoice template and C6-003 VAT invoice Template.
See also
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| Requirements |
This template uses custom fields. It requires Platinum/Pro/Enterprise editions of Excel Invoice Manager. |
| Notes |
- You have to install Excel Invoice Manager, the billing software and invoicing software based on Excel invoice templates, in order to run the templates in the member area.
- To download the Excel template, first login using your e-mail and password.
- After downloading, double click to open the template. The new invoice template will find Excel Invoice Manager and work with it.
- To report a broken link, please click here.
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