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  #1  
Old 10-13-2016, 01:02 PM
DMU62 DMU62 is offline Excel Invoice Template Mac OS X Excel Invoice Template Office for Mac 2011
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Question Excel Invoice Template

Hello,

I use Excel at my job but other than opening a template and changing a few things in it to suit my needs I really don't understand a lot about it. I found an invoice template with a very basic setup which also allows me to put in items, prices, automatically calculates totals and adds sales tax. I really like this invoice template but cannot figure out how to add an option for deducting a sale amount/percentage.



Can anyone help me with this?

Thank you!
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  #2  
Old 10-14-2016, 12:24 AM
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Pecoflyer Pecoflyer is offline Excel Invoice Template Windows 7 64bit Excel Invoice Template Office 2010 64bit
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Hi
without seeing the template we can keep guessing for ages

Please attach your sheet ( Go Advanced - Manage attachment)
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Old 10-14-2016, 06:58 AM
DMU62 DMU62 is offline Excel Invoice Template Mac OS X Excel Invoice Template Office for Mac 2011
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Default Help with Excel Invoice sheet

I've attached a copy of the template. What I'm looking to do is add the ability to deduct sale amounts.

Can I add a column between "cost per unit" and "amount" that will calculate a 15%, 20% or 25% discount to the individual items?

I know how to add a column but not how to make it do what I want it to do! I don't use Excel enough to know all the functions. I only know basics.

Any help would be greatly appreciated.

Doreen
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File Type: xlsx excel invoice sheet.xlsx (349.9 KB, 10 views)
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Old 10-14-2016, 10:39 PM
xor xor is offline Excel Invoice Template Windows 10 Excel Invoice Template Office 2016
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Take a look at the attached.

The first sheet only shows discount as a percentage in column D (just enter 15, 20, 25 etc.) and the amount in column E is automatically calculated.

The second sheet (Invoice_2) shows discount both as percent and amount.

Write back if none of the two examples give what you want.
Attached Files
File Type: xlsx Invoice.xlsx (354.5 KB, 15 views)
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Old 10-17-2016, 06:44 AM
DMU62 DMU62 is offline Excel Invoice Template Mac OS X Excel Invoice Template Office for Mac 2011
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Perfect! Thank you so much!!!
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Old 10-17-2016, 12:49 PM
DMU62 DMU62 is offline Excel Invoice Template Mac OS X Excel Invoice Template Office for Mac 2011
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I seem to have jumped ahead too fast....As I sat with this trying to customize it for my use I realized the calculations are incorrect.
For example, the first sheet on line 19 - 15% off 500.00 should be 425.00, not 485.00. What am I missing here?

The discount amount is correct but the total is not. It's taking off $15 instead of 15%.

Last edited by DMU62; 10-17-2016 at 01:21 PM. Reason: Added to the reply.
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Old 10-17-2016, 09:09 PM
xor xor is offline Excel Invoice Template Windows 10 Excel Invoice Template Office 2016
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My apologies.

You are not missing anything. My formulas were wrong.
I hope it is better now.
Attached Files
File Type: xlsx Invoice_DMU62.xlsx (354.5 KB, 3 views)
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Old 10-18-2016, 06:47 AM
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I forgot to correct all formulas in sheet Invoice_2.

If you intend to use Invoice_2, please let me know, and I shall correct this one too.
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Old 10-18-2016, 08:11 AM
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Thank you for the correction. I appreciate that.

Actually I liked the idea of seeing the discount amount being deducted. I would use that if you can fix that as well.

Thank you! You've been very helpful!
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Old 10-18-2016, 08:20 AM
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Both sheets should now be correct.
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File Type: xlsx Invoice_3.xlsx (355.2 KB, 7 views)
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  #11  
Old 10-18-2016, 08:26 AM
DMU62 DMU62 is offline Excel Invoice Template Mac OS X Excel Invoice Template Office for Mac 2011
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Thanks again!!!
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Old 10-18-2016, 11:48 AM
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I have another question regarding these same sheets...
In line 37 where it says "other", the amount I enter in that line must also be taxed. For example, if I invoice my customer for fence materials and I he wants me to deliver them I must add that delivery fee in "other". That fee should also be taxed. Since I don't know how these formula's work, does it need to be entered above the tax row or doesn't location matter?
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Old 10-18-2016, 09:24 PM
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Couldn't you enter such items in one (or more) of the rows 27 to 33?
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Old 10-19-2016, 06:19 AM
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Makes sense. Thanks!
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Old 10-27-2016, 07:09 AM
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New question...regarding this same attached file...can we change the "discount" column to reflect the actual discounted price per unit rather than the amount discounted?

An example of columns would be:

units cost per unit discount - discount cost amount
6 4.52 %15 3.84 23.04

I need my customers to see their discounted price per unit rather than the amount that was deducted.

Thank you!
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