#1
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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! |
#2
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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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#3
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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 |
#4
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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. |
#5
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Perfect! Thank you so much!!!
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#6
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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. |
#7
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My apologies.
You are not missing anything. My formulas were wrong. I hope it is better now. |
#8
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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. |
#9
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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! |
#10
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Both sheets should now be correct.
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#11
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Thanks again!!!
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#12
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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? |
#13
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Couldn't you enter such items in one (or more) of the rows 27 to 33?
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#14
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Makes sense. Thanks!
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#15
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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! |
Tags |
excel invoice |
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