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The template works with both the Microsoft Store edition and the desktop edition of the app. Make sure you have installed one of them.

How to use:

  1. Download the EXE package.
  2. Double-click to extract the files into a folder. Make sure you have full access privileges to the folder, such as a subfolder inside “My Documents”.
  3. Open the template.
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License: Private Use (not for distribution or resale). See our Terms of Use.

Screenshot

screenshot for Simple Sample: Moving Taxable Controls

Detail

This tutorial shows how to move the Taxable checkbox column out of the printable area.

This template is based on the Moving Balance and Payment Cells (c5075).

  1. First, backup your template, and then open it.
  2. Push down the "Design Mode" button on the "Invoice" ribbon tab.
  3. Push down the CTRL key on the keyboard. Without releasing the CTRL key, click the taxable boxes one by one. This selects the taxable controls.
  4. Release the keyboard CTRL key.
  5. Click and drag one of the taxable boxes. Drop it outside the printable area.
  6. If you want to delete the controls completely with all the controls still selected, hit the DEL key on your keyboard. If you want to leave them there, skip this step.
  7. You can also modify the formulas of the tax fields to have them ignore the value of the taxable boxes completely.

    If all of your products are taxable, modify the formula of the first tax cell to:

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

    Modify the formula of the second tax cell to:

    =ROUND ( IF( oknTaxType <> 2,0, oknTax2Rate * ( oknSubTotal + IF ( oknTaxTotalIncludingShippingCost = 0,0, oknShippingCost )+IF( oknTax2IsAppliedToTax1= 0 ,0, oknTax1 ))),2)

    If all of your products (items) are not taxable, simply choose "No-tax" from the "Taxes" page of the Settings dialog box that could be opened by clicking the "Settings" button on the ribbon tab.

  8. Now update the column heading of the original "#/Taxable" column. To do this, simply replace the text "#/Taxable" with something like "Item#" or simply "#".
  9. Exit design mode.
  10. Save the template.

Format and Specification

Template#c5076
Belongs to

Sales

Format (XLS or XLSX).xlsx
Columns5
Lines12
Line Height (Points)18.00
Print Area$D$4:$K$48
Papaer OrientationPortrait
Default Margins (Points)
Left22.68
Right22.68
Top45.35
Bottom45.35
PriceFree