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Faktura template for Support

this is a quick start guide for the Excel skills invoice template service-based thus template enables uses to compile the automated invoice or quotation it's suitable for all service by snes's we also have an invoice template for tried by businesses which will include inventory let's start with a setup sheet so you can enter your business name which is used as a heading on all the sheets and included on the invoice quotation into business address your business address contact numbers sales tax and business registration numbers and your sales tax percentages these two sales tax codes accommodated and a third one for exempt transactions at zero sales tax banking details also included for inclusion on the invoice and input area cards at the bottom of the sheet or for information purposes if you encounter the input error codes on the detail sheet this is the reason for the error codes the next sheet is the customer sheets are you creating a unique code for each customer into the boring details address and sales tax reference number the next sheet is a detail sheet so every invoice will basically be entered on the detail sheet you create your invoice numbers in column I quote number in column B invoice diets can be entered by your regional tight settings select a customer code all the customer codes that have been created on a customer sheet will be available they into a description for your invoice the tax inclusive amount you selected tax cuts are IBO e for sales tax calculation you can enter invoice new light and then initially the payment diet will be blind but as soon as the customer pays the invoice she just came to the pieman die tear so all the columns with yellow column earrings are user input columns in the light blue columns contain formulas and these extend automatically as you add in twists to the detail sheet so that's for sales tax and the exclusive amount the other fields are all for customer statement calculations so let's go to the quote sheet the quote contains the automated quote the only user input that's required is to enter the quote number so that quote number is basically picked up on the detail sheet and then all the other invoice or quote details or completed automatically so everything else comes from the detail sheet and the customer details comes from the customer sheet same principle with the invoice you just enter the invoice number in this cell and everything else is automated bank details included based on what's on a setup sheet and your customer details come from the customer sheet okay in a statement sheets also fully automated the only user input is selecting a customer code so all your customer codes that have been created on a customer sheet will be included here and your statement light so you into your statement light and based on that all the aging calculations are updated outstanding balance and all invoices that are outstanding will will be listed yet so the customer statement is compiled and open item basis all outstanding amounts are reflected ok the next sheet is a monthly sheet so you just enter started at the top of the sheet and it shows sales your receipts data's balances and if there are quotations that have been done but now invoices then that will be shown in that car so your charts offer monthly sales monthly receipts and monthly datas then on the aging sheet you just enter a customer's title and it--and it calculates an age analysis this also sales history and balance history with charts you can run this for the entire business by just not entering or selecting a customer code or you can do it on a customer specific basis select a customer code year and all the calculations update automatically and reflect only the balances for that customer the balances sheet contains a detailed age analysis for all customer accounts this diet is based on the diet that they selected or entered on an aging sheet and we've included only the first 20 customers here you can easily extend it by just dragging this full handle downwards for the required number of rows and that's basically it so if you need more information about the templates please go to the detailed instruction sheet where we cover all aspects of the template you can also go to our support section of our YouTube channel to view tutorials or videos that we've compiled based on user feedback