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Mac pages invoice template for Personnel

Welcome to Apple-A-Day. Today I’ve got a quick tutorial on working with tables in Apple Pages. This is useful if you wanted to create an invoice in Pages but still use the power of a table to sum up all of your line items, add the tax and show the total due. Now we're going to do this with two different tables, one to show all the line items and then another table to show the summary, the tax and the total due. So I'm going to make my first table. And I'm going to add the column headers. The first column is going to be Item. The second column is going to be Quantity. Third column is going to be Item Cost. And the fourth column is going to be Total. And I'll quickly adjust the column widths here. I'm just going to add some items, Sample Item 1 and a copy and paste that a few times. Rename it 2, 3, and 4. I'm going to put in some random quantities 3, 2, 4. 1. Before entering the cost, I'm going to format the Cost and the Total columns to be Currency. And I am going to show the thousands separator. So what we need to do, the first calculation is to multiply the Quantity times the Cost. All you have to do is press Equals on the keyboard, and as soon as you do that, it comes up with a Formula Editor. Now, from here I can go ahead and select the Quantity cell and then enter in the Times symbol, which is an asterisk. So I'm going to hit Shift-Eight and then I'm going to click on the Item Cost cell and that's it. Hit the little check mark to say you're finished or you can press Return. And now I have a total. If I select that and copy it, I can paste it in to these other cells. And now I've got a total of each line. The next thing I want to do is add a Summary Table, which I'll use to add up the Total column and give me a subtotal. Then I'll calculate the tax and determine the final amount due. So I'm going to add the Summary Table now. I'm going to click on Table on the top of the toolbar, select the basic style with no headers. Before I can move this into position, I need to go to the Arrange tab on the top right and where it says Object Placement, I need to change it from “Move with Text” to “Stay on Page” and that'll let me position it anywhere I want. Now I only need two columns in the summary table so I'm going to highlight C and D, I'm going to click on the dropdown menu and select Delete Selected Columns and I'm going to resize this table to be much shorter and I only need three rows. So I'm going to delete rows 4 and 5. So next I'm going to put in the summary headings. We have Subtotal, Tax, and Amount Due. And in this column, I want all of the text to be Right Aligned and I'm going to change the font to Bold. And then I'm going to finish up the cosmetic appearance here. I'm actually going to turn off the Alternating Row Color. So with the table selected, I'm going to go to the Cell tab and click on All Borders. And choose No Border. And that gets rid of all of the lines. And then on the Sub Total cell, I'm going to press Equals and just click the first row of the Total Column. And grab the handle and pull it down. And what's great about that, it automatically chooses the Sum function, which is what we want. So I'm going to hit the checkmark to save that. And there's our summary. So to calculate the tax, we select the Tax cell type in the Equals Sign to create a Formula. Choose the Sub Total cell. And we want to multiply that by whatever the tax rate is in your area. And again, you do Shift-8 to get the asterisk for multiplication. So wherever you're at, you would enter in the local tax rate. I'm in Ontario, Canada. So I'm going to put in 0.13 for 13%. And I hit the checkmark and there's my tax. Finally, to calculate the Amount Due, we'll just select the Amount Due cell, press Equals again, select the Sub Total and then grab the handle and drag it down to include the Tax cell. Press the checkmark. And there you go. We're all done. So now we can go to the top table. Change values, add items, change prices, whatever we want to change. In fact, I'm going to change that to 15 and we'll see the calculation take place and it'll update the Sub Total, the Tax and the Amount Due as well as the total for that particular line item. You can add rows too. I'm just going to add a new row underneath sample item three. Add Row Below. And we'll just call it New Product. And we're going have 4 of these at $19.99 and there, it calculated it and summed it all up. And any time you want to make sure that all of the rows are being selected, all you have to do is select the Formula cell like the Sub Total cell. So I'm going to select that and it's going to show you all of the cells that are associated to that formula. If I select it again, like a double click, then it shows you the formula and you can see the handles because sometimes if you're adding a row to the bottom, it may or may not include that row in the formula. You'd have to go in and adjust it and make allowances for that. And that's pretty much it. Now you know how to create a basic formula within a table in Apple Pages. I've used tables and pages to create an invoice, but I'm sure you can find countless other reasons to use tables and formulas on your pages documents. I hope you found this useful. Thanks so much for watching. I'm John Mertens. Please subscribe and I'll see you next time on Apple-A-Day.