Create an Efficient Sales Receipt Template in Google Docs for Accounting and Tax

Sales receipt template google docs for Accounting and Tax

hello everybody welcome to my channel if you're here for the first time welcome my name is Martina and for my regular the--was welcome back so in my last video I showed you how to add tax to your to your invoice using Google sheets so today I'm going to do it a little differently this is more an advanced tutorial and I'm doing it based on a question that was asked by one of my viewers right so the question is um no let me just try and see if I can make it as simple as possible okay no we have the invoice here and the question is like we have like the description here and the amount of the Phaneuf service right with the actual price plus it tax included as a Casilla total including tax of 7.75 and the question was to have this one rule I'm normally I would have put one rule with the base price another rule with the tax and a final rule with the tax plus the base price sort of had three rules all right now sorry I will be columns but the possessor just want to have one column with the base price plus the tax with a final total here for each rule I'm another way out of ignominy would have done it I would have just added the tax down here I'd attacks on the total price of wallabies prices right so know this is how we're gonna do it so like I said before this is a more advanced tutorial so stick with me here we go so I have here a worksheet a basic worksheet right and the first time I'm gonna do I'm just going to just pull up one of Google sheets on templates so I'm going to go into file I'm gonna say new and we're gonna pick from template and this here and basically what recently used but if you don't have that area here and we just scroll down look for invoice template here you see under work invoice I'm going to select this one sorry okay so we have the base template here okay all right to the bottom here we have mrs. we call it like sheeps okay so the name of this sheet where we have a template is a called invoice I'm going to create another sheet so to do so I'm going to put a plus sign and we have you see a sheet number two the first she that we had with the template is here for invoice number you see invoice okay so what I'm going to do I'm going to rename this sheet I'm going to click on the arrow that drop-down arrow and I'm going to see rename and I'm gonna say the details I'll probably put invoice I'm just putting voice input and this one I'm gonna rename this one to believe I'm going to say invoice output okay next I'm going to do I am going to put I'm gonna shift this sheet to the left so to do that I'm going to click on the drop down arrow again and I'm going to say move to your left so it's moved to here and at the one with the template it's the second one okay alright so now that we have done that now what I'm gonna do my intention is to have this sheet like a input sheet and it's going to flow so the output sheet okay it's like again this is more is that more advanced tutorials so again stick with me alright is it's simple so as long as you follow what I'm saying you'll be able to understand what I'm doing alright so I'm just gonna put in information here this is the basic data for your customer name and address phone number can you come to details for your customer description you have it about three times whatever you want to do okay this is about three lines okay not basic information okay we have what I'm thing is it tasks okay so let's in putting that information here you know let's put in the person's name and description let's see great and we're gonna put in the price no so this here will be the base price tax okay so lets it be spider just plug in some information here and say freshman says like okay oops no for we're gonna add a former here no okay formula so I'm going to put a plus sign click on this information to 50 multiplied that by the or we're putting attacks sorry my bad let me just start come over you he tax is 775 okay let's go back here put in a plus sign click on the e does a 9 x the tax or 7.75 into that okay that's not right edit that cell we're gonna edit that formula so gonna divide that by 100 okay nineteen dollars and 35 cents let's put at the two decimal places I just click on here decrease decimal places by one okay alright for him with a format this to test nope this is excellent alright so I'm gonna copy this formula down to the other two cells if someone click on that right click copy I'm gonna highlight other two cells and right click and paste okay so now the reason that is saying that is because this cell address for the tax will be the same and what a formula did it just went to the next cell which is not correct so I'm gonna edit that and for you see he is jumping at cell number c8 play which is blank so I'm gonna edit that to put c7 to each cell okay the other one c7 okay so now we have tax this is it taps figure this is base figure this price our detox okay as a centrist but doesn't really matter because nobody can be seeing this information but you your customer wouldn't be seeing this information this is the input sheets okay all right no this is a key thing to be really looking for to have on Owen invoice right so what I'm gonna do I'm just just simple addition no no do we have the base price tax price we just gonna add these two figures okay so I'm going to put in a plus sign that's a 9 + f9 enter okay I'm just gonna copy this formula right click copy this formula don't to the next two cells and right click paste excellent so what I would like to do just for calculation just for OSC verifications sake I like to put out patina addition here just use the add some click on the functions click on some okay and I'm gonna just gonna select from here enter ok so reason I did this is so when you actually have the invoice the Twitter should be disfigure so this is like a verification to make sure that what the invoice has this particular figure okay so now that we have put any base information for and what our invoice we're going to transfer this data the basic information that we need to the invoice so let's get that done so maybe having two sheets here input invoice input and invoice output so I'm going to click on employees output ok so now that we have our invoice here we're going to get information transfer to the invoice to this templates here ok so we're going to put in the customers name so I'm going to click here invoice for and this is the name here so I'm going to click on here ok press it plus saying now I'm going to go over to the invoice input click on that and I'm going to click on the person's name here click on that and press Enter that automatically transfers so the input invoice input sheet invoice output sheet so I'm gonna do the other party because must address and telephone number so here I go click on this cell pressing plus sign go to invoice input sheet click on the customers address press enter and there we go I don't need a few obvious million that really actively delay through ok I'll just put a phone number here click on this cell press the plus sign go to invoice input sheet click on the phone number enter all right so for the description I'm going to do the same so watch as I go along you see how I do it it is same same same system ok click on description for the first description click on that that's a plus sign here so when you refreshments press enter the other one is so we just copy that's excellent so for here we don't need quantity I'm I'm not gonna put in any quantity price based on what I was asked so just to leave all of this and just pop right I'm gonna change this just heading to total with tax included so I'm just I'm gonna wrap that so I click on that cell going to format text wrapping click on wrap okay excellent so the Qaeda figures are full in here is the same coins about what we did to get to the description so I'm going to click on here put the first figure of entertainment click on the plus sign co-opt it in boys and put click on this figure here to tell the tax press enter okay I'm going to right click on this formula right click copy dad's and just click on the other cell I like that and right click paste alright so let's see now we have a total here of 1900 on the other input sheet like I said a verification 1097 eating very good so that has its cesium figures everything is correct that trans food now how I did this setup is that this this here is like a one-time thing so you just need a changes information here for another invoice and it automatically transfer to the output sheet so this will be like a one-time thing but for each customer this information will change okay so this is it for the tutorial right let me just backtrack a bit the template now that we have done with the template how I did this system is that for the template you don't have to do anything this is basically the output sheet all these all the input that you have to do for your customers that you just change when it changes is made on the input sheet of course it talks so the state is same unless you change it tax if it reads I'm a third year whatever but the what your customer service was changed the prices will change and these two columns are formulas it wouldn't change that and of course in name address and telephone number will change but as far as you change the information like I said before it will automatically change to your output sheet so that's how this is set up okay so if you enjoyed this video click the thumbs up button leave a comment for me and subscribe to my channel if you haven't done so already and don't forget to click on the bell Nexus to the subscribe button in doing so you get a notification each time I put in your video ok thanks so much for watching take care bye bye [Music] you