Excel Retail Invoice Template

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

  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.

License: Private Use (not for distribution or resale). See our Terms of Use.

Screenshot

Detail

This Excel retail invoice template features all the fields required by a general sales invoice. In addition to that, it also has a "Discount Rate" field and a "Tax Exempt" checkbox.

The "Tax Exempt" checkbox is linked to a hidden Excel cell "oknTaxExempt". If this box is checked, the result of the tax formula should be zero. To do this, the following formula is applied:

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

This template is designed for a lighting shopkeeper. A stringent statement of return policy is added as a footprint. Be sure to modify it according to your requirements.