![]() The 12 month period included on this sheet is based on the start date specified in cell B4. Monthly - this sheet includes a 12 month sales analysis and monthly sales, receipts and debtor balance charts. Note that the customer account statement also includes an age analysis. ![]() All the appropriate information entered on the other sheets are automatically included on this sheet after selecting the appropriate customer code from the list box in cell J11 and entering the appropriate statement date in cell J12. ![]() Statement - this sheet includes a customer account statement. The automated tax invoice accommodates 20 lines per invoice and you can add your own business logo or artwork in the space provided at the top of the sheet. All the information entered on the other sheets is automatically included on this sheet after simply specifying the appropriate invoice number in cell H11. Invoice - this sheet includes an automated tax invoice. The automated quotation accommodates 20 lines per quotation and you can add your own business logo or artwork in the space provided at the top of the sheet. All the information entered on the other sheets is automatically included on this sheet after entering the appropriate quotation number in cell H11. Quote - this sheet includes an automated quotation. Setup - this sheet enables users to customize the template for their businesses by entering the appropriate business details, sales tax details and banking details.Ĭustomers - create a unique customer code for each customer and enter a billing address and sales tax reference number for all customers on this sheet.ĭetails - the details which should be included on all quotations & tax invoices should be entered on this sheet. The following sheets are included in this template: We also recommend using the Invoice templates in conjunction with our unique service based & trade based accounting templates. Note: Refer to the Trade Based Invoice template if you require stock codes to be included on your tax invoices. The template also facilitates creating automated customer account statements, reviewing monthly sales over any 12 month period, compiling an age analysis for individual or all customer accounts and compiling a customer account balance report based on a user defined statement date. ![]() This template enables users to create an automated quotation and tax invoice based on the business details, banking details, customer information and quotation & invoice details recorded on the appropriate sheets. ![]()
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