About

About the
the Trial
Trial Version
Version
How
How to to activate
activate
The
The trail
trail version
version of of this
this template
template can can be be activated
activated by by simply
simply enabling
enabling the the trial
trial version
version macro.
macro. You You should
should see see aa
security
security warning message which indicates that macros have been disabled - the trail version can be activated by
warning message which indicates that macros have been disabled - the trail version can be activated by
simply
simply enabling
enabling the the macro
macro content.
content. OnceOnce youyou enable
enable the the macro,
macro, all
all the
the sheets
sheets that
that are
are included
included in in the
the full
full version
version
of
of the
the template
template willwill be
be available
available and and youyou will
will be
be able
able to to try
try out
out the
the functionality
functionality thatthat has
has been
been included
included in in the
the full
full
version
version of of the
the template.
template.
Trial
Trial version
version restrictions
restrictions
The
The trial version
trial version includes
includes all all the
the functionality
functionality that
that is is included
included in in the
the full
full version
version of of the
the template
template but but youyou will
will not
not bebe
able
able to save the template or print any of the worksheets. You will also not be able to move or copy any of
to save the template or print any of the worksheets. You will also not be able to move or copy any of the
the
worksheets.
worksheets. The The only
only aimaim of of the
the trial
trial version
version is is to
to illustrate
illustrate the the functionality
functionality that
that isis included
included in in the
the full
full version
version of of the
the
template
template and and you
you will
will therefore
therefore havehave to to purchase
purchase the the full
full version
version of of the
the template
template in in order
order toto enter
enter && savesave your
your own
own
data
data andand toto print
print any
any ofof the
the worksheets.
worksheets.
Security
Security
The
The macro
macro thatthat we
we have
have included
included in in the
the trail
trail version
version of of this
this template
template is is 100%
100% safesafe and
and secure
secure -- itsits only
only purpose
purpose is is
to
to facilitate providing a trial version of this template. Note that the full version of the template does not contain any
facilitate providing a trial version of this template. Note that the full version of the template does not contain any
macros.
macros.

Instructions
Instructions on
on how
how to
to enable
enable our
our trial
trial View
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 sion macro.
rsion macro. You
You should
should seesee aa
ail
ail version can be activated by
version can be activated by
are
are included
included in
in the
the full
full version
version
at
at has
has been
been included
included in in the
the full
full

he
he template
template butbut you
you will
will not
not bebe
le to move or copy any of
e to move or copy any of the
the
cluded in
ncluded in the
the full
full version
version ofof the
the
order
order to
to enter
enter && save
save your
your own
own

nd secure
and secure -- its
its only
only purpose
purpose is
is
template
template does not contain any
does not contain any

f all
of all our
our unique
unique
ates!
ates!
!
e!
Insert
Insert business
business logo
logo in
in this
this section...
section...

Quotation
Example (Pty) Ltd
Building Name Quotation No. Q0004
Street Address Quotation Date 4/17/2013
Suburb
City Issued To:
9999 WC Financial Advisors
Telephone: +27 21 999 9999 15 Strand Street
Fax: +27 21 999 0000 Walmer
E-mail: info@example.com Port Elizabeth
Website: www.example.com
Tax No.: 9999 999 9999 4320
Reg No.: 2012 000000 00 Customer Tax No 412 998 0020

Description Amount Tax Total

Accounting Services 10,701.75 1,498.25 12,200.00

Consulting Services 29,068.42 4,069.58 33,138.00
Taxation Services 6,140.35 859.65 7,000.00

Total 45,910.52 6,427.48 52,338.00

Insert
Insert business
business logo
logo in
in this
this section...
section...

Tax Invoice
Example (Pty) Ltd
Building Name Invoice Number INV0004
Street Address Invoice Date 4/17/2013
Suburb
City Invoiced To:
9999 WC Financial Advisors
Telephone: +27 21 999 9999 15 Strand Street
Fax: +27 21 999 0000 Walmer
E-mail: info@example.com Port Elizabeth
Website: www.example.com
Tax No.: 9999 999 9999 4320
Reg No.: 2012 000000 00 Customer Tax No 412 998 0020

Description Amount Tax Total

Accounting Services 10,701.75 1,498.25 12,200.00

Consulting Services 29,068.42 4,069.58 33,138.00
Taxation Services 6,140.35 859.65 7,000.00

Total 45,910.52 6,427.48 52,338.00

Banking Details: Invoice Status:

Bank: Example Bank Payment Status: Paid
Account Type: Current Account Invoice Due Date: 5/17/2013
Bank Code: 999-999 Payment Date: 5/20/2013
Account Number: 1111 999 888
Insert
Insert business
business logo
logo in
in this
this section...
section...

Account Statement
Example (Pty) Ltd
Building Name Customer Code WCA01
Street Address Statement Date 2/28/2014
Suburb
City Customer Details:
9999 WC Financial Advisors
Telephone: +27 21 999 9999 15 Strand Street
Fax: +27 21 999 0000 Walmer
E-mail: info@example.com Port Elizabeth
Website: www.example.com
Tax No.: 9999 999 9999 4320
Reg No.: 2012 000000 00
Outstanding Balance: 12,790.00

Current 30 Days 60 Days 90 Days 120 Days 150 Days 180 Days +180 Days
12,790.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
2/28/2014 1/31/2014 12/31/2013 11/30/2013 10/31/2013 9/30/2013 8/31/2013 7/31/2013
Outstanding Invoices:
1/31/2014 12/31/2013 11/30/2013 10/31/2013 9/30/2013 8/31/2013 7/31/2013 6/30/2013
Invoice Number Invoice Date Description Amount
INV0024 2/8/2014 Tax Invoice 3,200.00
INV0025 2/14/2014 Tax Invoice 2,240.00
INV0027 2/18/2014 Tax Invoice 1,850.00
INV0028 2/21/2014 Tax Invoice 2,240.00
INV0029 2/26/2014 Tax Invoice 3,260.00
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