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NZ Excel forms (A4 tax stationery)

Printable New Zealand business forms filled from x0 / Xero cache. One form per sheet, A4 PDF-aligned, GST 15% tax-invoice wording.

Forms

Sheet Document GST
TaxInvoice Tax invoice Output 15% — GST Act wording + GST number
PurchaseOrder Purchase order Not a tax invoice; quote PO on supplier invoice
Quote Quotation GST charged on acceptance
Remittance Remittance advice Allocation only
QuoteRequest Request for quote Price excl. GST
CashReceipt Cash / payment receipt GST inclusive if marked
ServiceWork Service undertaken Job card; invoice separately
AssetSale Fixed asset sale card Capital GST may apply
CustomerStatement Customer statement of account Invoice totals as invoiced (GST already included) — not a tax invoice
InventoryTfr Inventory transfer Internal stock movement; no GST
FaultyReturn Faulty / incorrect return request Credit expected from supplier
WorksOrder Works order / job card Manufacture or site works; invoice separately

Lead sheet Forms: register (invoices / bills / payments from cache), dropdowns for form type, customer, and document. Hyperlinks open each form.

Get the workbook

  • Dashboard → workbook type NZ forms, or NZ forms workbook
  • Direct: /excel/forms.xlsx (signed in)
  • Excel add-in → NZ forms → Download forms workbook

Treat the file as a secret — it contains a new excel-forms API key on Parameters.

Add-in: New · Print · Update · Email PDF

  1. Sideload excel-addin.md and sign in.
  2. Open the forms workbook in Excel.
  3. Add-in Forms tab:
  4. New — blank numbered form, optional customer from the dropdown
  5. Update — fill seller, party, and lines from x0 (GET /v1/excel/forms-data)
  6. Print — set A4 portrait print area (A1:G38); then File → Print or Export → PDF
  7. Email PDF — builds an A4 PDF on this Excel machine, uploads it to x0, x0 emails it. Attachment name is CompanyName_InvoiceNumber.pdf.

What makes the PDF on the Excel machine?

Office.js cannot call Excel’s ExportAsFixedFormat (that is VBA-only). The add-in therefore:

  1. Reads the active form sheet (including calculated GST totals).
  2. Draws an A4 PDF locally in the add-in WebView (jsPDF — same NZ stationery layout).
  3. POSTs the PDF to x0 (/v1/excel/email-form-pdf).

You can still use File → Export → PDF in desktop Excel for an Excel-engineered PDF; Email PDF is the one-click path that also sends.

Customer guide: email-forms.md — From: + SMTP, Email PDF button, Sent list (/dashboard/email/ and /dashboard/email/sent/).

Dropdowns on each form: B8 customer/supplier (ContactsList), column A line items (ItemsList).

Cell map (every form sheet)

Cell Meaning
A1 Seller legal name
A4 GST number
A5 Seller address
F4 Document number
F5 Date
F6 Due / extra date
B8 Customer / supplier (dropdown)
F10 GST rate (15% NZ)
A14:G25 Lines (qty × unit → amount; GST = subtotal × F10)
F27 / F28 / F29 Subtotal excl. GST · GST · TOTAL

Design

  • A4 portrait, fit-to-page, ~10 mm margins, no gridlines
  • NZ styling: ink navy, pounamu teal, gold rules, warm paper
  • Currency NZD; tax invoice labelled TAX INVOICE with GST number

Quotes, RFQs, service cards, asset sales, inventory transfers, and works orders are stationery templates. Customer statements list outstanding ACCREC invoices for the chosen contact. Purchase orders / remittances / faulty returns fill from ACCPAY invoices and Payments when those rows exist in cache; otherwise sample lines are shown.

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