Name | Address | Omit? | Comment |
Names defined for your own company information. The report worksheets reference to these names. If omitted, you can type in the required information on report worksheets individually |
oknCompanyName | $F$2 | Yes | Your own company name |
oknCompany CityStateZip | $F$4 | Yes | company city, state and zip |
oknCompanyContact | $F$5 | Yes | company contact, email and web address |
Name defined for hidden cells |
oknTax2Is AppliedToTax1 | $A$10 | No | "Tax2 is applied to Tax1" option on Settings dialog box |
oknTaxTotal IncludingShippingCost | $A$11 | No | "Tax total including shipping cost" option on Settings dialog box |
oknTax1RateDefault | $A$12 | No | Tax 1 rate set on the Settings dialog box |
oknTax2RateDefault | $A$14 | No | Tax 2 rate set on the Settings dialog box |
oknTaxType | $A$8 | No | Tax type set on the Settings dialog box. Could be 0, 1 or 2 |
Visible cells. Usually put outside the printable area |
oknDatabaseName | $N$3 | No | If the template connected with a database successfully, this cell shows the database name |
oknStatus | $N$5 | No | The status of current invoice, "Pending", "Paid" or "Void" |
Invoice heading cells |
oknInvoiceDate | $K$4 | No | The "Clear & New" command fill the current date into this cell |
oknInvoiceID | $K$5 | No | The "Save Invoice" command fill this cell automatically if left empty. Uniform Invoice Software shows the content of an invoice if you enter an existing invoice# into this cell. |
"Bill To" section |
oknWhoAddress | $F$10 | Yes | |
oknWhoCityStateZip | $F$11 | Yes | |
oknWhoZipPostcode | $F$12 | Yes | |
oknWhoCountry | $F$13 | Yes | |
oknWhoPhone | $F$14 | Yes | |
oknWhoEmail | $F$15 | Yes | |
oknWhoName | $F$9 | No | Customer Name |
oknWhoID | $F$16 | No | Customer# |
"Ship To" section |
oknShipAddress | $J$10 | Yes | |
oknShipCityStateZip | $J$11 | Yes | |
oknShipZipPostcode | $J$12 | Yes | |
oknShipCountry | $J$13 | Yes | |
oknShipContact | $J$14 | Yes | |
oknShipName | $J$9 | Yes | |
For the "Info line" below the "Bill To" section |
oknOrderID | $D$19 | Yes | Purchased Order Number. On the default template it is below the label "Order ID" |
oknPaymentTerm | $J$19 | Yes | If defined, Uniform Invoice Software shows "In-cell Picker" for this cell |
oknDueDate | $K$19 | Yes | |
oknShipDate | $H$19 | Yes | |
oknSalesRepName | $F$19 | Yes | If defined, Uniform Invoice Software shows "In-cell Picker" for this cell |
oknShipVia | $I$19 | Yes | If defined, Uniform Invoice Software shows "In-cell Picker" for this cell |
Invoice detail section. Each line has these names defined. For example if you have 5 lines, you need to define 5 names from oknProductID_1 to oknProductID_5, and 5 names from oknProductName_1 to oknProductName_5, and 5 names from oknLinetotal_1 to oknLinetotal_5, and so on. If you need a batch naming tool, contact us. |
oknProductName_1 | $F$22 | No | Product (item) description of each item |
oknQuantity_1 | $I$22 | No | |
oknPrice_1 | $J$22 | No | |
oknLineTotal_1 | $K$22 | No | |
oknProductID_1 | $D$22 | No | Product# (Item#) of each invoicing item |
oknTaxable_1 | $A$22 | Yes | Each "Taxable" check box link to one of "oknTaxable_?" cell |
oknCost_1 | $B$22 | Yes | "Cost" of each product item. Default is 0 |
Invoice bottom section. |
oknSubTotal | $K$34 | No | Default formua: =SUM(oknLineTotal_1:oknLineTotal_12) |
oknTax1Name | $I$35 | No | Tax 1 name defined on the Settings dialog box |
oknTax2Name | $I$36 | No | Tax 2 name defined on the Settings dialog box |
oknTax1Rate | $J$35 | No | Tax 1 rate. "Clear & New" button fill this cell with the value of oknDefaultTax1Rate |
oknTax2Rate | $J$36 | No | Tax 2 rate. "Clear & New" button fill this cell with the value of oknDefaultTax2Rate |
oknTax1 | $K$35 | No | Default formula: =ROUND(IF(oknTaxType=0, 0, oknTax1Rate*(oknLineTotalTaxable+IF(oknTaxTotalIncludingShippingCost =0, 0, oknShippingCost))), 2) |
oknTax2 | $K$36 | No | Default formula: =ROUND(IF(oknTaxType<>2, 0, oknTax2Rate*(oknLineTotalTaxable+IF(oknTaxTotalIncludingShippingCost =0, 0, oknShippingCost)+IF(oknTax2IsAppliedToTax1=0, 0, oknTax1))), 2) |
oknShippingCost | $K$37 | Yes | Manually fillable on creating invoice |
oknTotal | $K$38 | No | Default formua: =ROUND(oknSubTotal + oknShippingCost + IF(oknTaxType=0, 0, IF(oknTaxType=1, oknTax1, oknTax1+oknTax2)), 2) |
oknBalanceDue | $K$40 | No | Default formula: =ROUND(oknTotal-oknPayments, 2) |
oknLineTotalTaxable | $B$34 | Yes | Total amount that used when calculating tax. If omitted, your taxing formula cannot use this name. Default value is zero |
oknPayments | $B$39 | No | Total amount of payments applied / posted to this invoice. |
oknNotes | $D$38 | Yes | The "Notes" of each invoice. |