The printed version.
Advanced Sample - Email Is Required Before Saving Invoice (c5103)
c5103 now includes the customized invoice template for the latest version of Invoice Manager for Excel. This is what you will see when you open
Advanced Sample - Email Is Required Before Saving Invoice - IMFE edition
You are safe to download the resources. We've added our digital signatures to the files.
Download this if you want this design to be set as the default template by the installer program.
Without database file. How to download and use
Download this if you have already installed IMFE, and are looking for additional customized templates; or if you want a template for Invoice Manager (Lite).
Starting with version 7.11, Invoice Manager for Excel exposes all its major features via the COM add-in objects. This enables VBA macros to call the Invoice Manager functionalities, making our invoicing program programmable with VBA scripting language.
Note: This sample requires the "Enterprise" edition of Invoice Manager. For more information see Differences between Editions.
In Advanced Invoicing Sample - Macro-Enabled Invoicing Template (c5101) we looked at how to make your invoice template a macro-enabled template, and provided information and resource links involved, such as Office / Excel security settings, digital signature, etc. In Advanced Invoicing Sample - Invoiced Total in English Words (c5102), we provided a practical example implemented as a macro-enabled invoicing template, i.e. a user-defined Excel formula / function that is able to convert a numeric value into English words.
Unlike the billing format samples implemented in the "Simple Invoice Templates" series, where the customized templates are usually created by moving fields and cells, or modifying Excel formulas etc., this "Advanced Invoicing Sample" series contains samples that require some knowledge of VBA programming and Microsoft Excel / Office object model.
To call the procedures inside the Invoice Manager program, you first need to obtain the COM add-in object. This could be done using VBA code like this:
Public Sub CallImfe(ByVal sCmd As String) On Error Resume Next Dim oComAddin As Office.COMAddIn Set oComAddin = Application.COMAddIns("Imfe.Connect") If oComAddin Is Nothing Then MsgBox "Invoice Manager for Excel is not installed!", vbOKOnly Return End If oComAddin.Object.UisClickProc (sCmd) End Sub
This CallImfe procedure takes one argument, i.e. the command that you want to call -- this is the button name that you want to call. For example, if you want to call the "Save To DB" command, you simply pass in the button name "oknCmdSave".
The CallImfe procedure obtains the Invoice Manager COM add-in by looking into the "Application. COMAddIns" collection. If it cannot find the "Imfe.Connect" (This is the Prog ID of Invoice Manager), it shows an error message " Invoice Manager for Excel is not installed!" and return. Otherwise, it pass the command to the add-in object.
The commands are always executed against the active workbook and active worksheet. Since different worksheets could have buttons with the same name, your VBA macro code should make sure the right workbook / worksheet is activated before issuing a command. For example, the "Invoice", "Quote" and "Purchase Order" worksheets in the default template shipped with Invoice Manager installer program all have the button named "oknCmdSave".
Once you have the CallImfe procedure ready, it is easy to call it. In this sample, we add macro code to check if the email field in the "Bill To" section is blank - if so, saving invoice will be failed and a message is shown to ask the user to enter the email address. (Feel free to see samples in the email invoice gallery).
Public Sub NewSaveToDBProc() If Range("oknWhoEmail").Value = "" Then MsgBox "Please enter email address in the 'Bill To' section.", vbExclamation + vbOKOnly, "Save Invoice" Exit Sub End If CallImfe ("oknCmdSave") End Sub
Now when you click the "Save To DB" button to save an invoice, your own macro code will check if the email address field is empty. If so, it will refuses to save the invoice; otherwise, the invoice will be saved normally.
You can provide any button name as the argument provided to "CallImfe" procedure. To find out the name of a button, first switch your template into design mode, and then click the button, the name box on the left-side of the formula shows the button name.
Like other form designs here on InvoicingTemplate.com, Advanced Format - Email Is Required Before Saving Invoice is free (offered to you at a price of 0.00USD). It works on Windows XP and all newer versions of Windows, and Excel 2007, 2010, 2013, 2016 or 2019.
|Name||Advanced Sample - Email Is Required Before Saving Invoice|
|Category||Sales Invoice Template|
|Release Date||Tuesday, November 22, 2016|
|Format (XLS or XLSX)||.xlsm|
|Excel Version||Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016 / Excel 2019|
|Line Height (Points)||18.00|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|
October 1, 2018