This is a chapter of Invoice Manager for Excel's help document. To get the help document, download and install Invoice Manager for Excel, open the default template by clicking "Invoice.xlsx" shortcut on Windows desktop, and then click "Help" on the "Invoice" ribbon tab.
If you have installed Invoice Manager for Excel version 4.12 or higher versions, click the "Replace Logo Image" button on the "Invoice" ribbon tab and follow the wizard to specify your own logo image. That's all you have to do!
If you're using an earlier version of Invoice Manager for Excel prior to 4.12, to replace the default LOGO image manually and enter your company information on the Invoice worksheet:
By default, the "Invoice" worksheet is protected to avoid overwriting formulas accidentally. To unprotect it, in Excel 2007/2010/2013/2016 clicktab / group / .
If you don't need the LOGO image, follow the steps below.
In Excel 2007/2010/2013/2016, you can find the command in thegroup of the ribbon tab.
Settings the number of taxes, for example changing from two-tax to one-tax, is implemented by hiding the tax rows on the worksheet. If you choose "One Tax", the first tax row identified by the "oknTax1" name is visible; if you choose "Two Taxes", both the rows identified by "oknTax1" and "oknTax2" names are visible.
This works well with the default invoice template shipped with Invoice Manager for Excel installer program, where the "oknTax1" and "oknTax2" names are put on two separate rows and no other critical content are located there.
However if a template is deeply customized, for example the "oknTax1" and "oknTax2" names are moved to one row, or other fields are put on the rows where the "oknTax1" and "oknTax2" name reside, the feature of setting the number of taxes may not work properly. In this case, you need to customize the taxing cells manually by making the rows hidden or visible, or by moving the cells inside or outside the printable area.
To set up the taxing rules using the "Settings" window, follow the steps below.
Additionally, each product has aattribute that controls whether the tax rate will be applied to the product. For each invoice, you can also set its tax rates and attributes.
On a fresh installation, the default invoice template is connected with the sample.mdb database. This database is installed for demonstration purposes. You can use this database to try out how Invoice Manager for Excel works. After reviewing and testing the software, you will want to create a new database for your own data. To create a new database, follow the steps below:
This sample shows how to change the precision / scale of the unit price, unit cost, line total, subtotal, paid and total due cells. For example, if you are a graphics business in New Zealand and want to calculate to a tenth of a penny (i.e. $000,000.062), you need to modify the default database fields.