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 template includes an invoice form, a quotation form and a purchase order form. It demonstrates how to dynamically display product images and pictures on your invoices, quotes and purchase orders.
Net 30 is one of the commonly used payment terms. Invoice Manager for Excel (namely Uniform Invoice Software) allows you to select a payment term on creating invoices, but you can also fix the term such as Net 30. This sample invoice template shows how.
This simple invoice template for Florida is designed for businesses who want to try something new. The title word "INVOICE" is applied with lightweight word art to show a cambered effect. It also has an orange blossom background that is known as the state flower of Florida.
This free template is an editable version of the General Vendor Invoice Template published on the California State web site. The original version is an image titled as "Sample Vocational Rehabilitation Vendor Invoice". Our template is Excel spreadsheet. PDF version is downloadable too.
Do you like New York, the state in the northeastern United States? You can even add it to your invoices and bills! This free downloadable invoicing template for Microsoft Excel (".xlsx" format) provides a sample on how to add a watermark of New York.