This is a chapter of Uniform Invoice Software's help document. To get the help document, download and install Uniform Invoice Software, open the default template by clicking "Invoice.xlsx" shortcut on Windows desktop, and then click "Help" on the "Invoice" ribbon tab.
Customizing invoicing templates means creating your own templates that can interact with Uniform Invoice Software and connect to databases to store and retrieve data. All templates here on InvoicingTemplate.com are created based on these rules.
Please read this document carefully before customizing your template.
An invoice template uses a number of hidden properties and cells to identify itself as a valid invoice template so that the Uniform Invoice Software can and will interact with it.
Because of this, generally it is not recommended to create a template or workbook from scratch using Microsoft Excel. It's better to create a new invoice template based on an existing valid invoice template. To do this, copy an existing invoice template using your Windows Explorer, and customize that copy to create your own invoice workbook.
However if you still want to integrate your existing template with Uniform Invoice Software, or create a new format from scratch, the steps are detailed with the sample at c4056 Simple Sample - Building & Remodeling Invoice.
An invoice template has two states: design mode and run mode. In design mode, the Uniform Invoice Software will stop interacting with the invoice template, so that you can move, add, or delete controls or cells.
To switch to design mode, click thebutton on the ribbon tab. Click this button again to exit design mode.
By default, theworksheet is protected. You need to unprotect it for most of the customization work. To unprotect the worksheet, in Excel 2007/2010/2013 click the button in the group of the tab.
It is strongly recommended that you protect the worksheet again after your customization. To protect a sheet, just click the same button again.
If a worksheet is protected, locked cells and those cells that contain formulas are not manually editable. To lock or unlock a cell:
When customizing a workbook, it is very helpful to display gridlines and row/column headers. To show gridlines and row/column headers in Excel 2003:
After your customization, go back to themenu, , tab. Under , REMOVE the checks you previously placed by the two check boxes to hide gridlines and row/column headers. This will restore the appearance of your workbook.
To show/hide gridlines and row/column headers in Excel 2007/2010/2013:
All objects in an invoice workbook, including ActiveX controls, drawing objects and cells, are identified by names.
To distinguish from other names, all names used by Uniform Invoice Software are prefixed with okn (Office-Kit.com's Name).
In Excel, names are available to any sheet. For example, if the name oknID refers to the range A20:A30 on the first worksheet in a workbook, you can use the name oknID on any other sheet in the same workbook to refer to range A20:A30 on the first worksheet.
To name a drawing object or cell:
To name an ActiveX control object:
See your Excel help document for more information about using names.
Microsoft Excel has two types of controls. ActiveX controls are appropriate for most situations. Forms Toolbar Controls are compatible with earlier versions of Excel, beginning with Excel version 5.0, and can be used on XLM macro sheets.uses a number of standard ActiveX controls, such as buttons, check boxes, and graphics.
To add an ActiveX control:
If a worksheet has defined a PRINT_AREA name and it refers to a range of cells, Excel will print the specified area instead of the whole sheet when you click the printable invoice template)command on the Excel menu. (See our template gallery at
In the invoice workbook, each worksheet contains a PRINT_AREA name. You can view what the name refers to by selecting PRINT_AREA from thebox at the left end of the formula bar. If you want to redefine the PRINT_AREA name, follow the steps below:
By default, all objects added to a worksheet are printable. You may want to exclude some of them from printing, such as the Customer Selection button on theworksheet (seen in the default invoice template shipped with Uniform Invoice Software version 3 and earlier versions).
To exclude a Drawing Object from printing in Excel 2007/2010/2013:
To exclude an ActiveX control from printing:
Since all the cells/fields and controls are identified by names, you can easily redesign the layout by moving cells/fields/controls. For example, if you don´t want to show the, cells/fields on your printed invoice, you can move them out of the Print_Area:
To move a control:
To make the extracted worksheet as clean as possible, all ActiveX controls and drawing objects will be removed from the extracted worksheet. If you want to keep an ActiveX control or a drawing object, add a prefix oknUser_ or oknWidget_ to its name. For example, a logo image could be named, instructing Uniform Invoice Software to keep the logo image on the extracted document.
The template c5009 offers a sample for creating a sales invoice template that supports multiple price levels. This invoice template c5113 is an updated version of c5009. Here we implement a drop-down list for you to choose a price level on creating invoices.
Standard fields are those that already created in the default database file shipped with Uniform Invoice Software (UIS), as opposed to custom fields (i.e. user-defined fields) which you should create yourself. This template demonstrates how to change the definition of standard fields.
This classic hourly invoice template is a service invoice template with 5 columns. It is a work hours invoice template that calculates totals from hours worked and rate using Excel formulas for freelancers and other service providers. An hourly billing form in PDF format is also provided.
With this business invoice template you can assign each customer a specific discounting rate. This rate is saved with other customer information such as street address and email. On creating invoices if you choose a customer, its discount level / rate is retrieved and applied too.