Excel Invoice Template Macro is a sub-topic of Excel Invoicing Templates . Here are our templates closely related to Excel Invoice Template Macro.
As detailed in the "Create Invoice Template" document, all shapes including images must have its name prefixed "oknWidget" in order to be retained on the extracted version (which is still an Excel workbook file, but contains only the invoice sheet), and the PDF invoice created with UIS. This sample follow that guidelines, so that the widgets, such as the boxes for the "BILL TO" and "SHIP TO" sections, are kept on the result invoices. On the other hand, buttons like "Save As New Customer", "View Customer Info." and "Same As Bill To" are all removed from the PDF invoices.
In this design sample the big title "INVOICE" is not a general static text, but an Excel Word Art object. Word Art is a powerful feature supported by Microsoft Office suite, including Word, Excel, and Power Point etc. Compared to general text, Word Art support more formatting options. To find this out in Excel, click to select the Word Art object, and then click and activate the "Format" ribbon tab. Note that in order to include the Word Art object in the bakery and cake shop PDF invoice, the object must be named with "oknWidget" prefix. Otherwise, it will be removed from the extracted Excel spreadsheet invoices or generated PDF invoices. For example, the command buttons, such as "Customers", "Products" and "Reports", are named with "oknCmd*" prefix, so they are all removed from the PDF invoices.
The template includes 9 columns. The first two columns are titled with "PACKAGE", under which two columns allows you to enter number of packages, and the package type that is implemented as a drop-down list with 3 options - "BOX", "S.BOX" and "GUDDI". Followed are the columns "BOX No.", "Description", "Per", "Quantity", "Unit Price", "Line Total" and "LESS".
Due to this difference, it is important to clearly identify the document type on the header - whether it is a quote or an estimate. It is also useful, at least in some business areas, to include an expiry date on the document, if your prices are subject to change on the time. In this sample, we added it as a custom field "ExpiryDate". This field is defined as "text (100)" in the backend Access database, and the corresponding cell is named "oknExpiryDate" on the top quote form.
Like c4046 Construction Invoice Template, this template has 4 columns too, namely "Description", "Quantity", "Unit Price" and "Line total". This differs from c1001 Construction Proposal Template and c1005 Construction Contract Template, where there is only 1 column and the total amount is manually editable.
For this reason, the "ESTIMATE#" support all the features assigned to the "Invoice#" cell by Invoice Manager for Excel (namely Uniform Invoice Software). For example, if you click "Save To DB" or "Save Invoice", a sequential, progressive and unique estimate# is generated automatically if the "Estimate#" cell is left blank (see our gallery page at Excel Invoice Template Automatic Invoice Numbering). With pure-Excel spreadsheet solutions, this automatic numbering is not possible without using macros. To display / retrieve an existing estimate or quote, you can simply enter the estimate# into the cell. With the support from Invoice Manager for Excel (namely Uniform Invoice Software), the pure-Excel spreadsheet template is not only printable, but also enables features that could be hardly to implement with pure-Excel estimating and quoting software apps.
While not required, this form includes a "Receipt#" field on the top of the form under the "Date" field. If you have used one of our form designs for invoicing, you may know it is just the "Invoice#" field - we just place a new label "Receipt#" before the cell. So all features Invoice Manager for Excel (namely Uniform Invoice Software) offer for the "Invoice#" field, works for the "Receipt#" field too. For example, the automatic receipt numbering feature, which generates a unique, sequential and unique based on a counter stored in the backend database. You can also retrieve information about an already-saved receipt by type in the receipt number into the "Receipt#" field.
This labor billing format for Excel is in Microsoft Excel spreadsheet "xlsx" format. A PDF format is also generated using Excel, including the document for this template. If you have Invoice Manager for Excel (namely Uniform Invoice Software) installed, the invoicing software app is able to create PDF invoice automatically and send to your clients with simple mouse clicks.
This template shows no currency symbols. If you want to show the EURO symbols with certain cells, follow the steps below.
For a service bill format edition of this template, visit c4099 Service Billing Template for Germany.
With Invoice Manager for Excel, which you can download and try the fully functional trial version for free, it is much easier to use custom fields. The previous standalone utility program, Database Designer, was no longer available. The feature of the Database Designer program was added to Invoice Manager for Excel program itself, and database definition file is no longer required. For example, let's say you want to add the Date column to the Invoice Body database table. You first open the Invoice Edit window of any invoice, and then double-click an invoice item to open the detail window of the invoicing item, and then go to the "Custom Fields" tab. Next, click the Add Field button to open the "Add New Custom Field" window. Specify the name of the field ("DateCompleted" in this example because we want to use this field to detail when the service or job was performed / completed - you cannot name a field with the word "date" because it is a keyword used by the underlying database engine), and then select "Date" from the Type list. The "Default value", "Caption" and "Notes" fields are optional on this window. Note that if you are adding a new field that is Text type, you have to also fill in the Size field; and if you are adding a Decimal field, you have to fill in Precision and Scale too. Once the new field "Date" is added to the Invoice Body database table, all you have to do is to name the field. To do this, simply enter the name of each cell on the column "oknDateCompleted_1", "oknDateCompleted_2", and so on, from top to bottom.