Assuming you have downloaded and installed Uniform Invoice Software:
To download only the Excel template, right-click the "Download" button and then choose "Save link as" (Chrome and Firefox), or "Save target as" (Internet Explorer and Microsoft Edge), and then choose the location on your local computer.
Once the file is downloaded, right-click the file and choose "Properties". On the "General" tab check "Unlock" and then click "Apply". See figure below.
Without the above "unlock" procedure, opening any file downloaded online or saved from email will cause the "protected view" warning, as shown in the figure below.
Since many templates here on InvoicingTemplate.com has custom fields defined, so if you download only a template without its database, the template may not work properly if you use it with an Access database shipped with other templates.
If you don't have Uniform Invoice Software installed, all buttons and reports on the template stop working. If what you need is only a free invoice template for creating invoices / bills, then you are safe to delete those buttons and reports to make the template clean.
To delete a button or the default logo image:
To delete a report:
When you click a button on the "Invoice" worksheet, Excel shows the message "Cannot run the macro 'UISClickProc'. The macro may not be available in this workbook, or all macros may be disabled."
This error message occurs when Excel cannot find or run the macro 'UISClickProc' provided by Uniform Invoice Software Helper. To fix this, check if Uniform Invoice Software Helper is enabled.
If not, or if this add-in is listed in the "Inactivate Application Add-ins" section, then select "Excel Add-ins" from the bottom "Manage" list, and then click "Go...".
You may also need to check the security settings of Excel allow Uniform Invoice Software Helper to run. To do this follow the steps below.
Tip: If you copied the template from another computer, or downloaded it online / from an email message, the template file might be locked by Windows by default. In this case, you need to unlock it before you can change the security and macro setting, as detailed in the How to download and use Excel template section.
Follow these steps to install Uniform Invoice Software helper add-in manually.
First determine where your Excel's "LIBRARY" folder is.
Next, download install the helper add-in.
Next, you have to enable the Excel add-in by following steps described here.
When installing Uniform Invoice Software Helper, you may encountered the error message shown below.
To deal with this error, you need to first make sure you're running the installer program using a Windows Administrator account or an account that is a member of Windows admin group.
Secondly, Uniform Invoice Software runs inside Microsoft Excel as a COM add-in program, which requires the full locally installed Excel/Office. This means that, a client version of Office 365 subscription plan without installing the local Excel/Office will not work.
Left part - this is a task pane. You can hide it by pushing down the "Hide task pane" button on the "Invocie" worksheet.
Right part - they are general Excel text cells. You can clear them by following these steps: first select the cells, and then on Excel "Home" ribbon tab, choose "Clear" from the "Editing" tab.
Note : Don't delete / clear clles on the first row (i.e. the cells starting with "Current Database"), but you can hide those columns if you want.
If the old template and new template have the same database structure, you can replace the old one with the new one by following these steps:
If the old template and new template don't have the database structure, you have to apply custom fields defined in the new template to the original database file before you can use the new template with the original database file. Learn more about Custom Fields, or contact us for assistance.
Looking for easy hotel invoicing software? Hotel Receipt Template is a free Excel spreadsheet formatted template for hotel and motel / hostel businesses, for invoicing room tental and bed and breakfast. It is also one of the samples on how to customize the default sales invoice template shipped with Uniform Invoice Software.