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Form with Product Category

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Form with Product Category (IMFE Edition)

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DescriptionSizeDownload

Download this if you have already installed the Microsoft Store edition of Invoice Manager for Excel, and are looking for additional customized templates.

591 KBDownload

Download this if you want this design to be set as the default template by the installer program.

5.80 MBDownload

Detail

The main purpose of creating this invoice template on InvoicingTemplate.com is to provide a sample on using custom fields with Invoice Manager for Excel.

If you use the freeware edition of this invoice template, you may find there is no much difference between this invoice template and the default sales invoice template shipped with Invoice Manager for Excel. The only difference appears outside the printable area on the center of the form, where you can find a Product Category column near the invoice body. Visit the gallries at Simple Invoice Template and Blank Invoice Templates for more information.

"Product Category" is a standard field defined in the Product database table, but not added to the "Invoice Body" database table. So when you create an invoice with Invoice Manager for Excel, the category information is not loaded along with product data, and thus not saved along with other invoice details.

However the support for custom fields in Invoice Manager for Excel makes overcoming this limitation easy and quick. What you need to do is to add the custom field "Product Category" to the invoice body database table, and then name a column of cells where you want to display the category when creating an invoice - in this sample, we don't want to show product category on printed invoices, so the product category column is defined outside the printable area.

For more information on using custom files, refer to the documents of Invoice Manager for Excel, which is included in the Invoice Manager for Excel setup program that you can download for free. Invoice Manager for Excel is fully functional within the trial period.

Format and Specification

Template#c5008
NameForm with Product Category
CategorySales Invoice Template
Release DateSunday, November 10, 2013
Format (XLS or XLSX).xlsx
Columns5
Lines12
Line Height (Points)18.00
Print Area$F$3:$N$45
Papaer Size / OrientationPortrait
Default Margins (Points)
Left22.68
Right22.68
Top45.35
Bottom45.35
PriceFree (0.00 USD)
SystemWindows 7 and later, and Excel 2007 and later.

Update History

December 23, 2017

  • Removed all the "select a product" buttons from the Excel form as the feature is now provided by the on-sheet picker button.
  • Replaced all "Taxable" checkboxes with Excel form controls.

December 6, 2018

  • Added descriptive text to the form to explain the usage of the "Product Category" cells.

Samples

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Screenshot for Simple Sales Invoice Template without Item Description

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