Both theworksheet and the window can be used to edit an invoice, although there are some significant differences between the two.
|Invoice worksheet||Invoice Edit window|
|Create new invoices||Yes||No|
|Add invoice items||Yes||No|
|Delete invoice items||Yes||Yes|
|Delete or void payment||No||Yes|
Here is a screen shot of the default Invoicing Templates.worksheet. You can also download customized invoice templates from
It's easy to get started with theworksheet because it is based on the What You See Is What You Get (or WYSIWYG) paradigm. However, to be effective, there are still some important points you need to know.
An item is treated as blank if ANY of the following fields are empty or zero: Product ID, Product Description, and Line Total.
For an in-depth look at the invoice template, see.
Thewindow allows you to edit most fields of an invoice, except the calculated fields, tax rate fields, shipping costs, and invoice items.
Here is a screen shot of theWindow.
|Save||Saves the modified data to the database.|
|Edit in Excel||Displays the current invoice in Excel.|
|Void||Deletes the invoice from the Sales Record but keeps a copy in the database for reference.|
|Displays the invoice in theworksheet and prints it, using default print options.|
|Displays the invoice in Excel, extracts theworksheet as a new workbook, and creates a new email message to send the workbook to selected e-mail address.|
|Delete||Deletes the invoice record from the database. This will delete all payments and place all products back into stock (where applicable).|
|Refresh||Reload data from the database. This command is basically used in a network environment where multiple users open the same database. You can use this button to update or refresh data modified by other uses.|
Unlike theworksheet, the window shows you all the payments on the tab, where you can add new payments, remove or edit existing payments. To add a new payment, click the button. To remove or edit an existing payment, double click the payment record to open the window.