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Invoicing Template to Email

Invoicing Template to Email (c3017)

c3017 now includes the customized invoice template for the latest version of Invoice Manager for Excel. This is what you will see when you open invoicing-template-to-email.xlsx.

Invoicing Template to Email (IMFE Edition)

Invoicing Template to Email - IMFE edition

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License: Private Use (not for distribution or resale). See our Terms of Use.

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DescriptionSizeDownload

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

3.64 MBDownload

Without database file. How to download and use

419 KBDownload

Download this if you have already installed IMFE, but are looking for additional customized templates.

643 KBDownload

Detail

With this sample template for Excel we show you how to add the email address to an invoicing form, and how to set up emailing options so that you can email invoice to the client by clicking the "Extract/Email" button.

Note that the features described here are provided by Invoice Manager for Excel (namely Uniform Invoice Software). If you have not installed it yet, download the fully functional trail version here.

Step 1 - Add email address to invoice form if necessary

Many templates here on InvoicingTemplates.com has the "Email" field on the "Bill To" or "Client Info." section. By adding this to the billing form, new customer accounts created by clicking the "Save As New Customer" button (or the "Save New Customer" button on the task pane) could have the email address saved too. Otherwise, you have to go to the "Customer Edit" or "New Customer" window to set the email address for customers.

If the template you choose already has the email address inside the printable invoice form, skip this step.

In this sample, we take c3001 Basic Sales Invoice Template (Light Blue) as the basic template, replace the "Country" field with the "Email" field.

  1. Backup the template that you want to customize / edit.
  2. Open it.
  3. Click the "Design Mode" button on the "Invoice" ribbon tab.
  4. Click to select the "Country" label object in the "Bill To" section. Hit DEL key on keyboard to delete it.
  5. Go to Excel "Formula" tab and click "Name Manager".
  6. On the name list click the column heading "Name" to sort list by name. Find and select the name "oknCountry", and then click "Delete".
  7. Click "Close" to close the "Name Manager" dialog box.
  8. Click and select the cell where the original country field resides, i.e. $I13:K13 (This is a merged cell range).
  9. Enter the new name "oknWhoEmail" on the name box of the formula bar. By naming this cell "oknWhoEmail", the content of this cell is mapped to (or linked to) the customer's email field in the backend database. For a complete list of name mapping rules, refer to Invoice Manager for Excel (namely Uniform Invoice Software) help documents.
  10. You may also like to add a label for this field. To do this, right-click the "City, State ZIP" label, and choose "Copy" from the shortcut menu.
  11. Right-Click cell $G$13 and choose "Paste" from the shortcut menu.
  12. Right-click the newly created label and choose "Properties".
  13. In the "Caption" field enter the label text "Email".
  14. Close the "Properties" window.
  15. You can move the proper location by dragging and dropping.
  16. One done, click the "Design Mode" button again on the "Invoice" ribbon tab to exit design mode.
  17. Save the template by clicking the "Save" button on Excel quick access toolbar.

Now you can fill in email address when creating client accounts using the "Save As New Customer" button.

Step 2 - Set up emailing options

Please refer to Email Invoices with One Click of Mouse for detailed steps.

Like other form designs here on InvoicingTemplate.com, Invoicing Sample to Email is free (offered to you at a price of 0.00USD). It works on Windows XP and all newer versions of Windows, and Excel 2007, 2010, 2013 or 2016.

Format and Specification

Template#c3017
NameInvoicing Template to Email
CategorySales Invoice Template
Release DateThursday, August 21, 0206
Format (XLS or XLSX).xlsx
Excel Version Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016
Feature Gallery
Columns3
Lines12
Line Height (Points)19.50
Print Area$F$2:$O$42
Papaer Size / OrientationPortrait
Default Margins (Points)
Left18.00
Right18.00
Top75.60
Bottom75.60