Screenshots and Images
The printed version.
Open the template in Excel.
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Download this if you have already installed the Microsoft Store edition of Invoice Manager for Excel, and are looking for additional customized templates.
Download this if you want this design to be set as the default template by the installer program.
The print result of an Excel form usually is usually not ideal if the paper size isn't what the Excel form designed for. This sample Payment Voucher Template for B5 Paper demonstrates how to adjust the form design for a changed paper size.
In this sample, we'll take Excel Payment Voucher Template (c5052) as the base template, which is designed for A4 (8.27 inch x 11.69 inch) in Portrait orientation, and make it suitable for B5 paper (7.17 inch X 10.12 inch) with Portrait orientation. During the customization, we'll remove the redundant controls / buttons from the form since with the latest version of Invoice Manager for Excel, they are no longer needed.
Step 1: Before customizing the payment voucher layout, we'll first need to make a backup copy of the original design. It is also recommended to make a backup during the customization, so that it is easy and quick to return to a previous step in case something goes wrong.
Step 2: Open the voucher template as usual, switch to design mode by clicking the "Design Mode" button on the "Invoice" worksheet.
Step 3: Go to Excel "Page Layout" ribbon, in "Page Setup" group click "Size" and then choose B5 paper size.
Step 4: Click Excel menu "File", and then "Print". Excel shows in preview how many pages it required to print the current form. In this case, Excel shows that it requires two pages to print the original voucher form with the new B5 paper size.
Step 5: Inspect the preview image. On the vertical direction, without scaling one page height is enough to print the original form. On the horizontal direction, the width is not enough - by default it is able to print 4 columns only, but our payment voucher has 5 columns.
Step 6: Still in print preview mode, click the "Show Margins" button on the bottom-right corner. When "Show Margins" is pushed down, the preview shows drag handlers for margins and columns. Drag these handlers to resize margins and columns. Since we need space for only 1 column (the "Amount" column), it is possible to add it by reduce the width of the other columns. Once there is enough space for the missing "Amount" column, it appears automatically.
Like the original template, this new design does not use the customer account feature - that is, when run with Invoice Manager for Excel, it does not distinguish between customers, and thus not keep customer accounting / bookkeeping data. We simply assign a letter "A" automatically to the field "oknWhoID" (database field "CustomerID" in both the "Customer" and "Invoice Header" database tables), so that Invoice Manager for Excel will not create a new customer account. With this voucher format, The "Name" and "Address" field on the printable form is always manually entered (See all our editable invoicing templates).
With this template, we removed all the product / item buttons. They are no longer necessary because Invoice Manager for Excel now supports the "on-sheet" picker button. When you enable this function, the invoicing software shows a small button automatically whenever you click a product / item row, allowing you to open the list of all products / items, where you can search and select one or multiple items.
Format and Specification
|Name||Payment Voucher Template for B5 Paper|
|Release Date||Tuesday, July 5, 2016|
|Format (XLS or XLSX)||.xlsx|
|Line Height (Points)||19.50|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|
|Price||Free (0.00 USD)|
|System||Windows 7 and later, and Excel 2007 and later.|
April 22, 2020
- Moved the required cells that were not displayed on the printable form, to hidden columns.