The printed version.
Proforma (3rd Sample of Customization) (c7013)
c7013 now includes the customized invoice template for the latest version of Invoice Manager for Excel. This is what you will see when you open
Proforma (3rd Sample of Customization) - IMFE edition
You are safe to download the resources. We've added our digital signatures to the files.
Download this if you want this design to be set as the default template by the installer program.
Without database file. How to download and use
Download this if you have already installed IMFE, and are looking for additional customized templates; or if you want a template for Invoice Manager (Lite).
This template now has a lightweight (simplied) version. Visit it at Lightweight proforma invoice format.
With the first and second samples on customizing the basic proforma invoice template, we learnt how to unprotect the Invoice worksheet and how to modify Excel color palette to change the color theme of an existing template, as well as how to enter your own company information, including replacing the default InvoicingTemplate.com logo image. This is the 3rd sample on how to create a new design for pro forma invoice template, focused on creating a drop-down list using the data validation feature of Microsoft Excel.
The default implementation of the Proforma Invoice Template here on InvoicingTemplate.com has a currency field on the Shipping Details section, which is a manually editable field. In practice the currency usually could be picked up from a limited set. For this reason, it could be implemented as a drop-down list, instead of a manually editable field. The benefit of using a drop-down list here is obvious - it is not only easy to use than a manually editable field, but also avoids typo mistakes. And the best part is that, Microsoft Excel provides direct support for this. Here are the steps to add the currency drop-down list to the pro forma invoice template.
Tip: To delete a drop down list, select the cell with the list. Click the Data tab, and then in the Data Group, click Data Validation. In the Data Validation dialog box, click the Settings tab, and then click Clear All.
Tip: The width of the drop-down list is determined by the width of the cell that has the data validation. You may need to adjust the width of that cell to prevent truncating the width of valid entries that are wider than the width of the drop-down list.
A few concluding remarks: Microsoft Excel provides powerful tool for formatting data and doing calculations using formulas. As we see from this sample, as simple customization for the original pro forma invoice template makes the much easier to use in some situations.
Like other form designs here on InvoicingTemplate.com, Proforma Invoicing Form 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, 2016 or 2019.
|Name||Proforma (3rd Sample of Customization)|
|Category||Proforma Invoice Template|
|Release Date||Saturday, November 23, 2013|
|Format (XLS or XLSX)||.xlsx|
|Excel Version||Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016 / Excel 2019|
|Line Height (Points)||12.75|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|
August 27, 2018
October 31, 2018