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This simple invoice template details the steps required to show a specific currency symbol on all the currency-related fields, for example "Unit Price", "Line Total", "Subtotal", "Total", "Paid" and "Total Due".
The default template and database file shipped with Invoice Manager for Excel is currency-neutral. This means it assumes the template and database uses on currency, but it does not have a specific currency set. It also means that with the default implementation, our invoicing software program does not do any currency conversation or similar jobs.
While not displaying a currency symbol is acceptable for many businesses or companies, there are cases that it is helpful to show a specific currency symbol on the invoices or bills. This tutorial details the steps required to set a currency symbol for all the money fields on the invoice layout. The result of this customization is a simple invoice template that could be downloaded for free, like all the other templates available here on InvoicingTemplate.com
- First of all, we recommend you to back up your invoice template before doing any modification and design on it. By doing so you'll save a lot time when some steps in the customization work go wrong. To make the backup, simply copy the invoice template in Windows File Explorer.
- Now open the template. In this sample, our customization of template is based on c4049 Simple Invoice Template - Moving Item# Column as the original template.
- Click the Design Mode button by clicking the "Design Mode" button on the "Invoice" ribbon tab. The "Invoice" ribbon tab is shown only when Invoice Manager for Excel is installed and running. In design mode, Invoice Manager for Excel stops responses to the clicks on the worksheet buttons, so that you can move or resize them. The design mode command also unprotect the sheet, so that you can modify the layout, format and formula of the template.
- Click to select the cells that you want to set a currency symbol for. In this sample, we set currency symbol for the following cells: all "Unit Price" cells, all "Line Total" cells, Subtotal, Total, Tax1, Tax2, Shipping Cost, Total, Paid, and Total Due. To select multiple cells, push the CTRL key on your keyboard, click each cell one after another.
- Once you have select all the cells, release the CTRL key.
- Right-click one of the select cells, choose Format Cells.
- On the Format Cells dialog box, choose the Number tab.
- Choose either "Currency" or "Accounting" category. Both categories have pre-defined formats that show a currency symbol before a number. For more information about currency formatting, visit Format numbers as currency. In this sample, the cells are formatted using United Kingdom currency symbol ("£").
- Once done, click the "Design Mode" button again to exit design mode.
- Save the template by clicking the "Save" button on Excel quick access toolbar.
Format and Specification
|Name||Simple Sample - Using Currency Symbol|
|Category||Sales Invoice Template|
|Release Date||Monday, January 25, 2016|
|Format (XLS or XLSX)||.xlsx|
|Line Height (Points)||18.00|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|
|Price||Free (0.00 USD)|
|System||Windows 7 and later, and Excel 2007 and later.|