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The printed version.
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To allow more content in each field, and to have less lines on the invoice detail section, print using "Landscape" orientation. This simple invoice template details the steps and issues that could occur.
Most template available here on InvoicingTemplate.com using "Portrait" paper orientation / print orientation. In the real business world, there is no one template fits all. Different businesses have very different requirements regarding their invoicing forms. Some businesses need relatively long content on each field, such as address, description etc., and they need less lines on the invoice detail section. This tutorial, based on the result of c4051 Simple Invoice Template - Discount Amount Field, demonstrates how to change the orientation option of the invoicing form to "Landscape".
As you can see from this tutorial, Microsoft Excel provides complete tool set for customizing invoice form layouts. This, combined the flexibility of Invoice Manager for Excel, make it possible to build an invoicing system that is very specific to your business.
If you have just started your business and have limited budget for invoicing / accounting, using a free invoice template like the simple invoice template created in this tutorial could produce professional invoices with easy and quick. If you need a more powerful invoicing tool, install Invoice Manager for Excel, which works with any / all templates published here on InvoicingTemplate.com.
Now let's see how to change the paper orientation of an invoice format.
- Back up your template. Whenever you want to modify the layout or format of a template, or even simply change the fonts / colors / borders / back colors, or Excel formulas, it is always a good idea to back the original template first.
- Open the template in Microsoft Excel.
- Switch to design mode by clicking the "Design Mode" button on the "Invoice" ribbon tab. The "Invoice" ribbon tab is created by Invoice Manager for Excel. If you cannot find it, make sure you have installed our invoicing software app Invoice Manager for Excel. The trial version, which can be downloaded from here on InvoicingTemplate.com, is completely free and fully functional within trial period.
- Go to the "Page Layout" Excel ribbon tab.
- Click "Page Orientation" from the Page Setup command group. Choose "Landscape".
- Go to Excel "View" ribbon tab. Push down "Page Break View".
- Excel shows that the content of the printable form need 3 pages to print on the vertical direction after we change the paper orientation to "Landscape". There are in total 12 lines run over the first page. If we can reduce the number of rows on the vertical direction by 12, the invoicing format could be printable on landscape orientation.
Look at the invoice form. We can adjust the number of lines on the invoice detail section from 12 to 6. This will save 6 rows / lines.
The fields on the "Bill To" and "Ship To" sections could be rearranged to be tiled on the horizontal direction. This will save 3 rows / lines.
We still need to save 3 or more rows. This could be done by hide some empty rows on the form.
- To hide the last 6 rows on the invoice detail section, drag your mouse on the headings from R33 to R28 (this makes the last 6 rows selected), right-click one of the selected row heading and choose "Hide" from the shortcut menu. By hiding instead of deleting the rows, we make sure that the formulas on the template still work.
- Now to rearrange the fields on the "Bill To" and "Ship To" section. Right-click G column heading and choose "Insert". This insert a new column. Do this 3 more times.
- Drag your mouse to select all the fields in the "Bill To" section (i.e. $F$3 to $L$16). Click the "Merge and Center" button on the "Home" ribbon tab to unmerge the selected cells.
- Select the cells starting from the label "Phone" to "Client#", including the fillable fields, i.e. E14:F16. Drag the border of the selected area and put it on the new location starting from H9.
- Select all the fields in the "Ship To" section, ranging from N9 to O14, click "Merge and Center" on the "Home" ribbon tab to unmerge the cells.
- Select the cells ranging from M8 to N11 (The label "Ship To", and the first 3 fields in the shipping address section). Drag the selected area to the new location starting from J8.
- Move the "Contact" and "Country" fields to the new location starting from M9.
- Hide the empty rows left by moving the "Bill To" and "Ship To" fields - R14, R15, and R16. To do this, drag your mouse on these row headings to select the rows, right-click on one of the selected row heading and then choose "Hide".
- Hide two empty rows on the bottom of the form, R40 and R41.
- Hide the empty row R7.
- If the worksheet is still in the "Page Break View" (Excel "View" ribbon tab, "Workbook Views" group), you can find now the entire printable form could be printed on a single page. If you are following this tutorial and find that Excel break pages on the horizontal direction, narrow some columns to fit into one page. In sample, we adjust the widths of column I, J, M and N.
- There are still complementary customization work to do. For example, the "Name" field, which has the cell name "oknWhoName" and located at $F$3, is unmerged. We need to merge it with the next cell G3 to create the new cell. To do this, select F3:G3 and then click "Merge and Center" on the "Home" ribbon tab. Do this too for the "Address", "City, State and ZIP" and "Country" too. Also, you want to make these fields left-aligned. To do this, select these cells, click the "Align Left" command on the "Alignment" group of the "Home" ribbon tab.
- Make the decorative line named "oknWidget_1" wider. To do this, click to select the line object, push down the SHIFT key on keyboard and drag the right-hand corner of the line till the line as wider as the whole printable section.
- The "Sales Rep. Name" fields occupies too many cells. So we unmerge the "Sales Rep. Name" fields. And by moving fields, use the "Merge and Center" tool, make all the fields on the line R18 and R19 occupy largely the same space on the horizontal direction.
- The invoice detail section lose its bottom border (since we have hide the row that show the border). We add it back by add the border to the last row (In this sample, R27).
- Go to Excel menu File / Print to see the print preview.
- If everything is OK, return to normal view by pushing down the "Normal" button on Excel "View" ribbon tab.
- Exit design mode by clicking the "Design Mode" button again on the "Invoice" ribbon tab.
- Save the customization result by clicking the Save button on Excel quick access toolbar.
This simple invoice template demonstrates how to create an invoicing form that is printable with "Landscape" orientation. The result of this customization could be downloaded for free.
Format and Specification
|Name||Simple Sample - Changing Print Orientation|
|Category||Sales Invoice Template|
|Release Date||Friday, January 29, 2016|
|Format (XLS or XLSX)||.xlsx|
|Line Height (Points)||18.00|
|Papaer Size / Orientation||Landscape|
|Default Margins (Points)|
|Price||Free (0.00 USD)|
|System||Windows 7 and later, and Excel 2007 and later.|