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The default invoice template stores "City, State and ZIP" in two separate fields. This customization sample of our simple invoice templates demonstrate how to store it in 3 separate fields using custom fields.
In c4072 Simple Sample - Splitting City State ZIP, we demonstrates how to use Excel formulas to split a field value of user-entered "City, State ZIP" into 3 fields, and then store them in 3 database fields. The drawback of that solution is that it relies on the format of the user-entered values - for example, a United States style format like "La Jolla, California 92092-0100". A more stable solution is to let the end-user enter these 3 values, "City", "State" and "Zip" into 3 different cells, so that it will no longer rely on Excel formulas to do the separation.
To make the text shown on the printed invoice matches exactly the specification - that is, the "City" name followed by a comma, the "State" name followed by a space, we'll put the editable "city", "state" and "zip" fields outside the printable invoicing form, and use an Excel formula to concatenate what the user entered.
We'll take the sample invoice template crated in c4072 Simple Sample - Splitting City State ZIP as the base template, and then implement separate fields for "City", "State" and "Zip".
- Backup the template before modifying it.
- Open it.
- Go to the "Invoice" ribbon tab and click the "Design Mode" button.
- Drag your mouse to select 3 custom fields, "oknCustomerCity" (cell address O8), "oknCustomerState" (cell address O9) and "oknCustomerZip" (cell address O10).
- Hit DEL key on keyboard to delete the formulas of these 3 cells.
- With the 3 cells / fields still selected, right-click on of the selected cell and choose "Format Cells" from the shortcut menu. This opens the "Format Cells" dialog box.
- Go to the "Protection" tab. Clear the "Locked" checkbox option.
- Click OK to close the "Format Cells" dialog box. This makes the 3 cells editable when the worksheet is protected.
- Now click and select the "City, State ZIP" cell in the "Bill To" section (cell address $F$11).
- Enter this formula for the cell: = CONCATENATE( TRIM ( oknCustomerCity ) , ", ", TRIM( oknCustomerState ), " ", TRIM ( oknCustomerZIP )). This formula combines the 3 user entered values into one readable and formal "City, State ZIP" value.
- Right-click selected cell ($F$11) and choose "Format Cells" from the shortcut menu.
- Go to the "Protection" tab.
- Check the "Locked" option box.
- Click OK to close the "Format Cells" dialog box. This make the cell not editable when the "Invoice" worksheet is protected.
- Exit design mode by clicking the "Design Mode" button again on Microsoft Excel ribbon tab.
- Save the template by clicking the Save button on Excel quick access toolbar.
With this template design, we also replace the usual logo implementation, which is an image control, with a Word Art illustration. So if you don't have your own logo image, you can simply type in your own business name to replace the default placeholder text "InvoicingTemplate.com" to create your own logo. It is nice to have your own logo on your invoices and bills, but if you don't have one for your business yet - as many small businesses, using a Word Art logo might be an acceptable solution. Invoice Manager for Excel fully supports these types of logo images too, and it will also be included in your pdf invoices too!
Format and Specification
|Name||Simple Sample - Separate City State ZIP|
|Category||Sales Invoice Template|
|Release Date||Tuesday, July 26, 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.|