Assuming you have downloaded and installed Uniform Invoice Software:
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The printed version.
Simple Sample - Splitting City State ZIP (c4072)
c4072 now includes the customized invoice template for the latest version of Uniform Invoice Software. This is what you will see when you open simple-invoice-template-us-splitting-city-state-zip-uis.xlsx.
Simple Sample - Splitting City State ZIP - UIS edition
You are safe to download the resources. We've added our digital signatures to the files.
Download this if you have already installed UIS, but are looking for additional customized templates.
Download this if you want this design to be set as the default template by the installer program.
On our templates "City, State ZIP" are usually put into one single cell, like a U.S. style address line (There is an option for UK style postal code on a separate cell). This simple invoice template shows you how to extract and store separate city, state and zip.
To split the "city, state zip" value into separate cells, we have to use Excel formulas. To store the extracted city value, state value and zip value, we have to create custom fields.
In this case, assuming both the customer data and invoice data need separate city, state and zip code (postal code), we need to add the custom fields (CustomerCity, CustomerState, CustomerZip) into both the "Customer" and "Invoice Header" database tables.
Another assumption is that the text to be parsed should be in the format "city, state zip" - i.e. there is only one comma in the text following the "city" part; there is no space inside the zip or postal code itself.
With these two assumptions made, now let's see how to customize the basic invoice template, Simple Invoice Template - Discount Amount Field (also see the gallery of simple invoicing template), to split the "city, state zip" into separate fields.
With all these formulas correctly set, if you enter "La Jolla, California 92092-0100" into the "oknWhoCityStateZip" cell, the "oknCustomerCity" cell should show "La Jolla", the "oknCustomerStateCell" should show "California", and the "oknCustomerZip" cell should show "92092-0100".
One of the advantages of having city, state and zip in one single cell is that it is easy to manually enter the information, and the printed result (or the auto-generated PDF invoice) looks exactly as what you entered. This meets our design principle of Uniform Invoice Software - easy to use. So our invoicing templates here on InvoicingTemplate.com are designed in a what-you-see-is-what-you-get way. To create new invoices with Uniform Invoice Software you don't have to deal with many complex forms that are not intuitive. But having separate city, state and zip has its own advantage, for example it is easy to manipulate the data such as sorting by state name or zip codes.
The disadvantages of this approach is that, as detailed on the top of this simple invoice template, the user must always enter the "city, state zip" text in this format, or the Excel formulas may not be able to split the city, state and zip code properly.
Another way to archive this goal is that make the "oknCustomerCity", "oknCustomerState" and "oknCustomerZip" cells manually fillable, and then concatenate and display the result on the printable invoice. This is implemented in another simple invoice template here on InvoicingTemplate.com.
Like other form designs here on InvoicingTemplate.com, Simple Invoice Template - Splitting City State ZIP 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 or 2016.
|Name||Simple Sample - Splitting City State ZIP|
|Category||Sales Invoice Template|
|Release Date||Saturday, May 7, 2016|
|Format (XLS or XLSX)||.xlsx|
|Excel Version||Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016|
|Line Height (Points)||18.00|
|Printable with Papaer Size / Orientation||A4 (210 mm x 297 mm) - Portrait|
|Default Margins (Points)|
This Excel Invoicing Template contains 84 lines on the invoice detail section and is printable on 4 pages of standard A4 paper. It also contains fields that are required on general sales invoices such as invoice#, invoice date, client details, shipping details, P.O.#, sales rep. name, payment term etc.
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