The printed version.
Simple Sample - Customer Name on Product Report (c4059)
c4059 now includes the customized invoice template for the latest version of Invoice Manager for Excel. This is what you will see when you open
Simple Sample - Customer Name on Product Report - 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).
The default product report contains fields defined in the "Invoice Body" database table. This simple invoice template sample demonstrates how to add fields in the "Customer" or "Invoice Header" database tables to the "Product" report by using custom fields.
In this sample, we'll take the result template built in c4051 Simple Invoice Template - Discount Amount Field as a starting point, create two custom fields, "CustomerName" and "CustomerContact" in the invoice body database table, and then add them to the product report. Note that in order to follow this tutorial, you should have Invoice Manager for Excel (namely Uniform Invoice Software) installed, which is our invoicing software app for automated invoice processing. Download the fully functional trial version for free.
Name the "CustomerContact" cells in the same way too, ranging from X22 to X33. The names should like these - oknCustomerContact_1, oknCustomerContact_2, oknCustomerContact_3, ... oknCustomerContact_12.
As you can see from this sample, it is easy to populate and calculate data using Excel formulas. While there are other tools like Microsoft Word, Adobe Acrobat or even Photoshop and some online apps like Google Docs, that could create beautiful invoice and billing forms, one of the best / big advantages of Excel is that it simplifies calculations.
The definition of the database structure in Invoice Manager for Excel (namely Uniform Invoice Software) established the "one-to-many" relationship between the "Invoice Header" (i.e. "InvIndr") and "Invoice Body" (i.e. "InvBdy") database tables. This means that, for each record in the invoice header database table, there might be one or many items belong to it.
On the other hand, the main content of the "Product" report is retrieved from the invoice body database table, adding the fields of the invoice header table to the invoice body table will create many redundant data, as they must be repeated for each item. One exception though - the definition of invoice body items must include the invoice# (InvoiceID) field, since it is the primary key of the invoice header table that identifies each uniquely.
However there are still situations where you prefer to know which customer purchased what product. For example, if you are service provider you may want to know what service offered to what customer from the product report. If you are selling products, the advantages of adding customer information to the product report is that you will be able to easy find where (or to whom) the products were sold to. It is common for attorney / legal, medical, catering, restaurant, law firms (whether small or big), health insurance billing or statement / timesheet, car / vehicle sales, graphic designs, freelance, plumbing, marketing, business plans, accounting, house rent (yearly or monthly), or even home businesses for monthly bill.
Like other form designs here on InvoicingTemplate.com, Simple Invoicing Sample - Customer Name on Product Report 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||Simple Sample - Customer Name on Product Report|
|Category||Sales Invoice Template|
|Release Date||Friday, February 5, 2016|
|Format (XLS or XLSX)||.xlsx|
|Excel Version||Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016 / Excel 2019|
|Line Height (Points)||18.00|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|