Assuming you have downloaded and installed Uniform Invoice Software:
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The printed version.
Simple Sample - Customer Name on Product Report (c4059)
c4059 now includes the customized invoice template for the latest version of Uniform Invoice Software. This is what you will see when you open simple-sample-customer-name-on-product-report-uis.xlsx.
Simple Sample - Customer Name on Product Report - UIS edition
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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.
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.
Uniform Invoice Software support custom fields or user-defined fields, which is a unique feature that allows you to add new fields to the backend database as well as to the spreadsheet form. Simple Sample - Customer Name on Product Report uses custom fields to implement the features that are not available in the default template shipped with the invoicing program. With the support for custom fields in the database, Uniform Invoice Software has the ability to manipulate the newly added fields in database, includes adding them to reports. With the support for custom fields in the Excel worksheet, our invoicing app has the ability to create the relationship between fields - for example, one field should be the sum of the other fields, or the value of one field should be calculated only when another field value equals a certain value.
The support for custom fields makes it possible for even an end user who does not know programming at all, could add new features to her/his invoicing creator such as Simple Sample - Customer Name on Product Report without writing one line of programming code. Feel free to Search and download more samples. Sometimes our customization samples are offered in two editions here on InvoicingTemplate.com, that are one freeware edition, and another edition that works only with our invoicing software installed.
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 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 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 or 2016.
|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|
|Line Height (Points)||18.00|
|Printable with Papaer Size / Orientation||A4 (210 mm x 297 mm) - Portrait|
|Default Margins (Points)|
The default invoicing template shows two digits after the decimal pointer in the Unit Price field. This simple invoice sample shows you how to change it.