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Settings - Database Tab

Click the Settings button on the Invoice worksheet to open the Settings window.

The Database tab is where you can create new databases, connect the current workbook to a specified database, and define rules for generating IDs.

Note: Excel Invoice Manager COM add-in uses standard Microsoft technologies such as ADO (ActiveX Data Objects) to access databases, so theoretically it can connect to any databases supported by ADO. In this version, connecting to databases other than MS Access has not been fully tested. Hence the only database you can create or connect to is MS Access databases.

To Create a New Database

Click the Create New Database button.
Select the folder to store you database file, then enter the database file name, and press Enter. Note: You must have read and write access to the destination folder.
An empty new database will be created.

To Open an Existing Database

Opening a database means connecting the current workbook to a different database. The information about which database the workbook is connected to is stored in the workbook. After opening a database, it is very important for you to Save The Workbook if you desire the workbook to open the database automatically next time you open the workbook.

To open a database:

Click the Open Database button.
Browse to the folder where the database file is located and select the database file.
If successful, the Settings window will close.

Rules for Generating IDs

Although you can enter new IDs by yourself when creating new invoices, products, and customers, you can also leave the ID fields blank and the system will generate IDs for you. The following rules specify how the system generates new IDs when necessary. These rules are intrinsic to the database, so each database can have its own specific rules.

An ID value is comprised of two parts: a prefix string, and an integer. The Number of digits in ID value specifies how many digits the integer value has. For example, if the Prefix String is A, the Next Number is 1028, and the Number of digits in ID is 5, the next generated ID will be A01028.

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LEARN MORE Excel Invoice Manager Home What's New Difference between Editions Quick Start Introduction Setting up Company Information, Tax Invoice Template Working with Excel 2007 Installing / Upgrading Settings Workbook Taxes Misc Data Interface Database In-Cell Lookup Print Customers Creating Customer Editing Customer Customer Detail Products Creating Product Editing Product Product Detail Invoices Creating Invoice Editing Invoice Invoice Detail Payments Adding Payment Editing Payment Payment Detail Reports Generating & Printing Reports Setting Visible Columns Extracting Reports Common Tasks Using the Search Bar Using Data List Windows Importing Data into Excel Invoice Manager Networking Working with Form Properties File Free Invoice Form with Support for Incomplete Lines on Invoice Body Using Credit Note or Credit Memo Copying Report Worksheets from One Invoice Template to Another Two Versions of Customer Statement Report Custom Fields Custom Fields - Overview Custom Invoice Fields - Tutorial Customizing the Invoice Template Customizing the Invoice Template Tutorial: Creating an Invoice Template with Additional Rows Tutorial: Adding a Notes Field to Your Invoice Template Tutorial: Adding or Removing the "Same As Bill To" Button Tutorial: Adding a Clear button to the Report Worksheets Tutorial: Displaying Summary Information on Customer Statement Tutorial: Creating a Receipt Form Using Multiple-Line Address in Invoice Form Printable Invoice - Invoice Printing in a Flexible Way Adding Postcode Cells Manually to Invoice Template More Topics Registration and Services Reference

Online-Only Articles Billing Software Powered by Excel Buttons in the Template Don't Work Sample Invoice Template: Using handwriting Signature Sample Invoice Template: Using Drop-Down List Sample Invoice Template: Long Product Descriptions Sample Invoice Template: Using Line# as Product IDs How to: Password-Protecting an Invoice Template How to: Transferring Excel Invoice Manager to a New System How to: Removing Auto-created Macros from Your Invoice Template Creating a Packing Slip Template Modifying Standard Fields with Database Designer Sample Invoice Template: Replacing the Product IDs with Line Numbers Invoice Template with Support for Product-Type Specific Tax Rates Editing Paid Invoices Working with Multiple Companies or Currencies Sharing/Linking Tables between Access Databases Tutorial: Adding New Fields to Reports Sample Invoice Template: Displaying 'FREE' for Zero Values Customizing Header and Footer of Printed Invoices Customizing Invoice Template for Pre-printed Invoice Forms Charging GST Tax on Shipping Cost Invoice Form with Fixed or Static Product / Service Items

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