free excel invoice templates

Settings - Misc Data Tab

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

Invoice settings - Misc Data
Misc Data tab(Click to enlarge)

This tab provides a tool to manage all miscellaneous data. You can set default values, as well as edit all miscellaneous data tables.

The default values you set on this tab are applied to database. That is, for each different database, you can set a different group of default values.

To edit a miscellaneous data table, click the corresponding Edit button. For example, if you want to edit Customer Categories, click the Edit button near the Default Customer Category label. This will open the Customer Category window, where you can add, edit, or delete customer categories.

Invoice settings - Customer Categories
Customer categories (Click to enlarge)

 

EXCEL INVOICE MANAGER Free Download and Try
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
Home Contact Us Privacy Link to Us
copyright © Office-Kit.com, all rights reserved