As an add-in program, invoice templates and the backend databases, making it possible to exploit the advantages of both technologies to the full - at the front-end, Microsoft Excel is flexible enough to allow you create the invoice format you need; at the backend, a database engine makes manipulating large amount of data effective and productive.creates a bridge between the front-end
This mechanism also makes it possible to work with multiple companies and/or currencies on the same computer. The add-in program is able to bridge different templates with different database files - all you need to do is to create one group of data files for one company or one currency type.
In, there are 3 types of data files:
By default, the setup program ofinstalls one group of the standard data files on your computer. On Windows 2000/XP, these files are stored in the following folder:
On Windows Vista and Windows 7, the files are stored in the following folder: (See Installing / Upgrading for more information)
allows you to change the installation folder when installing the program, so it is possible that the data files are not stored in the above folders if you changed the default installation folder. If this happens on your computer, or you are using a customized version of the template or database files, follow these steps to find out the exact path and name of your template file:
To find out the exact path and file name of your database:
The database definition file,, usually can be found in the same folder where the database file resides. If you cannot find a database definition file there, then simply use the database definition file in the installation folder of .
Now you have located all the 3 required data file: an Excel invoice template file, a database file, and a database definition file. The next step is to create a folder for each of the companies or currency types.
You can create these folders anywhere you like, for example insideor inside .
Name the newly created subfolder with the company name or currency type name. For example, if you are working with two companies, CompanyA and CompanyB, and you are creating the subfolders inside, the new folders could be and .
In each of the subfolders (company folder, or currency type folder), there must be an invoice template file, a database file, and a database definition file.
Tip: Name the invoice templates in different folders with different file names, say: CompanyAInvoice.xls and CompanyBInvoice.xls. This way, you will be able to open the two templates at the same time if you have a Pro or Enterprise edition of Excel Invoice Manager.
Connect each of the templates to its own database, by following the steps below.
The last step is to customize the templates for each of the companies/currency types. The data files organized in this way are completely separate - this means that, you can have several very different invoice forms working on the same computer, and even the underlying databases can have very different structure - for example, you can use custom fields in one database and in the same time, use just standard fields in another database.
For more information about customizing the invoice templates, please see Customizing Invoice Template.