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Pre-printed Invoice Forms

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This document was written for version 2 of Uniform Invoice Software, which was previously named Excel Invoice Manager. For the documents that are specific to Uniform Invoice Software, please download the help document, or install the program that already has the help document included.

QUESTION:

I would like to customize an invoice so that it will print on our pre-printed invoice forms. Is this possible?

ANSWER:

Yes this is possible, although the process is somewhat tedious - You have to try again and again to make it print fine on your existing form. However, the rules for customizing the invoice template are simple:

  • You can move out any unneeded content and put it outside the Print_Area (the white area on the center of the form). To do this:
    1. Unprotect the Invoice worksheet. (How?)
    2. Switch to design mode. (How?)
    3. Click to select the cell you want to move.
    4. Drag the border of the cell to move it to the new location you like.
    5. Repeat the above steps to move other cells if needed.
    6. Once finished, exit design mode.
    7. Protect the Invoice worksheet.
    8. Save the template by clicking Excel menu File -> Save.
  • To set font size, color, border etc.
    1. Unprotect the Invoice worksheet. (How?)
    2. Switch to design mode. (How?)
    3. Right-click the cell/cells you want to format, choose Format Cells.
    4. Once finished, exit design mode.
    5. Protect the Invoice worksheet.
    6. Save the template by clicking Excel menu File -> Save.
  • To set page setup options:
    1. Click Excel menu File -> Page Setup.
    2. To preview the printed page, click Excel menu File -> Print Preview.
    3. Once finished, click Excel menu File -> Save to save the template.