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Customizing Invoice Template for Pre-printed Invoice Forms

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.

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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

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