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LOGO Image, Tax, Database

- Document for Excel Invoice Manager

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This version of the document, "LOGO Image, Tax, Database", was written for Excel Invoice Manager, which was now renamed to Uniform Invoice Software. For the latest version of this document, please download Uniform Invoice Software.

Please visit Before Using a Template for the latest version of this document.

For new users of Excel Invoice Manager, here are some important features you should check before you begin, including how to replace the default LOGO image and enter your company information, how to set up your taxes, and how to create new databases.

Contents

LOGO image and company information
Taxes
Creating a new database (optional)
Further customization

LOGO image and company information

To replace the default LOGO image and enter your company information on the Invoice worksheet:

  1. Open your invoice template in Microsoft Excel.
  2. Switch to the Invoice worksheet if it is not active (or is not the current worksheet).
  3. If you have installed the latest version of Uniform Invoice Software, click the "Design Mode" button on the Invoice ribbon tab, then go to Step 5.

    Otherwise, you should unprotect the sheet by executing Excel commands.

    Unprotect the Invoice worksheet.

    By default, the Invoice worksheet is protected to avoid overwriting formulas accidentally. To unprotect it, in Excel 2000/XP/2003 click Excel menu Tools -> Protection -> Unprotect Sheet, or in Excel 2007/2010 click Review tab -> Changes group -> Unprotect Sheet.

  4. Switch to design mode.
    Excel 2000 - 2003Excel 2007 - 2010

    Click the Design Mode button on the Control Toolbox toolbar.

    If the Control Toolbox toolbar is invisible, click Excel menu View -> Toolbars -> Control Toolbox

    .

    Click Developer tab -> Controls group -> Design Mode.

    TIP: If the Developer tab is not available in Excel 2007, do the following to display it: a) Click Microsoft Office Button, and then click Excel Options; b) In the Popular category, under Top options for working with Excel, select the Show Developer tab in the Ribbon check box, and then click OK.

    TIP: In Excel 2010 to display the Developer tab: a) Click File -> Options -> Customize Ribbon; b) In the area on the right, ensure that the box next to Developer is checked; c) When you click OK, the Developer tab will appear in the ribbon.

  5. On the Invoice worksheet, enter your company information to replace the default text labels, such as your company name, address, and contact information.
  6. To replace the default LOGO image with your own image, follow the steps below:
    1. Right click the Logo image, and select Properties from the menu.

      Set properties for ActiveX controls

    2. Click the Picture property, and then click the ... button.

      Before creating invoices, set your company logo

    3. Browse to the folder containing your icon file. Select and open the icon file.
    4. Close the Properties dialog box.
    5. Drag the border of the image object to resize it, if needed.

    If you don't need the LOGO image and want to delete it, click the following link to download a template without the LOGO image: standard_invoice_template_without_logo.zip. Or, if you like to create the template yourself:

    1. Click the LOGO image to select it.
    2. Hit DEL key on your keyboard.
    3. Deleting the LOGO image leaves an empty area to the left of the Company Information section. You may like to move the entire Company Information section to fill in the empty area. To do this: Drag your mouse to select the entire Company Information area, including Company Name, Street Address, City, ST Zip Code, etc.; Push your mouse key on the border of the selected area; drag it to the new location.
  7. Exit design mode, by clicking the Design button again.
  8. Protect the Invoice worksheet.

    In Excel 2000/XP/2003, protect the Invoice worksheet by clicking Excel menu Tools -> Protection -> Protect Sheet.

    In Excel 2007/2010, you can find the command in the Changes group of the Review ribbon tab.

  9. Save your invoice template by clicking Excel menu File -> Save in Excel 2000/XP/2003, or by clicking Office button -> Save in Excel 2007, or by clicking File -> Save in Excel 2010.

For more information about customizing the invoice template, please see Customizing Invoice Template.

Taxes

The default tax system may not satisfy you. You can set your tax system easily by following the steps below.

  1. Click Settings button on the Invoice worksheet to open the Settings window.
  2. Click Taxes.

    Set tax system

  3. Choose your tax system: No Tax, One Tax, or Two Taxes. If you have 2 taxes, click the option Tax2 is applied to tax1 so tax2 is calculated on the sum of the price+tax1. Fill in your tax names and percentages in the appropriate text boxes.

    The default tax names are PST and GST. You can change the names as needed, such as VAT.

  4. Click Apply.
  5. Close the Settings window and return to Excel.
  6. Click the Save button on the Excel toolbar to save the modified workbook.

Additionally, each product has a Taxable attribute that controls whether the tax rate will be applied to the product. For each invoice, you can also set its tax rates and Taxable attributes.

Please see Choose the Tax Type for Your Invoice Template for more information.

Creating a new database (optional)

By default, the invoice workbook is connected to the sample.mdb database. This database is installed for demonstration purposes. You can use this database to try out how Excel Invoice Manager works. After reviewing and testing the software, you will want to create a new database for your own data. To create a new database, follow the steps below:

  1. On the Invoice worksheet, click the Settings button to open the Settings window.
  2. Click the Database tab.

    Set database system

  3. Click Create New Database.
  4. Select a folder to store your new database file and enter the database file name. Click Save to create a new database file.
  5. If you want to open the newly created database for current workbook, click the Open Database button. Then select the database file you just created.
  6. If the database is successfully opened, the database name will be displayed below the Current Database label on the Invoice worksheet.
  7. The full path and file name of the database is stored in a hidden cell in the workbook. To make the workbook connect to/open the new database automatically next time you open it, click the Save button on the Excel toolbar to save the workbook.

Further customization

Excel Invoice Manager was built with flexibility in mind. For example, to create a special tax invoice that meets your particular needs you can even create your own Excel formulas for calculating taxes. See Invoice Template with Support for Product-Type Specific Tax Rates for a sample on customizing taxes. Please see Customizing the Invoice Template for more information.