You are here: HOME  >>>  Excel Invoice Manager

Editing Customer

The tool to edit a customer is the Customer Edit window. Below is a screen shot of the Customer Edit window.

Customer Edit window: click to enlarge
(Click to enlarge)

1) Editing a Customer through the Customers Window

  1. Click and select the Invoice worksheet in the invoice workbook if it isn't already selected.
  2. Click the Customers button to open the Customers window.
  3. On the Customers window, browse to the customer you want to edit, or find the customer using the search bar.
  4. Double click the customer record to open the Customer Edit window.
  5. Make changes as you like, and then click the Save Changes button.

2) Editing a Customer through the Invoice Worksheet

If the customer is displayed on the current Invoice worksheet, you can also click the View Customer Info button to open the Customer Edit window for this customer.

Please move to the Customer Detail section of this chapter for a detailed explanation of the Customer Edit window.

Excel Invoice Manager Free Download and Try (4.17 MB)
Learn More Excel Invoice Manager Home What's New Difference between Editions Quick Start Introduction Before Using Invoice Template Working with Excel 2007 Installing / Upgrading Settings Workbook Taxes Misc Data Interface Database In-Cell Lookup 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 Custom Fields Custom Fields - Overview Custom Invoice Fields - Tutorial Customizing the Invoice Template Customizing the Invoice Template Tutorial: Adding Extra Rows to Invoice Body 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 More Topics Registration and Services Reference
Online-Only Articles Billing Software Powered by Excel Buttons in the Template Don't Work Sample Invoice Template: Using handwriting Signature Sample Invoice Template: Using Drop-Down List Sample Invoice Template: Long Product Descriptions Sample Invoice Template: Using Line# as Product IDs How to: Password-Protecting an Invoice Template How to: Transferring Excel Invoice Manager to a New System How to: Removing Auto-created Macros from Your Invoice Template Creating a Packing Slip Template Modifying Standard Fields with Database Designer How Do I Replace the Product IDs with Line Numbers Invoice Template with Support for Product-Type Specific Tax Rates Editing Paid Invoices
Home Contact Us Privacy Link to Us
copyright © Office-Kit.com, all rights reserved