- Document for Excel Invoice Manager
This version of the document, "Customizing Invoice Template", 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 Customizing Invoice Template for the latest version of this document.
Customizing invoice templates means creating your own custom invoice templates that can interact with theCOM add-in and connect to databases to store and retrieve data.
Please read this chapter carefully before customizing your template, as it contains valuable implementation information.
Creating New Invoice Templates
Gridlines and Row/Column Headers
Extracting ActiveX Controls and Drawing Objects
An invoice template uses a number of hidden properties and cells to identify itself as a valid invoice template so that theCOM add-in can and will interact with it.
Because of this, you can't create an invoice template from scratch. You must create a new invoice template based on an existing valid invoice template. To do this, copy an existing invoice template using your Windows Explorer, and customize that copy to create your own invoice template.
An invoice template has two states: design mode and run mode. In design mode, theCOM add-in will stop interacting with the invoice template, so that you can move, add, or delete controls or cells.
To switch to design mode:
|In Excel 2000 - 2003||In Excel 2007 - 2010|
Click thebutton on the toolbar.
Tip: If thetoolbar is invisible, click Excel menu -> -> .
Click thebutton in the group of the tab.
TIP: If thetab is not available in Excel 2007, do the following to display it: a) Click , and then click ; b) In the category, under , select the check box, and then click .
TIP: In Excel 2010 to display thetab: a) Click -> -> ; b) In the area on the right, ensure that the box next to is checked; c) When you click , the tab will appear in the ribbon.
After customization, click the button again to exit design mode.
By default, theworksheet is protected. You need to unprotect it for most of the customization work. To unprotect the worksheet, in Excel 2000 - 2003 click menu -> -> ; in Excel 2007/2010 click the button in the group of the tab.
It is strongly recommended that you protect the worksheet again after your customization. To protect a sheet, just click the same button again.
If a worksheet is protected, locked cells and those cells that contain formulas are not manually editable. To lock or unlock a cell:
Thedialog box allows you to do various formatting, such as currency symbols, scientific options, dates, times, fractions, and more. Formatting also allows you to set font, background color, and borders for selected cells. For example, positive and negative values can have different formats and colors for aiding in keeping track of values. Microsoft Excel also provides a large variety of date and time formats for virtually any time and date format one can think of.
To format a cell:
When customizing a template, it is very helpful to display gridlines and row/column headers. To show gridlines and row/column headers in Excel 2000 - 2003:
After your customization, go back to themenu, , tab. Under , REMOVE the checks you previously placed by the two check boxes to hide gridlines and row/column headers. This will restore the appearance of your template.
To show/hide gridlines and row/column headers in Excel 2007/2010:
All objects in an invoice template, including ActiveX controls, drawing objects and cells, are identified by names. There are more than 200 names used by Excel Invoice Manager, and some of them are hidden. By using names, you are free from the restrictions of cell addresses and can move the objects around the worksheet.
To distinguish from other names, all names used byare prefixed with okn (Office-Kit.com's Name).
In Excel, names are available to any sheet. For example, if the name oknID refers to the range A20:A30 on the first worksheet in a template, you can use the name oknID on any other sheet in the same template to refer to range A20:A30 on the first worksheet.
To name a drawing object or cell:
To name an ActiveX control object:
See your Excel help document for more information about using names.
Microsoft Excel has two types of controls. ActiveX controls are appropriate for most situations. Forms Toolbar Controls are compatible with earlier versions of Excel, beginning with Excel version 5.0, and can be used on XLM macro sheets.uses a number of standard ActiveX controls, such as buttons, check boxes, and graphics.
To add an ActiveX control:
If a worksheet has defined a PRINT_AREA name and it refers to a range of cells, Excel will print the specified area instead of the whole sheet when you click thecommand on the Excel menu.
In the invoice template, each worksheet contains a PRINT_AREA name. You can view what the name refers to by selecting PRINT_AREA from thebox at the left end of the formula bar. If you want to redefine the PRINT_AREA name, follow the steps below:
By default, all objects added to a worksheet are printable. You may want to exclude some of them from printing, such as the Customer Selection button on theworksheet.
To exclude a Drawing Object from printing in Excel 2000 - 2003:
To exclude a Drawing Object from printing in Excel 2007/2010:
To exclude an ActiveX control from printing:
Since all the cells/fields and controls are identified by names, you can easily redesign the layout by moving cells/fields/controls. For example, if you don´t want to show the, cells/fields on your printed invoice, you can move them out of the Print_Area:
To move a control:
To make the extracted worksheet as clean as possible, all ActiveX controls and drawing objects will be removed from the extracted worksheet. If you want to keep an ActiveX control or a drawing object, add a prefix oknUser_ or oknWidget_ to its name.