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Fabric Shades and Lampshades Manufacturer Invoice Template and Processing Sheet

- Document for Excel Invoice Manager

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This version of the document, "Fabric Shades and Lampshades Manufacturer Invoice Template and Processing Sheet", 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.

This invoice template is created from the default invoice template shipped with Excel Invoice Manager for an imaginary manufacturer who makes and sales custom made Fabric Shades and Lampshades, and authentic replica lighting and components including glass and metal shades.

invoice template processing sheet - main form

A processing sheet that shares database with the invoice template is also included. The processing sheet is a working sheet that will be giving to the person assembling the shade, i.e. they don't need to know price etc but they do need to know what parts to use.

When the invoice is created for the customer, the customer will need to know price, line total etc (but doesn't need to know which parts were used). I.e. the manufacturer wants to use the processing sheet to provide information to make the shade for the order. Then, it wants to print the same order as an invoice to send to customer with the billing information on.

To meet this requirement, the invoice template and processing sheet must connect to the same database file, so that when a document (stored in the Invoice Header and Invoice Body database tables) is loaded by the invoice template, it appears as an invoice; and when it is loaded by the processing sheet template, it appears as a processing sheet.

Share data between the invoice template and processing sheet template

To share data between the invoice template and processing sheet template, all you need to do is to connect the two templates to the same database file. To connect a template to a specified database file:

  • Click the Settings button on the Invoice worksheet.
  • Go to Database tab.
  • Click the Open Database button.
  • Browse to the folder where the database file is located and select the database file.
  • The Settings window will close if the database is opened without problem.

Choose the columns to appear on invoice body

The most significant difference between the invoice template and the processing sheet template is that the layout of the invoice body. Since both templates connect to the same database and load exact the same data from the Invoice Header and Invoice Body database table, the layout of the invoice forms determines which columns to appear on printed/extracted documents by moving columns in or out the Print_Area.

The following table summarizes the columns inside / outside the print area in the invoice template. The columns without a formula are manually editable.

Column headingColumn name prefixInside Print_AreaFormulaCustom fields
Product IDoknProductIDYes No
PageoknPrdPageYes Yes
DescriptionoknProductNameYes No
FinishoknPrdFinishYes Yes
QuantityoknQuantityYes No
Unit priceoknPriceYes No
Line totaloknLinetotalYes=ROUND(oknQuantity_?*oknPrice_?,2)No
FabricoknPrdFabricNo Yes
TrimoknPrdTrimNo Yes
TypeoknPrdTypeNo Yes
CategoryoknPrdCategoryNo Yes
FramesoknPrdFramesNo Yes

And, for the processing sheet templates, the columns are implemented as detailed below.

Column headingColumn name prefixInside Print_AreaFormulaCustom fields
Product IDoknProductIDYes No
PageoknPrdPageNo Yes
DescriptionoknProductNameYes No
FinishoknPrdFinishNo Yes
QuantityoknQuantityYes No
Unit priceoknPriceNo No
Line totaloknLinetotalNo=ROUND(oknQuantity_?*oknPrice_?,2)No
FabricoknPrdFabricYes Yes
TrimoknPrdTrimYes Yes
TypeoknPrdTypeYes Yes
CategoryoknPrdCategoryYes Yes
FramesoknPrdFramesYes Yes

Related Invoice templates

  • Work Order Template (C5-015)

    The work order template added several new fields to the original invoice template to describe related information about the work or job to be done.

Download fabric shades and lampshades manufacturer invoice template and processing sheet template