- Document for Excel Invoice Manager
This version of the document, "Invoice Detail", 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.
Both theworksheet and the form can be used to edit an invoice, although there are some significant differences between the two.
|Invoice worksheet||Invoice Edit form|
|Create new invoices||Yes||No|
|Add invoice items||Yes||No|
|Delete invoice items||Yes||Yes|
|Delete or void payment||No||Yes|
Here is a screen shot of theworksheet.
It's easy to get started with theworksheet because it is based on the What You See Is What You Get (or WYSIWYG) paradigm. However, to be effective, there are still some important points you need to know.
For an in-depth look at the invoice workbook, see the chapter titled.
Thewindow allows you to edit most fields of an invoice, except the calculated fields, tax rate fields, shipping costs, and invoice items.
Here is a screen shot of theWindow.
|Save Changes||Saves the modified data to the database.|
|Edit in Excel||Displays the current invoice in Excel.|
|Void Invoice||Deletes the invoice from the Sales Record but keeps a copy in the database for reference.|
|Print Invoice||Displays the invoice in theworksheet and prints it, using default print options.|
|Email Invoice||Displays the invoice in Excel, extracts theworksheet as a new workbook, and creates a new email message to send the workbook to selected e-mail addresses.|
|Delete Invoice||Deletes the invoice record from the database. This will delete all payments and place all products back into stock (where applicable).|
|Refresh||Reload data from the database. This command is basically used in a network environment where multiple users open the same database. You can use this button to update or refresh data modified by other uses.|
Unlike theworksheet, the window shows you all the payments on the tab, where you can add new payments, remove or edit existing payments. To add a new payment, click the button. To remove or edit an existing payment, double click the payment record to open the window.