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Converting Excel Template Formats

- Document for Excel Invoice Manager

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This version of the document, "Converting Excel Template Formats", 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.

Here is a screen shot excerpted from an Excel 2007 system running on Windows Vista.

Working with Excel 2007
(Click to enlarge)

File Format of the Invoice Template

In 2007 Microsoft Office system, Microsoft is introducing new file formats for Word, Excel, and PowerPoint, known as the Office Open XML formats. In Office Excel 2007, the default format for an Excel workbook is the Office Excel 2007 XML-based file format (.xlsx).

The standard template (INVOICE.xls) shipped with Excel Invoice Manager installer is still in the Excel 97-2003 Workbook format. You can open and work with the template directly in Excel 2007 without any problems, but the title bar of Excel 2007 window displays the words [Compatibility Mode].

If you don't need to move the template to other computers that are running previous versions of Excel, you can save it in the following new formats supported by Excel 2007.

File extensionFormat
.xlsxExcel 2007 XML-based file format
.xlsbExcel 2007 Binary (or BIFF12) file format
.xlsmExcel 2007 XML-based and macro-enabled file format

To convert a template into a new format:

  1. Open the template in Excel 2007.
  2. Click the Microsoft Office Button located in the up-left corner of Excel's main window.
  3. Click Save As.
  4. Click Yes on the warning message dialog displayed by Excel Invoice Manager.
  5. Choose a file format in the Save As dialog. Enter your new file name, say "Invoice Template 2007".
  6. Click Save to save the template.

Exporting Data to Excel Workbook File

Starting with Version 2.6 Build 1010, Excel Invoice Manager allows you to export the data in all the data list windows, including Customers, Products and Invoices windows, by clicking the Export to Excel File button located in the Tools group of the command list bar.

If you are running Excel 2007, a new option "Excel 2007 XML-based file format" is available on the dialog where you can enter the new Excel workbook file name.

Changing Default File Format

By default all files created by Excel Invoice Manager are in the default format of your Excel. You can change this setting by following the steps below:

  1. Click Excel menu: Office button -> Excel Options.
  2. Choose "Save" from the left column.
  3. In the right pane, choose "Excel 97-2003 Workbook (*.xls)" from the "Save file in this format" list.
  4. Click OK.
  5. Now the default format of your Excel 2007 is "Excel 97-2003 Workbook (*.xls)".