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Tutorial: Adding a Clear button to the Report Worksheets

Starting with Version 2.6 Build 1010, Excel Invoice Manager supports the Clear button added to all the report worksheets. The Clear button allows you to clear the report worksheets manually. If you are using a template customized from the template included in the previous versions of the software, here are the steps to add the Clear button to your existing template.

  1. Open your template in Excel and switch to the Sales Report worksheet.
  2. By default all the report worksheets are not protected. If you have protected them please unprotect them first. For information about how to do this in Excel, see Customizing the Invoice Template.
  3. Switch to design mode. For information about how to do this in Excel, see Customizing the Invoice Template.
  4. Click the Print button to select it, press Ctrl+C on your keyboard to copy the button.
  5. Press Ctrl+V on your keyboard.
  6. Move the pasted button with your mouse, to place it on the same row as other buttons.

    Adding the Clear button to your invoice template - 1
    (Click to enlarge)

  7. Right click the new button and choose Properties from the menu.
  8. Enter the name of the command button in the (Name) field on the Properties box. The Clear buttons on different report worksheets must have their own unique name, as detailed in the following table:
    Worksheet name Name of the Clear button
    Sales Report oknCmdSalesReportClear
    Customer Report oknCmdCustomerReportClear
    Product Report oknCmdProductReportClear
    Customer Statement oknCmdCustomerStatementClear
    Sales Rep. Report oknCmdSalesRepReportClear
  9. On the same Properties box, enter Clear in the Caption field.

    Adding the Clear button to your invoice template - 2
    (Click to enlarge)

  10. Close the Properties window.
  11. Repeat the above steps for each report worksheet. Note: Please name the button according to the above table.
  12. Exit design mode. For information about how to do this in Excel, see Customizing the Invoice Template.
  13. Save the template.
  14. Test.

 
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LEARN MORE Excel Invoice Manager Home What's New Difference between Editions Quick Start Introduction Setting up Company Information, Tax Invoice Template Working with Excel 2007 Installing / Upgrading Settings Workbook Taxes Misc Data Interface Database In-Cell Lookup Print 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 Copying Report Worksheets from One Invoice Template to Another Two Versions of Customer Statement Report Custom Fields Custom Fields - Overview Custom Invoice Fields - Tutorial Customizing the Invoice Template Customizing the Invoice Template Tutorial: Creating an Invoice Template with Additional Rows 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 Tutorial: Creating a Receipt Form Using Multiple-Line Address in Invoice Form Printable Invoice - Invoice Printing in a Flexible Way Adding Postcode Cells Manually to Invoice Template More Topics Registration and Services Reference
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