free excel invoice templates

Using the Search Bar

The search bar on the Customers window, Products window, and Invoices window consists of two list box controls, one text box control, and several command buttons. To search all records meeting your specific criterion, follow the steps below:

(For Example: Let's say you open the Customers window and want to find all customers whose name contains Off):

  1. Select a search field from the first list box. In this example, you select Name from the first list box. Excel Invoice Manager: Search bar
  2. Select a search operator from the second list box. The search operators you can select vary according to the type of the field you selected in the first list box. For text field, the operators you can use are: Equals, Contains, Starts With, Ends With, Is Less Than, Is Greater Than. For a numeric field, the allowed operators are: Equals, Is Less Than, and Is Greater Than. In this demonstration example, you select Contains from the second list box. Excel Invoice Manager: Search bar
  3. Enter the search key value in the text box. In this example, you enter Off. Excel Invoice Manager: Search bar
  4. Click the Search button. The data list will display all records meeting your criterion.Excel Invoice Manager: Search bar
  5. To display all records again (i.e. remove the criterion), click the Reset button.
  6. If you click the Set as Default button, the current search options in the field name box and search operator box will be saved. For example, in the Products data list window, if you select Product Name from the search field box, and select Contains from the search operator box, and then click the Set as Default button, these options are saved. After that, each time you open the Products window or Product-Selection window, these options are restored.

 

EXCEL INVOICE MANAGER Free Download and Try
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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