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Job Invoice Template (C5-018)

With this job invoice template you can enter both materials and labor costs. Compared to the default invoice template shipped with Excel Invoice Manager, this job invoice template does not include the "Ship To" section, but added several new fields to let you enter job-related information, including "Start Date", "Finish Date", "Job Address", "Client Name".

Tip: Please download the customized job invoice template for free from the bottom of this page.

Moving Cells / Fields on the Default Invoice Template

To create this job invoice template from the default invoice template shipped with Excel Invoice Manager, you should firstly move those unneeded cells out of the Print_Area, including the entire "Ship To" section.

Job invoice template - main form

Since all the cells/fields and controls are identified by names, you can easily redesign the layout by moving cells/fields/controls. For example, if you don´t want to show the PAID, TOTAL DUE cells/fields on your printed invoice, you can move them out of the Print_Area:

  1. Unprotect the Invoice worksheet.
  2. Drag your mouse to select all the cells/fields you want to move.
  3. Push your mouse key on the border of the selected area; drag it to the new location.
  4. Once finished, protect the Invoice worksheet.
  5. Save the template.

To move a control:

  1. Unprotect the Invoice worksheet.
  2. Switch to design mode.
  3. Click and drag the control to the new location you like.
  4. Once finished, exit design mode.
  5. Protect the Invoice worksheet.
  6. Save the template.

Adding New Cells/Fields to the Job Invoice Template

New fields not defined by the default invoice template can be added by using custom fields. With this job invoice template we added 4 new fields, including "Start Date", "Finish Date", "Job Address", "Client name".

Table name Field name Field type
Invoice Header (InvHdr) StartDate Date
Invoice Header (InvHdr) FinishDate Date
Invoice Header (InvHdr) JobAddress Text (100)
Invoice Header (InvHdr) Client Name Text (50)

To add the preceding custom fields to the job invoice template and the backend database, here are the steps to follow.

  1. Exit Microsoft Excel.
  2. Start Database Designer. You can start the program by clicking Windows Start menu -> (All) Programs -> OFFICE-KIT.COM -> Excel Invoice Manager -> Database Designer.
  3. Click Next. On the "Step 1 - Open and backup database definition file" screen, click the "1. Open database definition file" button to open the database definition file which is named FDINFO10.rst. Please note that you should open the database definition file used along with the database you'll customize - that is, you should firstly look into the folder where your database file is stored.
  4. Backup the database definition file by clicking the "2. Backup" button.
  5. Click Next to go to the "Step 2 - Define custom fields in database definition file" screen.
  6. Click to select "Invoice Header (InvHdr)" in the Tables list.
  7. Click Add Field. Add the new field "StartDate", "FinishDate","JobAddress","ClientName" as detailed above.
  8. Click Save to save the database definition file.
  9. Click Next to go to the "Step 3 - Apply database definition file to databases" screen.
  10. Click "1. Select database file" to specify the database that you want to add the new custom fields to.
  11. Click "2. Backup database" to backup the database file.
  12. Click "3. Apply" to apply the new database definition file to the database.
  13. Click Finish to exit Database Designer.

The link or map between Excel cells and database table fields is created by names. For example, a cell named oknStartDate will be linked to the field named StartDate in the backend database. So, to display the newly added custom fields to the Invoice form, simply name 4 cells oknStartDate, oknFinishDate,oknJobAddress and oknClientName, respectively.

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