- Document for Excel Invoice Manager
This version of the document, "Printable Invoice Template", 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.
Printing invoices is easy with the printable invoice form supported bythat you can download and try for free. Once you fill out the blank invoice form, simply click the button on the sheet to print it out!
Besides that,also allows you to print invoices in the regular Excel way - you can print invoices by clicking Excel menu -> in Excel 2000/XP/2003, or by clicking button -> in Excel 2007. You can also use the feature of Excel to have a look at the printed invoice before it is actually printed.
|The default invoice template|
To make the invoice form even more printable,also offers a group of options that help you control the printing process.
Thedialog tab on the window in offers additional options beyond what included in Microsoft Excel. To open the Print tab:
|Print automatically whenis clicked||If this option is checked, prints the current invoice automatically when you click the button. |
In the default process of creating an invoice, you first pick a customer, fill up products and services, clickto have the program generates an invoice number (invoice ID), and then click to print the current invoice. If the option "Print automatically when Save To DB is clicked" is checked, print invoice automatically so that you don't need to click the Print button again.
By default the option is unchecked.
|New invoices only||This option is disabled by default. It is available only when "Print automatically when is clicked" is checked. |
If you check this option, "Print automatically whenis clicked" is applied to new invoices only. If you update an existing invoice, won't print it automatically.
|Show Exceldialog box before printing||Display Exceldialog box before printing. The dialog box allows you to select the printer to use, set the number of copies to print, etc.|
|Default printer||By default prints using your default printer set in Microsoft Excel or Windows. If you have more than one printer installed, and the printer for printing invoices is different from the default Windows printer, use this drop-down list box to select the printer for printing invoices. |
The default printer you select here applies to. only. It does not affect the default printer settings in Microsoft Excel or Windows
When you click thebutton on the worksheet, Excel prints out the center area of the invoice form, instead of the entire sheet. The printable area is identified by a range name . So, if you don't want a cell (or a range of cells) to appear on the invoice form and printed invoices, you can simply move the cell or cells out of the printable area.
For example, let's say you don't want the cellsand and their corresponding labels, "Paid" and "Total Due" to appear on the printed invoices, you can move these cells out of the , by following the steps below:
ActiveX controls added to the invoice templates, such as those buttons, images, can be customized in a similar way - The only difference is that to move or delete an ActiveX control, you need to switch to template to design mode. To find out how to switch to design mode, please see Customizing Invoice Template.
Generally you don't need to modify the settings of theand range names. But if you need to do this, there are several ways to do it in Excel.
To create or set the print area:
The above steps allow you to set only therange. To set the range, which is repeated on the top of every page when you print the form, go to the dialog box:
At some point you may need to delete the print area - i.e. to get rid of the special area designation, not the information contained within that area, so that, for example you can start again to define a new printable area. To do this:
Excel'sdialog box provides many options for customizing how the invoice form could be printed. After customizing the invoice form, you may like to take a look at the dialog box and adjust the options, to make the invoice more printable.
All the Excel versions, including Excel 2000/XP/2003/2007/2010, provide thedialog box. Although the different Excel versions provide slightly different options, and the available options may vary by operating system and printer model, the main part keeps consistent. The following section provides a brief description of the options provided on the dialog box in Excel 2007 and Windows XP.
Note: Changes made for the page setup are applied to the current sheet only. This means that you can set different page setup options for the different worksheets. For example, you can have your invoice form be printable on A4 paper in the portrait mode, and have the report worksheets be printable on A4 paper in the landscape mode.
The following buttons are always available, regardless of what tab you are using. They are located along the right and bottom of the dialog box.
|Orientation||In the standard template shipped with the installer of },, this option is set to portrait (i.e., lengthwise). If you increase the width of invoice form or reports, you can set this to landscape (i.e., widthwise).|
|Scaling|| allows you to specify the page scale by percentage. allows you to specify the number of pages to print the current Sheet. |
Tip: You can use thefeature to see the effects of scaling before actually printing the invoice or report out.
|Paper size||The default paper size is standard A4 paper. Choose your own paper size if necessary.|
|Print quality||Lower quantity can help save time and ink. The default value should be suitable for most people.|
|First page number||Assigns a page number to the first printed page. Choosing the default valuemakes the first page number to be 1.|
This tab allows you to set all the margins and center your sheet both vertically and horizontally.
Thetab allows you to access options to adjust the information at the top of each page (header) or the bottom of each page (footer). Headers and footers are descriptive text printed at the top and bottom of every page in your worksheet. Headers and footers may contain the date, page number, filename, text, or the contents of a cell.
This tab allows you to specify what you want to print, as well as the order in which the invoice or report are numbered and printed.
|Print area||Specifies the area that you want to print. This is same as using Excel menu -> -> in Excel 2000/XP/2003, or using the button in the tab in Excel 2007/2010. |
A print area can be noncontiguous, please see Microsoft: Setting and Removing a Noncontiguous Print_Area for more information.
|Print titles||Specifies the rows or columns to print on each page. In the standard invoice template shipped withinstaller, is specified in the box, this means that the specified section will be repeated on each page if your invoice form requires multiple pages.|
|Allows you to specify whether to print grid lines, row/column headings, comments, etc. There are also options formode, Draft quality, and cell errors.|
|Page order||By default Excel prints down the sheet, i.e. the "" option is selected. You can change the sequence by choosing " ".|
To open the print preview mode, in Excel 2000/XP/200, click menu-> ; In Excel 2007, click button -> -> ; In Excel 2010, click -> .
After customizing or redesigning the invoice form or reports, it might be a good idea to have a look at what is going to get printed with your new design by using thefeature. If you send your invoices to customers via email, this also makes sure you send printable invoice to your customer.