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1. When you click the Customer-Selection icon button and select a customer, certain fields in the Customer table are written to the Invoice worksheet. The following chart shows you all field names and their matching cell names.

Field Name Cell Name
CustomerId oknWhoID
CustomerName oknWhoName
Address oknWhoAddress
Phone oknWhoPhone
Country oknWhoCountry
Email oknWhoEmail
AccountBalance oknAccountBalance
CityState, Zip oknWhoCityStateZip
Credit oknCredit
AccountBalance oknAccountBalance
Category oknWhoCategory
(All custom fields) okn(Field Name)

2. When you click the Product-Selection icon button and select a product, certain fields in the Product table are written to the Invoice worksheet. The following chart shows you all field names and their matching cell names. ("**" in the chart indicates line number in the invoide body.)

Field Name Cell Name
ProductID oknProductID_**
ProductName oknProductName_**
Price oknPrice_**
Cost oknCost_**
Taxable oknTaxable_**
(All custom fields) okn(Field Name)_**

3. In Excel Invoice Manager, cells on the worksheets are identified by names. This design allows you to move the cells to a proper position you like. Each worksheet has its own predefined cell name prefix.

Worksheet Cell Name Prefix
Invoice okn
Sales Report oknRs
Customer Report oknRc
Product Report oknRp
Customer Statement oknCs
Sales Rep. Report oknRr
Payment Report oknPr
Excel Invoice Manager Free Download and Try (4.17 MB)
Learn More Excel Invoice Manager Home What's New Difference between Editions Quick Start Introduction Before Using Invoice Template Working with Excel 2007 Installing / Upgrading Settings Workbook Taxes Misc Data Interface Database In-Cell Lookup 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 Custom Fields Custom Fields - Overview Custom Invoice Fields - Tutorial Customizing the Invoice Template Customizing the Invoice Template Tutorial: Adding Extra Rows to Invoice Body 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 More Topics Registration and Services Reference
Online-Only Articles Billing Software Powered by Excel Buttons in the Template Don't Work Sample Invoice Template: Using handwriting Signature Sample Invoice Template: Using Drop-Down List Sample Invoice Template: Long Product Descriptions Sample Invoice Template: Using Line# as Product IDs How to: Password-Protecting an Invoice Template How to: Transferring Excel Invoice Manager to a New System How to: Removing Auto-created Macros from Your Invoice Template Creating a Packing Slip Template Modifying Standard Fields with Database Designer How Do I Replace the Product IDs with Line Numbers Invoice Template with Support for Product-Type Specific Tax Rates Editing Paid Invoices
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