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Settings - Database Tab

Click the Settings button on the Invoice worksheet to open the Settings window.

Settings window, Database tab: click to enlarge
(Click to enlarge)

The Database tab is where you can create new databases, connect the current workbook to a specified database, and define rules for generating IDs.

Note: Excel Invoice Manager COM add-in uses standard Microsoft technologies such as ADO (ActiveX Data Objects) to access databases, so theoretically it can connect to any databases supported by ADO. In this version, connecting to databases other than MS Access has not been fully tested. Hence the only database you can create or connect to is MS Access databases.

To Create a New Database

  • Click the Create New Database button.
  • Select the folder to store you database file, then enter the database file name, and press Enter. Note: You must have read and write access to the destination folder.
  • An empty new database will be created.

To Open an Existing Database

Opening a database means connecting the current workbook to a different database. The information about which database the workbook is connected to is stored in the workbook. After opening a database, it is very important for you to Save The Workbook if you desire the workbook to open the database automatically next time you open the workbook.

To open a database:

  • Click the Open Database button.
  • Browse to the folder where the database file is located and select the database file.
  • If successful, the Settings window will close.

Rules for Generating IDs

Although you can enter new IDs by yourself when creating new invoices, products, and customers, you can also leave the ID fields blank and the system will generate IDs for you. The following rules specify how the system generates new IDs when necessary. These rules are intrinsic to the database, so each database can have its own specific rules.

An ID value is comprised of two parts: a prefix string, and an integer. The Number of digits in ID value specifies how many digits the integer value has. For example, if the Prefix String is A, the Next Number is 1028, and the Number of digits in ID is 5, the next generated ID will be A01028.

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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
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