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Settings / Misc-data Tab

- Document for Excel Invoice Manager

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This version of the document, "Settings / Misc-data Tab", 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.

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

Invoice settings - Misc Data
Misc Data tab(Click to enlarge)

This tab provides a tool to manage all miscellaneous data. You can set default values, as well as edit all miscellaneous data tables.

The default values you set on this tab are applied to database. That is, for each different database, you can set a different group of default values.

To edit a miscellaneous data table, click the corresponding Edit button. For example, if you want to edit Customer Categories, click the Edit button near the Default Customer Category label. This will open the Customer Category window, where you can add, edit, or delete customer categories.

Invoice settings - Customer Categories
Customer categories (Click to enlarge)