- Document for Excel Invoice Manager
This version of the document, "Settings / Workbook 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 thebutton on the worksheet to open the window.
In ansystem, the invoice template is also used as a temporary work area, and the COM add-in constantly reads from and writes to it, sometimes even without your knowledge. For example, if you try to print an invoice from the database, it will write the invoice data to the worksheet. For the workbook, these changes are meaningless, because the data was already saved to the database.
So, to keep your workbook clean, and to get a blank invoice whenever opening the workbook,provides these options:
|Prompt for saving changes||Excel's default behavior. This option is selected by default.|
|Save changes||Saves changes automatically whenever you close an invoice workbook.|
|Discard changes||Discard changes automatically.|
Note: These options apply to invoice workbooks only. They don't affect other workbooks.
Theworksheet is designed in a way that can be run in the protected mode. It is highly recommended that you protect the worksheet once you finish your design or customization. checks the status of protection every time you close the template, which you can control by using the " " option detailed below:
|Display a warning message||Display a warning message if theworksheet is not protected.|
|Protectworksheet automatically||Don't display the warning message. Protect theworksheet automatically.|
|Ignore||Don't check the protection status.|
The first two options tell the COM add-in what to do after saving a new invoice (i.e. after clicking thebutton on the worksheet).
|Prompt for payment||If you select this option, the COM add-in will display awindow after saving an invoice to the database.|
|Clear invoice worksheet||If you select this option, the COM add-in will clear the blank invoice form and can start to enter the next one.worksheet, so you get a|
|Line totals can be zero||By default, all line items with zero line totals are counted as invalid. If you check this option, these line items are valid and can be saved to the database.|
|Allow incomplete line on invoice body||Allows you to save incomplete lines to the backend database. This enables the support for free invoice form. See Free Invoice Form with Support for Incomplete Lines on Invoice Body for more information.|
|ZIP/Postcode in separate cell||If you check this option, when you click thebutton the ZIP/Postcode is read from separate cells, which is named in the section, and in the section. When you try to display an invoice, the ZIP/Postcode values go into these cells too.|
|Update customer on saving new invoice||Instructsto execute the command whenever a new invoice is about to be saved. If the customer identified by the Customer ID does not exist, a new account will be created automatically. If the customer account already exists, only customer information will be updated.|
|Disallow negative product stock||Enabling this option raises an error/warning message when the inventory quantity on hand falls below the quantity on the current invoice.|
Thebuttons on the invoice/report worksheets can create a new workbook and copy the data on those worksheets to the new workbook. The extracted workbook is a free copy, that is, it is outside the system and you can do anything with it. For example, you can email it out, add or delete data, or simply do some formatting.
|Remove hidden rows and columns after extracting report||The reports you created usually contain too many columns. Though you can use thebutton to hide some of the columns, they still exist on that worksheet. You can use this option to remove the hidden rows and columns from the extracted report worksheet.|
|Remove hidden rows and columns after extracting invoice||Like report worksheets, theworksheet also contains hidden rows and columns. You can use this option to remove them from the extracted copy.|
|Copy the page setup after extracting invoice|| here is the options you selected on the dialog box in Excel 2000 - 2003 (Click Excel menu -> to open it); In Excel 2007/2010, you can set these options in the tab. |
It takes 0.5 to 2 seconds to copy all the page setup option values from one worksheet to another. You can clear this option to speed up the extracting operation.
|Protect invoices/reports after extraction||Protect the extracted worksheet automatically. Same as clicking Excel menu-> -> for the extracted worksheet in Excel 2000 - 2003, or clicking tab -> group -> in Excel 2007/2010.|
|Email invoice after extraction||If this option is selected, then thebutton on the worksheet will create an email automatically after extracting it.|
|Where to place the extracted invoice||Enter a cell address in this text box. This cell will be the top-left cell of the extracted invoice.|
|Remove n row(s) from the top of the extracted report worksheet||This option controls how many rows will be removed from the top of the extracted report worksheet. Generally, you do not need to modify this option.|
Note: All options on this tab are saved to the current workbook. If you want to permanently save your changes and theoption is selected, save the workbook manually after closing the window.