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Settings / Workbook Tab

- Document for Excel Invoice Manager

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

Invoice settings - workbook
Workbook tab (Click to enlarge)

Before Closing Workbook

In an Excel Invoice Manager system, 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 Invoice 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, Excel Invoice Manager provides these Before Closing Workbook options:

OptionAction
Prompt for saving changesExcel's default behavior. This option is selected by default.
Save changesSaves changes automatically whenever you close an invoice workbook.
Discard changesDiscard changes automatically.

Note: These options apply to invoice workbooks only. They don't affect other workbooks.

The Invoice worksheet is designed in a way that can be run in the protected mode. It is highly recommended that you protect the Invoice worksheet once you finish your design or customization. Excel Invoice Manager checks the status of protection every time you close the template, which you can control by using the "If the Invoice worksheet is not protected" option detailed below:

OptionAction
Display a warning messageDisplay a warning message if the Invoice worksheet is not protected.
Protect Invoice worksheet automaticallyDon't display the warning message. Protect the Invoice worksheet automatically.
IgnoreDon't check the protection status.

Saving Invoice

The first two options tell the COM add-in what to do after saving a new invoice (i.e. after clicking the Save To DB button on the Invoice worksheet).

OptionAction
Prompt for paymentIf you select this option, the COM add-in will display a New Payment window after saving an invoice to the database.
Clear invoice worksheetIf you select this option, the COM add-in will clear the Invoice worksheet, so you get a blank invoice form and can start to enter the next one.
Line totals can be zeroBy 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 bodyAllows 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 cellIf you check this option, when you click the Save To DB button the ZIP/Postcode is read from separate cells, which is named oknWhoZipPostcode in the Bill To section, and oknShipZipPostcode in the Ship To section. When you try to display an invoice, the ZIP/Postcode values go into these cells too.
Update customer on saving new invoiceInstructs Excel Invoice Manager to execute the Save As New Customer 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.

Extracting

The Extract buttons 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 Excel Invoice Manager system and you can do anything with it. For example, you can email it out, add or delete data, or simply do some formatting.

OptionAction
Remove hidden rows and columns after extracting reportThe reports you created usually contain too many columns. Though you can use the Columns button 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 invoiceLike report worksheets, the Invoice worksheet also contains hidden rows and columns. You can use this option to remove them from the extracted copy.
Copy the page setup after extracting invoicePage setup here is the options you selected on the Page Setup dialog box in Excel 2000 - 2003 (Click Excel menu File -> Page Setup to open it); In Excel 2007/2010, you can set these options in the Page Layout 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 extractionProtect the extracted worksheet automatically. Same as clicking Excel menu Tools -> Protection -> Protect Sheet for the extracted worksheet in Excel 2000 - 2003, or clicking Review tab -> Changes group -> Protect Sheet in Excel 2007/2010.
Email invoice after extractionIf this option is selected, then the Extract/Email button on the Invoice worksheet will create an email automatically after extracting it.
Where to place the extracted invoiceEnter 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 worksheetThis 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 the Discard changes option is selected, save the workbook manually after closing the Settings window.