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Settings - Workbook Tab

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

Before Closing Workbook

In an Excel Invoice Manager system, the invoice workbook 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:

Option	Action
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.

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:

Option	Action
Display a warning message	Display a warning message if the Invoice worksheet is not protected.
Protect Invoice worksheet automatically	Don't display the warning message. Protect the Invoice worksheet automatically.
Ignore	Don'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).

Option	Action
Prompt for payment	If you select this option, the COM add-in will display a New Payment window after saving an invoice to the database.
Clear invoice worksheet	If 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 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.

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.

Option	Action
Remove hidden rows and columns after extracting report	The 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 invoice	Like 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 invoice	Page 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, 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 extraction	Protect 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.
Email invoice after extraction	If 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 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 the Discard changes option is selected, save the workbook manually after closing the Settings window.

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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 Print 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 Tutorial: Creating a Receipt Form Using Multiple-Line Address in Invoice Form Printable Invoice - Invoice Printing in a Flexible Way 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 Working with Multiple Companies or Currencies Tutorial: Adding New Fields to Reports Sample Invoice Template: Displaying 'FREE' for Zero Values Customizing Header and Footer of Printed Invoices

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