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Two Versions of Customer Statement Report

Starting with version 2.11.1015, Excel Invoice Manager offers a new Customer Statement report that shows detailed invoicing and payment records within the specified date range. However the program still supports the previous version of Customer Statement.

Run two versions of Customer Statement report on the same computer

Each invoice template file can include only one Customer Statement worksheet; however you can use two (or even more) templates on the same computer and have all the templates connect to the same database.

Tip: The Express and Platinum editions support one invoice template at a time only. This means that, if you need to use the second template, you need to close the first one before opening the second template. See Difference between Editions for more information about the differences between editions.

You can download the two versions of Customer Statement report (i.e. two versions of the default invoice template) here.

To connect the templates your download to your existing database:

  1. Open the template in Excel.
  2. Click the Settings button on the Invoice worksheet.
  3. Click the Database tab.
  4. Browse to and open your database.
  5. Save your template.

Replace the default statement report with another one

If you have your existing invoice template that works with Excel Invoice Manager, and need to replace the Customer Statement report only, here is what needs to be done:

  1. First download the template you need.
  2. Follow the tutorial Copying Report Worksheets from One Invoice Template to Another to replace the Customer Statement report in your existing template.

 
EXCEL INVOICE MANAGER Free Download and Try
LEARN MORE Excel Invoice Manager Home What's New Difference between Editions Quick Start Introduction Setting up Company Information, Tax 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 Copying Report Worksheets from One Invoice Template to Another Two Versions of Customer Statement Report Custom Fields Custom Fields - Overview Custom Invoice Fields - Tutorial Customizing the Invoice Template Customizing the Invoice Template Tutorial: Creating an Invoice Template with Additional Rows 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 Adding Postcode Cells Manually to Invoice Template 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 Sample Invoice Template: Replacing 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 Sharing/Linking Tables between Access Databases Tutorial: Adding New Fields to Reports Sample Invoice Template: Displaying 'FREE' for Zero Values Customizing Header and Footer of Printed Invoices Customizing Invoice Template for Pre-printed Invoice Forms Charging GST Tax on Shipping Cost Invoice Form with Fixed or Static Product / Service Items
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