This form displays automatically on first use to allow the user to set the default values for new invoices. 'Invoice number and Due date' are a calculated values and cannot be edited directly using their associated content control in the invoice document.ĭefault company information is defined by the user during setup with the template displayed userform 'SET INVOICE DEFAULTS (FIRST USE)' shown below. Mapped content controls are placed in the invoice footers and multi-page headers that display company name, invoice number and date.Ģ. The gridlines are not visible on printed invoices.ġ.

The dashed lines shown in the illustrations are table gridlines that appear on screen to define table and cell boundaries.

This permits real time analysis of user actions and enhanced template performance. The 'Qty., Item #, Price and Totals' cells for each line item entry are monitored by the template and detect user actions.

Invoice line item section allows the user to invoice up to 16 products or services on a single page invoice document.

Customer information and most general invoice information can be revised in the current invoice document via the content controls or the template displayed userform.

Customer information and general invoice information is defined by the user when each new invoice document is created via template displayed userform.

Company information can be revised at any time in a current invoice document via the content controls or by using the invoice defaults userform.

Default company information is defined by the user during template setup via a template displayed userform.

The invoice number and date are defined automatically by the template when each new invoice document is created.Content controls (e.g., the 'Company name' control selected) are used as placeholders for 1) Invoice number and date, 2) User defined default values i.e., company name, address, telephone number, fax number, e-mail address, website and slogan, 3) User defined customer information i.e., name, address, ID, order number and e-mail address and 4) User defined invoice information i.e., sales person, project, terms, and due date.

Invoice template in word format