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Click the Settings button on the Invoice worksheet to open the Settings window.
This tab provides a tool to manage all miscellaneous data. You can set default values, as well as edit all miscellaneous data tables.
The default values you set on this tab are applied to database. That is, for each different database, you can set a different group of default values.
To edit a miscellaneous data table, click the corresponding Edit button. For example, if you want to edit Customer Categories, click the Edit button near the Default Customer Category label. This will open the Customer Category window, where you can add, edit, or delete customer categories.
PDF Book
Documents
- 1. Quick Start Tutorial
- 2. How Invoice Manager for Excel Works
- 3. Before Using a Template
- 4. Template File Format
- 5. Install / Upgrade
- 6. Settings - Template
- 7. Settings - Taxes
- 8. Settings - Misc. Data
- 9. Settings - Database
- 10. Settings - In-cell Lookup
- 11. Settings - Print
- 12. Settings - Extract / Email
- 13. Customers
- 14. Products
- 15. Invoices
- 16. Payments
- 17. Applying One Payment to Multiple Invoices - Batch Payment
- 18. Reports
- 19. Common Tasks
- 20. Customize Invoice Template
- 21. Custom Fields - Invoice Manager for Excel
- 22. Advanced Database Field Customization
- 23. License Key
- 24. Cell Name Reference