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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
- 1Quick Start Tutorial
- 2How Invoice Manager for Excel Works
- 3Before Using a Template
- 4Template File Format
- 5Install and Upgrade
- 6Settings: Template
- 7Settings: Taxes
- 8Settings: Misc. Data
- 9Settings: Database
- 10Settings: In-cell Lookup
- 11Settings: Print
- 12Settings: Extract / Email
- 13.Customers
- 13.1Add New Customers
- 13.2Edit Existing Customers
- 13.3Customer Detail
- 14.Products
- 14.1Add New Products
- 14.2Edit Existing Products
- 14.3Product Detail
- 15.Invoices
- 15.1Create New Invoices
- 15.2Edit Existing Invoices
- 15.3Invoice Detail
- 16.Payments
- 16.1Add New Payments
- 16.2Edit Existing Payments
- 16.3Payment Detail
- 16.4Batch Payment
- 17Reports
- 18.Common Tasks
- 18.1Search Bar
- 18.2Data List Window
- 18.3Share Database
- 18.4Migrate Access Database to SQL Server
- 18.5Email Reports
- 18.6Share Files Using OneDrive
- 18.7Add-ins Appear in Excel
- 18.8Customize Invoice Template
- 18.9Custom Fields
- 18.10Advanced Database Customization
- 18.11Import External Data
- 18.12Share Database
- 18.13Install and Upgrade
- 18.14Migrate Access Database to SQL Server
- 18.15Share Files Using OneDrive
- 18.16Backup Scheduler
- 18.17Set Number of Lines
- 18.18Frequently Asked Questions
- 19License Key
- 20Cell Name Reference
- 21License Agreement