Starting with 2007 Microsoft Office system, Microsoft is introducing new file formats for Word, Excel, and PowerPoint, known as the Office Open XML formats. In Office Excel 2007, the default format for an Excel workbook is the Office Excel 2007 XML-based file format (.xlsx).
Most of our invoice templates available on UniformSoft.com are in ".xls" format. You can open and work with the template directly in Excel 2007, Excel 2010 or Excel 2013, without any problems, but the title bar of Excel window displays the words "[Compatibility Mode]".
If you don't need to move the template to other computers that are running previous versions of Excel, you can save it in the following new formats supported by Excel 2007 or the later versions.
File extension | Format |
---|---|
.xlsx | Excel XML-based file format |
.xlsb | Excel Binary (or BIFF12) file format |
.xlsm | Excel XML-based and macro-enabled file format |
To convert a template into a new format:
- Open the template in Excel 2007~2013.
- In Excel 2007 click the Microsoft Office Button located in the up-left corner of Excel's main window; or in Excel 2010 and 2013, choose File.
- Click Save As.
- Click Yes on the warning message dialog displayed by Invoice Manager for Excel.
- Choose a file format in the Save As dialog. Enter your new file name, say "Invoice Template ".
- Click Save to save the template.
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