Advanced Sample - Macro-Enabled Invoicing Template

While most templates here on InvoicingTemplate.com are ".xlsx" and ".xls" formats, Invoice Manager for Excel does work with macro-enabled invoice templates. This sample introduces the steps to use ".xlsm" workbooks and templates.

With the Simple Invoice Templates series we demonstrate how to do basic customizations on create and customizing your own bill format for your business, such as how to change fonts, move cells to create a new layout, change formulas to create a new business logic, etc. See this document to find out more information on the rules and guidelines on creating your own invoice template.

If you are an expert in Microsoft Excel if may want to do more with your invoice template. One of the advanced way is to use Excel macros.

Invoice Manager for Excel supports all the Excel file formats, including the traditional ".xls" and ".xla" formats, and the new ".xlsx" (Excel XML-based file format), ".xlsm" (Excel XML-based and macro-enabled file format), and ".xlsb" (Excel Binary (or BIFF12) file format). ".xlsx" are now the most widely used workbook file format. Feel free to see our Invoice Template ".xlsx" topic page.

To convert an Excel workbook or template from ".xlsx" to ".xlsm" format, simply issue the "File" and "Save As" command. We'll skip the detailed steps here as there are already many resource online, such as Create a Macro in Excel - EASY Excel VBA, and How to Use Macros in Excel: 15 Steps (with Pictures), and Quick start: Create a macro.

The sample invoice template used here is c5099 Standard Business Invoicing Template. See our business invoice templates for more samples that are most closely related to "BUSINESS".

One of the major concerns about using macro-enabled templates is that security settings of Microsoft Excel. If the macro you create does not have a digital signature, with the default security settings Excel disables it with a warning message shown.

To overcome this you have to either lower the security level, or sign your macro code. Lowering Excel security level is not recommended, so the best way is to digitally sign your Excel macro. See Digitally sign your macro project for more information. Refer to c5102 - Advanced Invoice Sample - Invoiced Total in English Words for a working sample of using and digitally signing your Excel macros.