BoostExcel main content

Download

License: Private Use (not for distribution or resale). See our Terms of Use.

You are safe to download the resources. We've added our digital signatures to the files.

Description Size Download

Download this if you have already installed the Microsoft Store edition of Invoice Manager for Excel, and are looking for additional customized templates.

704 KB Download

Download this if you want this design to be set as the default template by the installer program.

6.29 MB Download

Screenshots and Images

The printed version.

Custom Price Precision and Scale

Open the template in Excel.

Custom Price Precision and Scale (IMFE Edition)

Detail

This sample shows how to change the precision / scale of the unit price, unit cost, line total, subtotal, paid and total due cells. For example, if you are a graphics business in New Zealand and want to calculate to a tenth of a penny (i.e. $000,000.062), you need to modify the default database fields.

To do the required calculations, the following database fields should be modified / reviewed.

Database Table Field Field Precision / Scale
Customer AccountBalance Decimal(12,4)
Customer Credit Decimal(12,4)
InvHdr BalanceDue Decimal(12,4)
InvHdr ShippingCost Decimal(12,4)
InvHdr Payments Decimal(12,4)
InvHdr Total Decimal(12,4)
InvHdr Subtotal Decimal(12,4)
InvHdr Tax1 Decimal(12,4)
InvHdr Tax2 Decimal(12,4)
InvHdr EmailBalance Decimal(12,4)
Product Price Decimal(12,4)
Product Cost Decimal(12,4)
InvBdy Price Decimal(12,4)
InvBdy Cost Decimal(12,4)
InvBdy Linetotal Decimal(12,4)

Note that if you use the Purchase Order and Quote worksheets, the related database tables, i.e. PurchaseOrderHdr and PurchaseOrderBdy, QuoteHdr and QuoteBdy, should be modified in a similar way too.

To modify a field:

  1. Click "Customers" on the "Invoice" ribbon tab.
  2. Click "Custom Field".
  3. Click "Advanced...".
  4. Click "Backup Database" to backup your database. This ensures you can easily return to a working database in case something goes wrong during the modifications.
  5. Choose "Customers" from the "Database table" list.
  6. Click to select the "Account Balance" field.
  7. Modify the field definition, so that the Precision section shows "12", and the "Scale" section shows "4". The field type "decimal" is not modifiable.
  8. Click "OK". This modifies the "AccountBalance" field to be "Decimal (12,4).
  9. Repeat the steps from 5 to 8 for all the fields shown on the table.

Once you have modified the database fields, the next step is to modify the invoice form so that it shows the required digits after the decimal point. To do this:

  1. Go to the "Invoice" worksheet if it is not already the active sheet.
  2. Push down the "Design Mode" button on the "Invoice" ribbon tab.
  3. Push down the CTRL key on your keyboard, and then without releasing the CTRL key, click all the cells that you want to modify the display format, for example all the price cells, subtotal and total cells.
  4. Right-click one of the selected cells, choose "Format Cells" from the shortcut menu.
  5. Go to the "Number" tab.
  6. Choose "Currency" from the "Category" list, enter "4" into the "Decimal Places" box. Set cell format dialog box
  7. Select whether you want to show the currency symbol.
  8. Click OK to modify the cell display format.
  9. Once you have done setting all the cell formats, click the "Design Mode" button again to exit design mode.
  10. Save the template.

You can also format the reports to show 4 digits. To do this:

  1. Go to a report worksheet, for example "Sales Report".
  2. Push down the CTRL key on your keyboard, click each column heading for which you want to set the format to select all the columns. Set column format for reports
  3. Right-click one of the select column heading, choose "Format Cells".
  4. Set the number format as described above.
  5. Once done, save the template.

Note that as of Invoice Manager for Excel version 7.12, the setting of database fields does not affect how the decimal numbers shown on the data list windows and various "Edit" windows, such as the "Invoices" data list window and "Customer Edit" window. However, the program does offer a hidden option that allows you to show 4 digits for the price fields on the data list windows. Contact us to find out how you can registry file to enable this. We're looking forward to upgrade Invoice Manager so that the program adjust the decimal formats automatically according to the changes made to the database fields.

Format and Specification

Template# c5152
Name Custom Price Precision and Scale
Category Sales Invoice Template
Release Date Wednesday, April 24, 2019
Format (XLS or XLSX) .xlsx
Feature Gallery
Columns 5
Lines 12
Line Height (Points) 18.00
Print Area $D$4:$L$47
Papaer Size / Orientation Portrait
Default Margins (Points)
Left 18.00
Right 18.00
Top 75.60
Bottom 75.60
Price Free (0.00 USD)
System Windows 7 and later, and Excel 2007 and later.