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The printed version.
Open the template in Excel.
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|
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:
- Click "Customers" on the "Invoice" ribbon tab.
- Click "Custom Field".
- Click "Advanced...".
- 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.
- Choose "Customers" from the "Database table" list.
- Click to select the "Account Balance" field.
- Modify the field definition, so that the Precision section shows "12", and the "Scale" section shows "4". The field type "decimal" is not modifiable.
- Click "OK". This modifies the "AccountBalance" field to be "Decimal (12,4).
- 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:
- Go to the "Invoice" worksheet if it is not already the active sheet.
- Push down the "Design Mode" button on the "Invoice" ribbon tab.
- 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.
- Right-click one of the selected cells, choose "Format Cells" from the shortcut menu.
- Go to the "Number" tab.
- Choose "Currency" from the "Category" list, enter "4" into the "Decimal Places" box.
- Select whether you want to show the currency symbol.
- Click OK to modify the cell display format.
- Once you have done setting all the cell formats, click the "Design Mode" button again to exit design mode.
- Save the template.
You can also format the reports to show 4 digits. To do this:
- Go to a report worksheet, for example "Sales Report".
- 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.
- Right-click one of the select column heading, choose "Format Cells".
- Set the number format as described above.
- 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
|Name||Custom Price Precision and Scale|
|Category||Sales Invoice Template|
|Release Date||Wednesday, April 24, 2019|
|Format (XLS or XLSX)||.xlsx|
|Line Height (Points)||18.00|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|
|System||Windows 7 and later, and Excel 2007 and later.|