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

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

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The printed version.

Drop-down List for Multiple Price Levels

Open the template in Excel.

Drop-down List for Multiple Price Levels (IMFE Edition)


The template c5009 offers a sample for creating a sales invoice template that supports multiple price levels. This invoice template c5113 is an updated version of c5009. Here we implement a drop-down list for you to choose a price level on creating invoices.

With c5009, you specify multiple prices (5, to be specific) for each product. On creating an invoice, all the prices all loaded from the underlying Microsoft Access database and shown on the invoice form (outside the printable section). Once you specify the price level for the current customer, we use an Excel formula to pick up the applied price for the invoice being created:


As you can see from the formula above, the proper price is chosen according to the value of "oknDiscountRate". The value of "oknDiscountRate" could be any value from 1 to 5. For example, if you enter "1" into "oknDiscountRate", then the value of "oknDiscountPriceA_1" is applied to "oknPrice_1". Then the value of "oknPrice_1" is used for calculating line totals.

This approach works but could be improved too. In this template, we'll make "oknDiscountRate" to be a drop-down list, so that you can choose a value from 1 to 5, instead of typing in manually.

To add the drop-down list to the "oknDiscountRate" cell, first switch to design mode by pushing down the "Design Mode" button on the "Invoice" ribbon tab. This unlocks the worksheet so that you can change the template layout and design.

  1. Click to select / activate the "oknDiscountRate" cell.
  2. Go to Excel "Data" ribbon tab.
  3. Click "Data Validation" in the "Data Tools" command group and then choose "Data Validation ..."
  4. From the "Allow" list, choose "List".
  5. In the "Source" section, enter "1,2,3,4,5" (without quotes).
  6. Click "OK" to create the drop-down list.
  7. Now when you click the "oknDiscountRate" cell, a down-arrow appears. Click it to expand the drop-list, which shows values from 1 to 5. You are able to choose one of the values from the list. Assigning any other values to this cell will cause Excel warning message.
  8. Exit design mode by clicking the "Design Mode" button again on the "Invoice" ribbon tab.
  9. Save the template.

That's it! As you can see it is fairly easy to create a drop-list for this invoice template which supports multiple level pricing.

Format and Specification

NameDrop-down List for Multiple Price Levels
CategorySales Invoice Template
Release DateTuesday, April 4, 2017
Format (XLS or XLSX).xlsx
Line Height (Points)13.50
Print Area$H$3:$O$57
Papaer Size / OrientationPortrait
Default Margins (Points)
PriceFree (0.00USD)
SystemWindows 7 and later, and Excel 2007 and later.


Thumbnail for Five Price Levels (Sales, Amount)
Thumbnail for Customer Value Based Pricing
Thumbnail for Five Price Levels (Service, Amount)
Thumbnail for Five Price Percentage Levels (Sales)
Thumbnail for Five Price Percentage Levels (Service)
Thumbnail for Five Price Levels (Sales, Amount, Custom Column)
Thumbnail for Five Price Levels (Service, Amount, Custom Column)