Form with Product Category

The main purpose of creating this invoice template on InvoicingTemplate.com is to provide a sample on using custom fields with Invoice Manager for Excel.

If you use the freeware edition of this invoice template, you may find there is no much difference between this invoice template and the default sales invoice template shipped with Invoice Manager for Excel. The only difference appears outside the printable area on the center of the form, where you can find a Product Category column near the invoice body. Visit the gallries at Simple Invoice Template and Blank Invoice Templates for more information.

"Product Category" is a standard field defined in the Product database table, but not added to the "Invoice Body" database table. So when you create an invoice with Invoice Manager for Excel, the category information is not loaded along with product data, and thus not saved along with other invoice details.

However the support for custom fields in Invoice Manager for Excel makes overcoming this limitation easy and quick. What you need to do is to add the custom field "Product Category" to the invoice body database table, and then name a column of cells where you want to display the category when creating an invoice - in this sample, we don't want to show product category on printed invoices, so the product category column is defined outside the printable area.

For more information on using custom files, refer to the documents of Invoice Manager for Excel, which is included in the Invoice Manager for Excel setup program that you can download for free. Invoice Manager for Excel is fully functional within the trial period.