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This invoice template has fields for forwarding previous outstanding balance, making it easy for your client to see past due amount on the new invoice.
Sometimes it's helpful and necessary to add past due balance to the current new invoice. Although this feature is not directly implemented in the default invoice template shipped with Invoice Manager for Excel installer program, it is easy to implement such a feature so that whenever you pick up a customer, the past balance is shown automatically on the currently invoice, and added to the total due. If you decide not to use Invoice Manager for Excel, the previous balance should be retrieved and added manually. See Past Due Invoice Template for another example. This template is also added to our printable invoice templates and basic invoice templates gallery.
With Invoice Manager for Excel installed, the invoice template is no longer a simple invoice creator, but becomes a fully featured invoicing system with the ability to manager customers, products, invoices and payments. The data is stored in a database, which is a better way than a pure-Excel way for manipulating large amount of data. So how does Invoice Manager for Excel create the link between the Excel invoice form and the backend database? Specifically, when you retrieve a customer from the backend database, how does Invoice Manager for Excel know where to place the value of each field? The secret lies in field names and cell names. Invoice Manager for Excel adheres to a simple rule to create the relationship between the database and the Excel invoice form. For example, when you load the data of a customer from database, the value stored in the "AccountBalance" field is filled into the cell named "oknAccountBalance". However exceptions exist, as some cell names and field names don't adhere to this rule. A detailed list on the exceptions can be found in the Cell Name Reference document included in Invoice Manager for Excel, which you can download and try for free.
So to create this Invoice with Previous Balance, all you need to do is to name a cell "oknAccountBalance". To do this, first unprotect the Invoice worksheet, and then select the cell you want to assign the name, and then enter the name in the name box on the formula bar. One additional step might be required, that is to unlock the named cell - If a cell is locked and the sheet is protected, Invoice Manager for Excel will not be able to write to it. To unlock a cell, first unprotect the Invoice worksheet and then right-click the cell and choose Format Cells. Go to the last tab, uncheck the Lock box. After naming the cell, you can move it without breaking the functionality of the template. Moving cell to a new location could be done by dragging and dropping - more detailed sample and instructions can be found on Proforma (1st Sample of Customization) and Proforma (2nd Sample of Customization).
Note that in order to save the previous outstanding balance to the current invoice, a custom field named "AccountBalance" should be added to the invoice header database table too.
You may also like to add the "Total Due" cell, like what we did to the template here on InvoicingTemplate.com, and then use an Excel formula to add up previous balance and current invoice balance. Please download the template for free to see the details.
This invoice template with previous balance includes shipping section, if you running a service business, see Invoice with Previous Balance (Service) for a version customized for service business.
Format and Specification
|Name||Invoice with Previous Balance (Sales)|
|Category||Sales Invoice Template|
|Release Date||Friday, November 8, 2013|
|Format (XLS or XLSX)||.xlsx|
|Line Height (Points)||19.50|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|
|System||Windows 7 and later, and Excel 2007 and later.|
March 30, 2017
- All "Taxable" ActiveX checkbox controls were replaced Excel form controls.
- Removed "Invoicing Form" logo.
- "Green" color theme.
December 5, 2018
- Highlight the "oknDatabase" and "oknStatus" cells by assigning them a special background color.