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"Sample Sales Invoice Template: Fixed Items" is a sample invoice that demonstrates how to use fixed or static product items on the body part of the printable invoice form. It is a sales template thus including shipping fields. For a practical example of using fixed items, visit Concrete Pumping Work Order and Invoice.
In some businesses the number of products or service items offered are limited, i.e. the client / customers always order the same group of products / services from the company. It would be nice to have the invoice form always leaves the item#, item description, or even item unit price there and does not change them from invoice to invoice. We call these static or fixed items because they don't change. Using static and fixed items prevent you from type or choose the same product items again and again, saving your time and avoiding typo mistakes. The fixed items even won't get cleared when you execute "Clear & New" with Invoice Manager for Excel installed - it sounds interesting because the "Clear & New" command is designed to clear all the content to make it a blank invoice form for next new invoice. So how do we tell the "Clear & New" command not to touch the items that shouldn't change from invoice to invoice?
Looking into Invoice Manager for Excel documents you'll find that although the command clear every fields, there are two exceptions - the cells that have formulas defined, and the cells that are locked. As detailed at Invoice Form with Fixed or Static Product / Service Items on office-kit.com, what we do is just enabled the "Locked" of the cells that you want to keep from invoice to invoice.
Note that these static or fixed items are not static text labels such as your company information on the invoice header. The static or fixed items are linked to database fields, and get saved to database when you click "Save To DB" in Invoice Manager for Excel.
So with very little effort the items that don't change from invoice to invoice become static or fixed. They stay on the invoice form even if you click the "Clear & New" command in Invoice Manager for Excel. The sample invoice template has exactly the same format and layout as the default sales invoice template included in Invoice Manager for Excel setup program, but has some items fixed on the form.
Format and Specification
|Name||Sample Sales Invoice Template: Fixed Items|
|Category||Sales Invoice Template|
|Release Date||Saturday, December 21, 2013|
|Format (XLS or XLSX)||.xlsx|
|Line Height (Points)||16.50|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|
|System||Windows 7 and later, and Excel 2007 and later.|
January 20, 2018
- Removed all the text labels (ActiveX controls) from the "Bill To" and "Ship to" sections. Added reminder text, such as "Name", "Address", "City, ST ZIP" etc. outside of the printable form.
- The values on the fixed line are assigned using Excel formula, instead of using the "Locked" cell property, because Uniform Invoice Software now set the "Locked" property automatically whenever you exit design mode.
- The default tax names are set to "State Tax" and "Local Tax".
- Applied Excel "Organic" theme.
September 19, 2018
Updated the built-in document properties for sample-sales-template-fixed-items.xlsx.
November 8, 2018
- As required by Invoice Manager for v7, this "Customer Statement" was renamed to "Aging" report.