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The template works with both the Microsoft Store edition and the desktop edition of the app. Make sure you have installed one of them.

How to use:

  1. Download the EXE package.
  2. Double-click to extract the files into a folder. Make sure you have full access privileges to the folder, such as a subfolder inside “My Documents”.
  3. Open the template.
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License: Private Use (not for distribution or resale). See our Terms of Use.

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Simple Sample: Building and Remodeling Invoice

Detail

With this simple template, we detail the steps and processes required to integrate a building and remodeling service invoicing template with our app. The result of this tutorial is a ready-to-use template that is suitable for businesses that offer building, construction, design, and remodeling services.

  1. First, create a folder on the Windows desktop or inside "My Documents". This will be our working folder.
  2. Copy three files to this folder: your own template (in this case, building-remodeling-service.xls), the default template that comes with our app (invoice.xlsx), and the default database file (sample.mdb,but we renamed it to c4056.mdb for the purpose of publishing this document online).
  3. Open invoice.xlsx.
  4. Open building-remodeling-service.xls.
  5. Click to select the invoice.xlsx template. Right-click the worksheet name "invoice" on the bottom of the spreadsheet window. Choose "Delete" from the shortcut menu. This deletes the worksheet from the template.
  6. Switch to building-remodeling-service.xls.
  7. Right-click the worksheet name at the bottom of the spreadsheet window. Choose "Move or Copy" from the shortcut menu. From the "Move selected sheets to book" list, choose "invoice.xlsx"; from the "Before Sheet" list, choose "Sales Report". Click OK to copy the sheet.
  8. Close building-remodeling-service.xls without saving it.
  9. Go to invoice.xlsx. Rename the copied worksheet sheet to "invoice". To do this, double-click the sheet name on the bottom of the spreadsheet and then enter the new name.
  10. Now comes the most time-consuming part: naming the cells. There are several rules here.
    • All cells and fields that should be saved to the database must have a name (How?).
    • The table shows all the names required by the invoice manager. The default template shipped with our app is also embedded into the "default template" worksheet, which you can click to open to better understand this table.
    • If a cell name should not appear on your printed results, put it outside the printable area. For example, we put "oknSubtotal", "oknShippingCost", and all tax cells outside the printable area.
    • If you need a new field, define it as a custom field. For example, the "Location" field is added as a custom field.

    For the purpose of demonstration, in this sample, we put all usually-hidden names on a visible area outside the printable area, where we also put the name as clear text to the left of the defined name. For example, if the cell $T$6 was named oknDatabaseName, then the text "oknDatabaseName" shows on $S$6.

  11. Once you have all the cells correctly named, save the template, exit Excel, and reopen the template. Test it.

 

NameAddressOmit?Comment
Names defined for your own company information. The report worksheets refer to these names. If omitted, you can type in the required information on the report worksheets individually.
oknCompanyName $F$2 Yes Your own company name
oknCompany
CityStateZip
$F$4 Yes company city, state and zip
oknCompanyContact $F$5 Yes company contact, email and web address
Name defined for hidden cells
oknTax2Is
AppliedToTax1
$A$10 No "Tax2 is applied to Tax1" option on the Settings dialog box
oknTaxTotal
IncludingShippingCost
$A$11 No "Tax total including shipping cost" option on the Settings dialog box
oknTax1RateDefault $A$12 No Tax 1 rate set on the Settings dialog box
oknTax2RateDefault $A$14 No Tax 2 rate set on the Settings dialog box
oknTaxType $A$8 No Tax type set on the Settings dialog box. Could be 0, 1 or 2
Visible cells. Usually put outside the printable area.
oknDatabaseName $N$3 No If the template connects with a database successfully, this cell shows the database name.
oknStatus $N$5 No The status of the current invoice: "Pending", "Paid" or "Void".
Heading cells
oknInvoiceDate $K$4 No The "Clear and New" command will fill the current date into this cell.
oknInvoiceID $K$5 No The "Save Invoice" command will fill this cell automatically if it is left empty.
"Bill To" section
oknWhoAddress $F$10 Yes
oknWhoCityStateZip $F$11 Yes
oknWhoZipPostcode $F$12 Yes
oknWhoCountry $F$13 Yes
oknWhoPhone $F$14 Yes
oknWhoEmail $F$15 Yes
oknWhoName $F$9 No Customer Name
oknWhoID $F$16 No Customer#
"Ship To" section
oknShipAddress $J$10 Yes
oknShipCityStateZip $J$11 Yes
oknShipZipPostcode $J$12 Yes
oknShipCountry $J$13 Yes
oknShipContact $J$14 Yes
oknShipName $J$9 Yes
For the "Info line" below the "Bill To" section
oknOrderID $D$19 Yes Purchased Order Number.
oknPaymentTerm $J$19 Yes If defined, the app shows "In-Cell Picker" for this cell.
oknDueDate $K$19 Yes
oknShipDate $H$19 Yes
oknSalesRepName $F$19 Yes If defined, the app shows "In-Cell Picker" for this cell.
oknShipVia $I$19 Yes If defined, the app shows "In-cell Picker" for this cell
Detail section. Each line has these names defined. For example, if you have 5 lines, you need to define 5 names from oknProductID_1 to oknProductID_5, 5 names from oknProductName_1 to oknProductName_5, 5 names from oknLinetotal_1 to oknLinetotal_5, and so on. If you need a batch naming tool, contact us.
oknProductName_1 $F$22 No Product (item) description of each item
oknQuantity_1 $I$22 No
oknPrice_1 $J$22 No
oknLineTotal_1 $K$22 No
oknProductID_1 $D$22 No Product#
oknTaxable_1 $A$22 Yes Each "Taxable" check box link to one of "oknTaxable_?" cell
oknCost_1 $B$22 Yes "Cost" of each product item. Default is 0

Format and Specification

Template#c4056
Belongs to

Service

Format (XLS or XLSX).xlsx
Columns4
Lines16
Line Height (Points)20.25
Print Area$B$2:$L$50
Papaer Size / OrientationPortrait
Default Margins (Points)
Left36.00
Right36.00
Top36.00
Bottom72.00
PriceFree (0.00USD)

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