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Excel Invoice Manager Express 2.5.1009 - User Guide and FAQ
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Creating invoices in Excel Invoice Manager is just a snap. Here is a step-by-step quick example demonstrating how to create a customer, a product and an invoice.
- Click Start -> Programs -> Office-Kit.com -> Excel Invoice Manager -> INVOICE.xls to open the invoice workbook. This workbook connects to the default Sample.mdb database. As the name implies, this database contains sample data.
- Click and activate the Invoice worksheet.
- Click the Customers button on the Invoice worksheet to open the Customers window.
- Click the Add Customer button on the Customers window.
- Fill in your customer information in the New Customer window. This window provides a number of fields, but only the Name field is required. The name can be either a person's name or a company name, such as ABC Company. Click Save Changes button to save this customer. The window caption is set to Customer Edit, and a customer ID is generated automatically if left blank.
- Press the Esc key twice to close the Customer Edit window and Customers window.
- Click the Products button on the Invoice worksheet to open the Products window.
- Click the Add Product button to open the New Product window.
- Fill in the description, price and stock information in this window. Click Save Changes button to save the new product.
- Press the Esc key twice to close the Product Edit and Products window.
- Now it's time to create your first invoice. On the Invoice worksheet, click the Select Customer icon button (the magnifier icon) near the Bill To label.
- In the Customers selection dialog box, double click the customer name ABC Company to select this customer into the Invoice worksheet.
- On the invoice body area, click the Select Product icon button on the first row to display the Products selection dialog box. Double click to select a product.
- Fill in the Quantity (and Unit Price, if needed) field on the same row.
- Click the Save To DB button on the Invoice worksheet to save the invoice. An invoice ID is generated automatically if left blank.
- If you want to print the invoice, just click the Print button on the Invoice worksheet. Here is an example of the printed invoice.
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