Customer Invoice Template 1.0 - User Guide and FAQ

Frequently Asked Questions - Customer Invoice Template

1. Why can't I see all of the cell formulas?
   The worksheets are protected to ensure the robustness of operation. However, critical formulas are outlined in the embedded help prompts.
   
   
2. When I open the file, it asks me if I want to enable macros. What should I do?
   You need to click "Yes" to accept macros in order to run the tools.
   
   
3. When I open the file, it doesn't ask me if I want to enable macros. Therefore, the macros are disabled. What should I do?
   In this case you need to set your macro security settings to Medium. You can do this by opening a blank workbook and choosing Tools >> Options >> Security >> Macro Security, and selecting the Medium level. You should now be presented with the option to enable macros on opening the template file.
   
   
4. Why can't I see the VBA code?
   The VBA code has been protected to ensure the robustness of operation and for intellectual property purposes.
   
   
5. Can other users open the models that I have completed?
   When other users open the model for the first time on another computer, they are presented with the 30-day trial version. After 30 days, if they have not registered the model, they will still be able to view completed models, but not run processes. In this way, the templates can be freely distributed to clients and/or interested parties to view results.
   
   
6. I deleted a product from the system and now, when I load an old order, this information is missing. How do I get it back?
   When a product or customer is removed from the system, the information is omitted from any loaded invoices related to the product or customer. This is due to the identifier structure of the system to optimize efficiency. It is not recommended to remove customers or products which have been populated into historical invoices for this reason. The information cannot be retrieved once deleted unless a backup of the template was made prior to the deletion.
   
   
7. I want to monitor stock levels but the report only shows this for one product specified before running the report. How can I see a list of all products with low or zero stock?
   This type of analysis can be made directly in the 'Products' sheet by running a Filter or a Sort on the 'Units in Stock' column. Alternatively, the 'Products' sheet can be exporting into Excel for further analysis or text format for integration with and existing inventory management system.
   
   
8. What is Microsoft InfoPath and why should I export my invoices in this format?
   Microsoft InfoPath is an information gathering and sharing application using XML that was released with Office 2003. The purpose of the application is to "gather information flexibly and efficiently in rich, dynamic forms and more effectively share, reuse, and repurpose information throughout your team or organization". Using the 'Export to InfoPath XML' function in the invoice template enables import of the invoice details to InfoPath compatible applications for both the invoicing organization and the recipient.