This Microsoft Word Help & Microsoft Word Tips page provides the home or small business Word user with a fully automated, interactive template for creating invoice documents. The template is based on a previous template that I co-developed with Microsoft Word MVP and longtime friend MVP Graham Mayor, and a VBA method that I have refined to monitor table cell events described here:. I want mention and thank for sharing with me the basic range monitoring technique that I employed in this project, Jason Frost Simpson for his interest in the project and assistance with structured code and as, is customary, his comments, suggestions and critical eye always results in improvements. The basic template layout is shown below. It consist of a company information section, customer information section, general invoice information section, and a section for invoice product and service line item entries. • Content controls (e.g., the 'Company name' control selected) are used as placeholders for; 1) Invoice number and date, 2) User defined default values i.e., company name, address, telephone number, fax number, e-mail address, website and slogan, 3) User defined customer information i.e., name, address, ID, order number and e-mail address and 4) User defined invoice information i.e., sales person, project, terms, and due date. • The invoice number and date are defined automatically by the template when each new invoice document is created. • Default company information is defined by the user during template setup via a template displayed userform. Company information can be revised at any time in a current invoice document via the content controls or by using the invoice defaults userform. Invoice (Automated for Word) — A handy Word template for the self employed/small business owner. Automatically insert text. Save in Click the name of the template in the drop-down list. If you used AutoText entries in Microsoft Office Word 2003. Of Microsoft Office Word. Word session but automatically reloads it the next time you start Word. When you unload a template or add. Jan 07, 2017 How to automate Microsoft Word to create a new document by using. By using a template. Automate Microsoft Word to Perform Mail Merge from Visual. Ditch cut-and-paste with your own library of Microsoft Word Building Blocks for your document in progress. Here are some small items to get you started. • Customer information and general invoice information is defined by the user when each new invoice document is created via template displayed userform. Customer information and most general invoice information can be revised in the current invoice document via the content controls or the template displayed userform. • Invoice line item section allows the user to invoice up to 16 products or services on a single page invoice document. The 'Qty., Item #, Price and Totals' cells for each line item entry are monitored by the template and detect user actions. This permits real time analysis of user actions and enhanced template performance. • The dashed lines shown in the illustrations are table gridlines that appear on screen to define table and cell boundaries. The gridlines are not visible on printed invoices. Mapped content controls are placed in the invoice footers and multi-page headers that display company name, invoice number and date. 'Invoice number and Due date' are a calculated values and cannot be edited directly using their associated content control in the invoice document. Default company information is defined by the user during setup with the template displayed userform 'SET INVOICE DEFAULTS (FIRST USE)' shown below. This form displays automatically on first use to allow the user to set the default values for new invoices. It can be displayed again at any time that an invoice document is open should the user wish to change default data, the archive folder location, or associate unassociated an external data source with the invoice. Due to the method used in sequencing the invoice number the starting number must be defined in the 'Invoice No.' Field including any desired leading zeros. This field is limited to six characters. Use the 'Leading Text' field to fully define 'all' text you want to prefix the numerical invoice number (e.g., in the example below the invoice number will be prefixed with 'Invoice No.: GKM-'). 'Invoice No., Company Name, Address Lines 1 & 2, Date Format and Default Tax Rate (A)' are mandatory fields that must be completed before the defaults can be saved and applied. The 'Default Tax Rate (A)' defines the tax rate applied to all invoice lines items when an individual line item tax rate is not explicitly defined in the invoice column 'T' using tax rate B, C, or D.
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