- 1 Quick Start Tutorial
- 2 How Invoice Manager for Excel Works
- 3 Before Using a Template
- 4 Template File Format
- 5 Install and Upgrade
- 6 Settings: Template
- 7 Settings: Taxes
- 8 Settings: Misc. Data
- 9 Settings: Database
- 10 Settings: In-cell Lookup
- 11 Settings: Print
- 12 Settings: Extract / Email
- 13. Customers
- 13.1 Add New Customers
- 13.2 Edit Existing Customers
- 13.3 Customer Detail
- 14. Products
- 14.1 Add New Products
- 14.2 Edit Existing Products
- 14.3 Product Detail
- 15. Invoices
- 15.1 Create New Invoices
- 15.2 Edit Existing Invoices
- 15.3 Invoice Detail
- 16. Payments
- 16.1 Add New Payments
- 16.2 Edit Existing Payments
- 16.3 Payment Detail
- 16.4 Batch Payment
- 17 Reports
- 18. Common Tasks
- 18.1 Search Bar
- 18.2 Data List Window
- 18.3 Share Database
- 18.4 Migrate Access Database to SQL Server
- 18.5 Email Reports
- 18.6 Share Files Using OneDrive
- 18.7 Add-ins Appear in Excel
- 18.8 Customize Invoice Template
- 18.9 Custom Fields
- 18.10 Advanced Database Customization
- 18.11 Import External Data
- 18.12 Share Database
- 18.13 Install and Upgrade
- 18.14 Migrate Access Database to SQL Server
- 18.15 Share Files Using OneDrive
- 18.16 Backup Scheduler
- 18.17 Set Number of Lines
- 18.18 Frequently Asked Questions
- 19 License Key
- 20 Cell Name Reference
- 21 License Agreement
