• 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