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UniformSoftware main content

Document Index - Invoice Manager for Excel

  • 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
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