The template works with both the Microsoft Store edition and the desktop edition of the app. Make sure you have installed one of them.

How to use:

  1. Download the EXE package.
  2. Double-click to extract the files into a folder. Make sure you have full access privileges to the folder, such as a subfolder inside “My Documents”.
  3. Open the template.
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License: Private Use (not for distribution or resale). See our Terms of Use.


The screen shot for Invoice with Previous Balance (Sales)


This form has fields for forwarding previous outstanding balances, making it easy for your client to see the past-due amount on the new invoice.

The default template shipped with our invoicing app does not show past due. But it is easy to add this feature. See Past Due (c5107) for another example.

The key to this is to add a cell called "oknAccountBalance" to the form. Here are the brief steps to adding the name:

  • Switch the template to design mode.
  • Click and select the cell where you want to show the past due.
  • Name the cell "oknAccountBalance". To do this, simply enter the name into the name box.

Note that in order to save the previous outstanding balance to the current invoice, a custom field named "AccountBalance" should be added to the "InvHdr" database table too.

This form includes a shipping address section. If you're running a service business, see Previous Balance (Service) (c5027).

Format and Specification

Belongs to


Format (XLS or XLSX).xlsx
Line Height (Points)19.50
Print Area$F$3:$N$47
Papaer OrientationPortrait
Default Margins (Points)