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.


screenshot for Work Order and Processing Sheet Practical Sample


This work order (job order) template is designed for a fabric shade manufacturer.

If you are in a different industry, for example, providing maintenance services or construction, you may not be able to use this template directly. However, the idea of creating a work order or processing sheet from an invoice template is still useful.

For a generic work order template, visit Work Order Template (c5015); or for pest-control jobs, visit Pest Control (c4042).

A processing sheet that shares the database with the invoice template is also included. The processing sheet is a working sheet that will be given to the person assembling the shade; i.e., they don't need to know price, etc., but they do need to know what parts to use.

When the invoice is created for the customer, the customer will need to know the price, line total, etc. (but doesn't need to know which parts were used). I.e., the manufacturer wants to use the processing sheet to provide information to make the shade for the order. Then, it wants to print the same order as an invoice to send to the customer with the billing information on it.

To meet this requirement, the two templates must connect to the same database file so that when a document is loaded by the spreadsheet, it appears as an invoice, and when it is loaded by the processing sheet template, it appears as a processing sheet.

Share data between the invoice template and processing sheet template

To share data between the two templates, all you need to do is connect the two templates to the same database file. To connect a template to a specified database file:

  • Click the Settings button on the worksheet.
  • Go to the Database tab.
  • Click the Open Database button.
  • Browse to the folder where the database file is located and select the database file.

Choose the columns to be printable

The most significant difference between the invoice template and the processing sheet template is the layout of the detail section. Since both templates connect to the same database and load exactly the same data from the "InvHdr" and "InvBdy" database tables, the layout of the forms determines which columns to appear.

The following table summarizes the columns inside and outside the printable area of the invoice template. The columns without a formula are manually editable.

Column headingColumn name prefixInside Print_AreaFormulaCustom fields
Product IDoknProductIDYes No
PageoknPrdPageYes Yes
DescriptionoknProductNameYes No
FinishoknPrdFinishYes Yes
QuantityoknQuantityYes No
Unit priceoknPriceYes No
Line totaloknLinetotalYes=ROUND(oknQuantity_?*oknPrice_?,2)No
FabricoknPrdFabricNo Yes
TrimoknPrdTrimNo Yes
TypeoknPrdTypeNo Yes
CategoryoknPrdCategoryNo Yes
FramesoknPrdFramesNo Yes

And, for the processing sheet templates, the columns are as follows:

Column headingColumn name prefixInside Print_AreaFormulaCustom fields
Product IDoknProductIDYes No
PageoknPrdPageNo Yes
DescriptionoknProductNameYes No
FinishoknPrdFinishNo Yes
QuantityoknQuantityYes No
Unit priceoknPriceNo No
Line totaloknLinetotalNo=ROUND(oknQuantity_?*oknPrice_?,2)No
FabricoknPrdFabricYes Yes
TrimoknPrdTrimYes Yes
TypeoknPrdTypeYes Yes
CategoryoknPrdCategoryYes Yes
FramesoknPrdFramesYes Yes

Format and Specification

Belongs to


Format (XLS or XLSX).xlsx
Line Height (Points)19.50
Print Area$E$2:$R$48
Papaer OrientationPortrait
Default Margins (Points)