In the File Name text box, type the name followed by the word Invoice. Name the template using your company's name. To save the changes you made to your template, choose File, Save As. Click the Payment down arrow and select Cash. Sample data in the invoice template.Ĭlick to the right of the word Payment and a comment appears asking you to select a payment type. In the Phone Number box, type your company's phone number.
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Enter the address, city, state, and Zip Code in the appropriate boxes. In the Company Name box, type your company's name. You can use your company's information to customize the invoice. The My Invoice workbook that contains the Sales Invoice template should already be open.
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The next exercise demonstrates how to make some changes to the Sales Invoice template. You can opt to either display or hide comments entered in cells. When you move the mouse pointer over a red triangle on the template, Excel displays a box containing a helpful comment. A red triangle in the upper-right corner of a cell indicates that the cell contains a comment. You can add comments to a cell to further explain the data that can be entered in that cell. Some of the things you can do include adding a comment to a cell, hiding the comments, changing the template options, or adding your company information to the template. The Sales Invoice template in the My Invoice workbook.Īfter you open a template, you can use it right away by entering data, but most likely you'll want to customize the template to meet your needs. You should see the Sales Invoice template name at the top of the Other Templates list in the New Workbook task pane. Figure 6.3 shows the Sales Invoice template in the workbook called My Invoice. You should see the name My Invoice in the title bar. In the Filename text box, type My Invoice to name the workbook.Ĭlick Save. Click the File menu and then click Save As. Save the template in a workbook named My Invoice. Excel copies the template into a new workbook, ready for you to add information or change the template. If Excel asks you to disable or enable macros associated with the template, enable the macros by clicking Enable Macros. Notice how a portion of the Sales Invoice template pops up in the Preview area on the right side of the dialog box.
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If you don't see all the template icons on the Spreadsheet Solutions tab in the New dialog box, you need to install the templates using your Microsoft Office 2003 or Microsoft Excel 2003 software CD-ROM.Ĭlick the Sales Invoice template icon. The Spreadsheet Solutions tab in the Templates dialog box. This tab contains several templates, as shown in Figure 6.2. You should see two tabs: General and Spreadsheet Solutions.Ĭlick the Spreadsheet Solutions tab.
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On the New Workbook task pane, in the Other Templates section, click On My Computer. To open the Sales Invoice template, click the File menu and then click New. In the upcoming exercise, you open a predefined Excel template called Sales Invoice. The template also contains a Template toolbar for working with various elements in the Invoice template. When you open a template in Excel, you should see boilerplate text, which is standard text that you can keep or change.įigure 6.1 shows the Sales Invoice template that contains a placeholder for your company logo, placeholder text for invoice information, and columns where you can enter your invoice data. To obtain the templates, click File, New, and then in the Templates on area, search for one by keyword or click the Templates home page link. These templates are designed for planning your personal finances. You can access additional Microsoft Excel templates on the World Wide Web.
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