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MS Excel Invoice Template Frequently Asked Questions
Why do you use text boxes inside your invoice template designs?
MS Excel is not a design environment. The current versions do not allow background images to be inserted into the sheet. Our solution is to use designed imagery with editable Excel text boxes placed over the right locations. This allows us the basically create any type of design and position the text boxes where they need to go. The line items area is still standard Excel cells where the calculations can be placed. Text boxes also do not allow for formulas in them, but their values can be made equal to any cell on the sheet.
Using this method we can have invisible cells hold the calculated values such as sub totals and tax calculations and display them in a professional way. Currently this is the most effective way to create a look & feel inside an MS Excel invoice template above its normal capabilities. Hopefully Microsoft’s future releases will expand the range of features to allow designers 100% free reign over the document’s corporate identity cohesion.
How many fields can I have in the MS Excel Invoice Template?
Our designs are focused on A4 prints, so we try to keep it to a practical level. We can create more complex designs that you may want to keep in Excel only or larger designs that can be printed to Fit To Page. More complex calculation fields may require an additional design cost.
How do I properly print Excel documents that have a lot of columns or rows?
Exporting very tall or wide Excel document content for print is not easy. You can try scaling to fit onto an A4, but you will very likely have font that become very small. If you do need to print then rather focus on designing your document for print by keeping the amount of columns and rows down. You could perhaps have multiple sheets and cross link cells between them to link them.
Could you create a quotation template for me?
Yes, we can change the Excel Invoice document template into a quotation document. There will be an extra cost involved to change the title of the document and some of the fields.
Is it possible to protect fields in the invoice template if I need someone else to edit it?
Yes, we can lock some Excel document fields down to protect them. Fields can be unlocked by other individuals, but it would protect the Excel document against accidental changes.