File Name: 19045849.

xls Sheet Name: Instructions Date: 06/25/2009 and Time: 06:32:31

Invoice Master 06_25_09

If you have any questions or comments, please contact: ncmay@yahoo.com
Enter the percentage of tax applied to your invoice > 0.00%
If you want this workbook to automatically save before closing, check the box below
FALSE
Auto Save?
Select the first empty cell and start entering the customer information. Press the
column heading in A to sort. It will sort alphabetically by column A.
Enter a unique suffix for the customer. A unique suffix is critical for the workbook to
function properly.

Comments: ncmay@yahoo.com Page 1 of 10

File Name: 19045849.xls Sheet Name: Instructions Date: 06/25/2009 and Time: 06:32:31

Press the column heading in A & B to sort.

The sorted column heading will change color.

Enter parts information on the Enter the unique customer suffix that corresponds to that customer's parts. These will
next blank row then press the become the only selectable parts for that customer on the Order sheet.
column A or B heading to sort. If this column is completely empty, all of the parts listed will be available to all
Notes can be added. customers.

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File Name: 19045849.xls Sheet Name: Instructions Date: 06/25/2009 and Time: 06:32:32

Select the desired customer from the drop down. The customer information will fill in automatically.
Enter the Order Qty, Delivered Qty and Delivered Date. If the Order Qty and the Delivered Qty are
different, the line item cell will change color.

To finalize, press the "Copy This Sheets Contents To The History

The parts information will appear in the Sheet". The information from this sheet will be pasted on the
drop downs. Select the desired item. next available row in the history sheet as well as appear in the
The Unit of Measure and Part Number Look-Up sheet. The Order sheet will be reset and the invoice
will fill in automatically. number will increase by one.

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File Name: 19045849.xls Sheet Name: Instructions Date: 06/25/2009 and Time: 06:32:33

All of the information from the Order sheet will be stored and The text in this cell will change color and display a
displayed in the history sheet. The information can be filtered note if the Look-Up sheet contains History data. To
if desired. Some header cells contain a subtotal formula that clear the Look-Up sheet, select the blank in the drop
will display results of filtered data. down

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File Name: 19045849.xls Sheet Name: Instructions Date: 06/25/2009 and Time: 06:32:33

A saved Invoice can be selected from the drop down, reviewed and modified. The Look-Up sheet uses the unique suffix
to lookup customer information. After reviewing, it can be e-mailed. The e-mail will automatically indicate the Invoice
number in the subject line as well as a sheet named from the Invoice number in a new workbook that is sent as an
attachment to the address in the E-Mail cell on the Address sheet. To clear the Look-Up sheet, select the blank line at the
top of the drop down list. The data will be written back to the History sheet with any modifications.

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File Name: 19045849.xls Sheet Name: Address Date: 06/25/2009 Time: 06:32:35

Customer Name Street Address City, State Zip Code Buyer Contact Email Phone Number Fax Number Unique Suffix Account Number

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File Name: 19045849.xls Sheet Name: Parts Date: 06/25/2009 Time: 06:32:36

Part Description Part Number Unit of Measure Unit Notes Customer Suffix
Price

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 Company Name Phone 123-456-7890
Street Address Contact: Fax 123-555-5555
City,State Zip Code Bill Bailey ext. 123 Bill@internet.com
John Polk JP@internet.com
INVOICE Approved By
Customer: Please review this document and notify us
with any questions, changes or discrepancies
Invoice Number 00001-
The customer cell is empty or no suffix was found Invoice Date & Time 25-Jun-2009 06:32 AM
Contact: Delivery Date
E-Mail: Ship Via UPS Ground
Phone: Terms net 45
Fax: Customer PO:
Line Order Item Part Unit of Shipped Shipped Unit Total Back
Item Qty Number Measure Description Qty Date Price Price Order
01
02
03
04
05
06
07
08
09
10
11
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Total -

Comments: ncmay@yahoo.com
 File Name: 19045849.xls Sheet Name: _History Date: 06/25/2009 and Time: 06:32:39

Line Sheet Sheet Customer PO: OrderQty0 Item PartNumber Unit of DescriptionNumber of Items = 0 ShippedQty0 ShippedDate UnitPrice TotalPrice0 BackOrder0
Item Date & Time Name Measure

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 Company Name Phone 123-456-7890
Street Address Contact: Fax 123-555-5555
City,State Zip Code Bill Bailey ext. 123 Bill@internet.com
John Polk JP@internet.com
INVOICE Approved By
Customer: Please review this document and notify us
with any questions, changes or discrepancies
Invoice Number
Invoice Date & Time
Contact: Delivery Date
E-Mail: Ship Via UPS Ground
Phone: Terms net 45
Fax: Customer PO:
Line Order Item Part Unit of Shipped Shipped Unit Total Back
Item Qty Number Measure Description Qty Date Price Price Order
01
02
03
04
05
06
07
08
09
10
11
12
13
14
15
16
17
18
19
20
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40
41
42
43
44
45
46
47
48
49
50
Total -

Comments: ncmay@yahoo.com