Continuing the series from podcast 742, once you've downloaded and customized the invoice from Office Online, learn how to save it as a template and add it to the New Workbook task pane. Episode 743 shows you how.
This blog is the video podcast companion to the book, Learn Excel 97-2007 from MrExcel. Download a new two minute video every workday to learn one of the 377 tips from the book!
This blog is the video podcast companion to the book, Learn Excel 97-2007 from MrExcel. Download a new two minute video every workday to learn one of the 377 tips from the book!
Transcript of the video:
Welcome back to the MrExcel Netcast.
I'm Bill Jelen.
In yesterday's netcast we talked about how to get a free invoice template or any other template from office online and between now and then, I kind of went through and took a look at "Customize the template" a little bit.
Put in my state's tax rate.
And I was just kind of checking some things out here.
If we enter the name over in column B, it'd be nice if the name would show up in Column F.
Because most of the time that "Bill" To and "Ship To" is the same.
The template wasn't smart enough to do that, so I'm going to put in some simple formulas there and you know I think I'm ready to go and what I'd like to do is now be able to create new invoices very easily.
So what we're going to do?
We're gonna save this but we're not going to save it the usual way.
We're going to do "File" "Save as" and instead of saving it as a workbook. We're going to save it as a template.
Now as soon as we choose templates, the navigation automatically changes down into application data microsoft office templates, and we can save this and rather than the big long name, I'm just going to save it, I call it "invoice.xlt" "Invoice.xlt".
Will save it.
and now I can close this and any time I need to create a new invoice, what I am going to do is, I'm going to do "File" "New" and choose "Templates" "On my computer" There's a list of all my templates.
We can choose "Invoice.xlt".
Click "OK".
and we get a brand new template.
Now, the problem that we have is, what we'd like is for this invoice number to auto increment.
So each time we create an invoice, we want it to have the next number and we'll take a look at how to do that in tomorrow's netcast.
Want to thank you for stopping by. I will see you next time for another netcast from MrExcel.
I'm Bill Jelen.
In yesterday's netcast we talked about how to get a free invoice template or any other template from office online and between now and then, I kind of went through and took a look at "Customize the template" a little bit.
Put in my state's tax rate.
And I was just kind of checking some things out here.
If we enter the name over in column B, it'd be nice if the name would show up in Column F.
Because most of the time that "Bill" To and "Ship To" is the same.
The template wasn't smart enough to do that, so I'm going to put in some simple formulas there and you know I think I'm ready to go and what I'd like to do is now be able to create new invoices very easily.
So what we're going to do?
We're gonna save this but we're not going to save it the usual way.
We're going to do "File" "Save as" and instead of saving it as a workbook. We're going to save it as a template.
Now as soon as we choose templates, the navigation automatically changes down into application data microsoft office templates, and we can save this and rather than the big long name, I'm just going to save it, I call it "invoice.xlt" "Invoice.xlt".
Will save it.
and now I can close this and any time I need to create a new invoice, what I am going to do is, I'm going to do "File" "New" and choose "Templates" "On my computer" There's a list of all my templates.
We can choose "Invoice.xlt".
Click "OK".
and we get a brand new template.
Now, the problem that we have is, what we'd like is for this invoice number to auto increment.
So each time we create an invoice, we want it to have the next number and we'll take a look at how to do that in tomorrow's netcast.
Want to thank you for stopping by. I will see you next time for another netcast from MrExcel.
