Email us at support@simpleplanni

Invoice Template - Help / FAQ's

Instructions You may move from worksheet to worksheet by clicking the white buttons with gray trim (see right) or the grey tabs at the bottom of this workbook. Control Panel Use the Control Panel (to the right of the Invoice) to select the color scheme, pattern and font of the invoice. Fill in only the cells will blue borders. This information will be used to populate the contact info in the Invoice.

Setting the Invoice Color You can select the color scheme of the invoice by using the drop down box in the Control Panel. You may alter the general design of the invoice as it is not locked. However, please be aware that if you alter the b general design of the invoice, future color scheme changes (via the drop down box) may produce undesirable resul Make sure you save an original if you do intend to alter the design. FAQ's Why am I getting a Microsoft Visual Basic "Run-time error"? If you encounter this error message: -Click End -Save and close your file. -Reopen your file and select desired color, font or pattern under the "Control Panel". If you continue to experience Microsoft Visual Basic "Run-time errors", send us your planner in an email explaining How can I add additional rows? Select a cell where you would like to add an additional row. On the "Insert" menu, select "Rows"

Why is the planner password protected? We password protect our planners in order to maintain the integrity of the calculations (we do not provide the passw This ensures that the calculations and the cell references work properly. "Insert Company Logo from web address" button isn't working (no "Run-time" error) Check the web address below the button and make sure it matches the address of your company's logo. "Insert Company Logo (from computer)" button isn't working (no "Run-time" error) Try inserting your logo manually: With cell C4 highlighted, select "Picture" under the "Insert" menu. You can select any picture file (e.g. jpg, gif, etc.) I get a message stating "The Macros in this project are disabled". You most likely have your macro security set to high. 1. On the menu bar select Tools > Macros > Security... 2. On the Security Level tab make sure Medium is selected. 3. Close and reopen the entire Excel program.

How do I adjust the print preferences? Use "Page Setup" under the under the "File" menu to set your print preferences. Financial Calculators and Planners available at www.simpleplanning.com - Budget Planner - Mortgage Calculator - Investment Calculator - Tax Calculator - Retirement Planner - 401k Calculator - Net Worth Planner - Calendar Planner -

Complete Planner P&L Planner Invoice Template Business Suite

Software License Agreement Simpleplannings.com grants usage of this financial planning "software" under the following terms and conditions: After the purchasing and downloading of this software from Simpleplanning.com, the purchaser is granted a "license The "licensee" may make copies of this product in an amount that does not exceed the number of licenses originally Simpleplanning.com, or for the purpose of creating a backup copy. This file or the software contained in this file shall not be transferred to a non-licensee without the written consent fr

Limitation of Liability Simpleplanning.com will not be held liable for damages in the event of, but not limited to inaccurate assumptions, ca software, hardware, data and network failure and profit/savings losses as a result of using this software.

Questions? Email us at support@simpleplanning.net

gray trim (see right)

attern and font of the invoice. the contact info in the Invoice.

he Control Panel. lease be aware that if you alter the borders and box) may produce undesirable results.

your planner in an email explaining what you are attempting to do when you get this error message.

nu, select "Rows"

lations (we do not provide the password to unprotect).

s of your company's logo.

ect any picture file (e.g. jpg, gif, etc.) in any folder on your computer.

Complete Planner P&L Planner Invoice Template Business Suite

he following terms and conditions: m, the purchaser is granted a "license" to use this product. ceed the number of licenses originally purchased from

censee without the written consent from Simpleplanning.com.

limited to inaccurate assumptions, calculation errors, ult of using this software.

Draft

XYZ Corporation
(select and delete this image)

Invoice

60 State St. Boston, MA 02113 Phone: 617 555 1000 Fax: 617 555 1001

Enter company information using the "control panel" to the right

Date: Invoice #: Account No: Terms:

10/17/2013 50 10001 Net 30 Test: Insert company logo

Email: admin@simpleplanning.net Bill to: Gene Thompson Thompson Group Inc. 150 Milk St. Greenwich, CT 06830 Enter shipping information in the boxes provided Ship to: Gene Thompson Thompson Group Inc. 150 Milk St. Greenwich, CT 06830

Item # 1

Description Development March - May

Enter invoice items/information directly into cells

Quantity 1

Price $500.00

Amount $500.00

9 3

Quality Assurance Coding

9 3

$100.00 $400.00

$900.00 $1,200.00

Subtotal Discount Tax (4.5%) Shipping Total

$2,600.00 $500.00 $94.50 $3,194.50

Notes
Make all checks payable to Simpleplanning.com If you have any questions concerning this invoice, contact Jeff Williams at 617 555 1000 or Jeff@simpleplanning.com

Customer Approval X
Date Authorized Signature

Draft

Insert company logo