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Download INVOICE.ZIP
(v1.05; 05/20/08; 177,187 bytes)
(v1.05 adds the option to create either a
'service' invoice or a 'product' invoice.)
Compatible with WordPerfect 9-X3+
Downloading,
Documentation, Modifications, and Support
 Sample screen shot taken in WordPerfect (the blue
cell marks in the sample do not print)
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Some versions of WordPerfect shipped with
templates that can produce invoices, but if yours is not
one of them or you would rather have a macro do the work, Invoice.wcm
should do the job.
Invoice.wcm is a macro that produces either
a 'Service' invoice or a 'Product' invoice. It creates the invoice
in either a blank document or in the current document (such as
your letterhead). It can calculate up to 20 line items (each
expands with text entries), and can automatically insert an invoice
number.
Various options at the top of the macro's
code allow you to completely customize it.
Several files are included:
- Invoice.wpd - A brief overview of the macro and its operation.
- Invoice.wcm - The main macro. Just play it to create a sample
invoice. Then customize the macro with your own name, address,
and choice of labels, column headings, etc. (Just open it like
any other document, make your changes according to the redlined instructions
at the top of the code, then click the Save & Compile button
on the macro toolbar. Place the macro in your default macros
folder as shown in Tools, Settings, Files, Merge/Macro.)
- Counter9.zip, Counter10.zip,
Counter11.zip, Counter12.zip, Counter13.zip, Counter14.zip - Small (18Kb) ZIP archive files containing a separate
counter macro and several related files from Gordon McComb. These
files are essentially identical, but the Counter.wcm macro inside
each ZIP file has been compiled under the appropriate version
of WP (9-X4) to prevent harmless warning messages about obsolete
(but still valid) macro commands. (For WP11/SP1, it may be necessary
to separately compile the Counter.wcm macro at least once before
using it with Invoice.wcm.)
- Counter is optional;
however, it can create an automatically incrementing invoice
number, and the code to do this is already included in Invoice.wcm.
- Be sure to read Invoice.wpd
(the Invoice "Read me" file) before extracting and
using the contents of Counter.zip (then read Counter.wpd
inside the appropriate Counter.zip file).
The invoice generated by this macro is made
up of a single table -- part of which does some calculations
(HOURS x RATE, for example). The second-to-last and next-to-last
columns in the line item area can be used for any items, not
just hours and rates. Just rename the column headings in the
macro's User Modification
Area. For example, you can use the default
of DATE, DESCRIPTION, HOURS, RATE, AMOUNT, or you could use something
like ITEM, DESCRIPTION, QTY, PRICE, AMOUNT. Multiple copies of
the macro can produce different invoices, depending on your customizations.
All titles, labels, headings, and default
text are customizable. Moreover, some of the macro's functions
can also be customized.
For example, the macro can add an invoice
number in one of three ways:
- It can add a number based on the current
date. (This is the shipping default.) For example, if today were
Dec. 31, 2002, the invoice number would be 021231 (i.e., YYMMDD
format). If you write only one invoice a day, this may suit your
needs; however, you can always add a suffix to this number (-1,
-2, etc.) if you write several invoices on the same day. Numbers
like this identify the date the invoice was written, and will
allow sorting the invoice numbers in correct "date"
order.
- It can add a numerical suffix to the above
date-formatted number automatically, producing a compound number
such as 021231-00129. This is done with the help of the (included)
Counter macro. Numbers like this help identify the invoice by
both date and specific invoice.
- It can add just the number generated by the
Counter macro (e.g., 00129). This number increments from a given
starting point (which you can set), adding 1 to the stored number
each time you play the Invoice macro, thereby producing unique
invoice numbers. Many users may find this numbering method more
convenient or useful -- but it does require an additional macro
and configuration file (Counter.wcm and Counter.cfg).
TIPS:
- In order to better view the invoice's table
cell borders (which print) and table cell guidelines
(which do not print), you might want to (1) turn table gridlines
OFF with View, Table Gridlines; and (2) turn table guidelines
ON with View, Guidelines, Tables, OK. (Most users probably will
prefer these defaults for all tables.) For more on these WordPerfect
features, see here.
- After you create an invoice with the macro,
terminate the last line of the recipient's name and address block
with two (2) hard returns to allow the Format, Envelope feature
to find the address for an invoice envelope.
- A variable in Section 6 of the User Modification
Area determines whether non-data areas of the table are locked.
(Default = locked). When cells are locked, you can quickly <Tab>
between unlocked cells. Use <Shift-Tab> to reverse direction.
- Some of the code may be useful in creating
other table-based forms with a macro. The author created most
of Invoice.wcm by (1) recording several small table-creating
and table-formatting steps to a separate (temporary) macro file,
(2) copying these snippets back into the Invoice.wcm macro after
each recording, then (3) testing/adjusting each snippet by playing
the Invoice macro. (It helps to have row and column indicators
turned on in the table by right-clicking inside the table and
choosing "Row/Column Indicators" from the pop up context
menu.)
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