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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.
 Sample screen shot
taken in WordPerfect (the blue cell marks in the sample do not print)
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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