Customize Microsoft Office Word templates This topic shows you how to modify Microsoft Office Word templates provided by Microsoft Office Accounting 2009. Most of the tasks you perform to customize your Office Word templates are performed inside Word. For more detailed information, see Microsoft Office Word Help. In Microsoft Office Word 2007 and Office Word 2003, Office Word templates use a technology called Extensible Markup Language (XML) to provide you with the fields into which information about specific persons and transactions will be inserted. Download our free invoice templates for Word or Excel. Choose between five free invoice template designs and start sending invoices today. Make billing easy with Free Word Invoice Templates. Professional invoices for for your business: Proforma, Service, Sales, Freelance. Download our free Microsoft Word Template (1). Choose between five more invoice template designs and send invoices today. Here are the basics steps involved in setting up an invoice using a Word template -- along with a sample template you can download and customize. You do not need to know very much about XML to work with the templates, but because Word does use some terminology related to XML to describe tasks you perform, it is mentioned here. XML resembles HTML, the language used to author pages on the Web. Additionally, in this context, XML tags are generally the equivalent of fields. Microsoft Word 2002 and Word 2003 Standard do not use XML for fields and are somewhat more limited in the customizing options that are offered. All templates included in Office Accounting 2009 are read-only. After all modifications, you must save and rename the template. The following table lists the tasks available in Microsoft Office Word versions that Accounting 2009 supports. Note: If you are using Word 2007 or Word 2003, search on 'smart documents' or 'XML tag' to find information about using the XML tags available in the Document Actions pane. If you are using Word 2002 or Word 2000, work with fields. To prevent unwanted changes to the template, you can make it read-only and protect the read-only status with a password. • When you are finished, save your document in Word. • Click Close to return to the Manage Microsoft Office Word Templates dialog box. • Click Close. Modify a Microsoft Office Word template • On the Company menu, click Manage Word Templates. • In the Manage Microsoft Office Word Templates dialog box, in the Template types list, select the type of form you want to edit: invoice, sales order, quote, customer credit memo, customer statement, or purchase order. • In the Templates list, click the name of the template that you want to edit. • Click Modify to open the template in Microsoft Office Word. • Make changes to your form template. Note: If you edit one of the templates provided with Accounting 2009, you must save it under a new file name. • Specify a file name for the template, and then click Save. • Click Close to return to the Manage Microsoft Office Word Templates dialog box. • Click Close. You can hide the XML tags by clearing the Show XML tags in the document check box. The Document Actions pane is customized for each template, because you will normally include different information in different kinds of business documents. Add, edit, or delete XML tags Your Microsoft Office Word Help contains instructions for working with the XML tags in the templates. In addition, you can also modify documents by using the table editing functions in Word. Use table gridlines for easier editing You can make the document a little easier to edit by showing table gridlines, which won't appear when you print the document. To show gridlines in Word 2007: • Click in the table. • Under Design, on the Layout tab, click View Gridlines in the Table group. In Word 2003, gridlines are on by default. You can turn them off by doing the following: • On the Table menu, click Hide Gridlines. Add a logo to your document If you have a graphics file containing your company's logo, you can add it to any Word template using one of the two following procedures. To add a logo to your document in Word 2007: • Select the logo placeholder labeled YOUR LOGO HERE. • On the Insert tab, click Picture. • Navigate to the folder that contains your company logo file, select your logo file, and then click Insert. • Delete the logo placeholder. To add a logo to your document in Word 2003 or Word 2002: • Click the logo placeholder labeled YOUR LOGO HERE. • On the Insert menu, point to Picture, and then click From File.
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April 2018
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