I don't see a sidebar in the Excel template/file

Have you opened the Excel template or Excel file and don't see a sidebar there?

After the Excel template has been opened in Excel, the invoice rocket will appear in a sidebar on the right.

If the sidebar does not appear automatically, you can click on the ā€œHomeā€ tab and then click on the icon on the right.

ā„¹ļø Currently, the template is only compatible with Excel, as it uses Excel functions that are not available in other programs, such as OpenOffice. The template is compatible with Excel 2019, Excel for Windows or Mac from version 16 or Excel for the Web.

In order for the icon to be present, you may need to

  • enable editingĀ or

  • activate the template.

Is editing enabled?

Sometimes the Excel template will be opened as read-only. Enable editing to activate the Excel template and start working.

Is the template activated?

In order to use the full-functionality of the template, you must first activate it.

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