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Create an Invoice from Templates in the Visual Studio Report Designer

xtrareports-119811-create-report-types-create-an-invoice-from-templates.md

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Create an Invoice from Templates in the Visual Studio Report Designer

  • Feb 17, 2026
  • 3 minutes to read

This document describes how to create an invoice report based on a predefined template using the Report Wizard.

Tip

See the Create an Invoice in the Visual Studio Report Designer topic to learn how to create an invoice report with a custom layout from scratch.

Do the following to select an invoice template and configure its settings:

  1. Open an existing reporting application or create a new one.

  2. Invoke the Report Wizard to add a new report to your application. On the first wizard page, select Template and click Next.

  3. On the next wizard page, choose the report template that specifies element arrangement and appearance settings.

  4. The following page allows you to select the data source type that provides data to your report. Choose a data connection and click Next.

  5. On the next wizard page, specify whether you want to use an existing data connection or create a new one. For this tutorial, select an existing connection to the sample Northwind database and click Next.

  6. The following wizard page has a list on the right-hand side displaying the selected template’s available fields. On the left-hand side, you can choose a table, view, or stored procedure containing the data fields corresponding to the template fields. You do not need to supply data to all template fields.

  7. The next wizard page enables you to specify the relationships between the data source fields and predefined template fields.

  8. On the last wizard page, select the currency symbol and price value format.

Click Finish to complete the wizard and get the report layout according to the selected template and specified options.

Switch to the Preview tab and see the result.

Create an Invoice from Templates in the End-User Report Designer

Tutorials that explain how to create different reports in EUD Report Designers for WinForms and Web are included in the End-User Documentation online help section: