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Old 09-20-2017, 12:47 PM
kboatrig kboatrig is offline Windows 10 Office 2013
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Default Complicated Mail Merge

I bill customers each month and have a data set in Excel containing LOTS of information to help me do so (customer information, pricing information, invoice information, mailing information, etc.). Right now, I do a mail merge into a word document (invoice template with tables; see attached), but have to go through each invoice to determine which ones should be on the same invoice. After determining which invoices should be together (according to invoice number and invoice stream number), I have to manually recalculate the invoice total which sometimes results in errors. Once this is complete, I extract each invoice so it is its own document, determine whether it should mailed or emailed, save, and rename it by customer name. This is a VERY time consuming process and I know there must be an easier way. I'm just not familiar with programming. I've tried the many to one add-on but, I get several error messages. I know what you're thinking... get invoicing software! But with the complexity of this project and the financial constraints, it's just not possible. Trust me, I've tried. Help me please!
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File Type: pdf Mail Merge - NCTN Invoice Template - Copy (2).pdf (92.9 KB, 5 views)
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Old 09-20-2017, 03:22 PM
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macropod macropod is offline Windows 7 64bit Office 2010 32bit
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You can use Word's Catalogue/Directory Mailmerge facility for this (the terminology depends on the Word version). To see how to do so with any mailmerge data source supported by Word, check out my Microsoft Word Catalogue/Directory Mailmerge Tutorial at:
http://windowssecrets.com/forums/sho...merge-Tutorial
or:
http://www.gmayor.com/Zips/Catalogue%20Mailmerge.zip
The tutorial covers everything from list creation to the insertion & calculation of values in multi-record tables in letters. Do read the tutorial before trying to use the mailmerge document included with it.

Depending on what you're trying to achieve, the field coding for this can be complex. However, since the tutorial document includes working field codes for all of its examples, most of the hard work has already been done for you - you should be able to do little more than copy/paste the relevant field codes into your own mailmerge main document, substitute/insert your own field names and adjust the formatting to get the results you desire. For some worked examples, see the attachments to the posts at:
http://www.msofficeforums.com/mail-m...html#post23345
http://www.msofficeforums.com/mail-m...html#post30327
http://windowssecrets.com/forums/sho...l=1#post928391

Another option would be to use a DATABASE field in a normal ‘letter’ mailmerge main document and a macro to drive the process. An example of this approach can be found at: http://answers.microsoft.com/en-us/o...1-1996c14dca5d
The DATABASE field can even be used without recourse to a mailmerge. An example of such usage can be found at: http://www.msofficeforums.com/mail-m...html#post67097

Alternatively, you may want to try one of the Many-to-One Mail Merge add-ins, from:
Graham Mayor at http://www.gmayor.com/ManyToOne.htm; or
Doug Robbins at http://bit.ly/1hduSCB
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