Microsoft Office Forums

Go Back   Microsoft Office Forums > >

Reply
 
Thread Tools Display Modes
  #1  
Old 12-04-2013, 01:47 PM
tjcusick tjcusick is offline Creating Invoices using data from a spreadsheet Windows 7 32bit Creating Invoices using data from a spreadsheet Office 2010 32bit
Novice
Creating Invoices using data from a spreadsheet
 
Join Date: Dec 2013
Location: McElhattan, PA
Posts: 2
tjcusick is on a distinguished road
Default Creating Invoices using data from a spreadsheet

My wife's job has her filling out pages of information.
I have taken those pages and converted them into an Excel Spreadsheet relatively easily.

The first page is a summary, the 2nd, 3rd & 4th pages are the data, that contains, Contract No, Client Name, Date Received, County, Date Delivered, Director's Name & Address, Number of Copies, and Cost.
And the Last page contains a rolling total's page.

Now to make it even easier I would like to be able to take the information, on 3 of the 5 pages, and create an invoice based on the information on those pages.



I'm sure a Macro would be involved in doing this but I'm not very good at Excel Macros and would appreciate some assistance from the Guru's out there.

Thank you in advance.
Tom Cusick
Reply With Quote
  #2  
Old 12-04-2013, 06:21 PM
macropod's Avatar
macropod macropod is offline Creating Invoices using data from a spreadsheet Windows 7 32bit Creating Invoices using data from a spreadsheet Office 2010 32bit
Administrator
 
Join Date: Dec 2010
Location: Canberra, Australia
Posts: 21,962
macropod has a reputation beyond reputemacropod has a reputation beyond reputemacropod has a reputation beyond reputemacropod has a reputation beyond reputemacropod has a reputation beyond reputemacropod has a reputation beyond reputemacropod has a reputation beyond reputemacropod has a reputation beyond reputemacropod has a reputation beyond reputemacropod has a reputation beyond reputemacropod has a reputation beyond repute
Default

I'd suggest using Word to run a mailmerge for this. No macros required and, once its set up correctly, you can produce further invoices anytime the data are updated. Do note, though, that a mailmerge will work with only one worksheet as the data source, so you'd need to have a worksheet that pulls together all the data needed for the invoices, with one record per row.

Without seeing your workbook, it would be difficult for any specific advice to be given, especially where macros are concerned.
__________________
Cheers,
Paul Edstein
[Fmr MS MVP - Word]
Reply With Quote
  #3  
Old 12-05-2013, 08:32 AM
tjcusick tjcusick is offline Creating Invoices using data from a spreadsheet Windows 7 32bit Creating Invoices using data from a spreadsheet Office 2010 32bit
Novice
Creating Invoices using data from a spreadsheet
 
Join Date: Dec 2013
Location: McElhattan, PA
Posts: 2
tjcusick is on a distinguished road
Default

So if i have to pull the data onto one spread sheet in order for this to work... wouldn't it be just as simple to pull the data onto the spreadsheet pages to make the invoices in excel?
Reply With Quote
  #4  
Old 12-05-2013, 08:36 AM
macropod's Avatar
macropod macropod is offline Creating Invoices using data from a spreadsheet Windows 7 32bit Creating Invoices using data from a spreadsheet Office 2010 32bit
Administrator
 
Join Date: Dec 2010
Location: Canberra, Australia
Posts: 21,962
macropod has a reputation beyond reputemacropod has a reputation beyond reputemacropod has a reputation beyond reputemacropod has a reputation beyond reputemacropod has a reputation beyond reputemacropod has a reputation beyond reputemacropod has a reputation beyond reputemacropod has a reputation beyond reputemacropod has a reputation beyond reputemacropod has a reputation beyond reputemacropod has a reputation beyond repute
Default

In Excel, you can probably rely on formulae to consolidate the data. No code required. Similarly, a mailmerge requires no code. Unless you're a competent programmer, that requires a whole lot less effort & skill to maintain. Indeed, even as a competent programmer, that's how I'd do it.
__________________
Cheers,
Paul Edstein
[Fmr MS MVP - Word]
Reply With Quote
Reply

Thread Tools
Display Modes


Similar Threads
Thread Thread Starter Forum Replies Last Post
Creating Invoices using data from a spreadsheet Creating a list in Word from an Excel spreadsheet gingernut Mail Merge 1 03-19-2013 02:12 PM
Creating Invoices using data from a spreadsheet how to input data vertically in spreadsheet? mikehende Excel 3 10-10-2012 11:40 PM
Creating Invoices using data from a spreadsheet Creating Invoices from CSV iansan5653 Excel 5 02-07-2012 05:05 PM
Creating Invoices using data from a spreadsheet Creating multiple emails from a spreadsheet StephenGreen1985 Excel 1 05-04-2011 07:03 PM
Creating Invoices using data from a spreadsheet Creating a spreadsheet nickypatterson Excel 1 01-14-2010 03:21 PM

Other Forums: Access Forums

All times are GMT -7. The time now is 11:00 AM.


Powered by vBulletin® Version 3.8.11
Copyright ©2000 - 2024, vBulletin Solutions Inc.
Search Engine Optimisation provided by DragonByte SEO (Lite) - vBulletin Mods & Addons Copyright © 2024 DragonByte Technologies Ltd.
MSOfficeForums.com is not affiliated with Microsoft