#1
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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 |
#2
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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.
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Cheers, Paul Edstein [Fmr MS MVP - Word] |
#3
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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?
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#4
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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.
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Cheers, Paul Edstein [Fmr MS MVP - Word] |
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