Microsoft Office Forums

Go Back   Microsoft Office Forums > >

 
 
Thread Tools Display Modes
Prev Previous Post   Next Post Next
  #5  
Old 09-30-2019, 09:37 PM
macropod's Avatar
macropod macropod is offline Invoice overdue mail send to customers Windows 7 64bit Invoice overdue mail send to customers Office 2010 32bit
Administrator
 
Join Date: Dec 2010
Location: Canberra, Australia
Posts: 22,383
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

Quote:
Originally Posted by gmayor View Post
You could write your own custom process to do it.
Or he might read the Microsoft Word Catalogue/Directory Mailmerge Tutorial in the 'Sticky' thread at the top of this forum:
https://www.msofficeforums.com/mail-...-tutorial.html
The tutorial covers everything from list creation to the insertion & calculation of values in multi-record tables in letters.

Since the tutorial document includes working field codes for all of its examples, most of the hard work has already been done - 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:
mail merge with duplicate names but different dollar amounts
Access to Word, Creating a list from multiple records

Another option would be to use a DATABASE field in a normal ‘letter’ mailmerge main document and a macro to drive the process. An outline of this approach can be found at: Many to one email merge using tables - Microsoft Community
Conversely, if you're using a relational database or, Excel workbook with a separate table with just a single instance of each of the grouping criteria, a DATABASE field in a normal ‘letter’ mailmerge main document could be used without the need for a macro. An outline of this approach can be found at:
Mail Merge - To a Word Table on a Single Page - Microsoft Community
For some working examples, see:
Mail Merge: Using One Excel File with Multiple Sheets
Merge excel list into Word Receipt
__________________
Cheers,
Paul Edstein
[Fmr MS MVP - Word]
Reply With Quote
 

Tags
mail merge grouping



Similar Threads
Thread Thread Starter Forum Replies Last Post
Automated excel invoice clearing and saving invoice sunboy Excel 2 09-25-2019 12:27 PM
Trying to tie checkboxes in one sheet of an excel doc to a table of specific customers in another jaffa20 Excel Programming 5 08-07-2019 08:35 AM
Invoice overdue mail send to customers MAIL Merge - Site Address / Invoice address mgsjarvis Mail Merge 3 09-25-2018 02:43 PM
Invoice overdue mail send to customers Sort items in a list into various customers for a report Lluewhyn Excel 5 10-21-2016 05:56 AM
How to show overdue tasks? Anastasia Sudbinina Project 1 03-17-2015 08:26 AM

Other Forums: Access Forums

All times are GMT -7. The time now is 01:34 PM.


Powered by vBulletin® Version 3.8.11
Copyright ©2000 - 2025, vBulletin Solutions Inc.
Search Engine Optimisation provided by DragonByte SEO (Lite) - vBulletin Mods & Addons Copyright © 2025 DragonByte Technologies Ltd.
MSOfficeForums.com is not affiliated with Microsoft