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Old 09-28-2019, 05:50 AM
Reky Reky is offline Invoice overdue mail send to customers Windows 10 Invoice overdue mail send to customers Office 2016
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Default Invoice overdue mail send to customers

Hi,

We want to send mail to our customers who are having


dues with following data needs to be captured in table form Invoice # --- Invoice Date --- Amount. If one customer having multiple invoice dues then the table row should increase based on number of invoice.

Thanks in advance for any suggestions

Reky
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Old 09-28-2019, 08:05 PM
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gmayor gmayor is offline Invoice overdue mail send to customers Windows 10 Invoice overdue mail send to customers Office 2016
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See Merge Many To One
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Old 09-29-2019, 08:52 AM
Reky Reky is offline Invoice overdue mail send to customers Windows 10 Invoice overdue mail send to customers Office 2016
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Hi Mayor,

I have gone through through your add-in, it is fulfilling my requirements. Thanks

Is any other way we can do it without add-in option?

Thanks
Reky
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Old 09-29-2019, 08:58 PM
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You could write your own custom process to do it.
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Old 09-30-2019, 09:37 PM
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macropod macropod is offline Invoice overdue mail send to customers Windows 7 64bit Invoice overdue mail send to customers Office 2010 32bit
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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
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