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Old 06-21-2022, 08:50 AM
awdl22125 awdl22125 is offline Mail merger when client has multiple entries on data sheet Windows 10 Mail merger when client has multiple entries on data sheet Office 2013
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Default Mail merger when client has multiple entries on data sheet

Hi


I am trying to set up a system to email invoices to clients in one action. The problem I have is that the data source (an excel spreadsheet) has multiple entries for the same clients and when I try to mail merge them they end up as separate invoices.
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Old 06-21-2022, 09:54 AM
Charles Kenyon Charles Kenyon is offline Mail merger when client has multiple entries on data sheet Windows 11 Mail merger when client has multiple entries on data sheet Office 2019
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Take a look at Paul Edstein's Catalogue/Directory Mailmerge Tutorial

and Customize Billing Document Templates Using Word Mail Merge (not by Paul).
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Old 06-21-2022, 04:50 PM
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In addition to what is discussed in the tutorial, 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:
Microsoft Answers
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:
Microsoft Answers
For some working examples, see:
https://www.msofficeforums.com/mail-...-multiple.html
https://www.msofficeforums.com/mail-...tml#post151706
Merge excel list into Word Receipt
(the second of these uses a macro to apply some additional formatting).
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Paul Edstein
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