Looking for Automated Invoicing & e-mailing solution

Hi
A quick query for you. I head up a voluntary schools-based soccer organisation, with approximately 230 members.
Every year, our members complete an online entry form (via Survey Monkey) indicating their desired entries.
All of this information is downloaded into Excel & from this (amongst many other things), we calculate the fees due for the season ahead.
I’m looking to find a way that will link the excel workbook & the information already on there (school name, address, fee due, e-mail address etc), to create an invoice that will then be automatically e-mailed out to the various members/schools (using the details on the workbook).
Any help would be gratefully appreciated

Thanks
Declan

Hi Declan and welcome.

You can use VBA to do this but we'd need more information (data layout and and info on what you want in the emails). Could you attach a desensitized version of the workbook and provide some more detail?

BSB

Thanks BSB
Workbook attached as requested - you will see the various data listed - we also cap fees due at a maximum of €340, hence the strange calculations in the last few columns

Thanks
Declan

It would also help if you share what items you want to share in the invoice.

Good point!
A 'to' box indicating the recipient of the invoice (school name, address, e-mail address); a 'from' box with our details; a 'fees summary' box containing details of the charges being applied, an 'invoice number' (to be created as part of the linking) box; a 'payment to' box, giving bank details/or postal address for cheques.
Everything except the 'from' & payment to' boxes would be generated from the workbook - the 'from' & 'payment to' wouldnt need to change - it would also be nice to get our logo in there as well!

Thanks
Declan

Wow! Thank you, thank you, thank you!
You have no idea how much time, effort & hassle that you have saved me.
It is very much appreciated - all we need now is for our vaccination programme to kick in properly & schools can get back to playing soccer again in September!

Thanks
Declan

If you are happy with the solution Declan you should mark the post as solved, and perhaps add to the reputation of those who have helped you

Will do - apologies - I'm a newbie to this level of complexity!

Hi guys
Thankfully we are back in schools soccer again, with a record number of schools playing.
I amended the invoice layout as suggested & I have the workbook for this season done, as before.
However, when I copy the 'invoice' button/column over into my new workbook from the sample workbook sent earlier this year, it sets up e-mails/invoices based on the old/original workbook & not on the new information provided in the new workbook. I can't access the 'code' to amend any cell references etc.

Help please!

Any ideas?

Thanks
Declan

Re: Looking for Automated Invoicing & e-mailing solution
Hi guys
Thankfully we are back in schools soccer again, with a record number of schools playing.
I amended the invoice layout as suggested & I have the workbook for this season done, as before.
However, when I copy the 'invoice' button/column over into my new workbook from the sample workbook sent earlier this year, it sets up e-mails/invoices based on the old/original workbook & not on the new information provided in the new workbook. I can't access the 'code' to amend any cell references etc.

Help please!

Any ideas?

Thanks
Declan

maybe you could consider to use google forms and g-sheets with an apps script.

G-Sheets can collect the data from the google form, then create the invoices, and send as a pdf.. without you ever needing to download anything.

Thanks Jan - if only I knew how to do that!