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Trying to make an automatic invoice

  1. #1
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    Trying to make an automatic invoice

    Hi everyone... Not sure if this is possible but i will put it out there...

    Basicly what im trying to achieve is creating an microsoft word (or simalar) invoice from my excel spread sheet.

    My current excel spreadsheet is set on a monthly basis. on it it has my customer list. I provide a service for people so at the end of that month i enter what type of service and who for and make a seperate invoice based on the calculations........ C#&P ive got no idea what im talking about

    Im gonna make a fake formula and hopefully somone will understand what im trying to do, everything in these brakets { } is what im trying to do

    ={cell F6 (customers name)}({send the info in this cell (customers name) to word temlate and insert into customers name section})

    Good way to explain it is that i want excell to automaticly create a word invoice, and im guessing i need to have a word template for it.

    I really hope someone understands what i am trying to do because at the end of the month it takes about 2 hrs to enter all the different info for the customers into my excel spread sheet and another 2 days to make all the invoices for each customer and it is only a matter of time before i make a simple mistake which could cost me thousands...

  2. #2
    Forum Expert dominicb's Avatar
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    Good morning ace_silver10

    I wrote a spreadsheet based application for my wife's business a while ago that helps to track banks balances, I&E and VAT for a small business, which also includes an invoicing file. If you think that this can help you then either send me a mail (find the link from my home page below) or PM me your e-mail address and I'll forward it on.

    Aside from that, I don't think that you need to transfer details across to Word - Excel is quite capable of invoicing, but first you need to decide how it's going to be entered. The spreadsheet I designed is driven by UserForms, but every invoice is held in a spreadsheet in a series of cells which means it can be recreated at any time.

    First off, if you're not familiar with VLookUp formulae, I suggest you have a play with them and get to know how they work as they will definitely help you go the right way.

    HTH

    DominicB

    Edit : Just noticed that you're in Australia so that VAT mentioned above isn't relevant However if you want the file, I still think it'll help.
    Last edited by dominicb; 09-29-2008 at 04:58 AM.
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