Creating a voucher spreadsheet which generates word/pdf vouchers

Hi,

This is my first post on the forum so many thanks in advance for any help I might have.

I work for a small activity centre and I'm looking for a way to enhance our gift voucher system and once I get my head around it potential use something similar to generate invoices which are a big headache at the moment. We're very quiet over the winter and very busy in the summer so I'm able to devote a bit of time to it at the moment in the hopes that it will save us some time while we're busy.

I hope I've posted in the right forum but having looked at similar systems it seems like it's possible using VBA to create a spreadsheet which enables you to enter data which then automatically generates another document. For a voucher system this would be a spreadsheet to capture the following information:

Voucher number
Name
date issued
what the voucher is for

This would then need to be transferred to a voucher template along the lines of:

This voucher entitles "John Smith" to "one free archery session" at "business name".

My excel skills are reasonably rudimentary so I'm really looking for any advice on the feasibility of such a system and perhaps some guidance on where I should look to try and teach myself how to create one. If it were possible to do that then I'd be keen to create a similar invoice system, all the templates I've looked at are far too complex for what we require.

Many thanks in advance and I'd be grateful for any help or suggestions,

Ben

This is pretty easy to do (by that I mean not all that much code).

I'd recommend a user form for entering all the relevant info w/ a button to generate the voucher. You could even have multiple different voucher designs if you wanted with the ability to choose which design you wanted.

If you post or send me the workbook with your voucher design(s) as separate sheets with an indication of what data goes where, I'd be happy to help you.

Thanks for your help, I'm struggling to understand mail merge to be honest. I've experimented with a rough template but I'm not sure how to make it actually generate the documents or how to go about deleting/moving them after they've been redeemed.

I link the excel spreadsheet i have the log in, match the fields and then type "This voucher entitles <<name>> to <<for>>" but then when I go to finish mail merge it just asks me if I want to print it.

I want to be able to input the data in the excel spreadsheet and that automatically generate the word document in a specified folder, then ideally have it either move the voucher to a "used" folder or just delete it once it's been recorded as used in the spreadsheet. Is that possible with mail merge?

Thanks for your help, I'm struggling to understand mail merge to be honest. I've experimented with a rough template but I'm not sure how to make it actually generate the documents or how to go about deleting/moving them after they've been redeemed.

I link the excel spreadsheet i have the log in, match the fields and then type "This voucher entitles <<name>> to <<for>>" but then when I go to finish mail merge it just asks me if I want to print it.

I want to be able to input the data in the excel spreadsheet and that automatically generate the word document in a specified folder, then ideally have it either move the voucher to a "used" folder or just delete it once it's been recorded as used in the spreadsheet. Is that possible with mail merge?

Ben - this link may be of interest:
http://spreadsheetpage.com/index.php..._without_word/

See attached file. Enable macros and click the Generate Voucher button on the main sheet. Add your activities to the second sheet as needed.

THANKS for voucher xlx

hi I need Help generating
vouchers from spread sheet can you help