![]() ![]() ![]() on each of the work sheets to act as the common denominator but I'm not sure how to pull it all together. What would be the best way to set this up? I'm using an Account No. Create invoices using Excel templates so that the totals are automatically calculated when you incorporate relevant equations in the set up. Each of these may have several service line-items per invoice. It has some simple calculations to take account of UK Vat etc.Ī single customer may have one invoice address but we might need to send several invoices to two or three delivery addresses. Sheet5 - Sheets1-5 combined for mail merging purposes.Īn invoice template that pulls data from Sheet5 in the Excel workbook using a mail merge. Sheet3 - Line Items (several per customer) Sheet1 - Invoice Address details along with payment terms Ensure that the Report Type field in the center is setto Template and then select. Any help/advice would be greatly appreciated. Select the Invoices checkbox on the left and click on the Print button. I'm using Excel and Word 2003 on a Windows XP Pro system and I'm trying to set up a simple mail merge that can be run once per month. I'm experimenting with Excel and Word as I'm hoping to simplify and automate our monthly invoicing process. ![]()
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