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Immaculate Immaculate is offline
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Default Invoicing using excel macro

On 15 Oct, 16:34, Billy Liddel
wrote:
Hi

I'd be inclined to have the data in one workbook sheet1-Customers,
Sheet2-Services, you can link these on an invoice sheet using Lookups and
copy the invoice details values into yet another sheet.

Regards
Peter



"Immaculate" wrote:
Hello,


I want to use MS Excel for invoicing our customers and I can not
figure out how.


I need a macro to open three files 1 - Customer database 2 - Services
database 3 - Invoicing template,


Then another macro will find customer number in services database then
look for that customer's details in customers database and copy data
from both databases to invoice template then after all the
calculations it will print invoice. This process will be continued
until all the services provided in a month are invoiced and printed in
PDF and emailed to indivudual customers.


I know what to do but i don't know how to do it, is there anyone who
can help me with this?


Many thanks- Hide quoted text -


- Show quoted text -


Hi Billi

I've tried doing this but but i can not automate this process. I have
to change customer number and invoice number manually which is time
consuming.

I was wondering if there is any possibility to make all this process
automated.

Regards