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Gord Dibben[_2_] Gord Dibben[_2_] is offline
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Default template creates invoice - how to create summary worksheet?

Easy enough to do utilizing the functions of the Template Wizard
Add-in that used to be bundled with Excel.

I can probably assist with this because I have a copy of the
add-in..........works with versions up to and including 2007.

Before we get too enthusiastic.........what version of Excel is your
friend running?

Do you know which Template she is using for her invoices?


Gord

On Mon, 21 Nov 2011 09:09:02 -0800 (PST), Tony Barratt
wrote:

Hi,
I have been asked to help a friend.
It seems that she creates an invoice from a template downloaded from
MS Office site.
So a workbook with a file name with the invoice number in it is
magically created.
Then the customer address, number of item and item cost is added
manually, Date and sales tax and total amount is calculated, Then the
invoice is printed and sent in the post.
So far so so good.

Additionally for each invoice generated, some of the fields are copied
and pasted into a row in an Invoice Summary worksheet.
As the number of invoices per week is rising, automating the
generation of the Invoice Summary sheet would be helpful.

Could someone please help me out, and let me know what approaches
might work?


TIA

Tony