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#1
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Entering data on template and then data going to a spreadsheet.
I am trying to find the easist way to do simple invoices out of excel. I
believe if I create a invoice template and enter the data there I should be able to have the data transfered from the template to a spreadsheet to summerize all the invoices. But I am not sure how to do this. I am new to excel and don't understand how to write macros and things. So hopefully someone can tell me an easy way to do this. KJH |
#2
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Hi
maybe provide some more details what you want to summarize, what you want to enter, etc. -- Regards Frank Kabel Frankfurt, Germany KJH wrote: I am trying to find the easist way to do simple invoices out of excel. I believe if I create a invoice template and enter the data there I should be able to have the data transfered from the template to a spreadsheet to summerize all the invoices. But I am not sure how to do this. I am new to excel and don't understand how to write macros and things. So hopefully someone can tell me an easy way to do this. KJH |
#3
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I want to enter all the data on a template and then have it go to a
spreadsheet that looks like this. I need to know how to send it to a spreadsheet. DATE B/L PO NO. NET SOLIDS PRICE AMOUNT INVOICED #'s 1-Oct W3317 B3364A-411 48,960 49.67% 0.13975 $3,398.50 10/25/2004 I am wondering if it would be easier to enter info to spreadsheet and then some how have it create an invoice. I do invoicing everyday off this spreadsheet. KJH I am trying to find the easist way to do simple invoices out of excel. I believe if I create a invoice template and enter the data there I should be able to have the data transfered from the template to a spreadsheet to summerize all the invoices. But I am not sure how to do this. I am new to excel and don't understand how to write macros and things. So hopefully someone can tell me an easy way to do this. KJH |
#4
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What you are looking for is called:
"Template Wizard with Data Tracking" Which is an Add-In. Depending on your version, you might find it under, <Data <TemplateWizard If not, try <Tools <AddIns And scroll almost to the bottom, and check "TemplateWizard". Then, look it up in the Help files for instructions. It allows you to make a form, such as your Invoice, then save it as a termplate, then choose various cells in the form containing your pertinant data, and then when you save the form, the chosen data is *automatically* saved to a WS which is in a dB format. -- HTH, RD ============================================== Please keep all correspondence within the Group, so all may benefit! ============================================== "KJH" wrote in message ... I want to enter all the data on a template and then have it go to a spreadsheet that looks like this. I need to know how to send it to a spreadsheet. DATE B/L PO NO. NET SOLIDS PRICE AMOUNT INVOICED #'s 1-Oct W3317 B3364A-411 48,960 49.67% 0.13975 $3,398.50 10/25/2004 I am wondering if it would be easier to enter info to spreadsheet and then some how have it create an invoice. I do invoicing everyday off this spreadsheet. KJH I am trying to find the easist way to do simple invoices out of excel. I believe if I create a invoice template and enter the data there I should be able to have the data transfered from the template to a spreadsheet to summerize all the invoices. But I am not sure how to do this. I am new to excel and don't understand how to write macros and things. So hopefully someone can tell me an easy way to do this. KJH |
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