Create invoice from Excel worksheet
 

Am looking for a method to create an invoice from data in excel rows ie
name, address, etc, invoice# and amount. Would appreciate it if someone could
point in right direction.
Thanks
Pat

Pat,

There's two ways to go about this:

1) On a spare worksheet, put your text in cells, adjust the row
height/column width to fit and refer the adjacent cell to the data you want
to print.

E.g. A1 = "Invoice Number" and A2 = Invoice #, etc.
Invoice# would be on another sheet so you'd put something like:
= Sheet1!A6

You'll need to play about with the layout to get it to look like you want it
to.

Or
2) Set up a Word Doc. as your invoice, use bookmarked formfields for the
places where your data is to go.
From within Excel VBA, open the Word Doc., fill the formfields with your
data and print out the Doc.

Option 2 will give you a much more professional looking invoice but is a
little more difficult to set up.

If you need more details, get back here and I'll post some code.

Henry


"Pat Flynn" wrote in message
...
Am looking for a method to create an invoice from data in excel rows ie
name, address, etc, invoice# and amount. Would appreciate it if someone
could
point in right direction.
Thanks
Pat

Pat

Most likely a separate sheet for the invoice sheet and some VLOOKUP formulas
pointing back to the data sheet to fill in the blanks.

For more on VLOOKUP see Debra Dalgleish's site

http://www.contextures.on.ca/xlFunctions02.html


Gord Dibben Excel MVP

On Tue, 19 Jul 2005 15:21:01 -0700, Pat Flynn
wrote:

Am looking for a method to create an invoice from data in excel rows ie
name, address, etc, invoice# and amount. Would appreciate it if someone could
point in right direction.
Thanks
Pat

Thanks Henry-may repost tomorrow. Will give option #2 a try or u may send
the code happy day-happy day removed.
Thanks for the assistance.
Sincerely.
PDF

"Henry" wrote:

Pat,

There's two ways to go about this:

1) On a spare worksheet, put your text in cells, adjust the row
height/column width to fit and refer the adjacent cell to the data you want
to print.

E.g. A1 = "Invoice Number" and A2 = Invoice #, etc.
Invoice# would be on another sheet so you'd put something like:
= Sheet1!A6

You'll need to play about with the layout to get it to look like you want it
to.

Or
2) Set up a Word Doc. as your invoice, use bookmarked formfields for the
places where your data is to go.
From within Excel VBA, open the Word Doc., fill the formfields with your
data and print out the Doc.

Option 2 will give you a much more professional looking invoice but is a
little more difficult to set up.

If you need more details, get back here and I'll post some code.

Henry


"Pat Flynn" wrote in message
...
Am looking for a method to create an invoice from data in excel rows ie
name, address, etc, invoice# and amount. Would appreciate it if someone
could
point in right direction.
Thanks
Pat