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#1
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Excel Invoice
How do you transfer data, such as name, address, date, hours, charge per
hour, and total charge, from an Excel spreadsheet to an Excel invoice without copying and pasting? |
#2
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Hi, Ann. Try something like this:
http://www.officearticles.com/tutori...soft_excel.htm Pay particular attention to the link in the 2nd bullet. ************ Anne Troy www.OfficeArticles.com "Ann" wrote in message ... How do you transfer data, such as name, address, date, hours, charge per hour, and total charge, from an Excel spreadsheet to an Excel invoice without copying and pasting? |
#3
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Anne, Thanks for the info. I have a friend that has a spreadsheet for a small moving business. What she wants is to fill out an invoice, receipt, or a statement from her spreadsheet. She enters the info for each customer, and then wants that info to be transferred to her forms, depending on which one she needs to use. I don't think the example that I looked at using the lookup function will work. She just wants the customer's data that they moved to be transferred to an invoice or a receipt, depending whether they paid the day of moving. After 30 days if they do not pay, she needs to send a statement. Her forms are set up as templates, but can be placed in the same workbook as the spreadsheet. You can set up the = function to place the value of that cell in the form, but you would have to change the cell address for each customer's form. I hope this gives you a better understanding of what she is doing. We are not looking up any prices, just want info transferred from the spreadsheet to the forms. Thanks for your help. Ann "Anne Troy" wrote: Hi, Ann. Try something like this: http://www.officearticles.com/tutori...soft_excel.htm Pay particular attention to the link in the 2nd bullet. ************ Anne Troy www.OfficeArticles.com "Ann" wrote in message ... How do you transfer data, such as name, address, date, hours, charge per hour, and total charge, from an Excel spreadsheet to an Excel invoice without copying and pasting? |
#4
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Aha. Mail merge, girlfriend. Mail merge! She can put, for instance, a column
for Date of Invoice. She does the mail merge and sends them and puts "today's date" in there. Then, she can do another mail merge letter "statement" and choose records where the invoice date is greater than 30 days ago. http://www.officearticles.com/word/m...osoft_word.htm She'll prolly need this link, too: http://www.officearticles.com/word/m...osoft_word.htm ************ Anne Troy www.OfficeArticles.com "Ann" wrote in message ... Anne, Thanks for the info. I have a friend that has a spreadsheet for a small moving business. What she wants is to fill out an invoice, receipt, or a statement from her spreadsheet. She enters the info for each customer, and then wants that info to be transferred to her forms, depending on which one she needs to use. I don't think the example that I looked at using the lookup function will work. She just wants the customer's data that they moved to be transferred to an invoice or a receipt, depending whether they paid the day of moving. After 30 days if they do not pay, she needs to send a statement. Her forms are set up as templates, but can be placed in the same workbook as the spreadsheet. You can set up the = function to place the value of that cell in the form, but you would have to change the cell address for each customer's form. I hope this gives you a better understanding of what she is doing. We are not looking up any prices, just want info transferred from the spreadsheet to the forms. Thanks for your help. Ann "Anne Troy" wrote: Hi, Ann. Try something like this: http://www.officearticles.com/tutori...soft_excel.htm Pay particular attention to the link in the 2nd bullet. ************ Anne Troy www.OfficeArticles.com "Ann" wrote in message ... How do you transfer data, such as name, address, date, hours, charge per hour, and total charge, from an Excel spreadsheet to an Excel invoice without copying and pasting? |
#5
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Anne,
Thanks again. Her statement, invoice, and receipt are in Excel so Mail Merge will not work either. If you have any more ideas, I would appreciate them. "Anne Troy" wrote: Aha. Mail merge, girlfriend. Mail merge! She can put, for instance, a column for Date of Invoice. She does the mail merge and sends them and puts "today's date" in there. Then, she can do another mail merge letter "statement" and choose records where the invoice date is greater than 30 days ago. http://www.officearticles.com/word/m...osoft_word.htm She'll prolly need this link, too: http://www.officearticles.com/word/m...osoft_word.htm ************ Anne Troy www.OfficeArticles.com "Ann" wrote in message ... Anne, Thanks for the info. I have a friend that has a spreadsheet for a small moving business. What she wants is to fill out an invoice, receipt, or a statement from her spreadsheet. She enters the info for each customer, and then wants that info to be transferred to her forms, depending on which one she needs to use. I don't think the example that I looked at using the lookup function will work. She just wants the customer's data that they moved to be transferred to an invoice or a receipt, depending whether they paid the day of moving. After 30 days if they do not pay, she needs to send a statement. Her forms are set up as templates, but can be placed in the same workbook as the spreadsheet. You can set up the = function to place the value of that cell in the form, but you would have to change the cell address for each customer's form. I hope this gives you a better understanding of what she is doing. We are not looking up any prices, just want info transferred from the spreadsheet to the forms. Thanks for your help. Ann "Anne Troy" wrote: Hi, Ann. Try something like this: http://www.officearticles.com/tutori...soft_excel.htm Pay particular attention to the link in the 2nd bullet. ************ Anne Troy www.OfficeArticles.com "Ann" wrote in message ... How do you transfer data, such as name, address, date, hours, charge per hour, and total charge, from an Excel spreadsheet to an Excel invoice without copying and pasting? |
#6
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Hi Ann
I use Advanced Filter in a several applications to generate invoices from a table of data containing lots of transactions with different customers on different dates. I also use it for an Invoice / Statement, where it picks up any amounts that have been paid during the time frame concerned. Take a look at Debra Dalgleish's site for some clear instructions and samples on how to use Advanced Filter, especially extracting to another sheet. http://www.contextures.com/xladvfilter01.html#ExtractWs Regards Roger Govier Ann wrote: Anne, Thanks again. Her statement, invoice, and receipt are in Excel so Mail Merge will not work either. If you have any more ideas, I would appreciate them. "Anne Troy" wrote: Aha. Mail merge, girlfriend. Mail merge! She can put, for instance, a column for Date of Invoice. She does the mail merge and sends them and puts "today's date" in there. Then, she can do another mail merge letter "statement" and choose records where the invoice date is greater than 30 days ago. http://www.officearticles.com/word/m...osoft_word.htm She'll prolly need this link, too: http://www.officearticles.com/word/m...osoft_word.htm ************ Anne Troy www.OfficeArticles.com "Ann" wrote in message ... Anne, Thanks for the info. I have a friend that has a spreadsheet for a small moving business. What she wants is to fill out an invoice, receipt, or a statement from her spreadsheet. She enters the info for each customer, and then wants that info to be transferred to her forms, depending on which one she needs to use. I don't think the example that I looked at using the lookup function will work. She just wants the customer's data that they moved to be transferred to an invoice or a receipt, depending whether they paid the day of moving. After 30 days if they do not pay, she needs to send a statement. Her forms are set up as templates, but can be placed in the same workbook as the spreadsheet. You can set up the = function to place the value of that cell in the form, but you would have to change the cell address for each customer's form. I hope this gives you a better understanding of what she is doing. We are not looking up any prices, just want info transferred from the spreadsheet to the forms. Thanks for your help. Ann "Anne Troy" wrote: Hi, Ann. Try something like this: http://www.officearticles.com/tutori...soft_excel.htm Pay particular attention to the link in the 2nd bullet. ************ Anne Troy www.OfficeArticles.com "Ann" wrote in message ... How do you transfer data, such as name, address, date, hours, charge per hour, and total charge, from an Excel spreadsheet to an Excel invoice without copying and pasting? |
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