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I have a spreadsheet that was made to list individuals in an organization.
The columns include their names first and last, adresses, phones numbers, etc. Now we need to produce invoices for each name in the list and was wondering if there is some way to automate the process of exporting the info into an invoice for mailing. Hope this has provided enough info to obtain an answer. Thanks -- kah |
#2
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A starting point would be to Add a Column at the beginning of the list,
assign a sequential number to the individuals, i.e. like an account number. Insert a new worksheet. Design your invoice on this sheet. Add a spot on the invoice for the account number. Use vlookups on the form to place the names, addresses, etc. Depending on how many records you have in your database, this is where my help wanes. You can manually substitute the account numbers on the invoice form and then print. Someone who knows how to write a macro can help maybe to loop through your listing to copy the account number from the listing to the form and print the invoice and then move to the next account number. Hope that starts the thought process for you. kah wrote: I have a spreadsheet that was made to list individuals in an organization. The columns include their names first and last, adresses, phones numbers, etc. Now we need to produce invoices for each name in the list and was wondering if there is some way to automate the process of exporting the info into an invoice for mailing. Hope this has provided enough info to obtain an answer. Thanks -- kah |
#3
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My apologies, a simpler non macro solution would be to use Word, if you
have that. Create the invoice in Word using merge fields from the Excel listing. This is a much simpler method. kah wrote: I have a spreadsheet that was made to list individuals in an organization. The columns include their names first and last, adresses, phones numbers, etc. Now we need to produce invoices for each name in the list and was wondering if there is some way to automate the process of exporting the info into an invoice for mailing. Hope this has provided enough info to obtain an answer. Thanks -- kah |
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