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Default How do I make a Coupon Book for payment from another party?

I am selling something to a friend and would like to make up a coupon book,
like the bank does. So he will have a record of the transaction and a
reminder of the fact that he needs to pay this bill. I have Excel 97 never
upgrades as it works great for what I use it for.

I'd want the coupons to have the following items: Due Date, Amount, Late
After, Late Amount. Along with my name and address as Make Payments To.

It would be nice to have a stub For Your Records. With a place to write
Amount Paid, Check #, and Date Paid.
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Default How do I make a Coupon Book for payment from another party?

First, my own humble, personal opinion: most of what most people need to do
and use Excel for can be done in Excel 97. No need to upgrade until either
you wear out all the bits in it (tough to do, they seem to regenerate
regularly), the operating system you're using won't support 16-bit
applications, you find yourself regularly needing more room (as in more
rows/columns than '97 gives you), or you just get 'the urge'. <g

A couple of questions - do you want all of the 'stubs' to be on a single
sheet (could hit one of those limits depending on how many stubs you need),
or do you want the stubs on separate sheets (could end up being a slight
problem depending on the memory available in your computer).

While you're thinking about that, basically what you're looking for is a
Loan Amortization Schedule, and Microsoft has a template available for
download - and yes, it works with Excel 97:
http://office.microsoft.com/en-us/te...197771033.aspx

that's not going to give you late fees, but can probably be modified easily
enough to include those.


"FunDee" wrote:

I am selling something to a friend and would like to make up a coupon book,
like the bank does. So he will have a record of the transaction and a
reminder of the fact that he needs to pay this bill. I have Excel 97 never
upgrades as it works great for what I use it for.

I'd want the coupons to have the following items: Due Date, Amount, Late
After, Late Amount. Along with my name and address as Make Payments To.

It would be nice to have a stub For Your Records. With a place to write
Amount Paid, Check #, and Date Paid.

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Posts: 4
Default How do I make a Coupon Book for payment from another party?

I agree with you about Excel 97 = Sorry about posting in more than one place,
was unsure of where to post. I have 2.60GHz on this computer with 512 MB of
Ram. So I'm ok.

I have that Loan Amortization and it is good. I've calculated it all out and
have given them a copy.

But I thought it would be helpful if I handed them a coupon booklet. I'd
like stubs and more than one per page would be fine, with space inbetween.

I do not need to tell them how much is left on their loan. Not until I send
them a statement for tax purposes at the end of the year. I only need to
remind them that if they are late I will be adding late fees, and how much
that fee is. Just trying to look professional and as if I actually know what
I'm doing. LOL Thanks for getting back to me.

"JLatham" wrote:

First, my own humble, personal opinion: most of what most people need to do
and use Excel for can be done in Excel 97. No need to upgrade until either
you wear out all the bits in it (tough to do, they seem to regenerate
regularly), the operating system you're using won't support 16-bit
applications, you find yourself regularly needing more room (as in more
rows/columns than '97 gives you), or you just get 'the urge'. <g

A couple of questions - do you want all of the 'stubs' to be on a single
sheet (could hit one of those limits depending on how many stubs you need),
or do you want the stubs on separate sheets (could end up being a slight
problem depending on the memory available in your computer).

While you're thinking about that, basically what you're looking for is a
Loan Amortization Schedule, and Microsoft has a template available for
download - and yes, it works with Excel 97:
http://office.microsoft.com/en-us/te...197771033.aspx

that's not going to give you late fees, but can probably be modified easily
enough to include those.


"FunDee" wrote:

I am selling something to a friend and would like to make up a coupon book,
like the bank does. So he will have a record of the transaction and a
reminder of the fact that he needs to pay this bill. I have Excel 97 never
upgrades as it works great for what I use it for.

I'd want the coupons to have the following items: Due Date, Amount, Late
After, Late Amount. Along with my name and address as Make Payments To.

It would be nice to have a stub For Your Records. With a place to write
Amount Paid, Check #, and Date Paid.

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Posts: 3,365
Default How do I make a Coupon Book for payment from another party?

Having all your eggs in one basket around here turns out to be a good thing
<g. Figure if no one answers at all in a day or three, then perhaps post
again in another group (and maybe, for some, rephrase the question or give
more info), but we're kind of good to go here.

The amortization schedule is pretty much giving you all the information you
need. You could attack this from a couple of angles now. First, I'd modify
it to show two more pieces of information in the details area: date that a
payment is considered late and the amount of the payment when it is late.

From there you can create your coupons a couple of ways: either by setting
up another sheet or two to be the coupons and grabbing the values calculated
in the details area into those. You could set up one and just copy it down
the sheet until you have as many as you need, print it out and head to the
paper cutter.

Now, if you have something to use to print the coupons on that is custom
sized and made for printing that kind of thing, another way to go would be to
set up a Word document for a mail merge, using the Excel amortization sheet
as the data source and pulling the dates and amounts off of that into the
mail merge document for printing. Without custom sized, perhaps perforated
forms, you could probably set up to print labels in the mail merge tool area
and print several coupons to an 8.5" x 11" sheet and once again head off to
the paper cutter when the print job is complete.

"FunDee" wrote:

I agree with you about Excel 97 = Sorry about posting in more than one place,
was unsure of where to post. I have 2.60GHz on this computer with 512 MB of
Ram. So I'm ok.

I have that Loan Amortization and it is good. I've calculated it all out and
have given them a copy.

But I thought it would be helpful if I handed them a coupon booklet. I'd
like stubs and more than one per page would be fine, with space inbetween.

I do not need to tell them how much is left on their loan. Not until I send
them a statement for tax purposes at the end of the year. I only need to
remind them that if they are late I will be adding late fees, and how much
that fee is. Just trying to look professional and as if I actually know what
I'm doing. LOL Thanks for getting back to me.

"JLatham" wrote:

First, my own humble, personal opinion: most of what most people need to do
and use Excel for can be done in Excel 97. No need to upgrade until either
you wear out all the bits in it (tough to do, they seem to regenerate
regularly), the operating system you're using won't support 16-bit
applications, you find yourself regularly needing more room (as in more
rows/columns than '97 gives you), or you just get 'the urge'. <g

A couple of questions - do you want all of the 'stubs' to be on a single
sheet (could hit one of those limits depending on how many stubs you need),
or do you want the stubs on separate sheets (could end up being a slight
problem depending on the memory available in your computer).

While you're thinking about that, basically what you're looking for is a
Loan Amortization Schedule, and Microsoft has a template available for
download - and yes, it works with Excel 97:
http://office.microsoft.com/en-us/te...197771033.aspx

that's not going to give you late fees, but can probably be modified easily
enough to include those.


"FunDee" wrote:

I am selling something to a friend and would like to make up a coupon book,
like the bank does. So he will have a record of the transaction and a
reminder of the fact that he needs to pay this bill. I have Excel 97 never
upgrades as it works great for what I use it for.

I'd want the coupons to have the following items: Due Date, Amount, Late
After, Late Amount. Along with my name and address as Make Payments To.

It would be nice to have a stub For Your Records. With a place to write
Amount Paid, Check #, and Date Paid.

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Posts: 4
Default How do I make a Coupon Book for payment from another party?

Thank you.

Althought I was thinking of cutting them to size then using the glue that
makes notepads. You've given me another idea. I could print them on note
cards. That is if I wanted something that strong, which I don't. I wanted
them to look like what the banks use for payment coupons on a home loan. But
now you've got me thinking!

I'd never thought of doing them as a mail merge, but that would work too.
Thanks for your help, and great ideas. :)FunDee

"JLatham" wrote:

Having all your eggs in one basket around here turns out to be a good thing
<g. Figure if no one answers at all in a day or three, then perhaps post
again in another group (and maybe, for some, rephrase the question or give
more info), but we're kind of good to go here.

The amortization schedule is pretty much giving you all the information you
need. You could attack this from a couple of angles now. First, I'd modify
it to show two more pieces of information in the details area: date that a
payment is considered late and the amount of the payment when it is late.

From there you can create your coupons a couple of ways: either by setting
up another sheet or two to be the coupons and grabbing the values calculated
in the details area into those. You could set up one and just copy it down
the sheet until you have as many as you need, print it out and head to the
paper cutter.

Now, if you have something to use to print the coupons on that is custom
sized and made for printing that kind of thing, another way to go would be to
set up a Word document for a mail merge, using the Excel amortization sheet
as the data source and pulling the dates and amounts off of that into the
mail merge document for printing. Without custom sized, perhaps perforated
forms, you could probably set up to print labels in the mail merge tool area
and print several coupons to an 8.5" x 11" sheet and once again head off to
the paper cutter when the print job is complete.

"FunDee" wrote:

I agree with you about Excel 97 = Sorry about posting in more than one place,
was unsure of where to post. I have 2.60GHz on this computer with 512 MB of
Ram. So I'm ok.

I have that Loan Amortization and it is good. I've calculated it all out and
have given them a copy.

But I thought it would be helpful if I handed them a coupon booklet. I'd
like stubs and more than one per page would be fine, with space inbetween.

I do not need to tell them how much is left on their loan. Not until I send
them a statement for tax purposes at the end of the year. I only need to
remind them that if they are late I will be adding late fees, and how much
that fee is. Just trying to look professional and as if I actually know what
I'm doing. LOL Thanks for getting back to me.

"JLatham" wrote:

First, my own humble, personal opinion: most of what most people need to do
and use Excel for can be done in Excel 97. No need to upgrade until either
you wear out all the bits in it (tough to do, they seem to regenerate
regularly), the operating system you're using won't support 16-bit
applications, you find yourself regularly needing more room (as in more
rows/columns than '97 gives you), or you just get 'the urge'. <g

A couple of questions - do you want all of the 'stubs' to be on a single
sheet (could hit one of those limits depending on how many stubs you need),
or do you want the stubs on separate sheets (could end up being a slight
problem depending on the memory available in your computer).

While you're thinking about that, basically what you're looking for is a
Loan Amortization Schedule, and Microsoft has a template available for
download - and yes, it works with Excel 97:
http://office.microsoft.com/en-us/te...197771033.aspx

that's not going to give you late fees, but can probably be modified easily
enough to include those.


"FunDee" wrote:

I am selling something to a friend and would like to make up a coupon book,
like the bank does. So he will have a record of the transaction and a
reminder of the fact that he needs to pay this bill. I have Excel 97 never
upgrades as it works great for what I use it for.

I'd want the coupons to have the following items: Due Date, Amount, Late
After, Late Amount. Along with my name and address as Make Payments To.

It would be nice to have a stub For Your Records. With a place to write
Amount Paid, Check #, and Date Paid.

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