How do I create invoices from an Excel spreadsheet?
 

I have an excel spreadsheet with customer names, addresses, invoice amoounts.
I'd like to create invoices (1 page per customer). I have downloaded
templates but do not know how to merge the data.

- open the template
- select the cell which should be unique to all records you have e.g.
Customer ID
- don't type the value of the real Customer ID, but type the cell where you
have the Customer ID. Suppose you have your table starting from AA1 where row
#1 contains the table headers (so the first record would be in row #2).
If you don't have Customer ID, Customer Name would be ok.
Type "=AA2" without the double quotes
- this would be the key to extract the other customer's information
(address, amounts)
- please refer to the function VLOOKUP..

Hope this can help you..

"LisaP" wrote:

I have an excel spreadsheet with customer names, addresses, invoice amoounts.
I'd like to create invoices (1 page per customer). I have downloaded
templates but do not know how to merge the data.