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#1
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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. |
#2
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- 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. |
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