CREATING INVOICES WITH EXCEL CODE

and 30 in the ' total paid' column and GBP in the Currency code column. I will enter ' paypal' in the paypal column from the drop down list. Thus if a customer pays £30 by Paypal, for 3 cartons,

I used the 'data validation' to create drop down lists. Most of the column fields have drop down lists, with data ready to choose from. I mean unless there is a way to sift out the columns with data to create the invoice, for example how would the invoice form know what to put in the 'payment type' if each payment type has its own column? If you think this is better, i'll do that as it may not be possible to create an invoice from the style i'm using now. I think it may be better for me to add a nother page to my spreadsheet, soley for invoices. I know it may seem silly and unecessary to you because if someone pays by Paypal, all the other payment columns will remain blank, so you're questiong why not have a single column with a drop down list of all payment types. So i'll know how many people used Paypal and how many used Google checkout and how many paid cheque etc. This is a silly way it may seem to you, but the reason i did it, was because i designed this spreadsheet to have each column tot up the totals in the list at the end of the year either by number as some fields or text. The payment types, each have a drop down list with their own name. I don't know if i can use them in the email and invoice forms i want to create. I'm happy with the list, they're ready to use, with drop down lists. (Ideally id like to be able to click on the customers email and it opens a prefilled email in outlook, ready to send.) Regarding the date, i have created drop down lists, with the weekdays, day number, month name and year. Sorry yes, the email column only has one column, i made a mistake above.

CREATING INVOICES WITH EXCEL HOW TO

All of this could be automated, but i'm not sure how to do it. These fields ususally include the total paid, currency paid, address, name and how many ordered. Again i have to manually enter or copy and paste data in the email, which i know could be automated, if i create a template, and have some fields that are automaitcally populated using the fields in the date already entered. After printing the invoice and posting the order to the customer i sent them an email confirming.

I only want to print invoices and send confirmation emails.ģ. Using the invoice number as the unique field, how can i create an invoice that would draw out the required fields from the Excel data automatically, just by clicking a button? I dont' mind using either Excel or Word, whichever is easier, and i do have Access too, but i don't know if i should use that, or not. The form could be either in Word or Excel, which would be easier?Ģ. I have about 20 columns of data for each invoice, ideally i'd like to be able to enter them from a form as it gets cumbersome going through them all in Excel. In short, can anyone give me clear steps in simple language how to do the followingġ. I'd like to be able to add the data to Excel either using a form (ideally) or direct, then i'd like to be able to click on the 'customer email' field to send a confirmation email to the customer, and also to be able to have an automated invoice, either in excel or Word, which draws the information automatically for each invoice, so that i only have to print it.Īt the moment i'm doing all 3 tasks separately, when i know they can be automated. What i do want to do however is combine all three tasks instead of having to open different programs and copying and pasting between them.

CREATING INVOICES WITH EXCEL SOFTWARE

I don't want to use accounting software as that is too complicated for my simple little business. The third step is sending an email to the customer upon despatch, using Outlook 2007. I then create the invoice separately in Word 2007 which i print to send to the customer with the order in the mail. Now each time i send an order, i have to fill in the excel worksheet. There are more and i won't list them all, but you get the idea.

Invoice Number Customer Name, Paid by Paypal, Paid by Cheque, Amount, Cusotmer email, Customer address, so my list of invoices has the following fields as column headers The first column is the invoice number, and each is unique to each customer. I'm creating a list of customers along with what they order, what they paid, how they paid, (paypal, cheque) etc, I'm creating a simple spreadsheet using Excel 2007, a workbook that has simple financial statements. I have a small business, where i sell online mostly. I have the office 2007 Suite, in case anyone needs to know. I'm not an expert Excel user, and can just about make the most simple worksheet with references to Excel 2007 bookds, I would appreciate any help or tips please.

Creating invoices with excel