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Create invoice from Excel worksheet

  1. #1
    Pat Flynn
    Guest

    Create invoice from Excel worksheet

    Am looking for a method to create an invoice from data in excel rows ie
    name, address, etc, invoice# and amount. Would appreciate it if someone could
    point in right direction.
    Thanks
    Pat

  2. #2
    Henry
    Guest

    Re: Create invoice from Excel worksheet

    Pat,

    There's two ways to go about this:

    1) On a spare worksheet, put your text in cells, adjust the row
    height/column width to fit and refer the adjacent cell to the data you want
    to print.

    E.g. A1 = "Invoice Number" and A2 = Invoice #, etc.
    Invoice# would be on another sheet so you'd put something like:
    = Sheet1!A6

    You'll need to play about with the layout to get it to look like you want it
    to.

    Or
    2) Set up a Word Doc. as your invoice, use bookmarked formfields for the
    places where your data is to go.
    From within Excel VBA, open the Word Doc., fill the formfields with your
    data and print out the Doc.

    Option 2 will give you a much more professional looking invoice but is a
    little more difficult to set up.

    If you need more details, get back here and I'll post some code.

    Henry


    "Pat Flynn" <PatFlynn@discussions.microsoft.com> wrote in message
    news:459AEAF5-56FA-4C39-9E2B-19BE2AD00FF0@microsoft.com...
    > Am looking for a method to create an invoice from data in excel rows ie
    > name, address, etc, invoice# and amount. Would appreciate it if someone
    > could
    > point in right direction.
    > Thanks
    > Pat




  3. #3
    Gord Dibben
    Guest

    Re: Create invoice from Excel worksheet

    Pat

    Most likely a separate sheet for the invoice sheet and some VLOOKUP formulas
    pointing back to the data sheet to fill in the blanks.

    For more on VLOOKUP see Debra Dalgleish's site

    http://www.contextures.on.ca/xlFunctions02.html


    Gord Dibben Excel MVP

    On Tue, 19 Jul 2005 15:21:01 -0700, Pat Flynn
    <PatFlynn@discussions.microsoft.com> wrote:

    >Am looking for a method to create an invoice from data in excel rows ie
    >name, address, etc, invoice# and amount. Would appreciate it if someone could
    >point in right direction.
    >Thanks
    >Pat



  4. #4
    Pat Flynn
    Guest

    Re: Create invoice from Excel worksheet

    Thanks Henry-may repost tomorrow. Will give option #2 a try or u may send
    the code patrick_flynn_15@hotmail.com happy day-happy day removed.
    Thanks for the assistance.
    Sincerely.
    PDF

    "Henry" wrote:

    > Pat,
    >
    > There's two ways to go about this:
    >
    > 1) On a spare worksheet, put your text in cells, adjust the row
    > height/column width to fit and refer the adjacent cell to the data you want
    > to print.
    >
    > E.g. A1 = "Invoice Number" and A2 = Invoice #, etc.
    > Invoice# would be on another sheet so you'd put something like:
    > = Sheet1!A6
    >
    > You'll need to play about with the layout to get it to look like you want it
    > to.
    >
    > Or
    > 2) Set up a Word Doc. as your invoice, use bookmarked formfields for the
    > places where your data is to go.
    > From within Excel VBA, open the Word Doc., fill the formfields with your
    > data and print out the Doc.
    >
    > Option 2 will give you a much more professional looking invoice but is a
    > little more difficult to set up.
    >
    > If you need more details, get back here and I'll post some code.
    >
    > Henry
    >
    >
    > "Pat Flynn" <PatFlynn@discussions.microsoft.com> wrote in message
    > news:459AEAF5-56FA-4C39-9E2B-19BE2AD00FF0@microsoft.com...
    > > Am looking for a method to create an invoice from data in excel rows ie
    > > name, address, etc, invoice# and amount. Would appreciate it if someone
    > > could
    > > point in right direction.
    > > Thanks
    > > Pat

    >
    >
    >


  5. #5
    Registered User
    Join Date
    02-27-2012
    Location
    Dayton, Ohio
    MS-Off Ver
    Excel 2003
    Posts
    1

    Re: Create invoice from Excel worksheet

    I realize this is an old thread, but I am trying to do the same thing. Could someone give me more information on Henry's option 2 that was described?

    Thanks!

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