Invoice numbering

vac · May 22nd, 2002, 01:33 AM

Hello everybody.
I have just come across your firum and I hope you can help me.
Have have been doing my own accounts for a number of years, but now would like to try and automate things a little if possible.
This is what I would like to do.
I have a blank invoice sheet to which I can copy and paste customer info from my database(act2000). This invoice I then fill out with the 'goods'. Then what I want to do is get it to automatically add an invoice number and copy some invoice info into a central database, such as invoice number, name, amount.
I have had a look at the my invoicing download, but this wont let me copy and paste the customer details into the invoice and then the database,
Thanks for any support you might be able to give

Anne Troy · May 22nd, 2002, 05:25 AM

Hi there. If you're using Act, have you considered just doing a Mailmerge with Word or other Word Processor? If your information is already in Act, however, I'm not sure why you're not just using Act to store the invoice information.

Also, you may not be able to copy/paste the information from MyInvoicing into a DB, but you ought to be able to import it, no?

Sorry, I'm not VERY familiar with Act.

Jack in the UK · May 22nd, 2002, 02:13 PM

Symantec Act 2000 is contact manager .....

can you not export the contact database to an Excel file format else CSV and them load this into an Excel sheet say for this called Merge,

Excel and do all sorts of trick and invoicing is very simple or complex depending on needs, i have many emails from guys and late students who do this, and OK this is off the board as many i help this way ever time im sent a sheet i cant believe the level these youngsters are at, put me to shame.

so you can do all you want, i would use this data base to fill in the details needed in the invoice, MOST can be simple formula and will give professional results, a bit of VBA will help like to save as XYZ and roll the invoice number and log records and such.

the trick is the exportation.

other ideas

Word will easy eat Excel into a merge program and do just the same on fields.

i do not have ACT! at home or know of a copy i can test, years ago i worked for a company using 2nd windows version in 1996 i arranged export of data, buy these were for reports so im sure i can be done.

check under the tabs and headers.. im sure some export is available.

May 22nd, 2002, 05:25 AM	#2
Anne Troy MrExcel MVP Join Date: Feb 2002 Location: Allentown, PA Posts: 2,510	Hi there. If you're using Act, have you considered just doing a Mailmerge with Word or other Word Processor? If your information is already in Act, however, I'm not sure why you're not just using Act to store the invoice information. Also, you may not be able to copy/paste the information from MyInvoicing into a DB, but you ought to be able to import it, no? Sorry, I'm not VERY familiar with Act. __________________ ~Anne Troy

May 22nd, 2002, 02:13 PM	#3
Jack in the UK Board Regular Join Date: Feb 2002 Posts: 3,065	Symantec Act 2000 is contact manager ..... can you not export the contact database to an Excel file format else CSV and them load this into an Excel sheet say for this called Merge, Excel and do all sorts of trick and invoicing is very simple or complex depending on needs, i have many emails from guys and late students who do this, and OK this is off the board as many i help this way ever time im sent a sheet i cant believe the level these youngsters are at, put me to shame. so you can do all you want, i would use this data base to fill in the details needed in the invoice, MOST can be simple formula and will give professional results, a bit of VBA will help like to save as XYZ and roll the invoice number and log records and such. the trick is the exportation. other ideas Word will easy eat Excel into a merge program and do just the same on fields. i do not have ACT! at home or know of a copy i can test, years ago i worked for a company using 2nd windows version in 1996 i arranged export of data, buy these were for reports so im sure i can be done. check under the tabs and headers.. im sure some export is available. __________________ Free Excel based Web Toolbar available here. Jack in the UK J & R Excel Solutions "making Excel work for you"

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May 22nd, 2002, 01:33 AM	#1
vac Board Regular Join Date: May 2002 Posts: 211	Hello everybody. I have just come across your firum and I hope you can help me. Have have been doing my own accounts for a number of years, but now would like to try and automate things a little if possible. This is what I would like to do. I have a blank invoice sheet to which I can copy and paste customer info from my database(act2000). This invoice I then fill out with the 'goods'. Then what I want to do is get it to automatically add an invoice number and copy some invoice info into a central database, such as invoice number, name, amount. I have had a look at the my invoicing download, but this wont let me copy and paste the customer details into the invoice and then the database, Thanks for any support you might be able to give