Multiple invoice creation with data in the body

MooLard

New Member
Joined
May 27, 2021
Messages
1
Office Version
  1. 365
Platform
  1. Windows
Hi there, it is time I broadened my average Excel skills in order to improve a monthly task that I do. At the moment I copy the prior month's invoices (120+) and then individually copy and update the data into each invoice. While this enables me to work closely with the data it is time consuming, so I would like to create a way of generating new invoices once the data and addresses are ready. It is ok for the separate invoices to be in Excel but I would like to understand what would be involved to save them as PDFs.
My current Excel usage is varying size datasets, power query for data manipulation but not VBA. I realise this might be the optimum route to do this so I hope someone can educate me clearly on how I could do this, or point me in the right direction.
Here is the data:

Mr Excel query sample data.xlsx
ABCDEFGHIJK
4ManagerCustomerProduct revenueServices revenueExtras revenueProduct rateServices rateExtras rateProduct commissionServices commissionExtras commission
5Manager oneCustomer A£3,852.00£4,969.00£719.003.0%10.0%15.0%£115.56£496.90£107.85
6Manager oneCustomer B£6,103.00£2,076.00£623.003.0%10.0%15.0%£183.09£207.60£93.45
7Manager oneCustomer C£1,362.00£6,330.00£121.003.0%10.0%15.0%£40.86£633.00£18.15
8Manager oneCustomer D£792.00£5,660.00£726.006.0%10.0%15.0%£47.52£566.00£108.90
9Manager oneCustomer E£8,623.00£5,372.00£379.003.0%10.0%15.0%£258.69£537.20£56.85
10Manager oneCustomer F£4,235.00£1,360.00£251.006.0%10.0%15.0%£254.10£136.00£37.65
11Manager oneCustomer G£3,579.00£920.00£481.003.0%10.0%15.0%£107.37£92.00£72.15
12Manager oneCustomer H£1,851.00£1,225.00£741.003.0%10.0%15.0%£55.53£122.50£111.15
13Manager oneCustomer I£6,535.00£5,698.00£518.003.0%10.0%15.0%£196.05£569.80£77.70
14Manager oneCustomer J£367.00£6,392.00£306.003.0%10.0%15.0%£11.01£639.20£45.90
15Manager oneCustomer K£8,062.00£6,032.00£464.003.0%4.0%10.0%£241.86£241.28£46.40
16Manager oneCustomer L£2,364.00£4,356.00£772.003.0%4.0%10.0%£70.92£174.24£77.20
17Manager twoCustomer M£414.00£4,516.00£653.003.0%10.0%20.5%£12.42£451.60£133.87
18Manager twoCustomer N£214.00£1,303.00£304.003.0%10.0%20.5%£6.42£130.30£62.32
19Manager twoCustomer O£4,969.00£504.00£829.003.0%10.0%20.5%£149.07£50.40£169.95
20Manager twoCustomer P£7,536.00£3,334.00£272.003.0%10.0%20.5%£226.08£333.40£55.76
21Manager twoCustomer Q£1,100.00£4,298.00£368.003.0%10.0%20.5%£33.00£429.80£75.44
22Manager twoCustomer R£5,733.00£2,443.00£595.003.0%10.0%20.5%£171.99£244.30£121.98
23Manager threeCustomer S£346.00£370.00£212.005.0%10.0%15.0%£17.30£37.00£31.80
24Manager threeCustomer T£4,515.00£4,545.00£175.005.0%10.0%15.0%£225.75£454.50£26.25
25Manager threeCustomer U£6,954.00£4,780.00£243.005.0%10.0%15.0%£347.70£478.00£36.45
26Manager threeCustomer V£997.00£3,444.00£830.005.0%10.0%15.0%£49.85£344.40£124.50
27Manager threeCustomer W£5,043.00£2,223.00£414.005.0%10.0%15.0%£252.15£222.30£62.10
28Manager threeCustomer X£3,108.00£2,220.00£612.005.0%10.0%15.0%£155.40£222.00£91.80
29Manager threeCustomer Y£5,207.00£3,322.00£268.005.0%10.0%15.0%£260.35£332.20£40.20
30Manager threeCustomer Z£5,088.00£5,325.00£351.005.0%10.0%15.0%£254.40£532.50£52.65
31Manager threeCustomer AA£2,928.00£3,667.00£387.005.0%10.0%15.0%£146.40£366.70£58.05
32Manager threeCustomer AB£2,514.00£1,601.00£475.005.0%10.0%15.0%£125.70£160.10£71.25
33Manager threeCustomer AC£821.00£5,521.00£693.005.0%10.0%15.0%£41.05£552.10£103.95
34Manager threeCustomer AD£6,839.00£5,414.00£696.005.0%10.0%15.0%£341.95£541.40£104.40
35Manager threeCustomer AE£7,772.00£2,766.00£739.005.0%10.0%15.0%£388.60£276.60£110.85
36Manager threeCustomer AF£7,354.00£2,457.00£511.005.0%10.0%15.0%£367.70£245.70£76.65
data
Cell Formulas
RangeFormula
I5:I36I5=[@[Product revenue]]*[@[Product rate]]
J5:J36J5=[@[Services revenue]]*[@[Services rate]]
K5:K36K5=[@[Extras revenue]]*[@[Extras rate]]


Here are the addresses:
Mr Excel query sample data.xlsx
ABCDEFGHI
6ManagerDescriptionDateAddress1Address2Address3Address4PostCodeVAT number
7Manager oneStatement for the month of May'2101/06/20214 St James StreetCastle HeadinghamHalsteadEssexCO9 3EJ657 925 324
8Manager twoStatement for the month of May'2101/06/20219 Bramall StreetHydeCheshireSK14 4SR183 446 878
9Manager threeStatement for the month of May'2101/06/202117 Victoria Road EastThornton CleveleysLancashireFY5 5HT327 687 158
addresses


And here is a template of what I am looking to create from the two:
Cell Formulas
RangeFormula
A9A9=addresses!B8
B11B11=addresses!C8
B13B13=addresses!I8
A15A15=addresses!A8
A16A16=addresses!D8
A17A17=addresses!E8
A18A18=addresses!F8
A19A19=addresses!G9
A20A20=addresses!H8
A24:J29A24=data!B17
H31:J31H31=SUM(H24:H30)
H34H34=SUM(H31:J31)
H35H35=H34*0.2
H36H36=H34*1.2


Thank you in advance,
 

Excel Facts

Repeat Last Command
Pressing F4 adds dollar signs when editing a formula. When not editing, F4 repeats last command.

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