Transfer excel data into invoice template

mza3025

New Member
Joined
Mar 27, 2021
Messages
5
Office Version
  1. 365
  2. 2019
Platform
  1. Windows
  2. MacOS
Hello im new here but I am wondering if anyone can help me or put me in the direction of my query?

I am trying to catch up on my invoicing for my business incoming transactions. I have formatted the raw data into columns and would like a way to automatically import the name date and figures across to my invoice template to save, rather than have to manually find the data and fill it in.

is this something that can be done?
 

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arthurbr

Well-known Member
Joined
Dec 8, 2006
Messages
2,282
Office Version
  1. 2010
IMO the easiest way would be to use the MailMerge tool from MSWord linked to your Excel data.
One of many sites https://www.gmass.co/blog/mail-merge/
If you search for good info, look for the name Charles Kenyon or Macropod ( username) ( as they are mostly active on another forum I don't know if I'm allowed to post links here)
 

dmt32

Well-known Member
Joined
Jul 3, 2012
Messages
6,663
Office Version
  1. 2019
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  1. Windows
is this something that can be done?
hi,
welcome to forum

Its perfectly possible to return a row of data from one Tab to a template in another tab using VBA

If you could share copy of your template using MrExcel Addin :XL2BB - Excel Range to BBCode or better still, place copy of your workbook with some dummy data in on a file sharing site like dropbox, makes it a little easier to create some code for your requirment

Dave
 

mza3025

New Member
Joined
Mar 27, 2021
Messages
5
Office Version
  1. 365
  2. 2019
Platform
  1. Windows
  2. MacOS
hi,
welcome to forum

Its perfectly possible to return a row of data from one Tab to a template in another tab using VBA

If you could share copy of your template using MrExcel Addin :XL2BB - Excel Range to BBCode or better still, place copy of your workbook with some dummy data in on a file sharing site like dropbox, makes it a little easier to create some code for your requirment

Dave
Hello Dave,

thanks for your response, my invoice file is a PDF but to make things easier ive uploaded it as a word document.

invoice file

excel sheet


ultimately what id like is for the following to map across and automate the creation of invoices from the data in the excel sheet to either email to myself or save to my computer

my raw data contains 300 entries so anything beats doing this manually
 

dmt32

Well-known Member
Joined
Jul 3, 2012
Messages
6,663
Office Version
  1. 2019
Platform
  1. Windows

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I was thinking your template is a worksheet in same workbook but If you want to export records to a word document then follow the link suggested by @arthurbr

Dave
 

mza3025

New Member
Joined
Mar 27, 2021
Messages
5
Office Version
  1. 365
  2. 2019
Platform
  1. Windows
  2. MacOS
IMO the easiest way would be to use the MailMerge tool from MSWord linked to your Excel data.
One of many sites How to Mail Merge from MS Word and Excel (Step-by-Step Guide)
If you search for good info, look for the name Charles Kenyon or Macropod ( username) ( as they are mostly active on another forum I don't know if I'm allowed to post links here)
Thank you i will look into this now!
I was thinking your template is a worksheet in same workbook but If you want to export records to a word document then follow the link suggested by @arthurbr

Dave

I tried exporting the invoice template into a worksheet however the formatting doesn’t come out correctly
 

mza3025

New Member
Joined
Mar 27, 2021
Messages
5
Office Version
  1. 365
  2. 2019
Platform
  1. Windows
  2. MacOS
I was thinking your template is a worksheet in same workbook but If you want to export records to a word document then follow the link suggested by @arthurbr

Dave

Hello Dave

ive reupoaded my sheet to include my data and invoice in sheet 2

is it possible to automate creation of invoices for my raw data? Ideally to export as a PDF
 

arthurbr

Well-known Member
Joined
Dec 8, 2006
Messages
2,282
Office Version
  1. 2010
Again, MSWord has all the needed functionalities, your database staying in Excel of course
 

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