However, in this particular invoice form, I have to create a seperate listing in the description field for each product a publisher sold (including how many they sold and how much money they are owed). Issue 2: Bookmarks seem like a nice way to use VBA to replace their values with excel data (in theory, i've only read about it and never attemped).
Billing invoice template in word how to#
Any Ideas on how to automate that, as we have 100's of publishers and invoices are done every month. I could create a seperate database in excel with each publishers address and name but then it might get difficult to match these up. Would it be possible to create an initial template for each publisher and then have the rest of the information be populated with the data from the CSV that has their sale information. The problem is, the information i'm pulling the number of sales (and money we owe them) is from a different spreadsheet every month and wouldn't contain this address information on it as it is an aggregate spreadsheet of ALL publishers numbers. Issue 1: Each Invoice form has the publishers Name and Address listed at the top of the form. I'm not sure how to attach the sample invoice, so i'll do my best to write them out and if i figure out how to attach a doc by the end of this i will include a sample so you see what I'm talking about. I'm having a couple of issues logistically though. Then I would use VBA to populate those bookmarks based on the person (publisher in this case) i was invoicing. The way that I was thinking about doing this would be by creating a template in word and using bookmarks. Essentially, I need to take a bunch of information that I have in excel and populate a Word Document to create an invoice. Below this, shipping costs can be entered, and finally, there is space on the bottom row for you to enter the total amount due.I've tried searching this form (and google) and I haven't quite found what I'm looking for so i figured I would ask a question. This currently states 20%, however this can easily be amended if necessary. Where applicable, complete the tax section below this. In the subtotal box, enter the total amount of goods and services listed above.
Entering totalsīelow the list of goods and services is a space for you to enter the total due. There is no need to delete rows that you are not using these can simply be left blank.
As per the example on the template, list the name of the goods or service on the left, and the amount due on the right. Entering goods and servicesīelow the address section is space to enter up to 15 items. As the billing and delivery addresses can sometimes be different, there is a section on the left for entering the billing details, and a separate section on the right for entering the shipping address. Simply type the name and address of the company you are invoicing on the template, as indicated. The billing and shipping information is entered in much the same way as your own company name and address. It is important to fill this information in, as should there be any issues with either the payment or the goods/service at a later date, both you and your client will be able to quickly trace down the relevant invoice. To the right of this is space to enter the invoice number, invoice date, and date the payment is due. If not all of the information is relevant, for example, you don't have a fax number, simply remove this line from the template. If you save the template once you have filled out this information, you will not need to enter it in on each and every invoice you produce. To save yourself time and duplication at a later date, complete the company name and address section in the top left, by simply typing over the template information in brackets, and do the same with the payment information at the bottom of the page.
Information such as the name and address of your company, and how to make payment are likely to be the same on all of your invoices.
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