Entering data on template and then data going to a spreadsheet.

[Guest]

I am trying to find the easist way to do simple invoices out of excel. I
believe if I create a invoice template and enter the data there I should be
able to have the data transfered from the template to a spreadsheet to
summerize all the invoices. But I am not sure how to do this. I am new to
excel and don't understand how to write macros and things. So hopefully
someone can tell me an easy way to do this.

KJH

 

[Frank Kabel]

Hi
maybe provide some more details what you want to summarize, what you want to
enter, etc.

 

[Guest]

I want to enter all the data on a template and then have it go to a
spreadsheet that looks like this. I need to know how to send it to a
spreadsheet.
DATE B/L PO NO. NET SOLIDS PRICE AMOUNT INVOICED #'s
1-Oct W3317 B3364A-411 48,960 49.67% 0.13975 $3,398.50 10/25/2004
I am wondering if it would be easier to enter info to spreadsheet and then
some how have it create an invoice. I do invoicing everyday off this
spreadsheet.
KJH

 

[RagDyer]

What you are looking for is called:
"Template Wizard with Data Tracking"
Which is an Add-In.

Depending on your version, you might find it under,
<Data> <TemplateWizard>
If not, try <Tools> <AddIns>
And scroll almost to the bottom, and check "TemplateWizard".

Then, look it up in the Help files for instructions.
It allows you to make a form, such as your Invoice, then save it as a
termplate, then choose various cells in the form containing your pertinant
data, and then when you save the form, the chosen data is *automatically*
saved to a WS which is in a dB format.
--

HTH,

RD
==============================================
Please keep all correspondence within the Group, so all may benefit!
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I want to enter all the data on a template and then have it go to a
spreadsheet that looks like this. I need to know how to send it to a
spreadsheet.
DATE B/L PO NO. NET SOLIDS PRICE AMOUNT INVOICED #'s
1-Oct W3317 B3364A-411 48,960 49.67% 0.13975 $3,398.50 10/25/2004
I am wondering if it would be easier to enter info to spreadsheet and then
some how have it create an invoice. I do invoicing everyday off this
spreadsheet.
KJH