Invoicing using excel macro

[Immaculate]

Hello,

I want to use MS Excel for invoicing our customers and I can not
figure out how.

I need a macro to open three files 1 - Customer database 2 - Services
database 3 - Invoicing template,

Then another macro will find customer number in services database then
look for that customer's details in customers database and copy data
from both databases to invoice template then after all the
calculations it will print invoice. This process will be continued
until all the services provided in a month are invoiced and printed in
PDF and emailed to indivudual customers.

I know what to do but i don't know how to do it, is there anyone who
can help me with this?

Many thanks

 

[Guest]

Hi

I'd be inclined to have the data in one workbook sheet1-Customers,
Sheet2-Services, you can link these on an invoice sheet using Lookups and
copy the invoice details values into yet another sheet.

Regards
Peter

 

[Immaculate]

Hi

I'd be inclined to have the data in one workbook sheet1-Customers,
Sheet2-Services, you can link these on an invoice sheet using Lookups and
copy the invoice details values into yet another sheet.

Regards
Peter










- Show quoted text -

Hi Billi

I've tried doing this but but i can not automate this process. I have
to change customer number and invoice number manually which is time
consuming.

I was wondering if there is any possibility to make all this process
automated.

Regards

 

[ilia]

There's a multitude of ways in which you can do this. Here's an
example

Let's suppose you have a table of customers called CustomerList, and a
ServiceList for list of services performed. Your source data for a
list of customers can be queried along the lines of, with two
parameters of BillingPeriodStartDate and BillingPeriodEndDate:

SELECT CustomerList.Name, CustomerList.Address, CustomerList.ID FROM
CustomerList WHERE CustomerList.ID IN (SELECT ServiceList.CustomerID
FROM ServiceList WHERE ServiceList.ServiceDate BETWEEN
BillingPeriodStartDate AND BillingPeriodEndDate)

This will give you the list of customers for whom to generate
invoices. Then, you can have a procedure to determine which services
were performed for each customer, from another query based on the
criteria above:

SELECT ServiceList.CustomerID, ServiceList.ServiceType,
ServiceList.BillableAmount FROM ServiceList WHERE
ServiceList.ServiceDate BETWEEN BillingPeriodStartDate AND
BillingPeriodEndDate

Go through the first query. Open up an invoice template. Fill in
customer information from the first query; populate line items for the
invoice from the second query (match on ID). Template should have a
total amount built-in. Save the resulting spreadsheet in some
location - perhaps a folder called "Invoices" with a naming convention
for files to reflect service period.

Finally, go through and print out each invoice. You might have some
message to end user informing him/her to "insert letterhead into
printer tray" prior to doing this.