I'd like to be able to add the data to Excel either using a form (ideally) or direct, then i'd like to be able to click on the 'customer email' field to send a confirmation email to the customer, and also to be able to have an automated invoice, either in excel or Word, which draws the information automatically for each invoice, so that i only have to print it.Īt the moment i'm doing all 3 tasks separately, when i know they can be automated. What i do want to do however is combine all three tasks instead of having to open different programs and copying and pasting between them. I don't want to use accounting software as that is too complicated for my simple little business. The third step is sending an email to the customer upon despatch, using Outlook 2007. I then create the invoice separately in Word 2007 which i print to send to the customer with the order in the mail. Now each time i send an order, i have to fill in the excel worksheet.

There are more and i won't list them all, but you get the idea. Invoice Number Customer Name, Paid by Paypal, Paid by Cheque, Amount, Cusotmer email, Customer address, so my list of invoices has the following fields as column headers

The first column is the invoice number, and each is unique to each customer. I'm creating a list of customers along with what they order, what they paid, how they paid, (paypal, cheque) etc, I'm creating a simple spreadsheet using Excel 2007, a workbook that has simple financial statements. I have a small business, where i sell online mostly. I have the office 2007 Suite, in case anyone needs to know. I'm not an expert Excel user, and can just about make the most simple worksheet with references to Excel 2007 bookds, I would appreciate any help or tips please.

Creating invoices in word