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Invoice & Order Minimize Data Entry - Especially Name and Address

I'm generating every day 100-150 invoices in Excel.

Every time I'm entering Customer Name & Address and other details.
So, I want to minimize my data entry. my Idea is I will enter all customer names & Addresses in separate data file with customer ID No.
At the time of Invoice generation I will key only Customer ID #.
Automatically Customer name and Address to update/write in my Invoice transaction file.

please guide me step-by-step

* first-of-all how do I create customer master (source) file
* and how to link that source file and invoice transaction file

please solve my problem

thanks and regards

ss dutt

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Do you have Microsoft Access? If so, you could use that to create a database and an invoice form. You could also use Access to "dump" the info into Excel to track and record.

Otherwise, try searching for "Import Data" in the Excel help. It would be very difficult to walk you through the whole process, but if you have specific questions about certain steps, that would be more manageable.

Posted on Jan 06, 2009

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1 Answer

I need to send an invoice to a customer


1

Log in to PayPal with your email and password. This should take you directly to the "My Account" page (see Link at Bottom of page). 2

Go to the line of blue tabs at the top of the page.
Click on "Request Money."
It should automatically take your to the "Create an Invoice" page, but if not, just click on the "Create an Invoice" tab. 3

Enter the email address of where you need to send you invoice in the first text box, lableled "Recipient's email address."
If this is an invoice to someone you've billed before, go to Step 4. 4

Skip the "Recipient's email address" box and go to "OR select a recipient" box.
Select the email address of who you need to send the invoice from the drop-down menu that pops up.

If you need to send the same amount to more than one client, you can add more than one email address, seperating the addresses with a comma like you would in a normal email program. 5

Fill in the amount of money owed (including decimal points) and what kind of currency you expect to get.
6

Click on one of the four options under "Request payment for."
When in doubt, just click "Services." 7

Click on the orange "Continue" button.
8

Check out that the information is correct, and click on "Continue."
You should receive a notice from PayPal in your email inbox stating that the invoice went out.

If you don't get one in a couple of hours, try sending the invoice out again.

https://www.paypal.com/us/cgi-bin/webscr?cmd=_home

Jan 08, 2014 | PayPal Computers & Internet

1 Answer

Hi, I'm using v12.0 RPE for a fast food establishment. I just started delivery service. Is there a way to include the customer's address to the reciept? -- Thanks


Two ways to do this. Add them as a customer with there address. A good policy is to use their phone number as customer number. That way repeat customers are already available. Then go to SETUP, SETUP SCREEN, RECEIPT tab, PAGE 2. Under PRINT CUSTOMER INFO, check NAME AND ADDRESS.

If you are not interested in building a customer database, add a button at the bottom with the function INVOICE NOTES. After taking order, hit this button and enter address. It will appear at the bottom of invoice.

B Mattern
sysadmin@ccybernet.com
Please return and give me a favorable rating if this helps or is of value to you.

May 02, 2011 | Pc America Restaurant Pro Express

1 Answer

How to send mail from tally


E-mail a Invoice
To send a Invoice to a customer by email:
1. Gateway of Tally > Display > Accounts Books> Sales Register >
2. Select the required Invoice from the sales Vouchers
3. Click on Email from the button bar or press Alt+M

1. The fields on the Mailing Invoice form are automatically completed if you have given the required information during creation of the master records. Select No or press Backspace to change/modify the entries. Select Yes to accept.
2. The E-mail Server field is highlighted next. This is a mandatory field. The first time you use this feature in Tally, enter the name of your SMTP server, example: mail.btinternet.com. Subsequently, Tally will automatically display the SMTP server name. Refer to your Internet Service Provider (ISP) or network administrator for further queries.
3. The From field displays the name of your company entered in the Company Creation screen and stored in the Company Information Master records. You can also modify the default information. Press Enter.
4. The From E-mail Address field displays the e-mail address entered in the Company Information Master data. Enter your email address, if you have not done so while creating a company, or if you want to change the id.
• Enter the user name and password in Authentication User Name (Only if required) and Password field respectively if the mail server requires authentication.
• In the Format field a pop-up screen lists the three formats in which you can generate your email:
o ASCII (Comma delimited)
o HTML (web-publishing)
o XML (data interchange)
Select the type that suits your recipient.
1. To E-mail Address field is a mandatory field.

It displays the recipient's email address as entered in the Mailing and Related details during ledger creation. Enter the address if you have not done so while creating the ledger or if you want to modify the information.
1. Type the email address of another recipient to whom you want to send a carbon copy of the email in the CC (if any) field.

1. The Subject field is filled by default and displays the subject of your mail. You can change it to a subject of your choice.
• Any text you enter in the Additional Text field precedes the report in the recipient's mail program. You can use this field to type a message to the recipient.
• Additional Options provided in the form are:
o Include Post-Dated Transactions?- Set this option to Yes to include post-dated transactions.

Note: Additional Options may vary depending upon the type of report you want to email.

Print Preview: Use the Print Preview screen to view the document before emailing. This shows how the document appears in the recipient's email

Oct 31, 2010 | Tally Computers & Internet

1 Answer

Hi i just sold an item and the money from the item was posted into my account however the money from the shipping and handling was not?


Hi there!
Once your item is sold, the system will generate a fee for that which is called the final value fee. It is a percentage eBay took for successful completed listings but it will be taken away in your bank or credit card at the end or mid of the month depending on your billing cycle. (please check your invoice in the Account tab, right side invoices)
But if the shipping cost is not included in the invoice sent to the buyer, check your listing and make sure that you didn't choose free shipping. If your shipping calculator is set but the buyer paid no shipping cost, you can then ask the buyer to pay for it. You can send the buyer a manual paypal invoice.
Here's how you can create a manual invoice using your PayPal account:


1. Log in to your PayPal account.
2. Click Request Money.
3. Click Create a Money Request or Create an Invoice.
4. Enter the required information.
5. Click Continue.
6. Review the information and click Request Money to send a money request or Send Invoice to send an invoice.

You can also ask several people at the same time. Just enter their email addresses, separated by commas.

I hope this helps. Have a great day!

Oct 14, 2010 | eBay Auctions

1 Answer

What is the use of vlookup in excel?


The VLOOKUP function is a handy one to know when you want Excel to lookup a value in one place and insert it in another. For example, let’s say you have a list of all of your customers on a sheet named “Accounts” and an invoice on another sheet named “Invoice”. When you type in their account number on the Invoice, you want Excel to fill in the name of the customer and their address (and this information is included for all customers on the Accounts sheet). A VLOOKUP will do this for you.

Here's a tutorial that will help:

http://www.timeatlas.com/mos/5_Minute_Tips/General/Learning_VLOOKUP_in_Excel/

Jun 12, 2009 | Microsoft Excel for PC

1 Answer

Ms-Access


this discussion could go on for days (month? a semester at least?) but data is any piece of information you want to capture and save. a name. an address. a phone number. (actually they are examples of pieces of data - and whether you capture and save them or not they are still pieces of data). data "forms" a database when you save it (in the dataabase).

the database usually has tables representing related pieces of infomation.

Example:
the CLIENT table may have the following fields:
Client Number
Client Name
Address
Phone
Contact name
etc., etc.

the ACCOUNTS_RECEIVABLE table may have
Client Number
Invoice Number
Invoice Date
Invoice amount
etc., etc.

Notice how the CLIENTS table is "related" to the ACCOUNTS_RECEIVABLE table by the Client Number - hence the term you may have heard RELATIONAL database.

any more in depth please ask.

Mar 04, 2009 | Microsoft Computers & Internet

1 Answer

I want to create an excel template that can automatically update the invoice number once i save it. say i have the excel template open with the curent invoice numbe as 5. once i save this file and i open...


Is it in a single-user environment? You can save the current invoice number to a text file then ope that and +1 (which is the way that the demonstartion Invoice in Excel 97 / 2000 used to do it ).

Feb 26, 2009 | Microsoft Excel 2000 Step by Step...

1 Answer

Minimize Data Entry


I will suggest you to create small application in .net for ths which will add some value and process your data;If you want to use Excel only make a master sheet with details and use it in other excel sheets

Jan 02, 2009 | Microsoft Excel for PC

2 Answers

Excel - Automatically update invoice numbers


Yes but You need to tell your exact requirements eg. from where you would like to update your Invoice Template i.e from A Separate Database or from a Dropdown List etc

May 14, 2008 | Microsoft Excel 2000 Step by Step...

1 Answer

LINE 100


If Sale Line 100 is an Excel Template then it is simple.

The Templates are just preformatted spreadsheets which are edited just like any other spreadsheet.

If you mean that you are using the Template to create another document but wanting all the fields to be the same as the Invoice then I suggest the following method:

Copy the Template fron Worksheet 1 onto Worksheet 2.

Add and remove any fields that you wnt to add or remove (Prices would be deleted on this copy and the title would be changed from Invoice to Delivery Docket, etc)

Then (on Worksheet 2) in the fields that you want to be the same - click on the cell you want the same Data in and hit the = sign. Then go to Worksheet 1 and Click on the cell that you want the data to be the same. Hit Enter. This will send you back to Worksheet 2 and you will see that any data entered into the cell in Worksheet 1 will now also appear in Worksheet 2.

Repeat this process for all the cells you want copied from worksheet 1.

When you complete the data in Worksheet 1 (the Invoice) all the data selected will automatically appear in the cells selected on Worksheet 2.

Try this on worksheet 2 select cell A1, type =, then open worksheet 1 and select B1. You will be returned to worksheet 2 and the formula in cell A1 will now read =Sheet1!A1. Enter anything into Shhet 1 A1 and you will see that it appears in the appropriate cell on Sheet 2.

When you want to print off the Invoice and the Delivery Docket - you only have to open each Worksheet and hit Print and a copy of each worksheet will be printed giving you an Invoice and a Delivery Docket with the appropriate info on each printout (eg if you exclude prices from the Del. Docket then after completing all the details in the Invoice will create a Del Docket with all the relevant information other than the prices.

Does this answer your question?

Apr 25, 2008 | Computers & Internet

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