Thread Tools Display Modes
Prev Previous Post   Next Post Next
  #1   Report Post  
Robert Jones
 
Posts: n/a
Default Creating an Invoice with Mail Merge

I spent yesterday afternoon and evening trying to find out how to generate
an an invoice using a Word Mail Merge, but was unable to find a suitable
solution. From searching Google newsgroups this question appears to get
asked fairly regularly but there appears to be no good answer.

As a final check on if this can be done therefore, here is my problem!

My version of Word is 2003 11.6359.6360 SP1.
I am running Windows XP SP 2.

The data I have is in a tab delimited text file, with the data as follows:

Client Name
Quote Date
Quote Number
Client Address 1
Client Address 2
Client Address 3
Quote Line Description
Quote Line Price
Quote Line Tax
Quote Line Total

The header details are repeated for each line of the quote. So for example
if the quote has five lines, there will be five lines in the text file, but
the header details will be the same for each line.

I would like a Word template where I can run a "merge" to generate a quote.

The Quote should be formatted as follows:

The start of the quote should contain the quote header information: the
client name and address, quote date and number etc.

Then there should be a list of quote lines - these need to appear in a table
and appear one after the other, not one line per page.
## Note: I have used a "Directory" Word merge to get each line of the quote
to appear as a new line in the merged table.

The front of the quote should say now many pages there are in the quote.
## Note: It doesn't matter if I use the NUMPAGES field or the SECTIONPAGES
field it always appears as 1 on the first page (however page headers *after*
page 1 get the total correct in the header).

In the page header on each page after the first page should be the page
number in the format "Quote (quote number) page X of Y".
## Note: I have worked out how to set up the template to have different
headers and footers for the first page and subsequent pages.

At the bottom of each page apart from the last page should be sub-totals,
showing the total so far.
## Note: Putting a sum(above) in a table in the footer didn't work - it gets
a "Table Index cannot be zero" error.

At the end of the table should be totals for each column (total pre-tax
price, total tax price, total post-tax price).

Finally *at the end of the document* should appear together various terms
and conditions. This in effect should be the footer for the last page.
## Note: Putting an IF PAGE = NUMPAGES or IF PAGE=SECTIONPAGES section after
the table displays the footer for each row merged.

Although I am using Word 2003 ideally this solution should be as generic as
possible - at least back to Word 2000.

Also note that the "Database" field solution is not suitable as it does not
allow the table to be formatted, it requires a pre-formatted table to be
used.



 
Thread Tools
Display Modes

Posting Rules

Smilies are On
[IMG] code is On
HTML code is Off

Forum Jump

Similar Threads
Thread Thread Starter Forum Replies Last Post
mail merge with attachments AS Mailmerge 5 April 9th 05 09:49 AM
Mail Merge is creating blank pages between form letters JW Mailmerge 1 January 25th 05 10:54 PM
Using Mail Merge for Creating a Document of Biographies... Sam Clarke Microsoft Word Help 1 January 4th 05 04:28 PM
Using Mail Merge for Creating a Document of Biographies... Sam Clarke Mailmerge 1 December 17th 04 10:17 AM
Using Hyperlinks in Mail Merge IF...THEN...ELSE Statements Mark V Mailmerge 8 November 30th 04 01:31 PM


All times are GMT +1. The time now is 06:25 PM.

Copyright ©2000 - 2024, Jelsoft Enterprises Ltd.
Copyright ©2004-2024 Microsoft Office Word Forum - WordBanter.
The comments are property of their posters.
 

About Us

"It's about Microsoft Word"