Access to Excel Invoicing

  • Thread starter Thread starter msheppardbrown
  • Start date Start date
M

msheppardbrown

I am revamping my business and creating my client database on Access
2003 Pro which will catalogue all my receivables. I have created a
Invoice template in Excel in which I will invoice my clients with. How
do I take the specific data from access and input it into the
appropriate cells in excel automatically.

Essentially I want to be able to execute the command so that it
automatically generates an invoice for every record in my database.

I look forward into reading your response.
 
I would rather use excel as I am well versed in the software. But I'm
not married to it. If you have other options I have not considered, i
am very willing to explore them. How do you automate your excel?

Also, I am open to the to the Access reporting.

Would I be able to accomplish batch individual invoices for each client
using my database records in excel?

By the way, thank you for taking the time to help me.

Matt
 
Your the man! Thanks for the tips and for clearing things up for me.

Matt
Sorry I didn't get back to you yesterday. My messages were going home rather
than here.

Automating Excel is much more difficult (unless you are a seasoned VBA
coder) then creating an Access report. Building an Access report is not that
difficult. If you can create a form, you can create a report.

As to printing an invoice for a specific customer, you can filter a repor'ts
output using the OpenReport method.

Docmd.OpenReport "MyReportName", , , "[CustomerID] = " & Me.txtCustomer

"MyReportName" will be the name you save the report as.

[CustomerID] will be the name of the field in the form's record source.

Me.txtCustomer will be the name of the control on your form you want to
print the invoice for.

The code above assumes [CustomerID] is a numeric field. If it is a text
field, the syntax is a little different:
Docmd.OpenReport "MyReportName", , , "[CustomerID] = '" & Me.txtCustomer & "'"

Post back if you need more info.
--
Dave Hargis, Microsoft Access MVP


msheppardbrown said:
I would rather use excel as I am well versed in the software. But I'm
not married to it. If you have other options I have not considered, i
am very willing to explore them. How do you automate your excel?

Also, I am open to the to the Access reporting.

Would I be able to accomplish batch individual invoices for each client
using my database records in excel?

By the way, thank you for taking the time to help me.

Matt
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