Selecting addresses from Excel

[JTulley]

I would like to set up a template for invoicing that allows me to select a
single address from an excel spreadsheet or similar rather than typing the
data each time. Is this possible ?

 

[RobertVA]

I would like to set up a template for invoicing that allows me to select a
single address from an excel spreadsheet or similar rather than typing the
data each time. Is this possible ?

That sounds like something a relational database like Access would work
well for. Relational databases utilize multiple tables. One table could
hold customer data like names and addresses. The invoice form could then
utilize a query to select the information from the customer table and
allow you to add data to a separate table containing the quantity item
and date/time information.

 

[JTulley]

Thanks for the answer Robert, unfortunately I don't have a db. I'm pretty
sure that you can use Excel in some way for this, as you can use it for a
mail merge data source but that's not quite what i want to do.

 

[Rich/rerat]

JTulley,
Have you tried in Excel to create a new workbook, and use the VLOOKUP
function. You will need to create a column to identify a specific customer,
such as a Customer#
Sheet 1 will be used for the mail merge.
Create Colums:
Date(A1): Invoice#(A2): Customer#(A3): Name(A4): Street(A5): City(A6):
State(A7: Zip(A8):

Sheet2
Create Colums:
Customer#(A1): Name(A2): Street(A3): City(A4): State(A5): Zip(A6):

Then place these formulas in the columns on sheet1 for:
Sheet#1 (A4) Name: "=IF($C2="","",VLOOKUP$C2,'Customer List'!
$A:$F,2,FALSE))"
Sheet#1 (A5) Street: "=IF($C2="","",VLOOKUP$C2,'Customer List'!
$A:$F,3,FALSE))"
Sheet#1 (A6) City: "=IF($C2="","",VLOOKUP$C2,'Customer List'!
$A:$F,4,FALSE))"
Sheet#1 (A7) State: "=IF($C2="","",VLOOKUP$C2,'Customer List'!
$A:$F,5,FALSE))"
Sheet#1 (A8) Zip: "=IF($C2="","",VLOOKUP$C2,'Customer List'!
$A:$F,6,FALSE))"

And the fill down the formula in each column on Sheet#1. Then create a mail
merge document to use as an Invoice Document, and use Sheet1 as your Source
for the merge. You can create a third sheet with products and prices, and
use altered formulas, referencing the third sheet on Sheet#1.

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Rich/rerat
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Thanks for the answer Robert, unfortunately I don't have a db. I'm pretty
sure that you can use Excel in some way for this, as you can use it for a
mail merge data source but that's not quite what i want to do.