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In Excel 2007: Creating and Managing Invoices, Microsoft Most Valuable Professional Curt Frye shows how to set up an efficient and flexible invoice management system. As part of the instruction on how to design a custom invoice in Excel, Curt explains how to use a PivotTable to put each customer's information on its own worksheet. If Word is the preferred method for creating an invoice, Curt covers how to use Word 2007's Mail Merge function to work with an Excel sheet. He also outlines some advanced tips, including calculating interest on unpaid items and tracking invoices. Exercise files accompany the course.
After you've created an invoice workbook, you should print it and mail it out immediately. Also, when you print an invoice created on an Excel worksheet, you should strongly consider hiding the worksheet's gridlines when you print. If you want to separate worksheet elements from each other, you can use Color and Cell Borders to do so. First thing is to hide the gridlines. To do that, you go to the View tab on the Ribbon and clear the Gridlines checkbox. Now you can print your selected worksheets. If you wanted to print just the first worksheet, in this case 1824, you can click at the Sheet tab and then press Ctrl+P to display the Print dialog box.
If you want to print both of your worksheets or multiple worksheets, you can select those Sheet tabs using either the Ctrl key which allows you to select worksheets individually or you can use the Shift key which selects a range of worksheets. If you want to print them both, you can again press Ctrl+P and display the Print dialog box. If your workbook contains multiple worksheets and you want to print all of them, you can press Ctrl+P and then in the Print dialog box instead of saying Active Sheets, you can select the Entire workbook button, click OK and you are ready to go.
Printing workbooks is a great solution for small businesses. If your customer demands invoices as electronic documents, however, you should look into PDF printing solutions that make each workbook page a separate document.
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