Excel 2007: Creating and Managing Invoices

with Curt Frye
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Excel 2007: Creating and Managing Invoices
Video duration: 0s 42m 37s Intermediate

Viewers:

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.

Topics include:
  • Tracking time using an Excel table
  • Adding customer information to invoices
  • Filtering the invoice table to find current items
  • Dividing data by customers using report filters
Subject:
Business
Software:
Excel
Author:

Welcome

(upbeat music) - [Voiceover] Hi, I'm Curt Frye. Welcome to Excel 2007: Creating and Managing Invoices. In this course, I'll show you how to set up a flexible and efficient invoice management system in Excel 2007. I'll begin by describing the data you should collect and show you how to design and construct Excel tables that enable you to combine data from several tables into a single entity. Then we'll show you how use a PivotTable to put each customer's information on its own worksheet.

If you would prefer to create your invoices in Microsoft Word, I'll show you how to use Word 2007's Mail Merge capability to transform your Excel data into a series of invoices. Finally, I'll show you a series of advanced invoice management techniques, such as how to include unpaid items in an invoice, calculating interest on unpaid items, and tracking invoices you create. Let's get started with Excel 2007: Creating and Managing Invoices.

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