Excel 2007: Creating and Managing Invoices
by Curt Frye
$ 19.95
  • 0.38 hrs
  •  EN
  • 17 lessons

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.
Course Excel 2007: Creating and Managing Invoices
Author Curt Frye
SKU
ISBN
Release Date 2009-11-30
Duration 0.38 hrs / 17 tutorials
Work files Yes
Price $ 19.95
Retail price $ 49.95
Language
Tags Excel
 
1. Collecting and Structuring Invoice Data
Collecting the appropriate data 02:35
Structuring the tables 01:26
Combining tables 02:45
Tracking time using an Excel table 04:40
Tracking reimbursable expenses 02:22
2. Creating Invoices Using Excel 2007
Creating a PivotTable report from Excel table data 01:52
Dividing data by customer using report filters 01:29
Adding customer information to invoices 05:56
3. Creating Invoices Using Mail Merge
Creating invoices with mail merge 04:06
Filtering the invoice table to find current items 02:11
4. Advanced Invoice Handling
Calculating interest charges on unpaid items 04:28
Voiding invoices 00:59
5. Printing Invoices
Printing invoice worksheets 01:39
Printing Word invoices 00:42
Conclusion
Goodbye 00:23

 
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