Excel 2007: Creating and Managing Invoices

Shows how to set up an efficient and flexible invoice management system.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