Using Excel & Word to create invoices for time at a facility

S

swescrow

We create invoices to a customer from time sheets submitted by employees.
Some customers are billed monthly while the majority are billed every two
weeks (the time frame when timesheets are submitted by employees). The
customers are billed based on the number of hours the employee works there.

Originally this was all done in Excel with no problem however, we can speed
up the payment process if the invoices are emailed to the customer. Invoices
need to be sent on letterhead. We now set up the body of the invoice in
Excel then copy and paste into a Word template. We then adjust sizes of the
columns and add or remove rows in the table to make page breaks look proper.

Can anyone suggest a more efficient way to accomplish this?
 
D

DL

Create the letter head within Excel, then layout the Excel sheet so it
'looks like an word invoice' and email it, or if you have Adobe Acrobat or
similar mail it as a pdf.
If your Excel sheet contains data, that you need, but should not be shown in
the invoice, then create a new sheet in the workbook containing the relevent
data updated from the primary sheet.
Thats what I do, though I use Access rather than Excel. I use Excel only for
invoices that require a job sheet to be included.
 
S

swescrow

The "letter head" is a color template set up in Word. Tried to set it up in
Excel but it does not do color. But thanks for the response.
 
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