How to Create Multiple Invoices in an Excel Spreadsheet -2 Steps

This is an overview.

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Create Invoices in Excel from a Database

• Create a Word file to print the invoices in pdf.

Step 1 – Use the Merge Field Feature in Word to Merge Multiple Invoices from an Excel Spreadsheet

• In the Word file, go to Mailings. Select Start Mail Merge >> Normal Word Document.

• Go to Select Recipients >> Use an Existing List.

• Select the Excel file and click Open.

• Place the cursor in front of the Invoice number and go to Insert Merge Field>> Bill_No. (Bill No is a column heading in the Excel file).

• To enter the date place the cursor before the date and in Insert Merge Field, select Date.

• Follow the same steps to enter the receiver name.

• Follow the same steps to enter the item name.

• Apply the same process to enter Quantity, Rate, Taxable Amount, Tax, and Total Amount.

• This is the output.

• Click Preview Results.

• Use the slider to change the invoice numbers.

• This is 4th invoice:

Step 2 – Print Multiple Invoices or Export the File as a PDF

Printing Multiple Invoices

• Go to Finish and Merge.
• Select Print Documents.

• Select Finish and Merge>>Edit Individual Documents.

• Select All and click OK.

• Another Word file will open. You can see the new Word file has 9 pages. Each page contains one invoice.

Export the File as PDF

• To export the file as PDF, go to Files and select Export >> Create PDF/XPS.

• The pdf will contain the 9 invoices.

Things to Remember

Unmerge cells before merging the mail.

Frequently Asked Questions

1. Is there a limit to the number of invoices I can create in Excel using this method?

There is no such limit.