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

This is an overview. Download Practice Workbook

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.

• 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

• Select Finish and Merge>>Edit Individual Documents.

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

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.

Md. Sakibul Hasan Nahid, holding a BSc degree in Naval Architecture & Marine Engineering from Bangladesh University of Engineering and Technology, skillfully integrates engineering expertise with a passion for Excel. As an Excel & VBA Content Developer for ExcelDemy, he not only provides solutions to complex issues but also demonstrates an enthusiastic mindset and adeptness in managing critical situations with finesse, showcasing his commitment to excellence. Apart from creating Excel tutorials, he is interested in C++, Python, Microsoft. Read Full Bio

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