Saturday, August 17, 2013

How to Create Invoices in Microsoft Word From Excel 2007


1. From a new blank workbook in Excel, click the 'Office' button and then the 'New' icon to display the 'New Workbook' dialog box. Under the 'Microsoft Office Online' section, choose 'Invoices' to view the invoice templates that are available for free download. Filter out customer-submitted templates, if desired, by clicking on the 'Hide customer submitted templates' icon at the top of the screen.
2. Preview the available templates by single-clicking on each one to view the template in the preview pane to the right. Click on the 'Download' button once you've selected the desired template. You will briefly see a status window until the file download is complete (downloading times are usually minimal, but will vary depending on the speed of your Internet connection). A new Excel window showing your template will pop up after the download has completed.
3. Select the cells containing data in this new worksheet, then right-click the selected data and choose 'Copy.'
4. With the Excel window still open, launch Microsoft Word. In the 'New Blank Document' screen, click the 'Paste' menu button in the 'Clipboard' group on the 'Home' tab. Choose 'Paste Special' to launch the 'Paste Special' dialog box.
5. Under the 'Paste As' section, choose the 'Microsoft Excel Binary Worksheet Object' option and then click 'OK.' Your invoice template will be pasted into Word as an Excel object. In order to enter your data into the template and temporarily alter the ribbon to show Excel commands, double-click the Excel object.
 

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