![]() ![]() Excel will outline any areas it recognizes as a spreadsheet in red, so you'll know if you're on the right track. Here, you can line up your paper spreadsheet in the camera view. Instead, you would want to just print the invoice or create a PDF of the invoice worksheet. Give Excel the proper permissions when prompted, if you haven't done so before, and you'll see the camera interface in Excel. IMPORTANT: When using a customer list in an invoice spreadsheet, it would not be wise to send the actual spreadsheet to the customer (because it contains your list of customers). Tip: You can press F3 in Excel to view and select a named range in your workbook while entering a formula. CustomerID - Another dynamic named range that could be used for the Source of a drop-down.CustomerName - This is a dynamic named range that is meant for use as the Source for a drop-down selection box.CustomerList - This named range includes the entire customer list table (the header as well).There are three named ranges defined in this spreadsheet that help make it easy to create drop-down boxes and lookup functions. The Customers worksheet within this template is intended for use with other templates, such as invoices or work orders. Many customers just keep paying their phone and internet bills for years. It is based on the technique used in our invoice tracking and invoice manager templates. Then we put together a solution for all your current needs including unified. ![]() This template is mainly for intermediate spreadsheet users who are looking for a way to easily add customer lookup functionality to their spreadsheet(s). ![]()
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