This activates mail merge mode on your document. Choose the document type that best describes what you are doing (for invoices, you can choose either letter or normal word document) Go to Mailings ribbon in MS Word and click on “Start mail merge” button. You may download the invoice template for inspiration.Īt this stage, our invoice looks like this: Open a new document in MS Word and create a document structure that reflects your invoice. Step 2 – Create an invoice template in MS Word Let’s say your invoice has 11 fields, as shown below.Ĭreate a workbook with 11 columns and load data as shown below. Step 1 – Create a workbook with your data Tutorial – using mail merge to generate invoicesįor this tutorial, let’s pick the example of generating invoices. Read the below tutorial to learn how to set up mail merge in Word. You can use mail merge in many similar situations – like generating invoices, address labels, certificates etc.
This powerful feature combines MS Word documents with (Excel) data to generate all the 300 letters in just few minutes.
You also have a template of the offer letter.Įnter mail merge. You have the details of all the 300 offers (name, email, address, offer code, role, benefit package details and date of joining etc.) in a spreadsheet. Of course, you don’t want to type these letters one at a time. The next job – generate employment offer letters for each of them. You just hired 300 analysts for the big data division. Imagine you handle recruitment at a large company. Specialized SaaS (Software as a Service) companies ensure that invoicing is now automated, secure, and instant, so you can invoice on the move.The idea of mail merge is simple & powerful.
Invoicing in the modern world has gone mobile. Online invoices are paperless as the invoices are sent through email, and payments are made online. The advent of the internet led to better, more secure, more green ways to communicate with clients. Invoicing became cheaper, easier, and faster with electronic invoices. The invention of computers brought about the next big change in invoicing. This revolution was triggered by the desire to reduce traditional costs and labor. These invoices contained most of the elements of a modern invoice and used signatures or seals. Invoicing later evolved to hand-written invoices on animal skin, parchment, or paper. The merchants used to carve details of transactions on clay or stone tablets using the earliest form of math. Invoices and records of transactions were made as early as 5000 BC in Mesopotamia.
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