
Closed
Posted
Paid on delivery
I want to turn my existing invoice layout into a smart MS Word template that can read data straight from an Excel file and, with a single action, output a locked, ready-to-send PDF. Here is what I need: • Source data will always come from a designated Excel workbook—client name, multiple line items, unit prices, totals. Your solution should cope with a variable number of rows without breaking the layout. • I will give you the exact invoice design in Word; simply keep that look and feel. No extra styling or embellishment is required once it arrives in PDF form. • After the merge, the file must save itself as a read-only PDF in the same folder (or a path I can later adjust) using the invoice number in the filename. Deliverables 1. The automated Word template with merge fields or VBA that pulls data from Excel. 2. Any supporting code/macros, clearly commented. 3. A short, step-by-step guide so I can repoint the template to a new Excel file or tweak field mappings later. Acceptance criteria: I open the template, refresh or select the Excel source, press one button, and receive a PDF that mirrors the Word layout exactly, including calculated totals, with editing disabled.
Project ID: 40424894
15 proposals
Remote project
Active 11 days ago
Set your budget and timeframe
Get paid for your work
Outline your proposal
It's free to sign up and bid on jobs