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Excel-Fed Invoice PDF Automator

Excel-Fed Invoice PDF Automator

Pending
💰 INR 12500–37500 👤 Unknown 🕒 14d ago status: new
Data Processing Data Entry Accounting Excel Tax Automotive Word Test Automation Sales Account Management
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.
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