Project Description
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.