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Excel 2010 Financials Cookbook by Andre Odnoha

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E-mailing an invoice from Excel

Invoicing is a necessary and important function in finance. You may need to send an invoice to inform vendors or contractors of amounts owed, or amounts billed for a specific job or function. Many financial programs have invoicing functionality; however, the invoice created by those programs is most often not customizable. Entering the invoice information into Excel allows you to customize the look and calculations of the invoice you need to send.

In this recipe, you will learn how to have Excel automatically e-mail an invoice within the program to an e-mail address of your choice.

Getting started

This recipe will use a pre-formatted invoice that you created within Excel, and will utilize Outlook as the e-mail client. ...

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