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Participant
April 22, 2020
Question

Converting to existing template - invoice to PDF

  • April 22, 2020
  • 1 reply
  • 296 views

Hi, 

As part of a 'going green' initiative, i am looking at reducing paper invoicing. At present, invoices are created in excel, printed onto letterhead and scanned back as PDF. 

I want to know if it is possible to convert the excel invoice directly onto PDF letterhead template, to use multiple times?

Or is the only option to create the letterhead in excel and just do a simple convertion to PDF? 

Any assistance greatly apprecaited. 

Thanks 

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1 reply

John T Smith
Community Expert
Community Expert
April 22, 2020

I would use Acrobat to convert Excel to PDF

 

But first, ask Microsoft if it is possible to do a "save as" in Excel to directly create a PDF

 

Go to the Search bar at the top of http://www.microsoft.com/en-us/default.aspx to find help with Excel's saving options