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Update options
Excel Help for Update Options in Excel Invoice Template
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Update Options | Rate this: (4/5 from 2 votes) |
 | This depends on how the customer information is updated. You can be sure to update through the form supplied on the Control sheet. If updating from an Invoice then a check is made against the contact name and organization name. If they are both the same then the record is updated. If not the same then a new customer record is added. The customer information can also be updated manually in the Customers sheet. | |
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