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Updating Customer details

Excel Help for Updating Customer Details in Excel Invoice Template


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Updating Customer Details

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ConfusedWhen I update infos for a customer ... it creates another record instead of updating the selected record. Can someone help concerning the possible problem. Thanks
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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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Confused
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Invoices in excel creates problem some times. i suggest you to visit
[http://www.fetchflow.com/support/question/Generate-invoices-using-Excel.html]
and see the procedure how to build an excel invoice. It will also reduce future problems and makes it perfect for your business.
 Makhi
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