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Update options

Excel Help for Update Options in Excel Invoice Template

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Update Options

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OopsThis 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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