![]() Instead, you would want to just print the invoice or create a PDF of the invoice worksheet. IMPORTANT: When using a customer list in an invoice spreadsheet, it would not be wise to send the actual spreadsheet to the customer (because it contains your list of customers). Tip: You can press F3 in Excel to view and select a named range in your workbook while entering a formula. CustomerID - Another dynamic named range that could be used for the Source of a drop-down.CustomerName - This is a dynamic named range that is meant for use as the Source for a drop-down selection box.CustomerList - This named range includes the entire customer list table (the header as well).There are three named ranges defined in this spreadsheet that help make it easy to create drop-down boxes and lookup functions. ![]() The Customers worksheet within this template is intended for use with other templates, such as invoices or work orders. It is based on the technique used in our invoice tracking and invoice manager templates. This template is mainly for intermediate spreadsheet users who are looking for a way to easily add customer lookup functionality to their spreadsheet(s). Credit Manager was designed to support all trade line reporting and adheres to the Metro 2, Credit Reporting Resource Guide ®.Our software solution allows businesses to accurately report consumer, debtor and commercial trade lines to the national credit bureaus using the industry standard, Metro 2 ® format.
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