Step-by-step guide to create multiple Invoices and quotations with mail merge in Word and Excel

Using Microsoft Word and Excel mail merge feature, you create multiple invoices, quotations and other such documents automatically in one-go.
All you need to do it create you invoice format in a word file, have you data in Excel and link the two files via mail merge's "use existing list" option.
Once they are linked, you use "insert merge field" and keep tagging the relevant content in the word format to create the final invoice layout.

This video explains the entire mail merge letters feature step-by-step.

Do leave a comment below, what kind of documents do you create using mail merge?

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