How to Fill a Word Receipt Form With Excel Data

1. Open your receipt document. Click the 'Mailings' tab.
2. Click the 'Select Recipients' button. Select 'Use Existing List.' Navigate to the location of your Excel spreadsheet. Click the Excel file's name. Click the 'Open' button.
3. Select the worksheet that contains your customer data from the 'Select Table' dialog box. Leave the 'First row of data contains column headers' option checked if it applies to your spreadsheet. For example, it would apply if the first row and cell of your spreadsheet is 'Name' instead of the actual name of a customer. Click the 'OK' button.
4. Click on the place on your receipt where you want to insert the name of your customer. Click on the 'Insert Merge Field' button. Select the field that corresponds to your customer's name. These fields are from your Excel spreadsheet.
5. Repeat Step 4 for all of the customer information you want on your receipt.
6. Click the 'Preview Results' button. You can see the rest of your customer's receipts by clicking on the forward arrow next to the '1.'
7. Click the 'Finish Merge' button. Selecting 'Edit Individual Documents' will create new documents for each receipt. Selecting 'Print Documents' will print each receipt without creating new documents. Select the option that works best for you.