I've created an Invoice Template in excel. Each time I open it I'd like a certian cell "D3" to increase by one number starting at 2000. Each time this is opened a new customer information is input and then saved to their file. Please give me the very basicis on how to do this. I've already gone into other forums which have provided a code, but I have had any luck getting ti too work.
View 9 RepliesI've created an Invoice Template in excel. Each time I open it I'd like a certian cell "D3" to increase by one number starting at 2000. Each time this is opened a new customer information is input and then saved to their file. Please give me the very basicis on how to do this. I've already gone into other forums which have provided a code, but I have had any luck getting ti too work.
View 9 Replies View RelatedI have a template of an invoice (in excel) but I need it to automatically
generate a different invoice number every time I open it. Such as 001 the
1st time, 002 the 2nd time etc.
I have no knowledge of macros & do not want to uses Acess.
auto incrementing my invoices.
The way I do my invoicing is like this. I have 1 Invoice in a worksheet (eg April 1) When I make my invoice for the next day I right click on the April 1 tab at the bottom. Right click/Move copy/move to end &check the create a copy box. It changes to april1(2)I then right click and change the date to the next invoice date. This might seem goofy, but it works for me. I have my Invoice number at the top of the page in cell e2. Is there a formula to automatically increase the invoice number by 1 every time I copy it?
I have an Excel Invoice Template, saved as a template.
I have code that generates a new invoice number each time the template is opened in VBA Editor. The auto numbering system works great! However.... (here comes the sad part)
After I enter all the data I need on the invoice, I want to save a copy of the invoice in a different file folder, which I can no problem. The problem is, if I re-open the saved invoice, we will call it Invoice #100, excel asks me if I want to update, if I say either yes or no, the invoice number will change to Invoice #101. I'm sure you can see how this can cause a major problem if we need to compare information later on, finding the correct invoice would be almost impossible as it would not match the customers invoice number.
What I need to know is:
Is there code I can add to the existing code, to stop the increment on a saved invoice, but not on the original template?
I'm using a simple auto numbering command.
eg: cell A1: 1
cell A2: =(A1+1)
then shift, copy/paste cell A2 until A600,
This creates a sequential number column from 1-600. My problem lies when a new row is inserted, which is left blank. How can i maintain this auto function upon a new Row insertion?
I have an invoice I use for my business. I want to be able to type in the sku # and then have the description and price fill in automatically. The invoice already calculates the total retail price based on the number ordered, tax, S&H and discount level. It then gives you total due for items bought. Getting the invoice this far was a miracle for me, but I get tired of retyping all the info now that sales are picking up. I have attached a copy of my invoice file.
View 5 Replies View Relatedcreating an Excel invoice that would auto-populate from another Excel worksheet or file with data. The information that I would want to include are:
Company name
Name (person)
Email address
Start date
End date
Promotion description
Number sold
Price per item
Total charged
I'm Trying to create a invoice that generates the invoice number automatically every time its being opened
Now, how to do it with a macro but the problem is i need the invoice to be saved as a template. In the end i need the invoice template to move the invoice number to the next one when opened and when im done with the invoice i need a print button that saves the invoice with contents to a specific folder, clears the contents and saves the invoice with the current invoice number as a template so that next time its being opened it can just adjust the counter.I have done the counter adjustment part .
Leith got this perfect for me, but my example does not work right. Not sure why it does not save last invoice number too the workbook. The invoice number increase works great, I must be missing a step.
View 3 Replies View RelatedI use a userform to make sales data entries into a database. The userform contains textboxes for:
Invoice No.Invoice DateGrossVatNet The Invoice No. is the first entry box on the userform and it is important that users enter the correct format (which is alphanumeric).
It is also important that a checking is carried out to ensure that the Invoice Number being entered has not already been used.
I use the following code to ensure that the numbers are entered in the desired format:
Code:
Private Sub txtInv_Exit(ByVal Cancel As MSForms.ReturnBoolean)
If txtInv.Value = vbNullString Then Exit Sub
If (Not UCase(Me.txtInv.Value) Like "ST###") And (Not UCase(Me.txtInv.Value) Like "ST####") Then
MsgBox "Non Valid Invoice Number.”
Cancel = True
End If
End Sub
And this code is pasted lower down the VB editor window. And it seems to be working fine!
For the checking to ensure that the invoice number being typed into the textbox has not already been used, I use the following two codes combined together:
a) to check for invoice No.:
Code:
check for Invoice Number
If Trim(Me.txtInv.Value) = "" Then
Me.txtInv.SetFocus
MsgBox "Please Enter Invoice No."
Exit Sub
End If
b) And to it I add the following additional code for CHECKING that the no. does not already exist in the database (the invoice nos are located in Column A of the database):
Code:
Dim x
X= Application.Match(Me.txtInv.Value, Columns(1),0)
If Not IsError(x) Then
MsgBox Me.txtInv.Value & "Invoice Number Is Already Used"
Me.txtInv.SetFocus
Cancel = True
Exit Sub
End If
My problem with the second set of codes in (a) & (b) (for the Checking of already existing No.) is that the code allows the user to key in the Invoice No. and go through filling in the other textboxes. It is only after clicking the ‘Add’ button that a msgbox comes up to indicate that the ‘invoice no. is already used’.
I need a tweaking of the codes so that the moment an invoice no. that has already been used is typed into the textbox and the TAB button pressed, a msgbox will show up at that stage to indicate that the ‘Invoice no. is already used’. This will reduce time and avoid filling in the other textboxes and clicking the ‘Add’ button before the checking is done.
I created an receipt template in excel. How can I have it increase the receipt invoice number by 1 every time I open this template? For example the first receipt is 100, I want the second receipt to be 101, and so on.
View 4 Replies View RelatedI am trying to automatically show the date of the last invoice per the customer number.
I have attached an example.
I have created a templet for an invoice, but I cannot get the invoice number to increment. I am using the following code from a previous thread
Private Sub Workbook_Open()
Sheets("Sales Invoice"). Range("B7").Value = Sheets("Sales Invoice").Range("B&").Value + 1
End Sub
The address of the invoice number is B7 and the name of the sheet where the B7 is located is Sales Invoice.
I want to start the invoice number at 100000 and add the letters PM to the beginning so that when it is displayed and printed out it reads PM100000.
Then I want it to increment by 1 and this number be placed in the B7 area when the invoice is opened next time.
I am trying to add a number to invoices (invoice numbers) on a UserForm that is used to make and/or modify scheduled service records for a cleaning business. We fill out the schedule well in advance of when the jobs are scheduled to be done, some customers are on a set schedule such as once a week, everyother week or once a month. Some just call in when they need cleaning. Each day has 27 rows set aside for possible customers (most are not used). We make out as many invoices in advance as is possible and fill-in the rest as they call-in. This leaves a lot of gaps between days
I have an auto-advancing formula tha takes a helper column to give me invouce numbers when there is a customer listed in column B and blanks space where there is no customer listed. This does make for volitile invoice numbers.
Formula in row 3 of the invoice coulmn "A": =IF(B3="","",H3)
Formula in row 3 of helper column "H": =IF(B3="",H2,H2+1)
The helper column only advances if there is a customer listed in column B of that row otherwise it repeates the last number. The invoice column only displays this helper number if there is a customer listed in column B of that row. I can't figure out how to get this to work on a UseerForm with vba.
I'm trying to create a new column which calculates the number of days from the today's date to the due date of an invoice. Also a Column that an invoice is/was overdue.
Column A - Clerk inputs date that invoice was received
Column B - Clerk inputs the date that the bill was paid
Column C - Auto populates the due date of the invoice (20 days after the invoice is received)
Column D - I want a number of days to auto populate based on today's date that will show how many days we have to pay the bill. Example: today is 2/19/2014, bill is due 2/22/2014 (Column C), column D should read 3 (I would prefer is the number is black for "we have days left to pay", red for "we're behind")
*Extra bonus for Column D, if the column goes blank after a date is entered into Column B* - but not necessary
Column E - I would like if the date the bill was paid (Column B) is greater than the date the invoice is due (Column C) to show "Overdue" in the cell.
What I'm trying to do is from a template worksheet that I have in a workbook with other worksheets, I'm trying to come up with code that will create a new worksheet based on the template (copy), increment the invoice number, and rename the worksheet tab to be "Invoice # xxxx" (new invoice number from prev. step.).
I have figured out how to use a button on the template to execute, but as I said my VBA skills are lacking to say the least.
I have multiple rows of data. Some have single invoice number and some have 3. I want to find the rows with multiple same invoice number by filtering then selecting certain data and paste to another sheet.
sheet1 A:I
Name
PO
Chemical
C/T
Center #
[Code]....
Our business has a spreadsheet set up for invoicing. A Macro has been created to increase the invoice number, save to the desktop as a PDF with a file name taken from the cells
This is working on my colleagues mac but when we've loaded onto my computer it errors, when I debug I am getting the following error:
Sub Macro3()
'
' Macro3 Macro
'
'
Range("g10").Select
[g10] = [g10] + 1
[Code] .......
I am trying to auto generate a calendar based on two drop down menus - Month and Year.
Once the month and year is selected I want to import all work orders onto the calendar based first on the "Labor Name" found in the list of work tab, then assign each work order for that labor name to the respective date on the calendar for the month.
August PM Schedule Demo.xlsx
Data Table including-
List of Identifying Code Numbers for customer invoices
Multiple repetitions of individual Identifying Code Numbers in list
Various data in table range including Various Values of invoices from different dates for each repetion of Identifying Code Number.
- Wish to find largest invoice for each Individual Identifying Code Number in the table without using a pivot table.
i have tried combining Max and Large functions with Vlookups etc.
I have an excel sheet where I gather information about companies. There are two columns involved in my problem. Column "D" and column "E". In column "D" I put the country code (example: DE for Germany, GB for England and so on..) In column "E" I put a number (for example: 45786521). What I would like Excel to do is to autoinsert the value of the column "D" before the numbers I have written in column "E". For example if in Row 12 column "D" is GB. And then I write the number 555888777 in column "E", then after the number is written and I hit Enter I would like column "E" to look this way: GB555888777. So the GB (value of the column "D") is inserted at the beginnig of the number I just wrote in column "E". How can that be done?
P.S.:I know that there is a possibility to add the values of these two columns in another column, but as there are far too many columns in the worksheet I would not like to add an extra column just for this.
I want a bit of code so that when I insert data into column 'C', it inserts today's date into column 'H' - in the same row. (So when I insert data into C22, the code inserts the date in H22). I want to do it with VBA code rather than an in cell function.
View 2 Replies View Relatedif I add data into C2 then the current date will appear in A2. I also don't want the date to change every time the project is opened.
Thus,
If I enter $32,500 into C2 - The current date (4-Dec) would appear in A2.
then if I close excel and I open it tomorrow, A2 would still read as 4-Dec, while if I enter $23.52 into C3, the current date (5-Dec) would appear in A3.
- would need to be able to enter multiple entries on one day as well.
to be able to do is have a stock control sheet that tells me how much of 1 item we have in stock which is easy, the hard part comes when this stock is sold as this stock can be sold to a number of different customers e.g.
We have 10,000 X Pens
Customer 1 buys 1,000
Customer 2 buys 6,000
Customer 3 buys 3,000
i need a way of saying that we have 10,000 pens but if we sold 1,000 then we can click a button (macro maybe) and that will automatically see that we have 10,000 for that line and we have only sold 1,000 so we need a line inserting saying that we have 9,000 remaing and so on.... The sheet needs to record who these goes to though, that the reason i was thinking of adding a row
If this doesnt make sense then i am happy to answer your questions?
i can upload an example excel sheet if required if someone can explain how i do this?
I would like the current date inserted automatically into a blank cell when I click on it. It will always be in the same column, but a different date on each row for that particular entry. I used to use datepicker.xla--loved it, worked great. But now I get an erroe message when I installed and tried to run it on a new pc. Does excel come with a drop-down calendar you can pick a date?
View 9 Replies View RelatedI have a sheet where I would like to have a picture inserted in a particular cell range and auto resized into that range. What I'm looking for is, if I type the name of a picture (meathead4uu.jpg) in a cell (Say, B3) then the picture should appear in range D14 to E28.
View 9 Replies View RelatedWhat I am wanting to do is have excel insert a static date automatically. I know ctrl + : inserts date and ctrl shft + ; inserts time. I want excel to do this automatically. The now() and today() functions auto update the date. I dont want the date auto updated when the file is reopened after it is saved. The file is a template so I guess what I am really wanting is a automatic date/time stamp when the user saves the file so when it is emailed and reopened the date does not auto update.
View 6 Replies View RelatedI have code for auto insert row, when i m getting to new row column Q formula not working
remove the auto generate serial number in column column A, only i want to insert auto with column Q formula to work.
find enclosed a worksheet for your ref.
Please see the below auto insert code;
Private Sub Worksheet_Change(ByVal Target As Range)
Dim O As Range
Set O = Range("O:O")
If Intersect(Target, O) Is Nothing Then Exit Sub
Application.EnableEvents = False
roow = Target.Row
Cells(roow + 1, 1).Value = Cells(roow, 1).Value + 1
Cells(roow + 1, 2).Select
Rows(Target.Row + 2).Insert
Application.EnableEvents = True
End Sub
Is there a way to auto insert a cell Comment when a particular value is entered and then have the Comment copied to a cell in another worksheet in the same workbook?
The value entered into the cells i want this function to work with is from a Validation list. If the cell's value was to change, for instance the user going back to a cell to change the value for whatever reason, I would like the previous comments to remain and then give the user the choice to edit comment or not.
I've had a look in the Forums using search but nothing close seems to be forthcoming.