Auto Invoice Number Copied Sheet
Apr 27, 2007
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?
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Jan 21, 2007
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.
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Jan 21, 2007
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.
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Aug 6, 2006
I 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.
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Dec 5, 2012
creating 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
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Oct 30, 2008
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?
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Jul 5, 2009
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.
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Feb 25, 2014
I am trying to write a macro that will:
A: copy data in cell A1 from Sheet1
B: Add an auto filter in sheet2 column A = to what was copied in Cell A1 from sheet 1.
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Feb 16, 2008
I have a list box that I'm using to pull customer information from my "Customer" sheet to my "Invoice" sheet. I can actually open, select, and close the userform. However, I can't get the macro to put the information into the specified location on my "Invoice" sheet.
Here's my code so far:
Private Sub Cancel_Click()
Application.ScreenUpdating = False
Unload Me
End Sub
Private Sub customer_Change()
End Sub
Here is the "Customer" sheet I'm pulling the info from:
And here is the location on the "Invoice" sheet that I'm trying to direct the userform to:
And here's my userform just for reference:
The userform works perfectly until I press the OK button. That's when I get the error.
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Oct 3, 2013
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 .
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Apr 13, 2009
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.
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Nov 2, 2011
I 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.
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Mar 15, 2005
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.
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Jun 27, 2006
I am trying to automatically show the date of the last invoice per the customer number.
I have attached an example.
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Aug 21, 2007
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.
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Oct 9, 2007
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.
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Jul 30, 2009
I'm trying to create a copy of the active sheet and then rename the new copied sheet to what's in cell O4, which is a formula (see below) and then paste value cell O4 in B3 of the copied sheet. However, when I run this macro it doesn't seem to like the second line where I am renaming the sheet (run time error '1004').
"O4" =DATE(YEAR($B$3),MONTH($B$3)+1,DAY($B$3))
Sub NewMonth()
ActiveSheet.Copy Before:=Sheets(Sheets.Count)
ActiveSheet.Name = Range("O4").Value
ActiveSheet.Range("O4").Copy
ActiveSheet.Range("B3").PasteSpecial Paste:=xlPasteValues
End Sub
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Feb 21, 2014
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.
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May 2, 2012
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.
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Nov 2, 2013
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]....
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May 15, 2014
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] .......
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May 1, 2014
with the following....In the first sheet of attached file I keep data regarding all invoice sheets next to the data sheet (not visible in this example). I like to print an invoice in all sheets (area H3-AI43) from a selected invoice sheet out of a drop-downlist in the "data"sheet. After printing the actual printdate must be placed in column F of the "data" sheet next to the sheet number. Would be great if this is possible! Maybe I'm not clear enough. The purpose is to print only 1 invoice from a selected sheet out of the drop-down list.....and not all invoices from all sheets!
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Oct 22, 2008
I have recorded a macro to filter data on sheet 'To Invoice' copy the filtered list, and paste on sheet 'Invoice' in C16.
The code just keeps looping (not looping in a code sense, it just seems to keep flickering the screen like its going over & over) until it locks up 5-10 seconds-ish and then I have to re-start Excel.
The range B2:E22 is not always populated, it could possibly be B2:E2 (one row), I dont know how to copy the exact data so I expanded the range to what I think would capture any eventuality....
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Oct 10, 2006
I would like to use vba to copy a value in F31 to B5 in sheets("2") and express it as a percentage.
For example, the value in F31, 102 is copied to B5 as 102. Like to have it express as 102%.
Sheets("S1").Select
Range("F31").Select
Selection.Copy
Windows("Report.xls").Activate
Sheets("2").Select
Range("B5").Select
Selection.PasteSpecial Paste:=xlPasteValues, Operation:=xlNone, SkipBlanks _
:=False, Transpose:=False
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Oct 20, 2013
with a macro. I am looking to copy row 2 to the last row and past the copied rows directly below the copied contents.
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Oct 16, 2008
Macro on copied sheet. I have a macro using the following to bring a shape to the front:
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Feb 23, 2014
I am copying data from worksheet "Microsoft" to another workbook and paste in sheet1, i want the cell G1 to auto input the worksheet name "Microsoft" where i copy the data from,
How to have G1 show the worksheet name after i copy and paste the data from worksheet name "Microsoft".
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Jun 3, 2014
Data is not getting copied from "Best" worksheet row 129 and row 130 (if more rows then all rows ) to "Crashes for Beast Devices" worksheet in "Missing transactions" sheet starting from row 2 . Every thing is working fine in my code except , the if condition which does not paste the value if the "Missing Transaction" sheet is empty.
Code provided below (the underlined portion does not copies data it seems)-
[Code] ........
Sheet attached -
Best.xlsm
Crashes for BEAST devices.xlsx
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May 5, 2014
I'm trying to copy the a name from cell X2...JohnDoe and rename the current sheet with the contents of X2. I'm using the following code and getting my sheet named as "True"
Sub SheetName()
'
' SheetName Macro
'
Dim ShName As String
ShName = Range("X2").Select
Selection.Copy
Sheets.Add.Name = ShName
End Sub
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Nov 4, 2009
I am copying sheet 1 to the back of the workbook and renaming it. I am using a few command buttons on sheet 1 to trigger the copy macro, etc. I do not want these buttons on the copied sheets.
I have done a right click /Format Control/Properties and selected Dont move or size with cells but the buttons are still being copied and still active for the macro. Perhaps due to sheet copy versus cell copy?
I guess I could add select and delete steps to the macro for the buttons but this seems excessive.
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